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 |
|---|---|---|---|---|---|---|
| 29 Jul 2026, 11:16:53 UTC | 13F-HR | Waterloo Capital, L.P. CIK 0001730942 | 2026 Q2 Open parsed portfolio | 555 | $1,775,270,411 | Open SEC source |
| 29 Jul 2026, 11:15:31 UTC | 13F-HR | Gilliland Jeter Wealth Management LLC CIK 0002009886 | 2026 Q2 Open parsed portfolio | 195 | $381,733,763 | Open SEC source |
| 29 Jul 2026, 11:14:22 UTC | 13F-HR | Lombard Odier SCmA Compagnie CIK 0001615423 | 2026 Q2 Open parsed portfolio | 460 | $9,247,863,061 | Open SEC source |
| 29 Jul 2026, 11:12:01 UTC | 13F-HR | iA Global Asset Management Inc. CIK 0001969566 | 2026 Q2 Open parsed portfolio | 465 | $8,416,999,000 | Open SEC source |
| 29 Jul 2026, 11:11:00 UTC | 13F-HR | BOURNE LENT ASSET MANAGEMENT INC CIK 0001128286 | 2026 Q2 Open parsed portfolio | 65 | $289,370,331 | Open SEC source |
| 29 Jul 2026, 11:09:39 UTC | 13F-HR | Cornerstone Planning Group LLC CIK 0001822587 | 2026 Q2 Open parsed portfolio | 1,867 | $793,963,515 | Open SEC source |
| 29 Jul 2026, 11:05:36 UTC | 13F-HR | Aspire Growth Partners LLC CIK 0002055568 | 2026 Q2 Open parsed portfolio | 128 | $172,128,057 | Open SEC source |
| 29 Jul 2026, 11:03:56 UTC | 13F-HR | NBT BANK, N.A. CIK 0000898413 | 2026 Q2 Open parsed portfolio | 1,062 | $1,509,711,378 | Open SEC source |
| 29 Jul 2026, 11:02:31 UTC | 13F-HR | Prosperity Advisers, LLC CIK 0002042930 | 2026 Q2 Open parsed portfolio | 44 | $138,106,113 | Open SEC source |
| 29 Jul 2026, 11:00:08 UTC | 13F-HR | WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV CIK 0000771118 | 2026 Q2 Open parsed portfolio | 172 | $693,875,934 | Open SEC source |
| 29 Jul 2026, 10:54:29 UTC | 13F-HR | AMG Asset Management Group, Inc. CIK 0002113282 | 2026 Q2 Open parsed portfolio | 92 | $159,677,563 | Open SEC source |
| 29 Jul 2026, 10:52:11 UTC | 13F-HR | COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 | 2026 Q2 Open parsed portfolio | 4,415 | $79,521,176,030 | Open SEC source |
| 29 Jul 2026, 10:47:39 UTC | 13F-HR | Cordatus Wealth Management LLC CIK 0001715862 | 2026 Q2 Open parsed portfolio | 168 | $455,332,219 | Open SEC source |
| 29 Jul 2026, 10:47:00 UTC | 13F-HR | CULBERTSON A N & CO INC CIK 0001224890 | 2026 Q2 Open parsed portfolio | 140 | $858,694,942 | Open SEC source |
| 29 Jul 2026, 10:46:15 UTC | 13F-HR | Solano Wealth Investment Advisors LLC CIK 0002049179 | 2026 Q2 Open parsed portfolio | 35 | $219,751,148 | Open SEC source |
| 29 Jul 2026, 10:45:15 UTC | 13F-HR | MV CAPITAL MANAGEMENT, INC. CIK 0001633366 | 2026 Q2 Open parsed portfolio | 1,196 | $926,709,966 | Open SEC source |
| 29 Jul 2026, 10:44:10 UTC | 13F-HR | Treasure Coast Financial Planning CIK 0001911307 | 2026 Q2 Open parsed portfolio | 48 | $205,002,472 | Open SEC source |
| 29 Jul 2026, 10:39:14 UTC | 13F-HR | Kintegral Advisory, LLC CIK 0001569518 | 2026 Q2 Open parsed portfolio | 234 | $1,233,496,457 | Open SEC source |
| 29 Jul 2026, 10:32:09 UTC | 13F-HR | FF Advisors,LLC CIK 0002011904 | 2026 Q2 Open parsed portfolio | 123 | $267,030,962 | Open SEC source |
| 29 Jul 2026, 10:25:30 UTC | 13F-HR | Verde Servicos Internacionais S.A. CIK 0001629290 | 2026 Q2 Open parsed portfolio | 46 | $272,933,000 | Open SEC source |
| 29 Jul 2026, 10:25:21 UTC | 13F-HR | ROBINSON SMITH WEALTH ADVISORS LLC CIK 0002008554 | 2026 Q2 Open parsed portfolio | 98 | $166,918,738 | Open SEC source |
| 29 Jul 2026, 10:24:44 UTC | 13F-HR | Heritage Investment Group, Inc. CIK 0001876811 | 2026 Q2 Open parsed portfolio | 135 | $744,425,886 | Open SEC source |
| 29 Jul 2026, 10:20:19 UTC | 13F-HR | Disciplined Equity Management, Inc. CIK 0001909380 | 2026 Q2 Open parsed portfolio | 45 | $225,792,263 | Open SEC source |
| 29 Jul 2026, 10:12:55 UTC | 13F-HR | Richwood Investment Advisors, LLC CIK 0001911900 | 2026 Q2 Open parsed portfolio | 106 | $142,180,806 | Open SEC source |
| 29 Jul 2026, 10:09:29 UTC | 13F-HR | LOWERY THOMAS, LLC CIK 0001919701 | 2026 Q2 Open parsed portfolio | 57 | $204,713,488 | Open SEC source |
| 29 Jul 2026, 10:08:29 UTC | 13F-HR | Mastercard Foundation Asset Management Corp CIK 0002006397 | 2026 Q2 Open parsed portfolio | 3 | $32,053,597,538 | Open SEC source |
| 29 Jul 2026, 10:07:28 UTC | 13F-HR | Robertson Stephens Wealth Management, LLC CIK 0001767307 | 2026 Q2 Open parsed portfolio | 645 | $4,060,485,556 | Open SEC source |
| 29 Jul 2026, 10:05:28 UTC | 13F-HR | Clayton, Dubilier & Rice, LLC CIK 0001538642 | 2026 Q2 Open parsed portfolio | 2 | $894,968,588 | Open SEC source |
| 29 Jul 2026, 10:05:02 UTC | 13F-HR | Avantra Family Wealth, Inc. CIK 0001774744 | 2026 Q2 Open parsed portfolio | 165 | $156,723,606 | Open SEC source |
| 29 Jul 2026, 10:04:53 UTC | 13F-HR | Rubicon Advisors, GP CIK 0002114679 | 2026 Q2 Open parsed portfolio | 86 | $137,299,744 | Open SEC source |
| 29 Jul 2026, 10:02:35 UTC | 13F-HR | Klingman & Associates, LLC CIK 0001662449 | 2026 Q2 Open parsed portfolio | 350 | $2,348,829,918 | Open SEC source |
| 29 Jul 2026, 10:00:07 UTC | 13F-HR | Southern Farm Bureau Life Insurance CIK 0001831944 | 2026 Q2 Open parsed portfolio | 15 | $1,045,475,000 | Open SEC source |
| 29 Jul 2026, 10:00:01 UTC | 13F-HR | MayTech Global Investments, LLC CIK 0001731134 | 2026 Q2 Open parsed portfolio | 22 | $900,191,627 | Open SEC source |
| 29 Jul 2026, 09:56:35 UTC | 13F-HR | Dean, Jacobson Financial Services, LLC CIK 0001869456 | 2026 Q2 Open parsed portfolio | 22 | $181,723,966 | Open SEC source |
| 29 Jul 2026, 09:55:58 UTC | 13F-HR | Genus Capital Management Inc. CIK 0001532385 | 2026 Q2 Open parsed portfolio | 204 | $1,015,950,800 | Open SEC source |
| 29 Jul 2026, 09:53:19 UTC | 13F-HR | EDMP, INC. CIK 0001016021 | 2026 Q2 Open parsed portfolio | 70 | $124,257,173 | Open SEC source |
| 29 Jul 2026, 09:51:37 UTC | 13F-HR | Moment Partners, LLC CIK 0002055889 | 2026 Q2 Open parsed portfolio | 101 | $554,910,263 | Open SEC source |
| 29 Jul 2026, 09:43:13 UTC | 13F-HR | Triodos Investment Management BV CIK 0001748729 | 2026 Q2 Open parsed portfolio | 50 | $1,642,145,295 | Open SEC source |
| 29 Jul 2026, 09:40:48 UTC | 13F-HR | Avalon Advisory Group CIK 0001802119 | 2026 Q2 Open parsed portfolio | 14 | $270,773,221 | Open SEC source |
| 29 Jul 2026, 09:39:17 UTC | 13F-HR | Alteri Wealth LLC CIK 0002054980 | 2026 Q2 Open parsed portfolio | 296 | $362,142,003 | Open SEC source |
| 29 Jul 2026, 09:37:43 UTC | 13F-HR | Slagle Financial, LLC CIK 0001984918 | 2026 Q2 Open parsed portfolio | 127 | $333,849,415 | Open SEC source |
| 29 Jul 2026, 09:34:58 UTC | 13F-HR | NWF Advisory Services Inc. CIK 0002045735 | 2026 Q2 Open parsed portfolio | 452 | $1,063,511,925 | Open SEC source |
| 29 Jul 2026, 09:32:08 UTC | 13F-HR | SOL Capital Management CO CIK 0001339270 | 2026 Q2 Open parsed portfolio | 0 | $0 | Open SEC source |
| 29 Jul 2026, 09:28:38 UTC | 13F-HR/A | SOL Capital Management CO CIK 0001339270 | 2026 Q1 - Restatement Open parsed portfolio | 0 | $0 | Open SEC source |
| 29 Jul 2026, 09:23:58 UTC | 13F-HR | BEACON ADVISORS HOLDINGS, LLC CIK 0002114314 | 2026 Q2 Open parsed portfolio | 37 | $204,316,222 | Open SEC source |
| 29 Jul 2026, 09:15:39 UTC | 13F-HR | Sagewood Asset Management LP CIK 0001693636 | 2026 Q2 Open parsed portfolio | 432 | $442,048,056 | Open SEC source |
| 29 Jul 2026, 09:15:22 UTC | 13F-HR | Metatron Capital SICAV plc - Metatron Long Term Equity Fund CIK 0002113997 | 2026 Q2 Open parsed portfolio | 63 | $204,301,025 | Open SEC source |
| 29 Jul 2026, 09:12:31 UTC | 13F-HR/A | CapitalatWork S.A. CIK 0002135126 | 2026 Q1 - Restatement Open parsed portfolio | 92 | $3,361,057,000 | Open SEC source |
| 29 Jul 2026, 09:00:45 UTC | 13F-HR | Value Base Ltd. CIK 0001992355 | 2026 Q2 Open parsed portfolio | 6 | $162,347,687 | Open SEC source |
| 29 Jul 2026, 08:51:06 UTC | 13F-HR | Eurizon Capital SGR S.p.A. CIK 0002107286 | 2026 Q2 Open parsed portfolio | 1,237 | $37,279,044,451 | Open SEC source |