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 |
|---|---|---|---|---|---|---|
| 28 Jul 2026, 13:23:13 UTC | 13F-HR | BankPlus Trust Department CIK 0002047270 | 2026 Q2 Open parsed portfolio | 470 | $427,521,333 | Open SEC source |
| 28 Jul 2026, 13:23:01 UTC | 13F-HR | Davidson Capital Management Inc. CIK 0001808748 | 2026 Q2 Open parsed portfolio | 96 | $624,227,291 | Open SEC source |
| 28 Jul 2026, 13:22:37 UTC | 13F-HR | Institute for Wealth Management, LLC. CIK 0001533954 | 2026 Q2 Open parsed portfolio | 1,755 | $1,132,381,533 | Open SEC source |
| 28 Jul 2026, 13:19:54 UTC | 13F-HR | Grange Capital, LLC CIK 0002048387 | 2026 Q2 Open parsed portfolio | 54 | $108,476,680 | Open SEC source |
| 28 Jul 2026, 13:09:12 UTC | 13F-HR/A | MIZUHO SECURITIES USA LLC CIK 0000812291 | 2026 Q2 - New Holdings Open parsed portfolio | 689 | $6,165,063,252 | Open SEC source |
| 28 Jul 2026, 13:06:02 UTC | 13F-HR | STEEL GROVE CAPITAL ADVISORS, LLC CIK 0001166308 | 2026 Q2 Open parsed portfolio | 221 | $1,070,181,892 | Open SEC source |
| 28 Jul 2026, 13:05:52 UTC | 13F-HR | Inlight Wealth Management, LLC CIK 0001731795 | 2026 Q2 Open parsed portfolio | 62 | $313,602,594 | Open SEC source |
| 28 Jul 2026, 13:02:37 UTC | 13F-HR | Burford Brothers, Inc. CIK 0002001434 | 2026 Q2 Open parsed portfolio | 182 | $272,488,237 | Open SEC source |
| 28 Jul 2026, 12:59:55 UTC | 13F-HR | Gilbert & Cook, Inc. CIK 0001675762 | 2026 Q2 Open parsed portfolio | 229 | $868,950,602 | Open SEC source |
| 28 Jul 2026, 12:58:20 UTC | 13F-HR | Heritage Wealth Management, Inc. CIK 0001944755 | 2026 Q2 Open parsed portfolio | 272 | $400,838,467 | Open SEC source |
| 28 Jul 2026, 12:57:31 UTC | 13F-HR | Purewater Capital LLC CIK 0002135327 | 2026 Q2 Open parsed portfolio | 56 | $138,484,985 | Open SEC source |
| 28 Jul 2026, 12:56:57 UTC | 13F-HR | SIMON QUICK ADVISORS, LLC CIK 0001692038 | 2026 Q2 Open parsed portfolio | 421 | $2,475,481,564 | Open SEC source |
| 28 Jul 2026, 12:53:28 UTC | 13F-HR | Mengis Capital Management, Inc. CIK 0001609674 | 2026 Q2 Open parsed portfolio | 218 | $657,671,843 | Open SEC source |
| 28 Jul 2026, 12:51:50 UTC | 13F-HR | Kestra Advisory Services, LLC CIK 0001830819 | 2026 Q2 Open parsed portfolio | 3,248 | $30,959,037,255 | Open SEC source |
| 28 Jul 2026, 12:51:26 UTC | 13F-HR | BHK Investment Advisors, LLC CIK 0001710539 | 2026 Q2 Open parsed portfolio | 79 | $334,722,961 | Open SEC source |
| 28 Jul 2026, 12:50:39 UTC | 13F-HR | Steele Capital Management, Inc. CIK 0001646695 | 2026 Q2 Open parsed portfolio | 85 | $2,717,532,623 | Open SEC source |
| 28 Jul 2026, 12:44:10 UTC | 13F-HR | Strategic Advisors LLC CIK 0001569119 | 2026 Q2 Open parsed portfolio | 164 | $455,420,043 | Open SEC source |
| 28 Jul 2026, 12:41:50 UTC | 13F-HR | Maia Wealth LLC CIK 0002010858 | 2026 Q2 Open parsed portfolio | 354 | $677,174,239 | Open SEC source |
| 28 Jul 2026, 12:39:52 UTC | 13F-HR | WESBANCO BANK INC CIK 0000877134 | 2026 Q2 Open parsed portfolio | 675 | $4,020,959,379 | Open SEC source |
| 28 Jul 2026, 12:31:46 UTC | 13F-HR | Nikulski Financial, Inc. CIK 0001729847 | 2026 Q2 Open parsed portfolio | 180 | $463,562,856 | Open SEC source |
| 28 Jul 2026, 12:31:33 UTC | 13F-HR | PRIVATE TRUST CO NA CIK 0001277557 | 2026 Q2 Open parsed portfolio | 2,697 | $1,250,441,928 | Open SEC source |
| 28 Jul 2026, 12:19:23 UTC | 13F-HR | Raab & Moskowitz Asset Management LLC CIK 0001616664 | 2026 Q2 Open parsed portfolio | 193 | $497,214,407 | Open SEC source |
| 28 Jul 2026, 12:18:00 UTC | 13F-HR | Bull Street Advisors, LLC CIK 0001790837 | 2026 Q2 Open parsed portfolio | 95 | $218,767,000 | Open SEC source |
| 28 Jul 2026, 12:16:09 UTC | 13F-HR | Z3 Capital Partners, LLC CIK 0002127787 | 2026 Q2 Open parsed portfolio | 192 | $476,386,635 | Open SEC source |
| 28 Jul 2026, 12:16:01 UTC | 13F-HR | Livet Wealth, LLC CIK 0002111409 | 2026 Q2 Open parsed portfolio | 122 | $173,376,071 | Open SEC source |
| 28 Jul 2026, 12:15:44 UTC | 13F-HR | Rothschild & Co Wealth Management UK Ltd CIK 0001784260 | 2026 Q2 Open parsed portfolio | 25 | $6,927,715,099 | Open SEC source |
| 28 Jul 2026, 12:15:39 UTC | 13F-HR | Intentional Wealth Strategies, LLC CIK 0002119881 | 2026 Q2 Open parsed portfolio | 68 | $106,653,180 | Open SEC source |
| 28 Jul 2026, 12:15:29 UTC | 13F-HR | Andrew L. Share CIK 0001693672 | 2026 Q2 Open parsed portfolio | 19 | $193,416,172 | Open SEC source |
| 28 Jul 2026, 12:09:31 UTC | 13F-HR | RPM Capital Partners, LLC CIK 0001555433 | 2026 Q2 Open parsed portfolio | 1 | $6,896,390 | Open SEC source |
| 28 Jul 2026, 12:07:58 UTC | 13F-HR | KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 | 2026 Q2 Open parsed portfolio | 1,814 | $9,089,400,439 | Open SEC source |
| 28 Jul 2026, 12:07:37 UTC | 13F-HR | Villanova Investment Management Co CIK 0001872130 | 2026 Q2 Open parsed portfolio | 56 | $105,381,579 | Open SEC source |
| 28 Jul 2026, 12:06:52 UTC | 13F-HR | CHANNING GLOBAL ADVISORS, LLC CIK 0001901222 | 2026 Q2 Open parsed portfolio | 41 | $193,207,070 | Open SEC source |
| 28 Jul 2026, 11:55:18 UTC | 13F-HR | PIPER SANDLER & CO. CIK 0000724683 | 2026 Q2 Open parsed portfolio | 19 | $134,885,749 | Open SEC source |
| 28 Jul 2026, 11:51:46 UTC | 13F-HR | JMAC ENTERPRISES LLC CIK 0001907294 | 2026 Q2 Open parsed portfolio | 122 | $593,470,033 | Open SEC source |
| 28 Jul 2026, 11:46:59 UTC | 13F-HR | MCDONALD PARTNERS LLC CIK 0001331074 | 2026 Q2 Open parsed portfolio | 621 | $411,742,758 | Open SEC source |
| 28 Jul 2026, 11:44:43 UTC | 13F-HR | POINCIANA ADVISORS GROUP, LLC CIK 0002054543 | 2026 Q2 Open parsed portfolio | 113 | $134,766,024 | Open SEC source |
| 28 Jul 2026, 11:44:07 UTC | 13F-HR | Lionshead Wealth Management, LLC CIK 0002056752 | 2026 Q2 Open parsed portfolio | 112 | $154,029,927 | Open SEC source |
| 28 Jul 2026, 11:38:13 UTC | 13F-HR/A | Ascentis Wealth Management, LLC CIK 0002032602 | 2026 Q2 - Restatement Open parsed portfolio | 999 | $430,268,611 | Open SEC source |
| 28 Jul 2026, 11:34:47 UTC | 13F-HR | CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 | 2026 Q2 Open parsed portfolio | 2,257 | $2,099,542,082 | Open SEC source |
| 28 Jul 2026, 11:33:47 UTC | 13F-HR | BEAM WEALTH ADVISORS, INC. CIK 0001803426 | 2026 Q2 Open parsed portfolio | 108 | $389,476,408 | Open SEC source |
| 28 Jul 2026, 11:30:58 UTC | 13F-HR | Trace Wealth Advisors, LLC CIK 0002055838 | 2026 Q2 Open parsed portfolio | 69 | $152,829,715 | Open SEC source |
| 28 Jul 2026, 11:30:29 UTC | 13F-HR | Millennium Capital Advisors, LLC CIK 0002097025 | 2026 Q2 Open parsed portfolio | 137 | $183,431,414 | Open SEC source |
| 28 Jul 2026, 11:28:17 UTC | 13F-HR | EPG Wealth Management LLC CIK 0001803058 | 2026 Q2 Open parsed portfolio | 318 | $417,326,944 | Open SEC source |
| 28 Jul 2026, 11:27:06 UTC | 13F-HR | TLW Wealth Management, LLC CIK 0001767217 | 2026 Q2 Open parsed portfolio | 20 | $176,716,270 | Open SEC source |
| 28 Jul 2026, 11:25:51 UTC | 13F-HR | CapWealth Advisors, LLC CIK 0001531809 | 2026 Q2 Open parsed portfolio | 118 | $1,457,463,576 | Open SEC source |
| 28 Jul 2026, 11:25:26 UTC | 13F-HR | Prairiewood Capital, LLC CIK 0001839695 | 2026 Q2 Open parsed portfolio | 81 | $385,863,323 | Open SEC source |
| 28 Jul 2026, 11:24:46 UTC | 13F-HR | Squire Investment Management Company, LLC CIK 0002031291 | 2026 Q2 Open parsed portfolio | 89 | $415,305,295 | Open SEC source |
| 28 Jul 2026, 11:23:12 UTC | 13F-HR | Pinnacle Bancorp, Inc. CIK 0001703383 | 2026 Q2 Open parsed portfolio | 921 | $384,439,373 | Open SEC source |
| 28 Jul 2026, 11:19:52 UTC | 13F-HR | Sageworth Trust Co CIK 0001482688 | 2026 Q2 Open parsed portfolio | 127 | $2,538,129,720 | Open SEC source |
| 28 Jul 2026, 11:19:48 UTC | 13F-HR | Sterling Investment Advisors, Ltd. CIK 0001701132 | 2026 Q2 Open parsed portfolio | 227 | $565,577,145 | Open SEC source |