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.

Insider activity 13D/G stakes 10-Q/K updates Investors
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Current page
112

Recent 13F signals

Latest portfolio disclosures to inspect

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

13F portfolio

Mokosak Advisory Group, LLC

CIK 0001713112

13F-HR Q2 2026
CIK
0001713112
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
38 holdings / $461,730,025
Filed
03 Aug 2026, 17:08:06 UTC
Period
2026 Q2

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

View details Open source
13F portfolio

Meixler Investment Management, Ltd.

CIK 0001911615

13F-HR Q2 2026
CIK
0001911615
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
89 holdings / $181,075,387
Filed
03 Aug 2026, 17:07:34 UTC
Period
2026 Q2

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

View details Open source
13F portfolio

PCG Wealth Advisors, LLC

CIK 0001905393

13F-HR Q2 2026
CIK
0001905393
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
180 holdings / $448,236,766
Filed
03 Aug 2026, 17:06:55 UTC
Period
2026 Q2

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

View details Open source
13F portfolio

OAKLAND FINANCIAL CORP

CIK 0001169683

13F-HR Q2 2026
CIK
0001169683
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
6 holdings / $4,513,473
Filed
03 Aug 2026, 17:06:14 UTC
Period
2026 Q2

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

View details Open source
13F portfolio

First National Bank of Hutchinson

CIK 0001313871

13F-HR Q2 2026
CIK
0001313871
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
90 holdings / $182,120,387
Filed
03 Aug 2026, 17:05:49 UTC
Period
2026 Q2

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

View details Open source
13F portfolio

Cherokee Insurance Co

CIK 0002077903

13F-HR Q2 2026
CIK
0002077903
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
124 holdings / $259,127,555
Filed
03 Aug 2026, 17:05:09 UTC
Period
2026 Q2

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

View details Open source
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
03 Aug 2026, 17:08:06 UTC 13F-HR Mokosak Advisory Group, LLC CIK 0001713112 2026 Q2 Open parsed portfolio 38 $461,730,025 Open SEC source
03 Aug 2026, 17:07:34 UTC 13F-HR Meixler Investment Management, Ltd. CIK 0001911615 2026 Q2 Open parsed portfolio 89 $181,075,387 Open SEC source
03 Aug 2026, 17:06:55 UTC 13F-HR PCG Wealth Advisors, LLC CIK 0001905393 2026 Q2 Open parsed portfolio 180 $448,236,766 Open SEC source
03 Aug 2026, 17:06:14 UTC 13F-HR OAKLAND FINANCIAL CORP CIK 0001169683 2026 Q2 Open parsed portfolio 6 $4,513,473 Open SEC source
03 Aug 2026, 17:05:49 UTC 13F-HR First National Bank of Hutchinson CIK 0001313871 2026 Q2 Open parsed portfolio 90 $182,120,387 Open SEC source
03 Aug 2026, 17:05:09 UTC 13F-HR Cherokee Insurance Co CIK 0002077903 2026 Q2 Open parsed portfolio 124 $259,127,555 Open SEC source
03 Aug 2026, 17:04:34 UTC 13F-HR EXCALIBUR MANAGEMENT CORP CIK 0001009003 2026 Q2 Open parsed portfolio 175 $303,482,401 Open SEC source
03 Aug 2026, 17:02:59 UTC 13F-HR Parker Financial LLC CIK 0001965668 2026 Q2 Open parsed portfolio 37 $273,463,604 Open SEC source
03 Aug 2026, 17:02:17 UTC 13F-HR TSA Wealth Managment LLC CIK 0001963669 2026 Q2 Open parsed portfolio 119 $353,586,229 Open SEC source
03 Aug 2026, 17:01:57 UTC 13F-HR Sitrin Capital Management LLC CIK 0001664771 2026 Q2 Open parsed portfolio 39 $225,672,871 Open SEC source
03 Aug 2026, 16:59:54 UTC 13F-HR Hardy Reed LLC CIK 0001761871 2026 Q2 Open parsed portfolio 252 $1,557,536,638 Open SEC source
03 Aug 2026, 16:58:06 UTC 13F-HR Dockside LLC CIK 0002074563 2026 Q2 Open parsed portfolio 184 $427,378,714 Open SEC source
03 Aug 2026, 16:57:34 UTC 13F-HR Walleye Capital LLC CIK 0001758720 2026 Q2 Open parsed portfolio 1,924 $21,061,665,805 Open SEC source
03 Aug 2026, 16:56:52 UTC 13F-HR Walleye Trading LLC CIK 0001388391 2026 Q2 Open parsed portfolio 946 $7,181,403,223 Open SEC source
03 Aug 2026, 16:55:54 UTC 13F-HR Northstar Group, Inc. CIK 0001631408 2026 Q2 Open parsed portfolio 168 $776,999,463 Open SEC source
03 Aug 2026, 16:54:46 UTC 13F-HR Daniel Investment Group, Inc. CIK 0002144243 2026 Q2 Open parsed portfolio 33 $168,902,482 Open SEC source
03 Aug 2026, 16:54:12 UTC 13F-HR SAGE RHINO CAPITAL LLC CIK 0001771605 2026 Q2 Open parsed portfolio 380 $608,293,633 Open SEC source
03 Aug 2026, 16:53:29 UTC 13F-HR Citizens Business Bank CIK 0001948632 2026 Q2 Open parsed portfolio 140 $643,086,435 Open SEC source
03 Aug 2026, 16:51:56 UTC 13F-HR J.H. Whitney Equity Partners VII, LLC CIK 0001567459 2026 Q2 Open parsed portfolio 1 $231,921,057 Open SEC source
03 Aug 2026, 16:51:55 UTC 13F-HR Strategic Financial Partners, Ltd. CIK 0002027921 2026 Q2 Open parsed portfolio 88 $265,118,473 Open SEC source
03 Aug 2026, 16:51:14 UTC 13F-HR PINNACLE ASSOCIATES LTD CIK 0000743127 2026 Q2 Open parsed portfolio 967 $9,158,810,740 Open SEC source
03 Aug 2026, 16:45:31 UTC 13F-HR Summit Wealth Partners, LLC CIK 0002033312 2026 Q2 Open parsed portfolio 280 $701,915,690 Open SEC source
03 Aug 2026, 16:40:07 UTC 13F-HR/A Arizona PSPRS Trust CIK 0001565332 2026 Q1 - Restatement Open parsed portfolio 10 $2,718,078,826 Open SEC source
03 Aug 2026, 16:37:59 UTC 13F-HR GILEAD SCIENCES, INC. CIK 0000882095 2026 Q2 Open parsed portfolio 5 $1,648,747,919 Open SEC source
03 Aug 2026, 16:36:47 UTC 13F-HR Price Financial Group Wealth Management, Inc CIK 0002107127 2026 Q2 Open parsed portfolio 17 $6,015,715 Open SEC source
03 Aug 2026, 16:33:25 UTC 13F-HR TOTAL INVESTMENT MANAGEMENT INC CIK 0001068804 2026 Q2 Open parsed portfolio 89 $948,446,654 Open SEC source
03 Aug 2026, 16:30:07 UTC 13F-HR PECAUT & CO. CIK 0001597200 2026 Q2 Open parsed portfolio 65 $328,219,726 Open SEC source
03 Aug 2026, 16:27:12 UTC 13F-HR Summit Global Investments CIK 0001697953 2026 Q2 Open parsed portfolio 522 $1,831,157,000 Open SEC source
03 Aug 2026, 16:23:28 UTC 13F-HR Stack Financial Management, Inc CIK 0001308685 2026 Q2 Open parsed portfolio 54 $1,281,385,473 Open SEC source
03 Aug 2026, 16:23:20 UTC 13F-HR HUSSMAN STRATEGIC ADVISORS, INC. CIK 0001179475 2026 Q2 Open parsed portfolio 231 $434,028,328 Open SEC source
03 Aug 2026, 16:22:24 UTC 13F-HR Omnitrust Wealth Management, Inc CIK 0002108483 2025 Q2 Open parsed portfolio 68 $78,251,601 Open SEC source
03 Aug 2026, 16:20:30 UTC 13F-HR Daytona Street Capital LLC CIK 0002101936 2026 Q2 Open parsed portfolio 277 $136,715,220 Open SEC source
03 Aug 2026, 16:20:09 UTC 13F-HR OPPENHEIMER ASSET MANAGEMENT INC. CIK 0001269119 2026 Q2 Open parsed portfolio 1,134 $9,626,776,609 Open SEC source
03 Aug 2026, 16:18:40 UTC 13F-HR Bryn Mawr Trust Advisors, LLC CIK 0001700481 2026 Q2 Open parsed portfolio 456 $2,292,900,883 Open SEC source
03 Aug 2026, 16:15:58 UTC 13F-HR Mill Capital Management, LLC CIK 0001901166 2026 Q2 Open parsed portfolio 128 $1,497,232,992 Open SEC source
03 Aug 2026, 16:15:10 UTC 13F-HR Plan Group Financial, LLC CIK 0001940033 2026 Q2 Open parsed portfolio 243 $483,099,739 Open SEC source
03 Aug 2026, 16:12:15 UTC 13F-HR Towercrest Capital Management CIK 0001633288 2026 Q2 Open parsed portfolio 110 $716,399,445 Open SEC source
03 Aug 2026, 16:12:11 UTC 13F-HR Laraway Financial Advisors Inc CIK 0001908275 2026 Q2 Open parsed portfolio 140 $164,747,022 Open SEC source
03 Aug 2026, 16:11:37 UTC 13F-HR/A Arizona PSPRS Trust CIK 0001565332 2026 Q2 - Restatement Open parsed portfolio 14 $2,684,181,775 Open SEC source
03 Aug 2026, 16:07:37 UTC 13F-HR PSI Advisors, LLC CIK 0001779040 2026 Q2 Open parsed portfolio 151 $430,452,641 Open SEC source
03 Aug 2026, 16:06:42 UTC 13F-HR Cornerstone Capital, Inc. CIK 0000819535 2026 Q2 Open parsed portfolio 120 $1,119,377,067 Open SEC source
03 Aug 2026, 16:01:02 UTC 13F-HR BANYAN CAPITAL MANAGEMENT, INC. CIK 0000846600 2026 Q2 Open parsed portfolio 55 $230,096,184 Open SEC source
03 Aug 2026, 16:00:29 UTC 13F-HR Freedom Together Foundation CIK 0002002798 2026 Q2 Open parsed portfolio 2 $866,859,898 Open SEC source
03 Aug 2026, 15:59:52 UTC 13F-HR McCartney Wealth Management LLC CIK 0002110693 2026 Q2 Open parsed portfolio 65 $131,894,010 Open SEC source
03 Aug 2026, 15:56:00 UTC 13F-HR First Nebraska Trust Co CIK 0002134841 2010 Q3 Open parsed portfolio 73 $188,787,318 Open SEC source
03 Aug 2026, 15:46:07 UTC 13F-HR Next Capital Management LLC CIK 0001752762 2026 Q2 Open parsed portfolio 138 $370,451,297 Open SEC source
03 Aug 2026, 15:41:52 UTC 13F-HR Good Steward Wealth Advisors,LLC CIK 0002060772 2026 Q2 Open parsed portfolio 71 $165,605,874 Open SEC source
03 Aug 2026, 15:40:47 UTC 13F-HR Elyxium Wealth, LLC CIK 0002043538 2026 Q2 Open parsed portfolio 298 $952,095,603 Open SEC source
03 Aug 2026, 15:37:57 UTC 13F-HR SMITH SHELLNUT WILSON LLC /ADV CIK 0000944317 2026 Q1 Open parsed portfolio 145 $229,091,086 Open SEC source
03 Aug 2026, 15:36:28 UTC 13F-HR First Nebraska Trust Co CIK 0002134841 2010 Q4 Open parsed portfolio 80 $208,155,795 Open SEC source
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