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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5,201-5,250 of 9,675
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Current page
105

Recent 13F signals

Latest portfolio disclosures to inspect

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

13F portfolio

Prudent Man Advisors, LLC

CIK 0001817174

13F-HR Q2 2026
CIK
0001817174
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
139 holdings / $433,545,102
Filed
05 Aug 2026, 11:52:06 UTC
Period
2026 Q2

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

13F portfolio

Legacy Financial Advisors, Inc.

CIK 0001730810

13F-HR Q2 2026
CIK
0001730810
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
435 holdings / $820,391,860
Filed
05 Aug 2026, 11:47:06 UTC
Period
2026 Q2

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

13F portfolio

Orland Properties Ltd

CIK 0001550093

13F-HR Q2 2026
CIK
0001550093
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
10 holdings / $202,129,184
Filed
05 Aug 2026, 11:46:52 UTC
Period
2026 Q2

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

13F portfolio

Schneider Downs Wealth Management Advisors, LP

CIK 0001665359

13F-HR Q2 2026
CIK
0001665359
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
177 holdings / $1,064,094,032
Filed
05 Aug 2026, 11:46:05 UTC
Period
2026 Q2

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

13F portfolio

WHITE PINE CAPITAL LLC

CIK 0001137429

13F-HR Q2 2026
CIK
0001137429
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
240 holdings / $423,222,430
Filed
05 Aug 2026, 11:44:07 UTC
Period
2026 Q2

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

13F portfolio

PROMETHIUM ADVISORS,LLC

CIK 0002034073

13F-HR Q2 2026
CIK
0002034073
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
122 holdings / $208,346,310
Filed
05 Aug 2026, 11:43:35 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, 11:52:06 UTC 13F-HR Prudent Man Advisors, LLC CIK 0001817174 2026 Q2 Open parsed portfolio 139 $433,545,102 Open SEC source
05 Aug 2026, 11:47:06 UTC 13F-HR Legacy Financial Advisors, Inc. CIK 0001730810 2026 Q2 Open parsed portfolio 435 $820,391,860 Open SEC source
05 Aug 2026, 11:46:52 UTC 13F-HR Orland Properties Ltd CIK 0001550093 2026 Q2 Open parsed portfolio 10 $202,129,184 Open SEC source
05 Aug 2026, 11:46:05 UTC 13F-HR Schneider Downs Wealth Management Advisors, LP CIK 0001665359 2026 Q2 Open parsed portfolio 177 $1,064,094,032 Open SEC source
05 Aug 2026, 11:44:07 UTC 13F-HR WHITE PINE CAPITAL LLC CIK 0001137429 2026 Q2 Open parsed portfolio 240 $423,222,430 Open SEC source
05 Aug 2026, 11:43:35 UTC 13F-HR PROMETHIUM ADVISORS,LLC CIK 0002034073 2026 Q2 Open parsed portfolio 122 $208,346,310 Open SEC source
05 Aug 2026, 11:43:22 UTC 13F-HR WULFF, HANSEN & CO. CIK 0000108634 2026 Q2 Open parsed portfolio 109 $130,474,890 Open SEC source
05 Aug 2026, 11:42:30 UTC 13F-HR Galileo (PTC) Ltd CIK 0001740858 2026 Q2 Open parsed portfolio 3 $1,107,204,664 Open SEC source
05 Aug 2026, 11:41:08 UTC 13F-HR LGT CAPITAL PARTNERS LTD. CIK 0001641992 2026 Q2 Open parsed portfolio 38 $1,974,965,857 Open SEC source
05 Aug 2026, 11:36:52 UTC 13F-HR Provident Living Financial Services, Inc. CIK 0002083149 2026 Q2 Open parsed portfolio 52 $100,960,454 Open SEC source
05 Aug 2026, 11:35:43 UTC 13F-HR United Capital Management of KS, Inc. CIK 0001753219 2026 Q2 Open parsed portfolio 97 $762,741,510 Open SEC source
05 Aug 2026, 11:32:38 UTC 13F-HR Van Berkom & Associates Inc. CIK 0001524408 2026 Q2 Open parsed portfolio 67 $3,103,420,000 Open SEC source
05 Aug 2026, 11:32:33 UTC 13F-HR DILLON & ASSOCIATES INC CIK 0001054425 2026 Q2 Open parsed portfolio 80 $817,233,000 Open SEC source
05 Aug 2026, 11:31:41 UTC 13F-HR Eukles Asset Management CIK 0001632553 2026 Q2 Open parsed portfolio 228 $242,375,890 Open SEC source
05 Aug 2026, 11:30:02 UTC 13F-HR Bayforest Capital Ltd CIK 0002048423 2026 Q2 Open parsed portfolio 917 $108,190,029 Open SEC source
05 Aug 2026, 11:29:48 UTC 13F-HR PDS Planning, Inc CIK 0000838618 2026 Q2 Open parsed portfolio 609 $1,727,650,517 Open SEC source
05 Aug 2026, 11:28:59 UTC 13F-HR Lionsbridge Wealth Management LLC CIK 0001800533 2026 Q2 Open parsed portfolio 68 $101,901,168 Open SEC source
05 Aug 2026, 11:24:15 UTC 13F-HR Marin Bay Wealth Advisors, LLC CIK 0002109834 2026 Q2 Open parsed portfolio 134 $379,199,540 Open SEC source
05 Aug 2026, 11:13:11 UTC 13F-HR Weinberger Asset Management, Inc CIK 0002051705 2026 Q2 Open parsed portfolio 101 $311,831,035 Open SEC source
05 Aug 2026, 11:12:20 UTC 13F-HR Janney Montgomery Scott LLC CIK 0001329948 2026 Q2 Open parsed portfolio 3,104 $51,626,350,000 Open SEC source
05 Aug 2026, 11:09:00 UTC 13F-HR Cynosure Group, LLC CIK 0001763409 2026 Q2 Open parsed portfolio 180 $595,454,641 Open SEC source
05 Aug 2026, 11:08:56 UTC 13F-HR National Mutual Insurance Federation of Agricultural Cooperatives CIK 0001542927 2026 Q2 Open parsed portfolio 39 $15,287,675,664 Open SEC source
05 Aug 2026, 11:07:45 UTC 13F-HR LiftPoint Family Wealth Advisors LLC CIK 0002110810 2026 Q2 Open parsed portfolio 68 $147,569,261 Open SEC source
05 Aug 2026, 11:07:21 UTC 13F-HR MCCARTER PRIVATE WEALTH SERVICES LLC CIK 0002036922 2026 Q2 Open parsed portfolio 179 $289,812,896 Open SEC source
05 Aug 2026, 11:03:44 UTC 13F-HR Beacon Bridge Wealth Partners, LLC CIK 0001965468 2026 Q2 Open parsed portfolio 105 $351,016,307 Open SEC source
05 Aug 2026, 11:01:46 UTC 13F-HR South Street Advisors LLC CIK 0001399706 2026 Q2 Open parsed portfolio 84 $768,692,610 Open SEC source
05 Aug 2026, 11:01:32 UTC 13F-HR Gridiron Partners, LLC CIK 0001910867 2026 Q2 Open parsed portfolio 51 $190,511,241 Open SEC source
05 Aug 2026, 11:01:21 UTC 13F-HR FIFTH THIRD BANCORP CIK 0000035527 2026 Q2 Open parsed portfolio 4,331 $61,667,075,147 Open SEC source
05 Aug 2026, 11:00:34 UTC 13F-HR Deuterium Capital Management, LLC CIK 0001860487 2026 Q2 Open parsed portfolio 24 $92,392,730 Open SEC source
05 Aug 2026, 10:59:56 UTC 13F-HR NICHOLAS COMPANY, INC. CIK 0000903949 2026 Q2 Open parsed portfolio 195 $5,468,025,910 Open SEC source
05 Aug 2026, 10:54:03 UTC 13F-HR DELTA FINANCIAL ADVISORS LLC CIK 0001790295 2026 Q2 Open parsed portfolio 152 $420,826,598 Open SEC source
05 Aug 2026, 10:44:44 UTC 13F-HR KBC Group NV CIK 0001411133 2026 Q2 Open parsed portfolio 1,844 $46,297,919,000 Open SEC source
05 Aug 2026, 10:44:23 UTC 13F-HR Souders Financial Advisors CIK 0001811240 2026 Q2 Open parsed portfolio 224 $994,149,823 Open SEC source
05 Aug 2026, 10:42:35 UTC 13F-HR GWN SECURITIES INC. CIK 0001265905 2026 Q2 Open parsed portfolio 486 $598,015,312 Open SEC source
05 Aug 2026, 10:40:35 UTC 13F-HR MONTAG A & ASSOCIATES INC CIK 0000829407 2026 Q2 Open parsed portfolio 953 $2,367,259,882 Open SEC source
05 Aug 2026, 10:35:44 UTC 13F-HR Aspiring Ventures, LLC CIK 0001738640 2026 Q2 Open parsed portfolio 83 $380,939,655 Open SEC source
05 Aug 2026, 10:32:20 UTC 13F-HR PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC CIK 0002026926 2026 Q2 Open parsed portfolio 219 $844,132,247 Open SEC source
05 Aug 2026, 10:29:25 UTC 13F-HR LYELL WEALTH MANAGEMENT, LP CIK 0001686444 2026 Q2 Open parsed portfolio 232 $1,629,682,361 Open SEC source
05 Aug 2026, 10:28:29 UTC 13F-HR Thrive Capital Management, LLC CIK 0001845943 2026 Q2 Open parsed portfolio 170 $530,463,461 Open SEC source
05 Aug 2026, 10:27:45 UTC 13F-HR TradeLink Capital LLC CIK 0001642044 2026 Q2 Open parsed portfolio 25 $10,087,000 Open SEC source
05 Aug 2026, 10:25:30 UTC 13F-HR AFFINITY INVESTMENT ADVISORS, LLC CIK 0001520601 2026 Q2 Open parsed portfolio 140 $197,176,730 Open SEC source
05 Aug 2026, 10:23:35 UTC 13F-HR EMPOWER HARVEST MANAGEMENT SERVICES, INC. CIK 0002049453 2026 Q2 Open parsed portfolio 1 $72,838,536 Open SEC source
05 Aug 2026, 10:10:19 UTC 13F-HR ANCHOR CAPITAL ADVISORS LLC CIK 0000813933 2026 Q2 Open parsed portfolio 244 $3,558,144,846 Open SEC source
05 Aug 2026, 10:06:35 UTC 13F-HR PMG Wealth Management, Inc. CIK 0002052904 2026 Q2 Open parsed portfolio 61 $161,708,335 Open SEC source
05 Aug 2026, 10:06:25 UTC 13F-HR Pacific Center for Financial Services CIK 0001698222 2026 Q2 Open parsed portfolio 499 $448,187,719 Open SEC source
05 Aug 2026, 10:02:51 UTC 13F-HR MIO Partners, Inc. CIK 0001535457 2026 Q2 Open parsed portfolio 1 $139,579,527 Open SEC source
05 Aug 2026, 10:01:57 UTC 13F-HR Gryphon Financial Partners LLC CIK 0001729094 2026 Q2 Open parsed portfolio 382 $1,134,812,742 Open SEC source
05 Aug 2026, 10:00:33 UTC 13F-HR Grant Street Asset Management, Inc. CIK 0001740642 2026 Q2 Open parsed portfolio 92 $610,370,637 Open SEC source
05 Aug 2026, 09:59:10 UTC 13F-HR INSPIRE TRUST CO, N.A. CIK 0001993352 2026 Q2 Open parsed portfolio 111 $727,310,987 Open SEC source
05 Aug 2026, 09:58:28 UTC 13F-HR Deutsche Girozentrale DekaBank CIK 0001456228 2026 Q2 Open parsed portfolio 1,097 $56,390,479,000 Open SEC source
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