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 |
|---|---|---|---|---|---|---|
| 30 Jul 2026, 16:18:17 UTC | 13F-HR | Carnegie Investment Counsel CIK 0001511506 | 2026 Q2 Open parsed portfolio | 547 | $4,992,151,681 | Open SEC source |
| 30 Jul 2026, 16:17:44 UTC | 13F-HR | Lebenthal Global Advisors, LLC CIK 0001845766 | 2026 Q2 Open parsed portfolio | 204 | $741,451,110 | Open SEC source |
| 30 Jul 2026, 16:17:06 UTC | 13F-HR | WELCH & FORBES LLC CIK 0000105495 | 2026 Q2 Open parsed portfolio | 388 | $8,228,334,230 | Open SEC source |
| 30 Jul 2026, 16:16:25 UTC | 13F-HR | St. Louis Trust Co CIK 0001661144 | 2026 Q2 Open parsed portfolio | 142 | $42,207,201 | Open SEC source |
| 30 Jul 2026, 16:13:09 UTC | 13F-HR | BENDER ROBERT & ASSOCIATES CIK 0000894300 | 2026 Q2 Open parsed portfolio | 39 | $481,200,232 | Open SEC source |
| 30 Jul 2026, 16:12:26 UTC | 13F-HR | Pekin Hardy Strauss, Inc. CIK 0001020317 | 2026 Q2 Open parsed portfolio | 511 | $1,135,136,730 | Open SEC source |
| 30 Jul 2026, 16:12:16 UTC | 13F-HR | Del-Sette Capital Management, LLC CIK 0001610580 | 2026 Q2 Open parsed portfolio | 50 | $171,255,619 | Open SEC source |
| 30 Jul 2026, 16:10:34 UTC | 13F-HR | VERUS WEALTH MANAGEMENT, LLC CIK 0002042938 | 2026 Q2 Open parsed portfolio | 57 | $121,329,948 | Open SEC source |
| 30 Jul 2026, 16:08:44 UTC | 13F-HR | MILFORD FUNDS LTD CIK 0001775715 | 2026 Q2 Open parsed portfolio | 91 | $6,140,519,074 | Open SEC source |
| 30 Jul 2026, 16:07:49 UTC | 13F-HR | Acuitas Investments, LLC CIK 0001524828 | 2026 Q2 Open parsed portfolio | 7 | $1,426,003 | Open SEC source |
| 30 Jul 2026, 16:06:47 UTC | 13F-HR | BYRNE FINANCIAL FREEDOM, LLC CIK 0002063947 | 2026 Q2 Open parsed portfolio | 119 | $256,121,349 | Open SEC source |
| 30 Jul 2026, 16:04:10 UTC | 13F-HR | Elevated Private Wealth, LLC CIK 0002083411 | 2026 Q2 Open parsed portfolio | 73 | $105,112,836 | Open SEC source |
| 30 Jul 2026, 16:04:00 UTC | 13F-HR | ARRIEN INVESTMENTS, INC. CIK 0002052048 | 2026 Q2 Open parsed portfolio | 44 | $198,306,818 | Open SEC source |
| 30 Jul 2026, 16:01:11 UTC | 13F-HR | CAPSTONE WEALTH MANAGEMENT GROUP, LLC CIK 0001923052 | 2026 Q2 Open parsed portfolio | 94 | $282,976,080 | Open SEC source |
| 30 Jul 2026, 15:55:12 UTC | 13F-HR | SCRATCH CAPITAL LLC CIK 0002055324 | 2026 Q2 Open parsed portfolio | 44 | $201,489,792 | Open SEC source |
| 30 Jul 2026, 15:51:35 UTC | 13F-HR | Bluesphere Advisors LLC CIK 0001844108 | 2026 Q2 Open parsed portfolio | 121 | $323,939,803 | Open SEC source |
| 30 Jul 2026, 15:51:24 UTC | 13F-HR | Sterling Wealth Management, Inc. CIK 0002011149 | 2026 Q2 Open parsed portfolio | 116 | $402,291,078 | Open SEC source |
| 30 Jul 2026, 15:44:45 UTC | 13F-HR | C. F. David Boit CIK 0001308331 | 2026 Q2 Open parsed portfolio | 85 | $237,614,448 | Open SEC source |
| 30 Jul 2026, 15:42:59 UTC | 13F-HR | Zhang Financial LLC CIK 0001776290 | 2026 Q2 Open parsed portfolio | 392 | $3,424,430,780 | Open SEC source |
| 30 Jul 2026, 15:42:14 UTC | 13F-HR | NORTHEAST PLANNING ASSOCIATES, INC. / NH / CIK 0001914515 | 2026 Q2 Open parsed portfolio | 65 | $133,477,628 | Open SEC source |
| 30 Jul 2026, 15:38:39 UTC | 13F-HR | First Nebraska Trust Co CIK 0002134841 | 2011 Q1 Open parsed portfolio | 81 | $209,527,728 | Open SEC source |
| 30 Jul 2026, 15:38:36 UTC | 13F-HR | EAGLE GLOBAL ADVISORS LLC CIK 0001130787 | 2026 Q2 Open parsed portfolio | 277 | $3,020,628,808 | Open SEC source |
| 30 Jul 2026, 15:34:28 UTC | 13F-HR | COMMONS CAPITAL, LLC CIK 0001912835 | 2026 Q2 Open parsed portfolio | 96 | $142,924,017 | Open SEC source |
| 30 Jul 2026, 15:31:04 UTC | 13F-HR | BAYPOINTE PARTNERS LLC CIK 0002044734 | 2026 Q2 Open parsed portfolio | 15 | $41,717,983 | Open SEC source |
| 30 Jul 2026, 15:27:46 UTC | 13F-HR | Claro Advisors Inc. CIK 0001764386 | 2026 Q2 Open parsed portfolio | 533 | $952,810,817 | Open SEC source |
| 30 Jul 2026, 15:27:22 UTC | 13F-HR | SCF Partners, Inc. CIK 0001085550 | 2026 Q2 Open parsed portfolio | 0 | $0 | Open SEC source |
| 30 Jul 2026, 15:27:10 UTC | 13F-HR | Ackerman Capital Advisors, LLC CIK 0001699506 | 2026 Q2 Open parsed portfolio | 119 | $495,750,107 | Open SEC source |
| 30 Jul 2026, 15:27:09 UTC | 13F-HR | William B. Walkup & Associates, Inc. CIK 0002034054 | 2026 Q2 Open parsed portfolio | 257 | $207,698,469 | Open SEC source |
| 30 Jul 2026, 15:26:20 UTC | 13F-HR | WATERS PARKERSON & CO., LLC CIK 0001222993 | 2026 Q2 Open parsed portfolio | 200 | $2,027,586,021 | Open SEC source |
| 30 Jul 2026, 15:18:18 UTC | 13F-HR | Waterfront Wealth Inc. CIK 0001775210 | 2026 Q2 Open parsed portfolio | 298 | $645,036,475 | Open SEC source |
| 30 Jul 2026, 15:17:11 UTC | 13F-HR | BAYBAN CIK 0002110649 | 2026 Q2 Open parsed portfolio | 595 | $130,344,264 | Open SEC source |
| 30 Jul 2026, 15:09:35 UTC | 13F-HR | Cardinal Strategic Wealth Guidance CIK 0001801989 | 2026 Q2 Open parsed portfolio | 67 | $441,029,618 | Open SEC source |
| 30 Jul 2026, 15:09:34 UTC | 13F-HR | Pathway Financial Advisers, LLC CIK 0002024152 | 2026 Q2 Open parsed portfolio | 167 | $396,926,479 | Open SEC source |
| 30 Jul 2026, 15:08:36 UTC | 13F-HR | Mendel Money Management CIK 0001600585 | 2026 Q2 Open parsed portfolio | 127 | $273,122,693 | Open SEC source |
| 30 Jul 2026, 15:07:38 UTC | 13F-HR | Crusonia Wealth Advisors LLC CIK 0002112003 | 2026 Q2 Open parsed portfolio | 234 | $608,863,719 | Open SEC source |
| 30 Jul 2026, 15:07:37 UTC | 13F-HR | Point Windward Advisors Inc. CIK 0001356202 | 2026 Q2 Open parsed portfolio | 97 | $226,146,214 | Open SEC source |
| 30 Jul 2026, 15:06:55 UTC | 13F-HR | Decker Wealth Management LLC CIK 0002129751 | 2026 Q2 Open parsed portfolio | 106 | $470,644,705 | Open SEC source |
| 30 Jul 2026, 15:06:43 UTC | 13F-HR | First Nebraska Trust Co CIK 0002134841 | 2011 Q2 Open parsed portfolio | 83 | $218,202,893 | Open SEC source |
| 30 Jul 2026, 15:06:26 UTC | 13F-HR | South Shore Capital Advisors CIK 0001852993 | 2026 Q2 Open parsed portfolio | 154 | $149,384,328 | Open SEC source |
| 30 Jul 2026, 15:06:22 UTC | 13F-HR | CONNING INC. CIK 0000801051 | 2026 Q2 Open parsed portfolio | 327 | $3,338,141,081 | Open SEC source |
| 30 Jul 2026, 15:06:19 UTC | 13F-HR | RETIREMENT FINANCIAL SOLUTIONS, LLC CIK 0001962532 | 2026 Q2 Open parsed portfolio | 53 | $406,790,772 | Open SEC source |
| 30 Jul 2026, 15:05:33 UTC | 13F-HR | Windle Wealth, LLC CIK 0001963452 | 2026 Q2 Open parsed portfolio | 35 | $248,883,573 | Open SEC source |
| 30 Jul 2026, 14:57:04 UTC | 13F-HR | Milestone Asset Management Group, LLC CIK 0002063452 | 2026 Q2 Open parsed portfolio | 133 | $198,557,823 | Open SEC source |
| 30 Jul 2026, 14:50:15 UTC | 13F-HR | ALTFEST L J & CO INC CIK 0000712050 | 2026 Q2 Open parsed portfolio | 311 | $1,030,997,872 | Open SEC source |
| 30 Jul 2026, 14:49:30 UTC | 13F-HR | Cassia Capital Partners, LLC CIK 0001844897 | 2026 Q2 Open parsed portfolio | 69 | $206,282,955 | Open SEC source |
| 30 Jul 2026, 14:46:52 UTC | 13F-HR | BlueChip Wealth Advisors LLC CIK 0002015578 | 2026 Q2 Open parsed portfolio | 172 | $263,784,645 | Open SEC source |
| 30 Jul 2026, 14:42:17 UTC | 13F-HR | Weaver Capital Management LLC CIK 0001552247 | 2026 Q2 Open parsed portfolio | 170 | $443,030,366 | Open SEC source |
| 30 Jul 2026, 14:41:37 UTC | 13F-HR | STATE OF MICHIGAN RETIREMENT SYSTEM CIK 0000762152 | 2026 Q2 Open parsed portfolio | 960 | $22,589,246,390 | Open SEC source |
| 30 Jul 2026, 14:41:25 UTC | 13F-HR | Buttonwood Financial Group, LLC CIK 0001847661 | 2026 Q2 Open parsed portfolio | 33 | $174,977,797 | Open SEC source |
| 30 Jul 2026, 14:39:08 UTC | 13F-HR | LCM Capital Management Inc CIK 0001861752 | 2026 Q2 Open parsed portfolio | 124 | $228,406,442 | Open SEC source |