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 |
|---|---|---|---|---|---|---|
| 24 Jul 2026, 17:12:13 UTC | 13F-HR | Penobscot Investment Management Company, Inc. CIK 0001394866 | 2026 Q2 Open parsed portfolio | 315 | $1,455,624,345 | Open SEC source |
| 24 Jul 2026, 17:11:45 UTC | 13F-HR | L.K. Benson & Company, P.C. CIK 0002055235 | 2026 Q2 Open parsed portfolio | 115 | $331,523,092 | Open SEC source |
| 24 Jul 2026, 17:11:21 UTC | 13F-HR | Vest Financial, LLC CIK 0001709632 | 2026 Q2 Open parsed portfolio | 420 | $9,524,608,553 | Open SEC source |
| 24 Jul 2026, 17:10:06 UTC | 13F-HR | Beta Wealth Group, Inc. CIK 0001594417 | 2026 Q2 Open parsed portfolio | 114 | $266,613,355 | Open SEC source |
| 24 Jul 2026, 17:09:22 UTC | 13F-HR | Conestoga Capital Advisors, LLC CIK 0001163744 | 2026 Q2 Open parsed portfolio | 109 | $4,597,185,241 | Open SEC source |
| 24 Jul 2026, 17:02:42 UTC | 13F-HR | Tower View Wealth Management LLC CIK 0001729045 | 2026 Q2 Open parsed portfolio | 205 | $227,399,155 | Open SEC source |
| 24 Jul 2026, 16:59:49 UTC | 13F-HR | CPC Advisors, LLC CIK 0001805250 | 2026 Q2 Open parsed portfolio | 159 | $741,603,541 | Open SEC source |
| 24 Jul 2026, 16:57:06 UTC | 13F-HR | Avidian Wealth Enterprises, LLC CIK 0001471474 | 2026 Q2 Open parsed portfolio | 722 | $3,607,334,713 | Open SEC source |
| 24 Jul 2026, 16:53:42 UTC | 13F-HR | Transce3nd, LLC CIK 0002023570 | 2026 Q2 Open parsed portfolio | 170 | $11,336,042 | Open SEC source |
| 24 Jul 2026, 16:53:01 UTC | 13F-HR | Whelan Financial CIK 0001894921 | 2026 Q2 Open parsed portfolio | 101 | $367,216,631 | Open SEC source |
| 24 Jul 2026, 16:45:31 UTC | 13F-HR | D.A. DAVIDSON & CO. CIK 0001080107 | 2026 Q2 Open parsed portfolio | 1,579 | $18,088,287,858 | Open SEC source |
| 24 Jul 2026, 16:43:47 UTC | 13F-HR | North Forty Two & Co. CIK 0002055134 | 2026 Q2 Open parsed portfolio | 104 | $117,761,667 | Open SEC source |
| 24 Jul 2026, 16:42:38 UTC | 13F-HR | RIVULET CAPITAL, LLC CIK 0001566691 | 2026 Q2 Open parsed portfolio | 0 | $0 | Open SEC source |
| 24 Jul 2026, 16:40:18 UTC | 13F-HR | Vawter Financial, Ltd. CIK 0001974403 | 2026 Q2 Open parsed portfolio | 131 | $265,542,345 | Open SEC source |
| 24 Jul 2026, 16:37:48 UTC | 13F-HR | Trinity Legacy Partners, LLC CIK 0001652529 | 2026 Q2 Open parsed portfolio | 109 | $500,137,846 | Open SEC source |
| 24 Jul 2026, 16:36:52 UTC | 13F-HR | Noble Wealth Partners LLC CIK 0002147372 | 2026 Q2 Open parsed portfolio | 76 | $115,133,665 | Open SEC source |
| 24 Jul 2026, 16:35:42 UTC | 13F-HR | Columbia Bank CIK 0002017259 | 2026 Q2 Open parsed portfolio | 165 | $445,963,023 | Open SEC source |
| 24 Jul 2026, 16:32:13 UTC | 13F-HR | BENJAMIN EDWARDS INC CIK 0001451623 | 2026 Q2 Open parsed portfolio | 1,416 | $10,959,449,091 | Open SEC source |
| 24 Jul 2026, 16:30:27 UTC | 13F-HR | Freedom Day Solutions, LLC CIK 0001467517 | 2026 Q2 Open parsed portfolio | 134 | $451,965,697 | Open SEC source |
| 24 Jul 2026, 16:22:08 UTC | 13F-HR | CRITERIA CAIXA, S.A.U. CIK 0002018922 | 2026 Q2 Open parsed portfolio | 2 | $11,751,420 | Open SEC source |
| 24 Jul 2026, 16:17:03 UTC | 13F-HR/A | TEXAS TREASURY SAFEKEEPING TRUST CO CIK 0001176347 | 2026 Q1 - New Holdings Open parsed portfolio | 5 | $627,751,000 | Open SEC source |
| 24 Jul 2026, 16:14:59 UTC | 13F-HR | OPTIMA CAPITAL LLC CIK 0002070972 | 2026 Q2 Open parsed portfolio | 165 | $253,366,996 | Open SEC source |
| 24 Jul 2026, 16:12:56 UTC | 13F-HR/A | TEXAS TREASURY SAFEKEEPING TRUST CO CIK 0001176347 | 2025 Q4 - New Holdings Open parsed portfolio | 3 | $767,789,000 | Open SEC source |
| 24 Jul 2026, 16:12:36 UTC | 13F-HR | Roble, Belko & Company, Inc CIK 0001642305 | 2026 Q2 Open parsed portfolio | 443 | $925,280,000 | Open SEC source |
| 24 Jul 2026, 16:04:13 UTC | 13F-HR | FISCHER INVESTMENT STRATEGIES, LLC CIK 0001977444 | 2026 Q2 Open parsed portfolio | 49 | $209,559,713 | Open SEC source |
| 24 Jul 2026, 16:03:03 UTC | 13F-HR | BARRETT & COMPANY, INC. CIK 0000887602 | 2026 Q2 Open parsed portfolio | 707 | $357,177,661 | Open SEC source |
| 24 Jul 2026, 16:00:50 UTC | 13F-HR | a16z Perennial Management, L.P. CIK 0002009275 | 2026 Q2 Open parsed portfolio | 61 | $1,236,476,277 | Open SEC source |
| 24 Jul 2026, 15:59:19 UTC | 13F-HR | TERRIL BROTHERS, INC. CIK 0000314169 | 2026 Q2 Open parsed portfolio | 71 | $387,840,536 | Open SEC source |
| 24 Jul 2026, 15:57:28 UTC | 13F-HR | Drystone LLC CIK 0001910462 | 2026 Q2 Open parsed portfolio | 18 | $121,621,309 | Open SEC source |
| 24 Jul 2026, 15:51:39 UTC | 13F-HR | Stronghold Wealth Management L.L.C. CIK 0002107257 | 2026 Q2 Open parsed portfolio | 131 | $74,709,503 | Open SEC source |
| 24 Jul 2026, 15:35:28 UTC | 13F-HR | Boston Trust Walden Corp CIK 0001534866 | 2026 Q2 Open parsed portfolio | 396 | $13,133,396,047 | Open SEC source |
| 24 Jul 2026, 15:33:04 UTC | 13F-HR | BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 | 2026 Q2 Open parsed portfolio | 1,333 | $7,992,996,272 | Open SEC source |
| 24 Jul 2026, 15:31:04 UTC | 13F-HR | TCV Trust & Wealth Management, Inc. CIK 0001135439 | 2026 Q2 Open parsed portfolio | 226 | $1,319,844,871 | Open SEC source |
| 24 Jul 2026, 15:29:59 UTC | 13F-HR | CRA Financial Services, LLC CIK 0001765594 | 2026 Q2 Open parsed portfolio | 321 | $867,595,983 | Open SEC source |
| 24 Jul 2026, 15:28:38 UTC | 13F-HR | Meredith Wealth Planning CIK 0001956471 | 2026 Q2 Open parsed portfolio | 74 | $423,707,713 | Open SEC source |
| 24 Jul 2026, 15:25:09 UTC | 13F-HR | MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd CIK 0001058231 | 2026 Q2 Open parsed portfolio | 68 | $1,018,711,000 | Open SEC source |
| 24 Jul 2026, 15:23:02 UTC | 13F-HR | MADDEN SECURITIES Corp CIK 0001803566 | 2026 Q2 Open parsed portfolio | 118 | $359,967,573 | Open SEC source |
| 24 Jul 2026, 15:20:06 UTC | 13F-HR | Brookmont Capital Management CIK 0001512978 | 2026 Q2 Open parsed portfolio | 61 | $186,384,237 | Open SEC source |
| 24 Jul 2026, 15:19:41 UTC | 13F-HR | Narwhal Capital Management CIK 0001461287 | 2026 Q2 Open parsed portfolio | 155 | $1,448,116,921 | Open SEC source |
| 24 Jul 2026, 15:19:08 UTC | 13F-HR | Nelson Capital Management, LLC CIK 0001512611 | 2026 Q2 Open parsed portfolio | 120 | $911,581,979 | Open SEC source |
| 24 Jul 2026, 15:18:54 UTC | 13F-HR | EdgeRock Capital LLC CIK 0001908378 | 2026 Q2 Open parsed portfolio | 134 | $431,386,824 | Open SEC source |
| 24 Jul 2026, 15:18:29 UTC | 13F-HR | PERRYMAN FINANCIAL ADVISORY INC /AD CIK 0000934040 | 2026 Q2 Open parsed portfolio | 191 | $751,299,317 | Open SEC source |
| 24 Jul 2026, 15:18:28 UTC | 13F-HR | Lansing Street Advisors CIK 0001926571 | 2026 Q2 Open parsed portfolio | 166 | $469,471,488 | Open SEC source |
| 24 Jul 2026, 15:17:44 UTC | 13F-HR | Silver Coast Investments LLC CIK 0002012033 | 2026 Q2 Open parsed portfolio | 121 | $335,852,781 | Open SEC source |
| 24 Jul 2026, 15:17:00 UTC | 13F-HR | DORVAL Corp CIK 0001999144 | 2026 Q2 Open parsed portfolio | 49 | $347,483,218 | Open SEC source |
| 24 Jul 2026, 15:16:58 UTC | 13F-HR | SEMITAM BONAM LLC CIK 0001922963 | 2026 Q2 Open parsed portfolio | 50 | $136,134,804 | Open SEC source |
| 24 Jul 2026, 15:16:11 UTC | 13F-HR | Blossom Wealth Management CIK 0001839735 | 2026 Q2 Open parsed portfolio | 72 | $70,970,153 | Open SEC source |
| 24 Jul 2026, 15:15:48 UTC | 13F-HR | JAMES INVESTMENT RESEARCH, INC. CIK 0000810384 | 2026 Q2 Open parsed portfolio | 375 | $983,684,019 | Open SEC source |
| 24 Jul 2026, 15:15:35 UTC | 13F-HR | Legacy Advisors, LLC CIK 0001720969 | 2026 Q2 Open parsed portfolio | 337 | $1,061,470,969 | Open SEC source |
| 24 Jul 2026, 15:15:12 UTC | 13F-HR | Investment Partners Asset Management, Inc. CIK 0001384416 | 2026 Q2 Open parsed portfolio | 168 | $179,085,759 | Open SEC source |