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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Current page
130

Recent 13F signals

Latest portfolio disclosures to inspect

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

13F portfolio

Prudent Man Investment Management, Inc.

CIK 0002054263

13F-HR Q2 2026
CIK
0002054263
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
169 holdings / $292,524,929
Filed
28 Jul 2026, 16:29:23 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

DEFINED WEALTH MANAGEMENT, LLC

CIK 0001849518

13F-HR Q2 2026
CIK
0001849518
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
115 holdings / $194,327,978
Filed
28 Jul 2026, 16:29:14 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

Cairn Investment Group, Inc.

CIK 0001800358

13F-HR Q2 2026
CIK
0001800358
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
65 holdings / $226,748,000
Filed
28 Jul 2026, 16:29:11 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

Verity & Verity, LLC

CIK 0001542108

13F-HR Q2 2026
CIK
0001542108
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
138 holdings / $1,453,817,900
Filed
28 Jul 2026, 16:28:46 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

Kane Co Wealth Management, Inc.

CIK 0002109915

13F-HR Q2 2026
CIK
0002109915
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
53 holdings / $131,805,591
Filed
28 Jul 2026, 16:28:43 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

Heronetta Management, L.P.

CIK 0001588225

13F-HR Q2 2026
CIK
0001588225
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
15 holdings / $108,933,129
Filed
28 Jul 2026, 16:28:02 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
28 Jul 2026, 16:29:23 UTC 13F-HR Prudent Man Investment Management, Inc. CIK 0002054263 2026 Q2 Open parsed portfolio 169 $292,524,929 Open SEC source
28 Jul 2026, 16:29:14 UTC 13F-HR DEFINED WEALTH MANAGEMENT, LLC CIK 0001849518 2026 Q2 Open parsed portfolio 115 $194,327,978 Open SEC source
28 Jul 2026, 16:29:11 UTC 13F-HR Cairn Investment Group, Inc. CIK 0001800358 2026 Q2 Open parsed portfolio 65 $226,748,000 Open SEC source
28 Jul 2026, 16:28:46 UTC 13F-HR Verity & Verity, LLC CIK 0001542108 2026 Q2 Open parsed portfolio 138 $1,453,817,900 Open SEC source
28 Jul 2026, 16:28:43 UTC 13F-HR Kane Co Wealth Management, Inc. CIK 0002109915 2026 Q2 Open parsed portfolio 53 $131,805,591 Open SEC source
28 Jul 2026, 16:28:02 UTC 13F-HR Heronetta Management, L.P. CIK 0001588225 2026 Q2 Open parsed portfolio 15 $108,933,129 Open SEC source
28 Jul 2026, 16:25:40 UTC 13F-HR Focused Investors LLC CIK 0001426398 2026 Q2 Open parsed portfolio 23 $2,962,405,258 Open SEC source
28 Jul 2026, 16:22:27 UTC 13F-HR Campion Asset Management CIK 0001843492 2026 Q2 Open parsed portfolio 83 $163,855,850 Open SEC source
28 Jul 2026, 16:22:25 UTC 13F-HR Mercato Management Legacy, LLC CIK 0002113675 2026 Q2 Open parsed portfolio 1 $56,745,802 Open SEC source
28 Jul 2026, 16:21:45 UTC 13F-HR North Star Investment Management Corp. CIK 0001342857 2026 Q2 Open parsed portfolio 1,733 $1,840,274,103 Open SEC source
28 Jul 2026, 16:21:27 UTC 13F-HR/A P.A.W. CAPITAL CORP CIK 0000949853 2026 Q2 - New Holdings Open parsed portfolio 1 $2,206,975 Open SEC source
28 Jul 2026, 16:20:35 UTC 13F-HR Richard C. Young & CO., LTD. CIK 0001387304 2026 Q2 Open parsed portfolio 101 $1,357,060,563 Open SEC source
28 Jul 2026, 16:20:20 UTC 13F-HR CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT CIK 0001329375 2026 Q2 Open parsed portfolio 73 $2,234,777,893 Open SEC source
28 Jul 2026, 16:18:52 UTC 13F-HR A4 Wealth Advisors LLC CIK 0002033987 2026 Q2 Open parsed portfolio 89 $148,240,200 Open SEC source
28 Jul 2026, 16:18:37 UTC 13F-HR Fonville Wealth Management LLC CIK 0002008703 2026 Q2 Open parsed portfolio 147 $612,325,650 Open SEC source
28 Jul 2026, 16:18:06 UTC 13F-HR MBA Advisors LLC CIK 0001848704 2026 Q2 Open parsed portfolio 164 $293,403,502 Open SEC source
28 Jul 2026, 16:17:15 UTC 13F-HR Burkett Asset Management Ltd CIK 0002109360 2026 Q2 Open parsed portfolio 59 $106,983,340 Open SEC source
28 Jul 2026, 16:17:01 UTC 13F-HR Marino Management, LLC CIK 0001845680 2026 Q2 Open parsed portfolio 11 $479,931,765 Open SEC source
28 Jul 2026, 16:16:41 UTC 13F-HR ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC CIK 0001931870 2026 Q2 Open parsed portfolio 182 $409,489,738 Open SEC source
28 Jul 2026, 16:13:49 UTC 13F-HR SUMMIT WEALTH GROUP LLC / CO CIK 0002081278 2026 Q2 Open parsed portfolio 396 $1,208,273,215 Open SEC source
28 Jul 2026, 16:10:21 UTC 13F-HR Meiji Yasuda America Inc CIK 0002072353 2026 Q2 Open parsed portfolio 57 $597,569,477 Open SEC source
28 Jul 2026, 16:06:51 UTC 13F-HR Atria Investments, Inc CIK 0001535865 2026 Q2 Open parsed portfolio 2,111 $9,981,240,703 Open SEC source
28 Jul 2026, 16:01:31 UTC 13F-HR Midwest Heritage Bank, FSB CIK 0001906805 2026 Q2 Open parsed portfolio 53 $352,754,653 Open SEC source
28 Jul 2026, 16:00:58 UTC 13F-HR/A P.A.W. CAPITAL CORP CIK 0000949853 2026 Q2 - Restatement Open parsed portfolio 65 $130,571,210 Open SEC source
28 Jul 2026, 16:00:13 UTC 13F-HR JIM SAULNIER & ASSOCIATES, LLC CIK 0002044420 2026 Q2 Open parsed portfolio 152 $248,575,830 Open SEC source
28 Jul 2026, 15:59:48 UTC 13F-HR Axis Wealth Partners, LLC CIK 0002052531 2026 Q2 Open parsed portfolio 183 $208,335,445 Open SEC source
28 Jul 2026, 15:56:09 UTC 13F-HR Argyle Capital Management, LLC CIK 0001321194 2026 Q2 Open parsed portfolio 138 $347,210,834 Open SEC source
28 Jul 2026, 15:56:06 UTC 13F-HR GARRISON BRADFORD & ASSOCIATES INC CIK 0001056488 2026 Q2 Open parsed portfolio 35 $92,168,787 Open SEC source
28 Jul 2026, 15:51:14 UTC 13F-HR REVERENCE CAPITAL PARTNERS, L.P. CIK 0001907530 2026 Q2 Open parsed portfolio 1 $537,557,828 Open SEC source
28 Jul 2026, 15:46:32 UTC 13F-HR DUNCKER STREETT & CO INC CIK 0001020585 2026 Q2 Open parsed portfolio 520 $590,779,036 Open SEC source
28 Jul 2026, 15:44:37 UTC 13F-HR BCM ADVISORS, LLC CIK 0001373017 2026 Q2 Open parsed portfolio 78 $513,630,128 Open SEC source
28 Jul 2026, 15:41:51 UTC 13F-HR Luken Investment Analytics, LLC CIK 0001730546 2026 Q2 Open parsed portfolio 169 $286,060,656 Open SEC source
28 Jul 2026, 15:41:09 UTC 13F-HR Sugar Maple Asset Management, LLC CIK 0002012673 2026 Q2 Open parsed portfolio 81 $155,111,598 Open SEC source
28 Jul 2026, 15:34:40 UTC 13F-HR Heathbridge Capital Management Ltd. CIK 0001503269 2026 Q2 Open parsed portfolio 28 $292,387,647 Open SEC source
28 Jul 2026, 15:32:50 UTC 13F-HR Avantax Planning Partners, Inc. CIK 0001005441 2026 Q2 Open parsed portfolio 454 $4,017,243,984 Open SEC source
28 Jul 2026, 15:31:27 UTC 13F-HR WOODWARD DIVERSIFIED CAPITAL, LLC CIK 0001846177 2026 Q2 Open parsed portfolio 181 $226,714,476 Open SEC source
28 Jul 2026, 15:30:50 UTC 13F-HR Armstrong, Fleming & Moore, Inc CIK 0001990099 2026 Q2 Open parsed portfolio 115 $301,934,643 Open SEC source
28 Jul 2026, 15:30:47 UTC 13F-HR Fairbanks Capital Management, Inc. CIK 0001681372 2026 Q2 Open parsed portfolio 48 $168,890,446 Open SEC source
28 Jul 2026, 15:30:16 UTC 13F-HR McKinley Carter Wealth Services, Inc. CIK 0001484265 2026 Q2 Open parsed portfolio 317 $1,936,797,141 Open SEC source
28 Jul 2026, 15:29:23 UTC 13F-HR ALLSTREET CAPITAL ADVISORS LLC CIK 0002130022 2026 Q2 Open parsed portfolio 68 $153,714,523 Open SEC source
28 Jul 2026, 15:28:02 UTC 13F-HR ALLSTREET CAPITAL ADVISORS LLC CIK 0002130022 2025 Q4 Open parsed portfolio 66 $138,232,656 Open SEC source
28 Jul 2026, 15:28:02 UTC 13F-HR Stephenson & Company, Inc. CIK 0002001544 2026 Q2 Open parsed portfolio 50 $213,459,582 Open SEC source
28 Jul 2026, 15:27:52 UTC 13F-HR Rooted Wealth Advisors, Inc. CIK 0001963732 2026 Q2 Open parsed portfolio 149 $408,484,924 Open SEC source
28 Jul 2026, 15:25:55 UTC 13F-HR Astoria Portfolio Advisors LLC. CIK 0001931642 2026 Q2 Open parsed portfolio 354 $591,402,431 Open SEC source
28 Jul 2026, 15:24:33 UTC 13F-HR DMC Group, LLC CIK 0001893403 2026 Q2 Open parsed portfolio 128 $145,950,749 Open SEC source
28 Jul 2026, 15:24:18 UTC 13F-HR William Allan Corp CIK 0001910961 2026 Q2 Open parsed portfolio 62 $204,480,584 Open SEC source
28 Jul 2026, 15:22:50 UTC 13F-HR GW HENSSLER & ASSOCIATES LTD CIK 0001080369 2026 Q2 Open parsed portfolio 268 $2,247,856,523 Open SEC source
28 Jul 2026, 15:16:06 UTC 13F-HR PLIMOTH TRUST CO LLC CIK 0001623678 2026 Q2 Open parsed portfolio 175 $500,765,554 Open SEC source
28 Jul 2026, 15:14:19 UTC 13F-HR ASSET PLANNING SERVICES INC /LA/ /ADV CIK 0000811407 2026 Q2 Open parsed portfolio 36 $235,611,000 Open SEC source
28 Jul 2026, 15:05:10 UTC 13F-HR Retirement Systems of Alabama CIK 0001593051 2026 Q2 Open parsed portfolio 950 $33,212,400,755 Open SEC source
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