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.

Rows shown
6,201-6,250 of 9,672
Per page
50
Current page
125

Recent 13F signals

Latest portfolio disclosures to inspect

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

13F portfolio

CHESAPEAKE CAPITAL CORP /IL/

CIK 0001093908

13F-HR Q2 2026
CIK
0001093908
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
158 holdings / $184,829,608
Filed
29 Jul 2026, 16:53:55 UTC
Period
2026 Q2

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

13F portfolio

Hapanowicz & Associates Financial Services, Inc

CIK 0001695959

13F-HR Q2 2026
CIK
0001695959
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
37 holdings / $321,483,639
Filed
29 Jul 2026, 16:53:35 UTC
Period
2026 Q2

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

13F portfolio

Obermeyer Wealth Partners

CIK 0001349654

13F-HR Q2 2026
CIK
0001349654
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
300 holdings / $2,444,330,958
Filed
29 Jul 2026, 16:52:54 UTC
Period
2026 Q2

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

13F portfolio

Navigation Group, LLC

CIK 0002132497

13F-HR Q2 2026
CIK
0002132497
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
121 holdings / $514,072,409
Filed
29 Jul 2026, 16:51:52 UTC
Period
2026 Q2

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

13F portfolio

Avestar Capital, LLC

CIK 0001704404

13F-HR Q2 2026
CIK
0001704404
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
490 holdings / $1,690,245,826
Filed
29 Jul 2026, 16:51:48 UTC
Period
2026 Q2

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

13F portfolio

Rice Partnership, LLC

CIK 0001736736

13F-HR Q2 2026
CIK
0001736736
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
171 holdings / $823,945,074
Filed
29 Jul 2026, 16:44:50 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
29 Jul 2026, 16:53:55 UTC 13F-HR CHESAPEAKE CAPITAL CORP /IL/ CIK 0001093908 2026 Q2 Open parsed portfolio 158 $184,829,608 Open SEC source
29 Jul 2026, 16:53:35 UTC 13F-HR Hapanowicz & Associates Financial Services, Inc CIK 0001695959 2026 Q2 Open parsed portfolio 37 $321,483,639 Open SEC source
29 Jul 2026, 16:52:54 UTC 13F-HR Obermeyer Wealth Partners CIK 0001349654 2026 Q2 Open parsed portfolio 300 $2,444,330,958 Open SEC source
29 Jul 2026, 16:51:52 UTC 13F-HR Navigation Group, LLC CIK 0002132497 2026 Q2 Open parsed portfolio 121 $514,072,409 Open SEC source
29 Jul 2026, 16:51:48 UTC 13F-HR Avestar Capital, LLC CIK 0001704404 2026 Q2 Open parsed portfolio 490 $1,690,245,826 Open SEC source
29 Jul 2026, 16:44:50 UTC 13F-HR Rice Partnership, LLC CIK 0001736736 2026 Q2 Open parsed portfolio 171 $823,945,074 Open SEC source
29 Jul 2026, 16:44:06 UTC 13F-HR ETF Store, Inc. CIK 0001911470 2026 Q2 Open parsed portfolio 114 $119,536,298 Open SEC source
29 Jul 2026, 16:41:23 UTC 13F-HR REICON WEALTH ADVISORS, LLC CIK 0001888847 2026 Q2 Open parsed portfolio 92 $160,151,258 Open SEC source
29 Jul 2026, 16:40:34 UTC 13F-HR Independent Solutions Wealth Management, LLC CIK 0001818391 2026 Q2 Open parsed portfolio 194 $764,833,150 Open SEC source
29 Jul 2026, 16:36:29 UTC 13F-HR Darrow Company, Inc. CIK 0001908169 2026 Q2 Open parsed portfolio 58 $258,068,915 Open SEC source
29 Jul 2026, 16:30:47 UTC 13F-HR Longbow Finance SA CIK 0001965552 2026 Q2 Open parsed portfolio 59 $782,141,082 Open SEC source
29 Jul 2026, 16:30:20 UTC 13F-HR IRIDIAN ASSET MANAGEMENT LLC/CT CIK 0001033427 2026 Q2 Open parsed portfolio 41 $291,054,769 Open SEC source
29 Jul 2026, 16:24:52 UTC 13F-HR Invera Wealth Advisors, LLC CIK 0001976780 2026 Q2 Open parsed portfolio 132 $186,433,052 Open SEC source
29 Jul 2026, 16:24:28 UTC 13F-HR Junk Investment Group, LLC CIK 0002112570 2026 Q2 Open parsed portfolio 97 $225,909,918 Open SEC source
29 Jul 2026, 16:22:28 UTC 13F-HR PW Nova Financial Services LLC CIK 0002127408 2026 Q2 Open parsed portfolio 208 $466,207,857 Open SEC source
29 Jul 2026, 16:21:21 UTC 13F-HR Able Wealth Management LLC CIK 0002011908 2026 Q2 Open parsed portfolio 182 $435,739,580 Open SEC source
29 Jul 2026, 16:20:07 UTC 13F-HR Marks Wealth, LLC CIK 0001838660 2026 Q2 Open parsed portfolio 19 $461,941,847 Open SEC source
29 Jul 2026, 16:17:01 UTC 13F-HR Beacon Capital Management, LLC CIK 0001921487 2026 Q2 Open parsed portfolio 175 $682,517,983 Open SEC source
29 Jul 2026, 16:16:58 UTC 13F-HR R.M.SINCERBEAUX CAPITAL MANAGEMENT LLC CIK 0001426774 2026 Q2 Open parsed portfolio 39 $188,044,556 Open SEC source
29 Jul 2026, 16:15:50 UTC 13F-HR SilverOak Wealth Management LLC CIK 0001764766 2026 Q2 Open parsed portfolio 126 $776,503,767 Open SEC source
29 Jul 2026, 16:14:55 UTC 13F-HR Westfuller Advisors, LLC CIK 0002024115 2026 Q2 Open parsed portfolio 752 $274,713,202 Open SEC source
29 Jul 2026, 16:14:41 UTC 13F-HR Centerpoint Advisory Group CIK 0002054093 2026 Q2 Open parsed portfolio 117 $157,707,991 Open SEC source
29 Jul 2026, 16:14:18 UTC 13F-HR High Net Worth Advisory Group LLC CIK 0001919142 2026 Q2 Open parsed portfolio 250 $470,466,475 Open SEC source
29 Jul 2026, 16:12:48 UTC 13F-HR Wright Wealth LLC CIK 0002046147 2026 Q2 Open parsed portfolio 54 $166,524,080 Open SEC source
29 Jul 2026, 16:11:54 UTC 13F-HR PRIMORIS WEALTH ADVISORS, LLC CIK 0001909619 2026 Q2 Open parsed portfolio 125 $219,270,247 Open SEC source
29 Jul 2026, 16:10:53 UTC 13F-HR RAM Investment Partners, LLC CIK 0001989672 2026 Q2 Open parsed portfolio 127 $625,271,052 Open SEC source
29 Jul 2026, 16:10:13 UTC 13F-HR TCI Wealth Advisors, Inc. CIK 0001583751 2026 Q2 Open parsed portfolio 265 $2,311,077,445 Open SEC source
29 Jul 2026, 16:09:42 UTC 13F-HR HUDSON EDGE INVESTMENT PARTNERS INC. CIK 0000740272 2026 Q2 Open parsed portfolio 123 $731,969,843 Open SEC source
29 Jul 2026, 16:03:43 UTC 13F-HR Jacobsen Capital Management CIK 0001782491 2026 Q2 Open parsed portfolio 126 $341,914,457 Open SEC source
29 Jul 2026, 16:02:17 UTC 13F-HR Paragon Advisors, LLC CIK 0001799719 2026 Q2 Open parsed portfolio 77 $476,127,229 Open SEC source
29 Jul 2026, 16:01:26 UTC 13F-HR Nicholson Wealth Management Group, LLC CIK 0002035982 2026 Q2 Open parsed portfolio 109 $169,127,997 Open SEC source
29 Jul 2026, 15:58:04 UTC 13F-HR HOURGLASS CAPITAL, LLC CIK 0001442573 2026 Q2 Open parsed portfolio 127 $453,901,328 Open SEC source
29 Jul 2026, 15:53:58 UTC 13F-HR Saiph Capital, LLC CIK 0002052658 2026 Q2 Open parsed portfolio 131 $331,625,594 Open SEC source
29 Jul 2026, 15:41:39 UTC 13F-HR TIFF ADVISORY SERVICES, LLC CIK 0001271347 2026 Q2 Open parsed portfolio 19 $407,871,410 Open SEC source
29 Jul 2026, 15:36:46 UTC 13F-HR Ethic Inc. CIK 0001780570 2026 Q2 Open parsed portfolio 1,358 $8,020,012,713 Open SEC source
29 Jul 2026, 15:35:54 UTC 13F-HR Solutions 4 Wealth, Ltd CIK 0002006405 2026 Q2 Open parsed portfolio 58 $77,473,296 Open SEC source
29 Jul 2026, 15:34:41 UTC 13F-HR ES4, LLC CIK 0002095578 2026 Q2 Open parsed portfolio 32 $190,381,269 Open SEC source
29 Jul 2026, 15:30:41 UTC 13F-HR CULLINAN ASSOCIATES INC CIK 0001161670 2026 Q2 Open parsed portfolio 204 $1,323,173,092 Open SEC source
29 Jul 2026, 15:30:30 UTC 13F-HR Wingate Wealth Advisors, Inc. CIK 0002041800 2026 Q2 Open parsed portfolio 127 $227,057,847 Open SEC source
29 Jul 2026, 15:25:22 UTC 13F-HR Main Street Research LLC CIK 0001513211 2026 Q2 Open parsed portfolio 140 $2,118,491,302 Open SEC source
29 Jul 2026, 15:23:58 UTC 13F-HR DUPONT CAPITAL MANAGEMENT CORP CIK 0001128251 2026 Q2 Open parsed portfolio 41 $2,179,231 Open SEC source
29 Jul 2026, 15:22:29 UTC 13F-HR VALLEY NATIONAL ADVISERS INC CIK 0000773411 2026 Q2 Open parsed portfolio 1,054 $899,724,734 Open SEC source
29 Jul 2026, 15:23:03 UTC 13F-HR USAdvisors Wealth Management, LLC CIK 0001735605 2026 Q2 Open parsed portfolio 144 $348,039,000 Open SEC source
29 Jul 2026, 15:22:07 UTC 13F-HR Corundum Trust Company, INC CIK 0001987720 2026 Q2 Open parsed portfolio 28 $37,448,699 Open SEC source
29 Jul 2026, 15:17:28 UTC 13F-HR Stegent Equity Advisors, Inc. CIK 0001908976 2026 Q2 Open parsed portfolio 112 $139,535,424 Open SEC source
29 Jul 2026, 15:16:32 UTC 13F-HR ACR Alpine Capital Research, LLC CIK 0001508822 2026 Q2 Open parsed portfolio 38 $7,044,021,643 Open SEC source
29 Jul 2026, 15:15:31 UTC 13F-HR Melissa S. Kampmann CIK 0001999898 2026 Q2 Open parsed portfolio 44 $132,348,067 Open SEC source
29 Jul 2026, 15:14:50 UTC 13F-HR FISHMAN JAY A LTD/MI CIK 0001006407 2026 Q2 Open parsed portfolio 79 $1,256,448,433 Open SEC source
29 Jul 2026, 15:12:00 UTC 13F-HR EULAV Asset Management CIK 0001540826 2026 Q2 Open parsed portfolio 152 $3,132,283,457 Open SEC source
29 Jul 2026, 15:10:58 UTC 13F-HR SCHMIDT P J INVESTMENT MANAGEMENT INC CIK 0001008895 2026 Q2 Open parsed portfolio 215 $643,334,334 Open SEC source
We use cookies and similar technologies to provide certain features, enhance the user experience and, if you allow them, measure engagement and deliver advertising. Analytics and marketing storage stay off until you grant consent. By clicking on "Agree and continue", you declare your consent to the use of the selected optional cookies. Manage preferences to update or revoke optional consent for future visits. For more information, see our Privacy Policy .