13F portfolio feed

Latest 13F Portfolio Filings

Showing filings accepted since 01 Jul 2026. Each row links to the manager profile, parsed portfolio, and original SEC source.

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Recent 13F signals

Latest portfolio disclosures to inspect

Each card links to the parsed portfolio and original SEC filing.

13F portfolio

First Nebraska Trust Co

CIK 0002134841

13F-HR Q4 2001
CIK
0002134841
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
89 holdings / $157,881,612
Filed
31 Aug 2026, 15:29:11 UTC
Period
2001 Q4

Review the newly filed portfolio, top holdings, and source evidence before comparing the manager with other ownership signals.

13F portfolio

Arbor Wealth Management LLC\AZ

CIK 0002149091

13F-HR Q1 2026
CIK
0002149091
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
22 holdings / $101,478,078
Filed
31 Aug 2026, 12:41:57 UTC
Period
2026 Q1

Review the newly filed portfolio, top holdings, and source evidence before comparing the manager with other ownership signals.

13F portfolio

Arbor Wealth Management LLC\AZ

CIK 0002149091

13F-HR Q4 2025
CIK
0002149091
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
103 holdings / $128,503,508
Filed
31 Aug 2026, 12:29:04 UTC
Period
2025 Q4

Review the newly filed portfolio, top holdings, and source evidence before comparing the manager with other ownership signals.

13F portfolio

Alternative Investment Advisors, LLC.

CIK 0002009486

13F-HR Q2 2026
CIK
0002009486
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
69 holdings / $258,591,510
Filed
31 Aug 2026, 10:49:58 UTC
Period
2026 Q2

Review the newly filed portfolio, top holdings, and source evidence before comparing the manager with other ownership signals.

13F portfolio

Deeter Investments LLP

CIK 0001675711

13F-HR Q4 2025
CIK
0001675711
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
105 holdings / $451,741,102
Filed
28 Aug 2026, 16:43:23 UTC
Period
2025 Q4

Review the newly filed portfolio, top holdings, and source evidence before comparing the manager with other ownership signals.

13F portfolio

Cornerstone Financial Management LLC

CIK 0002110329

13F-HR/A Q2 2026
CIK
0002110329
Source
SEC 13F-HR/A
Action
13F-HR/A accepted
Magnitude
1,471 holdings / $124,683,667
Filed
28 Aug 2026, 15:47:03 UTC
Period
2026 Q2 - Restatement

Review the newly filed portfolio, top holdings, and source evidence before comparing the manager with other ownership signals.

Latest SEC Form 13F filings with manager, report period, holdings count, reported value, and source actions.
SEC accepted Form Manager / CIK Filing report Reported holdings Reported value Actions
31 Aug 2026, 15:29:11 UTC 13F-HR First Nebraska Trust Co CIK 0002134841 2001 Q4 Open parsed portfolio 89 $157,881,612 Open SEC source
31 Aug 2026, 12:41:57 UTC 13F-HR Arbor Wealth Management LLC\AZ CIK 0002149091 2026 Q1 Open parsed portfolio 22 $101,478,078 Open SEC source
31 Aug 2026, 12:29:04 UTC 13F-HR Arbor Wealth Management LLC\AZ CIK 0002149091 2025 Q4 Open parsed portfolio 103 $128,503,508 Open SEC source
31 Aug 2026, 10:49:58 UTC 13F-HR Alternative Investment Advisors, LLC. CIK 0002009486 2026 Q2 Open parsed portfolio 69 $258,591,510 Open SEC source
28 Aug 2026, 16:43:23 UTC 13F-HR Deeter Investments LLP CIK 0001675711 2025 Q4 Open parsed portfolio 105 $451,741,102 Open SEC source
28 Aug 2026, 15:47:03 UTC 13F-HR/A Cornerstone Financial Management LLC CIK 0002110329 2026 Q2 - Restatement Open parsed portfolio 1,471 $124,683,667 Open SEC source
28 Aug 2026, 15:30:34 UTC 13F-HR/A Cornerstone Financial Management LLC CIK 0002110329 2026 Q1 - Restatement Open parsed portfolio 1,309 $109,018,049 Open SEC source
28 Aug 2026, 15:19:01 UTC 13F-HR/A Cornerstone Financial Management LLC CIK 0002110329 2025 Q4 - Restatement Open parsed portfolio 1,239 $106,496,997 Open SEC source
28 Aug 2026, 14:39:49 UTC 13F-HR/A NWM ADVISORS, LLC CIK 0002098824 2026 Q2 - Restatement Open parsed portfolio 23 $126,975,569 Open SEC source
28 Aug 2026, 11:55:56 UTC 13F-HR B. Riley Wealth Advisors, Inc. CIK 0001464811 2025 Q1 Open parsed portfolio 1,208 $3,290,027,561 Open SEC source
28 Aug 2026, 11:52:36 UTC 13F-HR/A Pandowealth. LLC CIK 0002143045 2025 Q4 - Restatement Open parsed portfolio 18 $104,827,092 Open SEC source
28 Aug 2026, 11:51:30 UTC 13F-HR/A Pandowealth. LLC CIK 0002143045 2026 Q1 - Restatement Open parsed portfolio 18 $110,192,746 Open SEC source
28 Aug 2026, 11:37:12 UTC 13F-HR First Nebraska Trust Co CIK 0002134841 2002 Q1 Open parsed portfolio 89 $169,559,358 Open SEC source
28 Aug 2026, 11:30:12 UTC 13F-HR First Nebraska Trust Co CIK 0002134841 2002 Q2 Open parsed portfolio 83 $153,399,534 Open SEC source
27 Aug 2026, 17:31:30 UTC 13F-HR/A PROVIDA PENSION FUND ADMINISTRATOR CIK 0000931588 2026 Q1 - New Holdings Open parsed portfolio 60 $5,945,731,463 Open SEC source
27 Aug 2026, 15:29:31 UTC 13F-HR/A Corient Private Wealth LP CIK 0001948780 2026 Q2 - Restatement Open parsed portfolio 3,043 $72,240,830,016 Open SEC source
27 Aug 2026, 15:15:55 UTC 13F-HR K5 Global Advisor LLC CIK 0002151773 2026 Q2 Open parsed portfolio 3 $6,587,910,944 Open SEC source
27 Aug 2026, 15:15:05 UTC 13F-HR Optimize Financial Inc CIK 0002033266 2026 Q2 Open parsed portfolio 294 $278,368,110 Open SEC source
27 Aug 2026, 14:15:50 UTC 13F-HR/A Advisors Asset Management, Inc. CIK 0001297376 2021 Q4 - Restatement Open parsed portfolio 1,488 $7,004,687,548 Open SEC source
27 Aug 2026, 14:11:50 UTC 13F-HR/A Advisors Asset Management, Inc. CIK 0001297376 2022 Q4 - Restatement Open parsed portfolio 1,480 $4,854,220,684 Open SEC source
27 Aug 2026, 13:49:03 UTC 13F-HR/A Advisors Asset Management, Inc. CIK 0001297376 2020 Q2 - New Holdings Open parsed portfolio 43 $66,898 Open SEC source
27 Aug 2026, 13:48:03 UTC 13F-HR/A Advisors Asset Management, Inc. CIK 0001297376 2020 Q2 - Restatement Open parsed portfolio 1,565 $5,137,129,931 Open SEC source
27 Aug 2026, 13:43:24 UTC 13F-HR/A Advisors Asset Management, Inc. CIK 0001297376 2022 Q2 - New Holdings Open parsed portfolio 1 $49,825 Open SEC source
27 Aug 2026, 13:42:41 UTC 13F-HR/A Advisors Asset Management, Inc. CIK 0001297376 2022 Q2 - Restatement Open parsed portfolio 1,490 $5,280,987,312 Open SEC source
27 Aug 2026, 13:03:07 UTC 13F-HR/A VELA Investment Management, LLC CIK 0001895612 2026 Q2 - Restatement Open parsed portfolio 132 $406,837,337 Open SEC source
27 Aug 2026, 13:00:57 UTC 13F-HR/A VELA Investment Management, LLC CIK 0001895612 2026 Q1 - Restatement Open parsed portfolio 134 $386,954,099 Open SEC source
27 Aug 2026, 12:57:44 UTC 13F-HR/A VELA Investment Management, LLC CIK 0001895612 2025 Q4 - Restatement Open parsed portfolio 131 $367,382,962 Open SEC source
27 Aug 2026, 11:44:24 UTC 13F-HR/A BOSTON RESEARCH & MANAGEMENT INC CIK 0001259261 2025 Q4 - New Holdings Open parsed portfolio 121 $439,926,205 Open SEC source
27 Aug 2026, 11:42:51 UTC 13F-HR/A Advisors Asset Management, Inc. CIK 0001297376 2021 Q3 - Restatement Open parsed portfolio 1,463 $6,576,582,227 Open SEC source
27 Aug 2026, 11:05:02 UTC 13F-HR First Nebraska Trust Co CIK 0002134841 2002 Q3 Open parsed portfolio 80 $145,576,931 Open SEC source
27 Aug 2026, 10:54:12 UTC 13F-HR First Nebraska Trust Co CIK 0002134841 2002 Q4 Open parsed portfolio 84 $154,417,006 Open SEC source
27 Aug 2026, 10:38:51 UTC 13F-HR TUCKER ASSET MANAGEMENT LLC CIK 0001870012 2026 Q2 Open parsed portfolio 430 $404,827,973 Open SEC source
27 Aug 2026, 10:24:35 UTC 13F-HR Formuepleje A/S CIK 0001801212 2026 Q2 Open parsed portfolio 96 $1,278,709,889 Open SEC source
27 Aug 2026, 10:24:05 UTC 13F-HR Formuepleje A/S CIK 0001801212 2026 Q1 Open parsed portfolio 65 $1,103,061,079 Open SEC source
27 Aug 2026, 10:23:12 UTC 13F-HR Formuepleje A/S CIK 0001801212 2025 Q4 Open parsed portfolio 52 $1,674,194,867 Open SEC source
27 Aug 2026, 10:22:16 UTC 13F-HR Formuepleje A/S CIK 0001801212 2025 Q3 Open parsed portfolio 50 $1,771,250,247 Open SEC source
27 Aug 2026, 10:22:00 UTC 13F-HR TUCKER ASSET MANAGEMENT LLC CIK 0001870012 2026 Q1 Open parsed portfolio 374 $334,445,003 Open SEC source
27 Aug 2026, 10:21:22 UTC 13F-HR Formuepleje A/S CIK 0001801212 2025 Q2 Open parsed portfolio 57 $1,682,813,666 Open SEC source
27 Aug 2026, 10:20:56 UTC 13F-HR Formuepleje A/S CIK 0001801212 2025 Q1 Open parsed portfolio 57 $1,754,202,886 Open SEC source
27 Aug 2026, 10:20:01 UTC 13F-HR Formuepleje A/S CIK 0001801212 2024 Q4 Open parsed portfolio 56 $1,853,846,692 Open SEC source
27 Aug 2026, 10:19:29 UTC 13F-HR Formuepleje A/S CIK 0001801212 2024 Q3 Open parsed portfolio 56 $1,954,739,576 Open SEC source
27 Aug 2026, 10:18:29 UTC 13F-HR Formuepleje A/S CIK 0001801212 2024 Q2 Open parsed portfolio 56 $1,809,693,976 Open SEC source
27 Aug 2026, 10:17:38 UTC 13F-HR Formuepleje A/S CIK 0001801212 2024 Q1 Open parsed portfolio 91 $1,769,062,816 Open SEC source
27 Aug 2026, 10:16:49 UTC 13F-HR Formuepleje A/S CIK 0001801212 2023 Q4 Open parsed portfolio 88 $1,410,735,162 Open SEC source
27 Aug 2026, 10:15:52 UTC 13F-HR Formuepleje A/S CIK 0001801212 2023 Q3 Open parsed portfolio 75 $1,077,692,158 Open SEC source
27 Aug 2026, 10:14:58 UTC 13F-HR Formuepleje A/S CIK 0001801212 2023 Q2 Open parsed portfolio 76 $1,144,603,577 Open SEC source
27 Aug 2026, 10:13:59 UTC 13F-HR Formuepleje A/S CIK 0001801212 2023 Q1 Open parsed portfolio 78 $1,364,887,161 Open SEC source
27 Aug 2026, 10:13:11 UTC 13F-HR Formuepleje A/S CIK 0001801212 2022 Q4 Open parsed portfolio 79 $1,186,383,114 Open SEC source
27 Aug 2026, 10:11:09 UTC 13F-HR Formuepleje A/S CIK 0001801212 2022 Q3 Open parsed portfolio 98 $1,231,310,774 Open SEC source
27 Aug 2026, 10:10:15 UTC 13F-HR Formuepleje A/S CIK 0001801212 2022 Q2 Open parsed portfolio 61 $1,630,800,468 Open SEC source
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