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.

Rows shown
5,101-5,150 of 9,675
Per page
50
Current page
103

Recent 13F signals

Latest portfolio disclosures to inspect

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

13F portfolio

CoreFirst Bank & Trust

CIK 0001845199

13F-HR Q2 2026
CIK
0001845199
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
279 holdings / $201,095,727
Filed
05 Aug 2026, 15:36:29 UTC
Period
2026 Q2

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

13F portfolio

Strata Wealth Advisors, LLC

CIK 0001946237

13F-HR Q2 2026
CIK
0001946237
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
97 holdings / $410,032,773
Filed
05 Aug 2026, 15:36:27 UTC
Period
2026 Q2

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

13F portfolio

Fort Sheridan Advisors LLC

CIK 0001606666

13F-HR Q2 2026
CIK
0001606666
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
299 holdings / $927,920,875
Filed
05 Aug 2026, 15:34:22 UTC
Period
2026 Q2

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

13F portfolio

Centerpoint Advisors, LLC

CIK 0001733788

13F-HR Q2 2026
CIK
0001733788
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
398 holdings / $352,191,000
Filed
05 Aug 2026, 15:33:28 UTC
Period
2026 Q2

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

13F portfolio

Moran Wealth Management, LLC

CIK 0001965334

13F-HR Q2 2026
CIK
0001965334
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
491 holdings / $3,667,677,535
Filed
05 Aug 2026, 15:33:27 UTC
Period
2026 Q2

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

13F portfolio

Insight Advisors, LLC/ PA

CIK 0001844880

13F-HR Q2 2026
CIK
0001844880
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
241 holdings / $567,256,969
Filed
05 Aug 2026, 15:32:31 UTC
Period
2026 Q2

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
05 Aug 2026, 15:36:29 UTC 13F-HR CoreFirst Bank & Trust CIK 0001845199 2026 Q2 Open parsed portfolio 279 $201,095,727 Open SEC source
05 Aug 2026, 15:36:27 UTC 13F-HR Strata Wealth Advisors, LLC CIK 0001946237 2026 Q2 Open parsed portfolio 97 $410,032,773 Open SEC source
05 Aug 2026, 15:34:22 UTC 13F-HR Fort Sheridan Advisors LLC CIK 0001606666 2026 Q2 Open parsed portfolio 299 $927,920,875 Open SEC source
05 Aug 2026, 15:33:28 UTC 13F-HR Centerpoint Advisors, LLC CIK 0001733788 2026 Q2 Open parsed portfolio 398 $352,191,000 Open SEC source
05 Aug 2026, 15:33:27 UTC 13F-HR Moran Wealth Management, LLC CIK 0001965334 2026 Q2 Open parsed portfolio 491 $3,667,677,535 Open SEC source
05 Aug 2026, 15:32:31 UTC 13F-HR Insight Advisors, LLC/ PA CIK 0001844880 2026 Q2 Open parsed portfolio 241 $567,256,969 Open SEC source
05 Aug 2026, 15:29:52 UTC 13F-HR Magnolia Private Wealth, LLC CIK 0002055130 2026 Q2 Open parsed portfolio 153 $138,012,136 Open SEC source
05 Aug 2026, 15:27:17 UTC 13F-HR Midwest Professional Planners, LTD. CIK 0001730575 2026 Q2 Open parsed portfolio 131 $510,299,229 Open SEC source
05 Aug 2026, 15:26:00 UTC 13F-HR Go Invest LLC CIK 0002139692 2025 Q4 Open parsed portfolio 113 $304,404,459 Open SEC source
05 Aug 2026, 15:25:47 UTC 13F-HR IFC Advisors LLC CIK 0002053348 2026 Q2 Open parsed portfolio 179 $787,638,275 Open SEC source
05 Aug 2026, 15:23:49 UTC 13F-HR Maestria Partners LLC CIK 0002000390 2026 Q2 Open parsed portfolio 14 $287,591,247 Open SEC source
05 Aug 2026, 15:22:03 UTC 13F-HR First Eagle Investment Management, LLC CIK 0001325447 2026 Q2 Open parsed portfolio 425 $60,750,982,695 Open SEC source
05 Aug 2026, 15:21:40 UTC 13F-HR KMT WEALTH MANAGEMENT, LLC CIK 0002058235 2026 Q2 Open parsed portfolio 121 $118,195,925 Open SEC source
05 Aug 2026, 15:20:36 UTC 13F-HR VANTAGEPOINT INVESTMENT ADVISERS LLC CIK 0001087912 2026 Q2 Open parsed portfolio 55 $13,363,769,253 Open SEC source
05 Aug 2026, 15:20:11 UTC 13F-HR Marest Capital, LLC CIK 0002010315 2026 Q2 Open parsed portfolio 30 $200,866,817 Open SEC source
05 Aug 2026, 15:17:51 UTC 13F-HR Roberts Capital Advisors, LLC CIK 0001883719 2026 Q2 Open parsed portfolio 0 $0 Open SEC source
05 Aug 2026, 15:16:50 UTC 13F-HR STEINBERG ASSET MANAGEMENT LLC CIK 0001169883 2026 Q2 Open parsed portfolio 44 $160,739,572 Open SEC source
05 Aug 2026, 15:13:24 UTC 13F-HR Financial Gravity Companies, Inc. CIK 0001377167 2026 Q2 Open parsed portfolio 1,002 $616,352,437 Open SEC source
05 Aug 2026, 15:13:12 UTC 13F-HR Go Invest LLC CIK 0002139692 2026 Q1 Open parsed portfolio 121 $348,878,047 Open SEC source
05 Aug 2026, 15:10:13 UTC 13F-HR Transcendent Capital Group LLC CIK 0002013703 2026 Q2 Open parsed portfolio 128 $257,126,870 Open SEC source
05 Aug 2026, 15:08:58 UTC 13F-HR Leith Wheeler Investment Counsel Ltd. CIK 0001353651 2026 Q2 Open parsed portfolio 85 $1,316,163,080 Open SEC source
05 Aug 2026, 15:03:38 UTC 13F-HR Tull Financial Group, Inc. CIK 0001769060 2026 Q2 Open parsed portfolio 35 $255,531,424 Open SEC source
05 Aug 2026, 15:02:02 UTC 13F-HR CLARK ESTATES INC/NY CIK 0001056466 2026 Q2 Open parsed portfolio 90 $433,712,042 Open SEC source
05 Aug 2026, 15:00:06 UTC 13F-HR Go Invest LLC CIK 0002139692 2026 Q2 Open parsed portfolio 129 $425,545,554 Open SEC source
05 Aug 2026, 14:59:23 UTC 13F-HR Nicollet Investment Management, Inc. CIK 0001729048 2026 Q2 Open parsed portfolio 77 $323,860,000 Open SEC source
05 Aug 2026, 14:55:53 UTC 13F-HR Spartan Wealth Advisory Services LLC CIK 0002075193 2026 Q2 Open parsed portfolio 321 $1,221,632,305 Open SEC source
05 Aug 2026, 14:54:32 UTC 13F-HR NICHOLS & PRATT ADVISERS LLP /MA CIK 0001141781 2026 Q2 Open parsed portfolio 109 $1,646,453,691 Open SEC source
05 Aug 2026, 14:50:51 UTC 13F-HR 5th Street Advisors, LLC CIK 0001911026 2026 Q2 Open parsed portfolio 54 $258,185,893 Open SEC source
05 Aug 2026, 14:49:47 UTC 13F-HR Prime Capital Investment Advisors, LLC CIK 0001731446 2026 Q2 Open parsed portfolio 1,068 $10,308,650,177 Open SEC source
05 Aug 2026, 14:47:30 UTC 13F-HR EMERALD MUTUAL FUND ADVISERS TRUST CIK 0001352895 2026 Q2 Open parsed portfolio 197 $2,845,668,516 Open SEC source
05 Aug 2026, 14:46:32 UTC 13F-HR Rovida Investment Management Ltd CIK 0002053064 2026 Q2 Open parsed portfolio 20 $1,466,706,421 Open SEC source
05 Aug 2026, 14:46:22 UTC 13F-HR EMERALD ADVISERS, LLC CIK 0001015083 2026 Q2 Open parsed portfolio 237 $4,248,587,168 Open SEC source
05 Aug 2026, 14:46:16 UTC 13F-HR Cogent Private Wealth, Inc. CIK 0002078392 2026 Q2 Open parsed portfolio 117 $160,022,170 Open SEC source
05 Aug 2026, 14:46:12 UTC 13F-HR Ground Swell Capital, LLC CIK 0001534450 2026 Q2 Open parsed portfolio 145 $92,581,862 Open SEC source
05 Aug 2026, 14:44:59 UTC 13F-HR Vann Equity Management LLC CIK 0002018412 2026 Q2 Open parsed portfolio 168 $164,656,657 Open SEC source
05 Aug 2026, 14:38:48 UTC 13F-HR LANDMARK WEALTH MANAGEMENT, INC. CIK 0001985016 2026 Q2 Open parsed portfolio 44 $302,197,650 Open SEC source
05 Aug 2026, 14:29:33 UTC 13F-HR Kestra Investment Management, LLC CIK 0001962449 2026 Q2 Open parsed portfolio 519 $5,162,116,743 Open SEC source
05 Aug 2026, 14:29:11 UTC 13F-HR Corebridge Financial, Inc. CIK 0001889539 2026 Q2 Open parsed portfolio 1 $4,248,795 Open SEC source
05 Aug 2026, 14:27:08 UTC 13F-HR CHAPMAN FINANCIAL GROUP, LLC CIK 0002056577 2026 Q2 Open parsed portfolio 260 $150,488,351 Open SEC source
05 Aug 2026, 14:26:23 UTC 13F-HR Farmers & Merchants Trust Co of Long Beach CIK 0001737090 2026 Q2 Open parsed portfolio 200 $464,790,436 Open SEC source
05 Aug 2026, 14:25:32 UTC 13F-HR HighPoint Advisor Group LLC CIK 0001616034 2026 Q2 Open parsed portfolio 691 $2,837,842,820 Open SEC source
05 Aug 2026, 14:25:16 UTC 13F-HR Financiere des Professionnels - Fonds d'investissement inc. CIK 0001996846 2026 Q2 Open parsed portfolio 344 $1,773,803,492 Open SEC source
05 Aug 2026, 14:25:01 UTC 13F-HR Parallel Advisors, LLC CIK 0001690010 2026 Q2 Open parsed portfolio 3,892 $6,545,946,465 Open SEC source
05 Aug 2026, 14:24:41 UTC 13F-HR International City Management Association Retirement Corp CIK 0001691813 2026 Q2 Open parsed portfolio 6 $230,023,701 Open SEC source
05 Aug 2026, 14:22:18 UTC 13F-HR Legacy Financial Group LLC CIK 0001834011 2026 Q2 Open parsed portfolio 133 $888,207,919 Open SEC source
05 Aug 2026, 14:15:07 UTC 13F-HR Your Advocates Ltd., LLP CIK 0001774437 2026 Q2 Open parsed portfolio 210 $349,803,036 Open SEC source
05 Aug 2026, 14:12:54 UTC 13F-HR Hurlow Wealth Management Group, Inc. CIK 0001747749 2026 Q2 Open parsed portfolio 125 $480,634,097 Open SEC source
05 Aug 2026, 14:10:42 UTC 13F-HR NTV ASSET MANAGEMENT LLC CIK 0001284208 2026 Q2 Open parsed portfolio 317 $1,020,694,094 Open SEC source
05 Aug 2026, 14:08:10 UTC 13F-HR Pinnacle Wealth Management Advisory Group, LLC CIK 0001631864 2026 Q2 Open parsed portfolio 566 $1,679,637,474 Open SEC source
05 Aug 2026, 14:07:56 UTC 13F-HR McKinney Capital Management, LLC CIK 0002133532 2026 Q2 Open parsed portfolio 87 $253,775,929 Open SEC source
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