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, 15:12:02 UTC | 13F-HR | GREENWOOD GEARHART LLC CIK 0001084683 | 2026 Q2 Open parsed portfolio | 168 | $2,149,138,831 | Open SEC source |
| 24 Jul 2026, 15:11:11 UTC | 13F-HR/A | BFI Infinity Ltd. CIK 0002043810 | 2026 Q1 - Restatement Open parsed portfolio | 61 | $178,322,132 | Open SEC source |
| 24 Jul 2026, 15:10:49 UTC | 13F-HR/A | BFI Infinity Ltd. CIK 0002043810 | 2025 Q4 - Restatement Open parsed portfolio | 50 | $160,563,960 | Open SEC source |
| 24 Jul 2026, 15:10:18 UTC | 13F-HR/A | BFI Infinity Ltd. CIK 0002043810 | 2025 Q3 - Restatement Open parsed portfolio | 54 | $150,288,325 | Open SEC source |
| 24 Jul 2026, 15:10:07 UTC | 13F-HR | Grey Rock Energy Management, LLC CIK 0002053459 | 2026 Q2 Open parsed portfolio | 1 | $243,722,919 | Open SEC source |
| 24 Jul 2026, 15:09:50 UTC | 13F-HR/A | BFI Infinity Ltd. CIK 0002043810 | 2025 Q2 - Restatement Open parsed portfolio | 55 | $119,576,130 | Open SEC source |
| 24 Jul 2026, 15:08:39 UTC | 13F-HR/A | BFI Infinity Ltd. CIK 0002043810 | 2025 Q2 - Restatement Open parsed portfolio | 55 | $119,576,130 | Open SEC source |
| 24 Jul 2026, 15:07:48 UTC | 13F-HR | FLYNN ZITO CAPITAL MANAGEMENT, LLC CIK 0001857144 | 2026 Q2 Open parsed portfolio | 166 | $367,805,395 | Open SEC source |
| 24 Jul 2026, 15:07:28 UTC | 13F-HR | SCHNIEDERS CAPITAL MANAGEMENT, LLC. CIK 0002057056 | 2026 Q2 Open parsed portfolio | 246 | $761,820,041 | Open SEC source |
| 24 Jul 2026, 15:07:05 UTC | 13F-HR | Tiller Private Wealth, Inc. CIK 0001663649 | 2026 Q2 Open parsed portfolio | 69 | $319,269,479 | Open SEC source |
| 24 Jul 2026, 15:06:33 UTC | 13F-HR | Opus Financial Solutions LLC CIK 0001934041 | 2026 Q2 Open parsed portfolio | 111 | $124,040,284 | Open SEC source |
| 24 Jul 2026, 15:05:01 UTC | 13F-HR | MBM WEALTH CONSULTANTS, LLC CIK 0001762068 | 2026 Q2 Open parsed portfolio | 123 | $518,607,949 | Open SEC source |
| 24 Jul 2026, 15:03:22 UTC | 13F-HR | SEAMOUNT FINANCIAL GROUP INC CIK 0002011267 | 2026 Q2 Open parsed portfolio | 141 | $248,000,522 | Open SEC source |
| 24 Jul 2026, 15:02:47 UTC | 13F-HR | Pine Valley Investments Ltd Liability Co CIK 0001975417 | 2026 Q2 Open parsed portfolio | 571 | $2,349,996,666 | Open SEC source |
| 24 Jul 2026, 15:01:37 UTC | 13F-HR | Clarity Wealth Advisors, LLC CIK 0001767384 | 2026 Q2 Open parsed portfolio | 116 | $566,631,330 | Open SEC source |
| 24 Jul 2026, 14:58:48 UTC | 13F-HR | TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV CIK 0000709089 | 2026 Q2 Open parsed portfolio | 195 | $311,844,228 | Open SEC source |
| 24 Jul 2026, 14:53:51 UTC | 13F-HR | ALLEN WEALTH MANAGEMENT, LLC CIK 0002012003 | 2026 Q2 Open parsed portfolio | 60 | $205,356,701 | Open SEC source |
| 24 Jul 2026, 14:41:47 UTC | 13F-HR | Bogart Wealth, LLC CIK 0001715740 | 2026 Q2 Open parsed portfolio | 2,005 | $2,916,103,105 | Open SEC source |
| 24 Jul 2026, 14:41:42 UTC | 13F-HR | FIDUCIARY ADVISORS, INC. CIK 0002047030 | 2026 Q2 Open parsed portfolio | 154 | $148,627,406 | Open SEC source |
| 24 Jul 2026, 14:32:07 UTC | 13F-HR | Stonebridge Financial Group, LLC / MO CIK 0002109198 | 2026 Q2 Open parsed portfolio | 171 | $150,502,930 | Open SEC source |
| 24 Jul 2026, 14:30:47 UTC | 13F-HR | Cohalo Advisory LLC CIK 0002056438 | 2026 Q2 Open parsed portfolio | 14 | $1,653,758 | Open SEC source |
| 24 Jul 2026, 14:29:56 UTC | 13F-HR | STONE LOFT WEALTH MANAGEMENT LLC CIK 0002130930 | 2026 Q2 Open parsed portfolio | 31 | $175,803,122 | Open SEC source |
| 24 Jul 2026, 14:28:28 UTC | 13F-HR | GREATMARK INVESTMENT PARTNERS, INC. CIK 0001540944 | 2026 Q2 Open parsed portfolio | 153 | $906,498,746 | Open SEC source |
| 24 Jul 2026, 14:26:49 UTC | 13F-HR | SPWM Advisors LLC CIK 0002111209 | 2026 Q2 Open parsed portfolio | 90 | $108,249,756 | Open SEC source |
| 24 Jul 2026, 14:24:16 UTC | 13F-HR | Sunpointe, LLC CIK 0002012181 | 2026 Q2 Open parsed portfolio | 281 | $351,998,456 | Open SEC source |
| 24 Jul 2026, 14:23:52 UTC | 13F-HR | Prism Advisors, Inc. CIK 0001717027 | 2026 Q2 Open parsed portfolio | 77 | $411,581,709 | Open SEC source |
| 24 Jul 2026, 14:22:27 UTC | 13F-HR/A | DUFF & PHELPS INVESTMENT MANAGEMENT CO CIK 0000765443 | 2026 Q1 - Restatement Open parsed portfolio | 148 | $9,629,907,086 | Open SEC source |
| 24 Jul 2026, 14:17:36 UTC | 13F-HR | SWP FINANCIAL LLC CIK 0002014200 | 2026 Q2 Open parsed portfolio | 78 | $216,222,967 | Open SEC source |
| 24 Jul 2026, 14:16:54 UTC | 13F-HR | Fortis Group Advisors, LLC CIK 0001815183 | 2026 Q2 Open parsed portfolio | 619 | $625,942,167 | Open SEC source |
| 24 Jul 2026, 14:15:24 UTC | 13F-HR | Clarus Group, Inc. CIK 0001844568 | 2026 Q2 Open parsed portfolio | 127 | $295,024,068 | Open SEC source |
| 24 Jul 2026, 14:13:37 UTC | 13F-HR | Farmers & Merchants Trust Co of Chambersburg PA CIK 0001697375 | 2026 Q2 Open parsed portfolio | 358 | $393,978,000 | Open SEC source |
| 24 Jul 2026, 14:13:36 UTC | 13F-HR | Wealth Advisory Solutions, LLC CIK 0001834802 | 2026 Q2 Open parsed portfolio | 150 | $487,142,593 | Open SEC source |
| 24 Jul 2026, 14:13:22 UTC | 13F-HR | TMB Capital Partners, LLC CIK 0002111931 | 2026 Q2 Open parsed portfolio | 177 | $320,577,981 | Open SEC source |
| 24 Jul 2026, 14:12:00 UTC | 13F-HR | DHJJ Financial Advisors, Ltd. CIK 0001844716 | 2026 Q2 Open parsed portfolio | 1,081 | $346,919,167 | Open SEC source |
| 24 Jul 2026, 14:10:07 UTC | 13F-HR | UDINE WEALTH MANAGEMENT, INC. CIK 0001907240 | 2026 Q2 Open parsed portfolio | 40 | $240,021,789 | Open SEC source |
| 24 Jul 2026, 14:09:53 UTC | 13F-HR | BridgePort Financial Solutions, LLC CIK 0002031775 | 2026 Q2 Open parsed portfolio | 240 | $392,860,230 | Open SEC source |
| 24 Jul 2026, 14:09:39 UTC | 13F-HR | Xcel Wealth Management, LLC CIK 0001791002 | 2026 Q2 Open parsed portfolio | 139 | $418,345,890 | Open SEC source |
| 24 Jul 2026, 14:06:27 UTC | 13F-HR | WealthBridge Capital Management, LLC CIK 0001767313 | 2026 Q2 Open parsed portfolio | 235 | $503,130,034 | Open SEC source |
| 24 Jul 2026, 14:03:39 UTC | 13F-HR | Quaker Wealth Management, LLC CIK 0001733472 | 2026 Q2 Open parsed portfolio | 968 | $343,508,977 | Open SEC source |
| 24 Jul 2026, 14:03:00 UTC | 13F-HR | PETRA FINANCIAL ADVISORS INC CIK 0001971427 | 2026 Q2 Open parsed portfolio | 168 | $215,735,390 | Open SEC source |
| 24 Jul 2026, 13:59:44 UTC | 13F-HR | POSTROCK PARTNERS LLC CIK 0002053668 | 2026 Q2 Open parsed portfolio | 78 | $245,928,064 | Open SEC source |
| 24 Jul 2026, 13:58:44 UTC | 13F-HR | VIMA LLC CIK 0002012155 | 2026 Q2 Open parsed portfolio | 367 | $101,709,839 | Open SEC source |
| 24 Jul 2026, 13:57:15 UTC | 13F-HR | Sharp Wealth Advisory, LLC CIK 0001733194 | 2026 Q2 Open parsed portfolio | 127 | $215,865,803 | Open SEC source |
| 24 Jul 2026, 13:55:13 UTC | 13F-HR | Starlite Capital INC CIK 0002147007 | 2026 Q2 Open parsed portfolio | 14 | $9,275,716,693 | Open SEC source |
| 24 Jul 2026, 13:55:01 UTC | 13F-HR | Shepherd Street Advisors LLC CIK 0002110060 | 2026 Q2 Open parsed portfolio | 86 | $113,943,386 | Open SEC source |
| 24 Jul 2026, 13:54:51 UTC | 13F-HR | Kaydan Wealth Management, Inc. CIK 0001964532 | 2026 Q2 Open parsed portfolio | 115 | $328,144,738 | Open SEC source |
| 24 Jul 2026, 13:52:23 UTC | 13F-HR | S Harris Financial Group, LLC CIK 0002112907 | 2026 Q2 Open parsed portfolio | 124 | $129,046,131 | Open SEC source |
| 24 Jul 2026, 13:50:31 UTC | 13F-HR | Summit Investment Advisory Services, LLC CIK 0001914395 | 2026 Q2 Open parsed portfolio | 89 | $398,462,797 | Open SEC source |
| 24 Jul 2026, 13:48:15 UTC | 13F-HR | Sovereign Financial Group, Inc. CIK 0001846175 | 2026 Q2 Open parsed portfolio | 384 | $653,677,066 | Open SEC source |
| 24 Jul 2026, 13:47:29 UTC | 13F-HR | EQ WEALTH ADVISORS, LLC CIK 0002047572 | 2026 Q2 Open parsed portfolio | 57 | $182,009,104 | Open SEC source |