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 |
|---|---|---|---|---|---|---|
| 31 Jul 2026, 13:16:50 UTC | 13F-HR | Fortis Capital Advisors, LLC CIK 0001959790 | 2026 Q2 Open parsed portfolio | 408 | $889,398,391 | Open SEC source |
| 31 Jul 2026, 13:16:19 UTC | 13F-HR | Lakeside Advisors, INC. CIK 0001913467 | 2026 Q2 Open parsed portfolio | 65 | $158,839,567 | Open SEC source |
| 31 Jul 2026, 13:15:37 UTC | 13F-HR | PRIVATE MANAGEMENT GROUP INC CIK 0001142031 | 2026 Q2 Open parsed portfolio | 320 | $3,796,585,153 | Open SEC source |
| 31 Jul 2026, 13:15:36 UTC | 13F-HR | True Link Financial Advisors, LLC CIK 0001846236 | 2026 Q2 Open parsed portfolio | 104 | $309,730,000 | Open SEC source |
| 31 Jul 2026, 13:13:51 UTC | 13F-HR | BARON SILVER STEVENS FINANCIAL ADVISORS, LLC CIK 0001851395 | 2026 Q2 Open parsed portfolio | 140 | $790,592,069 | Open SEC source |
| 31 Jul 2026, 13:13:21 UTC | 13F-HR | Stirlingshire Investments, Inc. CIK 0001829271 | 2026 Q2 Open parsed portfolio | 221 | $134,854,762 | Open SEC source |
| 31 Jul 2026, 13:12:00 UTC | 13F-HR | VestGen Investment Management CIK 0001511739 | 2026 Q2 Open parsed portfolio | 218 | $188,529,944 | Open SEC source |
| 31 Jul 2026, 13:03:41 UTC | 13F-HR | W ADVISORS, LLC CIK 0001929907 | 2026 Q2 Open parsed portfolio | 153 | $219,920,636 | Open SEC source |
| 31 Jul 2026, 13:02:20 UTC | 13F-HR | Soltis Investment Advisors LLC CIK 0001802530 | 2026 Q2 Open parsed portfolio | 613 | $1,733,277,698 | Open SEC source |
| 31 Jul 2026, 13:00:47 UTC | 13F-HR | Aspen Private Advisors, LLC CIK 0002143677 | 2026 Q2 Open parsed portfolio | 7 | $99,686,951 | Open SEC source |
| 31 Jul 2026, 12:59:45 UTC | 13F-HR | B&D White Capital Company, LLC CIK 0001752523 | 2026 Q2 Open parsed portfolio | 94 | $1,004,750,061 | Open SEC source |
| 31 Jul 2026, 12:57:24 UTC | 13F-HR | Chung Wu Investment Group, LLC CIK 0002054278 | 2026 Q2 Open parsed portfolio | 283 | $152,088,933 | Open SEC source |
| 31 Jul 2026, 12:54:52 UTC | 13F-HR | Freestone Capital Holdings, LLC CIK 0001470876 | 2026 Q2 Open parsed portfolio | 584 | $3,842,320,047 | Open SEC source |
| 31 Jul 2026, 12:48:42 UTC | 13F-HR | Tandem Investment Advisors, Inc. CIK 0001694284 | 2026 Q2 Open parsed portfolio | 68 | $1,492,997,705 | Open SEC source |
| 31 Jul 2026, 12:48:13 UTC | 13F-HR | Warwick Investment Management, Inc. CIK 0001931041 | 2026 Q2 Open parsed portfolio | 149 | $891,080,428 | Open SEC source |
| 31 Jul 2026, 12:33:49 UTC | 13F-HR | Probity Advisors, Inc. CIK 0001676603 | 2026 Q2 Open parsed portfolio | 232 | $699,208,491 | Open SEC source |
| 31 Jul 2026, 12:33:10 UTC | 13F-HR | J. Derek Lewis & Associates Inc. CIK 0002077884 | 2026 Q2 Open parsed portfolio | 216 | $529,245,023 | Open SEC source |
| 31 Jul 2026, 12:29:15 UTC | 13F-HR | Schorn Wealth LLC CIK 0001792851 | 2026 Q2 Open parsed portfolio | 80 | $382,327,221 | Open SEC source |
| 31 Jul 2026, 12:25:12 UTC | 13F-HR | KORNITZER CAPITAL MANAGEMENT INC /KS CIK 0000898358 | 2026 Q2 Open parsed portfolio | 548 | $4,790,510,898 | Open SEC source |
| 31 Jul 2026, 12:24:30 UTC | 13F-HR | Three Magnolias Financial Advisors, LLC CIK 0002056795 | 2026 Q2 Open parsed portfolio | 112 | $179,482,386 | Open SEC source |
| 31 Jul 2026, 12:19:54 UTC | 13F-HR | Daiwa Securities Group Inc. CIK 0001481045 | 2026 Q2 Open parsed portfolio | 1,126 | $44,219,177,779 | Open SEC source |
| 31 Jul 2026, 12:18:35 UTC | 13F-HR | Peck Wealth Management, LLC CIK 0002135125 | 2026 Q2 Open parsed portfolio | 127 | $118,692,401 | Open SEC source |
| 31 Jul 2026, 12:16:03 UTC | 13F-HR | Badgley Phelps Wealth Managers, LLC CIK 0001895362 | 2026 Q2 Open parsed portfolio | 333 | $5,708,734,671 | Open SEC source |
| 31 Jul 2026, 12:11:55 UTC | 13F-HR | Kerusso Capital Management LLC CIK 0002029597 | 2026 Q2 Open parsed portfolio | 58 | $274,429,695 | Open SEC source |
| 31 Jul 2026, 12:05:34 UTC | 13F-HR | ASSOCIATED BANC-CORP CIK 0000007789 | 2026 Q2 Open parsed portfolio | 381 | $4,211,290,128 | Open SEC source |
| 31 Jul 2026, 11:57:18 UTC | 13F-HR | DB&C Advisors, LLC CIK 0002107377 | 2026 Q2 Open parsed portfolio | 76 | $92,352,655 | Open SEC source |
| 31 Jul 2026, 11:39:16 UTC | 13F-HR | Granite Harbor Advisors, Inc. CIK 0001967456 | 2026 Q2 Open parsed portfolio | 132 | $252,907,099 | Open SEC source |
| 31 Jul 2026, 11:35:57 UTC | 13F-HR | Curative Ventures V LLC CIK 0001754072 | 2026 Q2 Open parsed portfolio | 1 | $14,603,341 | Open SEC source |
| 31 Jul 2026, 11:29:00 UTC | 13F-HR | Aberdeen Group plc CIK 0001716774 | 2026 Q2 Open parsed portfolio | 934 | $71,221,282,651 | Open SEC source |
| 31 Jul 2026, 11:23:52 UTC | 13F-HR | Troy Asset Management Ltd CIK 0001601407 | 2026 Q2 Open parsed portfolio | 29 | $3,585,782,780 | Open SEC source |
| 31 Jul 2026, 11:23:46 UTC | 13F-HR | BCS Private Wealth Management, Inc. CIK 0002044001 | 2026 Q2 Open parsed portfolio | 187 | $332,053,501 | Open SEC source |
| 31 Jul 2026, 11:20:35 UTC | 13F-HR | New Republic Capital, LLC CIK 0001989988 | 2026 Q2 Open parsed portfolio | 352 | $434,176,909 | Open SEC source |
| 31 Jul 2026, 11:18:05 UTC | 13F-HR | Napier Financial, LLC CIK 0002086579 | 2026 Q2 Open parsed portfolio | 472 | $479,956,445 | Open SEC source |
| 31 Jul 2026, 11:12:17 UTC | 13F-HR | Rossmore Private Capital CIK 0001733082 | 2026 Q2 Open parsed portfolio | 340 | $1,231,384,467 | Open SEC source |
| 31 Jul 2026, 11:12:03 UTC | 13F-HR | ABBINGTON INVESTMENT GROUP CIK 0002088867 | 2026 Q2 Open parsed portfolio | 52 | $157,087,768 | Open SEC source |
| 31 Jul 2026, 11:11:34 UTC | 13F-HR | Avail Investment Partners, LLC CIK 0002134779 | 2026 Q2 Open parsed portfolio | 199 | $129,829,353 | Open SEC source |
| 31 Jul 2026, 11:11:15 UTC | 13F-HR | Glassy Mountain Advisors, Inc. CIK 0001914617 | 2026 Q2 Open parsed portfolio | 76 | $365,604,992 | Open SEC source |
| 31 Jul 2026, 11:10:58 UTC | 13F-HR | Brendel Financial Advisors LLC CIK 0001768065 | 2026 Q2 Open parsed portfolio | 101 | $215,979,748 | Open SEC source |
| 31 Jul 2026, 11:10:22 UTC | 13F-HR | Code Waechter LLC CIK 0002039212 | 2026 Q2 Open parsed portfolio | 127 | $193,313,419 | Open SEC source |
| 31 Jul 2026, 11:09:10 UTC | 13F-HR | Calamos Wealth Management LLC CIK 0001455258 | 2026 Q2 Open parsed portfolio | 456 | $3,291,829,934 | Open SEC source |
| 31 Jul 2026, 11:08:35 UTC | 13F-HR | Calamos Advisors LLC CIK 0001316507 | 2026 Q2 Open parsed portfolio | 942 | $27,589,048,014 | Open SEC source |
| 31 Jul 2026, 11:07:48 UTC | 13F-HR | DEMMING FINANCIAL SERVICES CORP /ADV CIK 0000760639 | 2026 Q2 Open parsed portfolio | 41 | $157,316,805 | Open SEC source |
| 31 Jul 2026, 11:06:48 UTC | 13F-HR | FORMULATE FINANCIAL LLC CIK 0002093400 | 2026 Q2 Open parsed portfolio | 26 | $95,007,993 | Open SEC source |
| 31 Jul 2026, 11:06:24 UTC | 13F-HR | Integrated Capital Management, LLC CIK 0002040070 | 2026 Q2 Open parsed portfolio | 58 | $277,567,491 | Open SEC source |
| 31 Jul 2026, 11:01:02 UTC | 13F-HR | ZEGA Investments, LLC CIK 0002045703 | 2026 Q2 Open parsed portfolio | 215 | $599,899,563 | Open SEC source |
| 31 Jul 2026, 11:00:07 UTC | 13F-HR | Stone Ridge Holdings Group LP CIK 0002019841 | 2026 Q2 Open parsed portfolio | 12 | $18,622,713 | Open SEC source |
| 31 Jul 2026, 10:54:09 UTC | 13F-HR | Park Square Financial Group, LLC CIK 0002058285 | 2026 Q2 Open parsed portfolio | 210 | $11,077,946 | Open SEC source |
| 31 Jul 2026, 10:52:13 UTC | 13F-HR | Seneca House Advisors CIK 0001731359 | 2026 Q2 Open parsed portfolio | 103 | $282,851,146 | Open SEC source |
| 31 Jul 2026, 10:51:28 UTC | 13F-HR | Impact Investors, Inc CIK 0001824539 | 2026 Q2 Open parsed portfolio | 88 | $136,763,921 | Open SEC source |
| 31 Jul 2026, 10:49:46 UTC | 13F-HR | Westview Management dba Westview Investment Advisors CIK 0002073768 | 2026 Q2 Open parsed portfolio | 67 | $204,356,549 | Open SEC source |