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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138

Recent 13F signals

Latest portfolio disclosures to inspect

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

13F portfolio

RAFFA WEALTH MANAGEMENT, LLC

CIK 0001631073

13F-HR Q2 2017
CIK
0001631073
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
397 holdings / $231,193,191
Filed
27 Jul 2026, 13:58:07 UTC
Period
2017 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

RAFFA WEALTH MANAGEMENT, LLC

CIK 0001631073

13F-HR Q1 2017
CIK
0001631073
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
372 holdings / $205,556,750
Filed
27 Jul 2026, 13:58:07 UTC
Period
2017 Q1

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

View details Open source
13F portfolio

RAFFA WEALTH MANAGEMENT, LLC

CIK 0001631073

13F-HR Q4 2016
CIK
0001631073
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
882 holdings / $190,905,577
Filed
27 Jul 2026, 13:58:07 UTC
Period
2016 Q4

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

View details Open source
13F portfolio

RAFFA WEALTH MANAGEMENT, LLC

CIK 0001631073

13F-HR Q3 2016
CIK
0001631073
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
869 holdings / $185,220,637
Filed
27 Jul 2026, 13:58:07 UTC
Period
2016 Q3

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

View details Open source
13F portfolio

RAFFA WEALTH MANAGEMENT, LLC

CIK 0001631073

13F-HR Q2 2016
CIK
0001631073
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
863 holdings / $180,774,807
Filed
27 Jul 2026, 13:58:07 UTC
Period
2016 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

RAFFA WEALTH MANAGEMENT, LLC

CIK 0001631073

13F-HR Q1 2016
CIK
0001631073
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
849 holdings / $174,319,809
Filed
27 Jul 2026, 13:58:07 UTC
Period
2016 Q1

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
27 Jul 2026, 13:58:07 UTC 13F-HR RAFFA WEALTH MANAGEMENT, LLC CIK 0001631073 2017 Q2 Open parsed portfolio 397 $231,193,191 Open SEC source
27 Jul 2026, 13:58:07 UTC 13F-HR RAFFA WEALTH MANAGEMENT, LLC CIK 0001631073 2017 Q1 Open parsed portfolio 372 $205,556,750 Open SEC source
27 Jul 2026, 13:58:07 UTC 13F-HR RAFFA WEALTH MANAGEMENT, LLC CIK 0001631073 2016 Q4 Open parsed portfolio 882 $190,905,577 Open SEC source
27 Jul 2026, 13:58:07 UTC 13F-HR RAFFA WEALTH MANAGEMENT, LLC CIK 0001631073 2016 Q3 Open parsed portfolio 869 $185,220,637 Open SEC source
27 Jul 2026, 13:58:07 UTC 13F-HR RAFFA WEALTH MANAGEMENT, LLC CIK 0001631073 2016 Q2 Open parsed portfolio 863 $180,774,807 Open SEC source
27 Jul 2026, 13:58:07 UTC 13F-HR RAFFA WEALTH MANAGEMENT, LLC CIK 0001631073 2016 Q1 Open parsed portfolio 849 $174,319,809 Open SEC source
27 Jul 2026, 13:58:07 UTC 13F-HR RAFFA WEALTH MANAGEMENT, LLC CIK 0001631073 2015 Q4 Open parsed portfolio 849 $167,151,937 Open SEC source
27 Jul 2026, 13:58:07 UTC 13F-HR RAFFA WEALTH MANAGEMENT, LLC CIK 0001631073 2015 Q3 Open parsed portfolio 842 $167,566,165 Open SEC source
27 Jul 2026, 13:58:07 UTC 13F-HR RAFFA WEALTH MANAGEMENT, LLC CIK 0001631073 2015 Q2 Open parsed portfolio 825 $167,771,036 Open SEC source
27 Jul 2026, 13:58:07 UTC 13F-HR RAFFA WEALTH MANAGEMENT, LLC CIK 0001631073 2015 Q1 Open parsed portfolio 810 $169,739,356 Open SEC source
27 Jul 2026, 13:58:07 UTC 13F-HR RAFFA WEALTH MANAGEMENT, LLC CIK 0001631073 2014 Q4 Open parsed portfolio 751 $165,378,862 Open SEC source
27 Jul 2026, 13:58:07 UTC 13F-HR RAFFA WEALTH MANAGEMENT, LLC CIK 0001631073 2014 Q3 Open parsed portfolio 745 $132,524,092 Open SEC source
27 Jul 2026, 13:58:07 UTC 13F-HR RAFFA WEALTH MANAGEMENT, LLC CIK 0001631073 2014 Q1 Open parsed portfolio 272 $122,824,763 Open SEC source
27 Jul 2026, 13:58:07 UTC 13F-HR RAFFA WEALTH MANAGEMENT, LLC CIK 0001631073 2013 Q4 Open parsed portfolio 751 $163,177,902 Open SEC source
27 Jul 2026, 13:58:06 UTC 13F-HR RAFFA WEALTH MANAGEMENT, LLC CIK 0001631073 2014 Q2 Open parsed portfolio 279 $130,835,206 Open SEC source
27 Jul 2026, 13:57:33 UTC 13F-HR Jordan Park Trust Co LLC CIK 0002051108 2026 Q2 Open parsed portfolio 15 $143,362,012 Open SEC source
27 Jul 2026, 13:57:10 UTC 13F-HR Morey & Quinn Wealth Partners, LLC CIK 0002055521 2026 Q2 Open parsed portfolio 143 $155,464,932 Open SEC source
27 Jul 2026, 13:56:12 UTC 13F-HR CONSOLIDATED CAPITAL MANAGEMENT, LLC CIK 0001666613 2026 Q2 Open parsed portfolio 72 $374,760,679 Open SEC source
27 Jul 2026, 13:52:05 UTC 13F-HR Opulen Financial Group LLC CIK 0002055099 2026 Q2 Open parsed portfolio 116 $158,989,045 Open SEC source
27 Jul 2026, 13:51:19 UTC 13F-HR TKG Advisors, LLC CIK 0001843275 2026 Q2 Open parsed portfolio 94 $287,883,865 Open SEC source
27 Jul 2026, 13:50:45 UTC 13F-HR Clarity Wealth Development LLC CIK 0002048774 2026 Q2 Open parsed portfolio 59 $180,158,938 Open SEC source
27 Jul 2026, 13:48:09 UTC 13F-HR Cohen Investment Advisors LLC CIK 0001845081 2026 Q2 Open parsed portfolio 81 $223,151,033 Open SEC source
27 Jul 2026, 13:47:18 UTC 13F-HR Private Advisor Group, LLC CIK 0001567755 2026 Q2 Open parsed portfolio 2,512 $21,832,436,034 Open SEC source
27 Jul 2026, 13:46:13 UTC 13F-HR Ariose Capital Management Ltd CIK 0001665925 2026 Q2 Open parsed portfolio 19 $234,146,388 Open SEC source
27 Jul 2026, 13:40:27 UTC 13F-HR Center For Asset Management LLC CIK 0001844878 2026 Q2 Open parsed portfolio 151 $225,323,713 Open SEC source
27 Jul 2026, 13:27:00 UTC 13F-HR NOTTINGHAM ADVISORS, INC. CIK 0001093276 2026 Q2 Open parsed portfolio 122 $831,685,858 Open SEC source
27 Jul 2026, 13:26:04 UTC 13F-HR Miramar Capital, LLC CIK 0001767812 2026 Q2 Open parsed portfolio 57 $454,965,409 Open SEC source
27 Jul 2026, 13:17:35 UTC 13F-HR LGL PARTNERS, LLC CIK 0001653202 2026 Q2 Open parsed portfolio 62 $273,334,361 Open SEC source
27 Jul 2026, 12:58:47 UTC 13F-HR Align Financial, LLC CIK 0002089183 2026 Q2 Open parsed portfolio 360 $194,025,303 Open SEC source
27 Jul 2026, 12:56:06 UTC 13F-HR FFT WEALTH MANAGEMENT LLC CIK 0001653199 2026 Q2 Open parsed portfolio 96 $638,247,586 Open SEC source
27 Jul 2026, 12:47:20 UTC 13F-HR ADAPT Investment Managers SA CIK 0002029917 2026 Q2 Open parsed portfolio 27 $441,215,263 Open SEC source
27 Jul 2026, 12:40:48 UTC 13F-HR Coronation Fund Managers Ltd. CIK 0001594320 2026 Q2 Open parsed portfolio 48 $2,618,622,607 Open SEC source
27 Jul 2026, 12:40:08 UTC 13F-HR Hegarty Advisors, LLC CIK 0002107727 2026 Q2 Open parsed portfolio 66 $145,311,988 Open SEC source
27 Jul 2026, 12:37:16 UTC 13F-HR Schear Investment Advisers, LLC CIK 0001962838 2026 Q2 Open parsed portfolio 83 $298,998,552 Open SEC source
27 Jul 2026, 12:34:59 UTC 13F-HR Third View Private Wealth, LLC CIK 0002083406 2026 Q2 Open parsed portfolio 288 $810,824,210 Open SEC source
27 Jul 2026, 12:34:30 UTC 13F-HR DUDLEY CAPITAL MANAGEMENT, LLC CIK 0001965760 2026 Q2 Open parsed portfolio 147 $249,987,404 Open SEC source
27 Jul 2026, 12:30:49 UTC 13F-HR Ellenbecker Investment Group CIK 0001731497 2026 Q2 Open parsed portfolio 149 $860,229,496 Open SEC source
27 Jul 2026, 12:29:19 UTC 13F-HR NORTHSTAR ASSET MANAGEMENT Co CIK 0001132708 2026 Q2 Open parsed portfolio 261 $530,390,681 Open SEC source
27 Jul 2026, 12:24:32 UTC 13F-HR State of New Jersey Common Pension Fund A CIK 0001483262 2026 Q2 Open parsed portfolio 3 $223,389,657 Open SEC source
27 Jul 2026, 12:23:31 UTC 13F-HR Bare Financial Services, Inc CIK 0002009426 2026 Q2 Open parsed portfolio 1,784 $435,853,249 Open SEC source
27 Jul 2026, 12:22:36 UTC 13F-HR State of New Jersey Common Pension Fund E CIK 0001483260 2026 Q2 Open parsed portfolio 1 $64,895,525 Open SEC source
27 Jul 2026, 12:22:36 UTC 13F-HR WENDELL DAVID ASSOCIATES INC CIK 0000878228 2026 Q2 Open parsed portfolio 155 $946,670,000 Open SEC source
27 Jul 2026, 12:18:44 UTC 13F-HR Westside Investment Management, Inc. CIK 0001538383 2026 Q2 Open parsed portfolio 1,440 $761,335,655 Open SEC source
27 Jul 2026, 12:17:35 UTC 13F-HR Allen Capital Group, LLC CIK 0001601384 2026 Q2 Open parsed portfolio 316 $1,219,541,262 Open SEC source
27 Jul 2026, 12:14:58 UTC 13F-HR Leonteq Securities AG CIK 0001535950 2026 Q2 Open parsed portfolio 1,187 $1,669,180,265 Open SEC source
27 Jul 2026, 12:12:53 UTC 13F-HR Lifeyrissjodur verzlunarmanna (Pension Fund of Commerce) CIK 0002139779 2026 Q2 Open parsed portfolio 1 $231,324,880 Open SEC source
27 Jul 2026, 12:11:03 UTC 13F-HR Peterson Wealth Services CIK 0001906799 2026 Q2 Open parsed portfolio 245 $458,713,433 Open SEC source
27 Jul 2026, 12:08:18 UTC 13F-HR TD Waterhouse Canada Inc. CIK 0001999606 2026 Q2 Open parsed portfolio 2,403 $37,983,123,846 Open SEC source
27 Jul 2026, 12:07:44 UTC 13F-HR Prospera Capital Management, LLC CIK 0002082673 2026 Q2 Open parsed portfolio 63 $319,789,303 Open SEC source
27 Jul 2026, 12:06:32 UTC 13F-HR Global Assets Advisory, LLC CIK 0001942932 2026 Q2 Open parsed portfolio 322 $458,348,500 Open SEC source
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