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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116

Recent 13F signals

Latest portfolio disclosures to inspect

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

13F portfolio

Riverview Trust Co

CIK 0001593600

13F-HR Q2 2026
CIK
0001593600
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
165 holdings / $83,937,434
Filed
31 Jul 2026, 18:56:19 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

Murray Antman Dba SimplyRich Lester

CIK 0001725888

13F-HR Q2 2026
CIK
0001725888
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
191 holdings / $412,417,000
Filed
31 Jul 2026, 18:49:05 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

Silver Oak Advisory Group, Inc.

CIK 0001906937

13F-HR Q2 2026
CIK
0001906937
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
86 holdings / $253,628,000
Filed
31 Jul 2026, 18:25:08 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

HOHIMER WEALTH MANAGEMENT, LLC

CIK 0001802533

13F-HR Q2 2026
CIK
0001802533
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
377 holdings / $971,353,946
Filed
31 Jul 2026, 18:19:15 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

R. W. Roge & Company, Inc.

CIK 0001800745

13F-HR Q2 2026
CIK
0001800745
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
68 holdings / $235,728,000
Filed
31 Jul 2026, 18:16:08 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

Platt Wealth Management LLC

CIK 0002109497

13F-HR Q2 2026
CIK
0002109497
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
57 holdings / $124,376,000
Filed
31 Jul 2026, 18:00:09 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
31 Jul 2026, 18:56:19 UTC 13F-HR Riverview Trust Co CIK 0001593600 2026 Q2 Open parsed portfolio 165 $83,937,434 Open SEC source
31 Jul 2026, 18:49:05 UTC 13F-HR Murray Antman Dba SimplyRich Lester CIK 0001725888 2026 Q2 Open parsed portfolio 191 $412,417,000 Open SEC source
31 Jul 2026, 18:25:08 UTC 13F-HR Silver Oak Advisory Group, Inc. CIK 0001906937 2026 Q2 Open parsed portfolio 86 $253,628,000 Open SEC source
31 Jul 2026, 18:19:15 UTC 13F-HR HOHIMER WEALTH MANAGEMENT, LLC CIK 0001802533 2026 Q2 Open parsed portfolio 377 $971,353,946 Open SEC source
31 Jul 2026, 18:16:08 UTC 13F-HR R. W. Roge & Company, Inc. CIK 0001800745 2026 Q2 Open parsed portfolio 68 $235,728,000 Open SEC source
31 Jul 2026, 18:00:09 UTC 13F-HR Platt Wealth Management LLC CIK 0002109497 2026 Q2 Open parsed portfolio 57 $124,376,000 Open SEC source
31 Jul 2026, 17:59:51 UTC 13F-HR VAN STRUM & TOWNE INC. CIK 0001080173 2026 Q2 Open parsed portfolio 111 $366,790,100 Open SEC source
31 Jul 2026, 17:58:09 UTC 13F-HR Firestone Capital Management CIK 0001799964 2026 Q2 Open parsed portfolio 168 $537,017,479 Open SEC source
31 Jul 2026, 17:47:02 UTC 13F-HR Phoenix Wealth Advisors CIK 0001842362 2026 Q2 Open parsed portfolio 129 $296,553,589 Open SEC source
31 Jul 2026, 17:40:55 UTC 13F-HR One Degree Advisors Inc CIK 0002005743 2026 Q2 Open parsed portfolio 82 $448,029,000 Open SEC source
31 Jul 2026, 17:38:59 UTC 13F-HR Carl P. Sherr & Co., LLC CIK 0001818535 2026 Q2 Open parsed portfolio 134 $238,645,070 Open SEC source
31 Jul 2026, 17:29:33 UTC 13F-HR Diversified Enterprises, LLC CIK 0002037264 2026 Q2 Open parsed portfolio 425 $2,066,807,777 Open SEC source
31 Jul 2026, 17:29:20 UTC 13F-HR Navigoe, LLC CIK 0002056100 2026 Q2 Open parsed portfolio 396 $191,174,000 Open SEC source
31 Jul 2026, 17:27:57 UTC 13F-HR CASTLE WEALTH MANAGEMENT LLC CIK 0001936420 2026 Q2 Open parsed portfolio 143 $337,565,794 Open SEC source
31 Jul 2026, 17:23:39 UTC 13F-HR Harfst & Associates, Inc. CIK 0001649147 2026 Q2 Open parsed portfolio 124 $643,401,680 Open SEC source
31 Jul 2026, 17:20:02 UTC 13F-HR Simmons Bank CIK 0001674486 2026 Q2 Open parsed portfolio 369 $1,753,209,419 Open SEC source
31 Jul 2026, 17:15:14 UTC 13F-HR Jacobi Capital Management LLC CIK 0001689646 2026 Q2 Open parsed portfolio 644 $2,044,497,754 Open SEC source
31 Jul 2026, 17:13:34 UTC 13F-HR Linscomb Wealth, Inc. CIK 0001313294 2026 Q2 Open parsed portfolio 311 $2,307,577,047 Open SEC source
31 Jul 2026, 17:02:30 UTC 13F-HR CAMBIAR INVESTORS LLC CIK 0000823621 2026 Q2 Open parsed portfolio 150 $2,304,001,350 Open SEC source
31 Jul 2026, 17:00:43 UTC 13F-HR West Tower Group, LLC CIK 0001965819 2026 Q2 Open parsed portfolio 45 $35,619,227 Open SEC source
31 Jul 2026, 16:59:17 UTC 13F-HR Garde Capital, Inc. CIK 0001616328 2026 Q2 Open parsed portfolio 224 $2,231,603,930 Open SEC source
31 Jul 2026, 16:57:27 UTC 13F-HR NATURAL INVESTMENTS, LLC CIK 0001800245 2026 Q2 Open parsed portfolio 301 $455,247,000 Open SEC source
31 Jul 2026, 16:55:23 UTC 13F-HR MARKEL GROUP INC. CIK 0001096343 2026 Q2 Open parsed portfolio 130 $13,130,490,727 Open SEC source
31 Jul 2026, 16:44:45 UTC 13F-HR Lakeshore Capital Group, Inc. CIK 0002057465 2026 Q2 Open parsed portfolio 74 $135,090,546 Open SEC source
31 Jul 2026, 16:43:53 UTC 13F-HR Bannerstone Capital Management, LLC CIK 0002083499 2026 Q2 Open parsed portfolio 112 $118,873,245 Open SEC source
31 Jul 2026, 16:43:04 UTC 13F-HR Belvedere Trading LLC CIK 0001632341 2026 Q2 Open parsed portfolio 316 $1,200,653,150 Open SEC source
31 Jul 2026, 16:42:40 UTC 13F-HR Evergreen Wealth Management, LLC CIK 0001965292 2026 Q2 Open parsed portfolio 55 $213,278,932 Open SEC source
31 Jul 2026, 16:40:57 UTC 13F-HR Powers Advisory Group, LLC CIK 0001927474 2026 Q2 Open parsed portfolio 130 $319,085,876 Open SEC source
31 Jul 2026, 16:39:55 UTC 13F-HR CAMDEN NATIONAL BANK CIK 0001697855 2026 Q2 Open parsed portfolio 184 $767,484,949 Open SEC source
31 Jul 2026, 16:34:31 UTC 13F-HR Manuka Financial, LLC CIK 0002049064 2026 Q2 Open parsed portfolio 55 $192,618,806 Open SEC source
31 Jul 2026, 16:32:46 UTC 13F-HR Providence Financial Advisors, LLC CIK 0002072264 2026 Q2 Open parsed portfolio 60 $175,814,703 Open SEC source
31 Jul 2026, 16:29:47 UTC 13F-HR LEVIN CAPITAL STRATEGIES, L.P. CIK 0001354821 2026 Q2 Open parsed portfolio 256 $1,488,713,149 Open SEC source
31 Jul 2026, 16:20:13 UTC 13F-HR PAYDEN & RYGEL CIK 0000919219 2026 Q2 Open parsed portfolio 131 $1,302,884,000 Open SEC source
31 Jul 2026, 16:16:40 UTC 13F-HR GENERAL AMERICAN INVESTORS CO INC CIK 0000040417 2026 Q2 Open parsed portfolio 69 $1,649,661,047 Open SEC source
31 Jul 2026, 16:16:38 UTC 13F-HR Convergence Investment Partners, LLC CIK 0001456133 2026 Q2 Open parsed portfolio 241 $1,055,004,327 Open SEC source
31 Jul 2026, 16:16:07 UTC 13F-HR Premier Wealth Management W.L.L. CIK 0002109952 2026 Q2 Open parsed portfolio 0 $0 Open SEC source
31 Jul 2026, 16:08:15 UTC 13F-HR CITY OF LONDON INVESTMENT MANAGEMENT CO LTD CIK 0001034546 2026 Q2 Open parsed portfolio 80 $1,661,390,600 Open SEC source
31 Jul 2026, 16:06:30 UTC 13F-HR General Motors Holdings LLC CIK 0001497345 2026 Q2 Open parsed portfolio 4 $79,801,293 Open SEC source
31 Jul 2026, 16:02:02 UTC 13F-HR Sherborne Investors Management LP CIK 0001406672 2026 Q2 Open parsed portfolio 1 $250,619,474 Open SEC source
31 Jul 2026, 16:01:20 UTC 13F-HR Ascent Wealth Partners, LLC CIK 0001546865 2026 Q2 Open parsed portfolio 200 $1,000,068,173 Open SEC source
31 Jul 2026, 16:00:13 UTC 13F-HR Knights of Columbus Asset Advisors LLC CIK 0001688666 2026 Q2 Open parsed portfolio 386 $1,995,727,369 Open SEC source
31 Jul 2026, 15:55:56 UTC 13F-HR Merrithew & Thorsten Inc CIK 0002107460 2026 Q2 Open parsed portfolio 105 $117,404,000 Open SEC source
31 Jul 2026, 15:42:03 UTC 13F-HR Texas Bank & Trust Co CIK 0002056556 2026 Q2 Open parsed portfolio 185 $305,125,194 Open SEC source
31 Jul 2026, 15:41:25 UTC 13F-HR Madrid Wealth Management, LLC CIK 0002106678 2026 Q2 Open parsed portfolio 70 $152,421,541 Open SEC source
31 Jul 2026, 15:38:36 UTC 13F-HR Elevate Capital Advisors, LLC CIK 0001909571 2026 Q2 Open parsed portfolio 76 $180,665,610 Open SEC source
31 Jul 2026, 15:37:34 UTC 13F-HR AF Advisors, Inc. CIK 0001818044 2026 Q2 Open parsed portfolio 30 $203,598,155 Open SEC source
31 Jul 2026, 15:37:13 UTC 13F-HR/A PIER 88 INVESTMENT PARTNERS LLC CIK 0001697366 2026 Q1 - Restatement Open parsed portfolio 112 $389,712,467 Open SEC source
31 Jul 2026, 15:37:10 UTC 13F-HR ARROW FINANCIAL CORP CIK 0000717538 2026 Q2 Open parsed portfolio 162 $1,116,397,130 Open SEC source
31 Jul 2026, 15:37:02 UTC 13F-HR CABOT WEALTH MANAGEMENT INC CIK 0001016683 2026 Q2 Open parsed portfolio 142 $982,190,612 Open SEC source
31 Jul 2026, 15:36:43 UTC 13F-HR Odyssey Capital Advisors, Inc. CIK 0002104872 2026 Q2 Open parsed portfolio 101 $139,605,609 Open SEC source
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