13F portfolio feed
Showing filings accepted since 01 Jul 2026. Each row links to the manager profile, parsed portfolio, and original SEC source.
Recent 13F signals
Each card links to the parsed portfolio and original SEC filing.
Review the newly filed portfolio, top holdings, and source evidence before comparing the manager with other ownership signals.
Review the newly filed portfolio, top holdings, and source evidence before comparing the manager with other ownership signals.
Review the newly filed portfolio, top holdings, and source evidence before comparing the manager with other ownership signals.
Review the newly filed portfolio, top holdings, and source evidence before comparing the manager with other ownership signals.
Review the newly filed portfolio, top holdings, and source evidence before comparing the manager with other ownership signals.
Review the newly filed portfolio, top holdings, and source evidence before comparing the manager with other ownership signals.
| SEC accepted | Form | Manager / CIK | Filing report | Reported holdings | Reported value | Actions |
|---|---|---|---|---|---|---|
| 05 Aug 2026, 14:07:55 UTC | 13F-HR | ACCREDITED INVESTOR SERVICES, LLC CIK 0002028621 | 2026 Q2 Open parsed portfolio | 81 | $176,992,799 | Open SEC source |
| 05 Aug 2026, 14:07:12 UTC | 13F-HR | REGIMEN WEALTH, LLC CIK 0001963863 | 2026 Q2 Open parsed portfolio | 76 | $371,024,221 | Open SEC source |
| 05 Aug 2026, 14:06:16 UTC | 13F-HR | Harpswell Capital Advisors, LLC CIK 0001806630 | 2026 Q2 Open parsed portfolio | 46 | $155,821,722 | Open SEC source |
| 05 Aug 2026, 14:02:29 UTC | 13F-HR | Momentum Wealth Planning, LLC CIK 0002087652 | 2026 Q2 Open parsed portfolio | 33 | $133,705,690 | Open SEC source |
| 05 Aug 2026, 14:01:25 UTC | 13F-HR | ALLEN OPERATIONS LLC CIK 0001389544 | 2026 Q2 Open parsed portfolio | 33 | $721,725,620 | Open SEC source |
| 05 Aug 2026, 14:00:43 UTC | 13F-HR | Allen Investment Management, LLC CIK 0001326234 | 2026 Q2 Open parsed portfolio | 227 | $8,426,742,084 | Open SEC source |
| 05 Aug 2026, 14:00:27 UTC | 13F-HR | CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC CIK 0001803229 | 2026 Q2 Open parsed portfolio | 1 | $305,415 | Open SEC source |
| 05 Aug 2026, 13:59:58 UTC | 13F-HR | ALLEN HOLDING INC /NY CIK 0000919489 | 2026 Q2 Open parsed portfolio | 10 | $1,013,793,760 | Open SEC source |
| 05 Aug 2026, 13:57:39 UTC | 13F-HR | F/m Investments LLC CIK 0001834499 | 2026 Q2 Open parsed portfolio | 354 | $1,968,333,578 | Open SEC source |
| 05 Aug 2026, 13:54:44 UTC | 13F-HR | Beacon Financial Advisory LLC CIK 0001800502 | 2026 Q2 Open parsed portfolio | 417 | $508,012,306 | Open SEC source |
| 05 Aug 2026, 13:54:33 UTC | 13F-HR | Goldenstone Wealth Management LLC CIK 0002109094 | 2026 Q2 Open parsed portfolio | 76 | $152,875,803 | Open SEC source |
| 05 Aug 2026, 13:45:00 UTC | 13F-HR | Explore Capital Management, LLC CIK 0002026286 | 2026 Q2 Open parsed portfolio | 11 | $114,022,595 | Open SEC source |
| 05 Aug 2026, 13:44:12 UTC | 13F-HR | Glassman Wealth Services CIK 0001642160 | 2026 Q2 Open parsed portfolio | 236 | $834,644,529 | Open SEC source |
| 05 Aug 2026, 13:40:42 UTC | 13F-HR | WRIGHT INVESTORS SERVICE INC CIK 0000108572 | 2026 Q2 Open parsed portfolio | 148 | $365,760,869 | Open SEC source |
| 05 Aug 2026, 13:40:07 UTC | 13F-HR | Serenus Wealth Advisors, LLC CIK 0002053695 | 2026 Q2 Open parsed portfolio | 75 | $566,012,182 | Open SEC source |
| 05 Aug 2026, 13:39:43 UTC | 13F-HR | America First Investment Advisors, LLC CIK 0001308778 | 2026 Q2 Open parsed portfolio | 45 | $538,854,353 | Open SEC source |
| 05 Aug 2026, 13:38:54 UTC | 13F-HR | MIRAE ASSET SECURITIES (USA) INC. CIK 0000890203 | 2026 Q2 Open parsed portfolio | 73 | $2,245,448,671 | Open SEC source |
| 05 Aug 2026, 13:35:09 UTC | 13F-HR | Keystone Wealth Services, LLC CIK 0001866189 | 2026 Q2 Open parsed portfolio | 326 | $538,229,818 | Open SEC source |
| 05 Aug 2026, 13:26:32 UTC | 13F-HR | CFC Planning Co LLC CIK 0001854428 | 2026 Q2 Open parsed portfolio | 70 | $169,227,070 | Open SEC source |
| 05 Aug 2026, 13:24:46 UTC | 13F-HR/A | CHECK CAPITAL MANAGEMENT INC/CA CIK 0001032814 | 2026 Q2 - New Holdings Open parsed portfolio | 52 | $1,768,288,353 | Open SEC source |
| 05 Aug 2026, 13:24:40 UTC | 13F-HR | WASHINGTON TRUST BANK CIK 0000861787 | 2026 Q2 Open parsed portfolio | 206 | $1,431,024,871 | Open SEC source |
| 05 Aug 2026, 13:19:01 UTC | 13F-HR | Settian Capital LP CIK 0001911113 | 2026 Q2 Open parsed portfolio | 23 | $155,650,327 | Open SEC source |
| 05 Aug 2026, 13:10:01 UTC | 13F-HR | AMERICAN ASSETS INC CIK 0000885118 | 2026 Q2 Open parsed portfolio | 12 | $332,288,362 | Open SEC source |
| 05 Aug 2026, 13:07:54 UTC | 13F-HR | Kimelman & Baird, LLC CIK 0001318103 | 2026 Q2 Open parsed portfolio | 260 | $1,348,270,146 | Open SEC source |
| 05 Aug 2026, 13:06:13 UTC | 13F-HR | BRAUN STACEY ASSOCIATES INC CIK 0000872080 | 2026 Q2 Open parsed portfolio | 113 | $3,527,061,881 | Open SEC source |
| 05 Aug 2026, 12:59:33 UTC | 13F-HR | American Assets Investment Management, LLC CIK 0001389256 | 2026 Q2 Open parsed portfolio | 146 | $1,546,886,760 | Open SEC source |
| 05 Aug 2026, 12:55:31 UTC | 13F-HR | Lutz Financial Services LLC CIK 0001737112 | 2026 Q2 Open parsed portfolio | 112 | $1,642,144,374 | Open SEC source |
| 05 Aug 2026, 12:54:36 UTC | 13F-HR | Sage Mountain Advisors LLC CIK 0001832274 | 2026 Q2 Open parsed portfolio | 304 | $1,625,984,513 | Open SEC source |
| 05 Aug 2026, 12:52:44 UTC | 13F-HR | WRAPMANAGER INC CIK 0001266014 | 2026 Q2 Open parsed portfolio | 150 | $319,154,857 | Open SEC source |
| 05 Aug 2026, 12:48:27 UTC | 13F-HR | MASECO LLP CIK 0002074052 | 2026 Q2 Open parsed portfolio | 291 | $3,558,047,703 | Open SEC source |
| 05 Aug 2026, 12:44:29 UTC | 13F-HR | PATTEN & PATTEN INC/TN CIK 0001044905 | 2026 Q2 Open parsed portfolio | 350 | $1,889,397,689 | Open SEC source |
| 05 Aug 2026, 12:41:03 UTC | 13F-HR | ADKINS SEALE CAPITAL MANAGEMENT LLC CIK 0002147212 | 2026 Q2 Open parsed portfolio | 236 | $112,408,981 | Open SEC source |
| 05 Aug 2026, 12:40:18 UTC | 13F-HR | ADKINS SEALE CAPITAL MANAGEMENT LLC CIK 0002147212 | 2026 Q1 Open parsed portfolio | 227 | $101,313,973 | Open SEC source |
| 05 Aug 2026, 12:39:37 UTC | 13F-HR | ADKINS SEALE CAPITAL MANAGEMENT LLC CIK 0002147212 | 2025 Q4 Open parsed portfolio | 226 | $101,201,629 | Open SEC source |
| 05 Aug 2026, 12:39:36 UTC | 13F-HR | Maytree Asset Management Ltd CIK 0001869683 | 2026 Q2 Open parsed portfolio | 44 | $153,952,277 | Open SEC source |
| 05 Aug 2026, 12:37:05 UTC | 13F-HR | DDD Partners, LLC CIK 0001729673 | 2026 Q2 Open parsed portfolio | 164 | $1,599,312,589 | Open SEC source |
| 05 Aug 2026, 12:32:56 UTC | 13F-HR | Scissortail Wealth Management, LLC CIK 0001906793 | 2026 Q2 Open parsed portfolio | 106 | $519,635,103 | Open SEC source |
| 05 Aug 2026, 12:31:18 UTC | 13F-HR | Clean Yield Group CIK 0001525865 | 2026 Q2 Open parsed portfolio | 394 | $403,004,272 | Open SEC source |
| 05 Aug 2026, 12:22:07 UTC | 13F-HR | Rodgers Brothers Inc. CIK 0001397290 | 2026 Q2 Open parsed portfolio | 247 | $1,030,264,844 | Open SEC source |
| 05 Aug 2026, 12:21:17 UTC | 13F-HR/A | WHITE PINE CAPITAL LLC CIK 0001137429 | 2026 Q1 - New Holdings Open parsed portfolio | 230 | $367,735,641 | Open SEC source |
| 05 Aug 2026, 12:19:16 UTC | 13F-HR | SHUTTLEWORTH & Co CIK 0002096913 | 2026 Q2 Open parsed portfolio | 51 | $125,060,568 | Open SEC source |
| 05 Aug 2026, 12:15:54 UTC | 13F-HR | Sherman Asset Management, Inc. CIK 0001736535 | 2026 Q2 Open parsed portfolio | 136 | $128,883,899 | Open SEC source |
| 05 Aug 2026, 12:13:47 UTC | 13F-HR | King Wealth Management Group CIK 0001568235 | 2026 Q2 Open parsed portfolio | 176 | $914,307,000 | Open SEC source |
| 05 Aug 2026, 12:13:17 UTC | 13F-HR | Fortune 45 LLC CIK 0001918707 | 2026 Q2 Open parsed portfolio | 36 | $234,046,562 | Open SEC source |
| 05 Aug 2026, 12:11:19 UTC | 13F-HR | Americana Partners, LLC CIK 0001797678 | 2026 Q2 Open parsed portfolio | 596 | $4,439,360,649 | Open SEC source |
| 05 Aug 2026, 12:05:24 UTC | 13F-HR | NI ACQUISITIONS COMPANY, LLC CIK 0002148757 | 2026 Q2 Open parsed portfolio | 112 | $217,147,280 | Open SEC source |
| 05 Aug 2026, 11:58:24 UTC | 13F-HR | GENTRY PRIVATE WEALTH, LLC CIK 0002022634 | 2026 Q2 Open parsed portfolio | 108 | $194,291,038 | Open SEC source |
| 05 Aug 2026, 11:57:13 UTC | 13F-HR | Capco Asset Management, LLC CIK 0001698068 | 2026 Q2 Open parsed portfolio | 26 | $365,895,759 | Open SEC source |
| 05 Aug 2026, 11:54:08 UTC | 13F-HR | WBH ADVISORY INC CIK 0001259671 | 2026 Q2 Open parsed portfolio | 363 | $1,488,469,692 | Open SEC source |
| 05 Aug 2026, 11:52:14 UTC | 13F-HR | Catalys Pacific, LLC CIK 0002011385 | 2026 Q2 Open parsed portfolio | 2 | $229,453,865 | Open SEC source |