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, 12:27:00 UTC | 13F-HR | Sun Mountain Capital Ltd CIK 0001636044 | 2026 Q1 Open parsed portfolio | 1 | $113,193,423 | Open SEC source |
| 24 Jul 2026, 12:25:27 UTC | 13F-HR | Sun Mountain Capital Ltd CIK 0001636044 | 2025 Q4 Open parsed portfolio | 1 | $125,643,638 | Open SEC source |
| 24 Jul 2026, 12:22:34 UTC | 13F-HR | PhiloSmith Capital Corp CIK 0001942361 | 2026 Q2 Open parsed portfolio | 23 | $368,172,761 | Open SEC source |
| 24 Jul 2026, 12:20:41 UTC | 13F-HR | EverSource Wealth Advisors, LLC CIK 0001710537 | 2026 Q2 Open parsed portfolio | 4,380 | $2,964,325,465 | Open SEC source |
| 24 Jul 2026, 12:20:39 UTC | 13F-HR | Arlington Capital Management, Inc. CIK 0001606507 | 2026 Q2 Open parsed portfolio | 112 | $160,790,226 | Open SEC source |
| 24 Jul 2026, 12:15:24 UTC | 13F-HR | Nicholas Wealth, LLC. CIK 0001911391 | 2026 Q2 Open parsed portfolio | 127 | $182,462,486 | Open SEC source |
| 24 Jul 2026, 12:15:15 UTC | 13F-HR | Aventus Investment Advisors, Inc. CIK 0002093055 | 2026 Q2 Open parsed portfolio | 157 | $136,482,406 | Open SEC source |
| 24 Jul 2026, 12:12:14 UTC | 13F-HR/A | Sawyer & Company, Inc CIK 0001722436 | 2025 Q2 - New Holdings Open parsed portfolio | 202 | $219,799,938 | Open SEC source |
| 24 Jul 2026, 12:03:15 UTC | 13F-HR | PERKINS CAPITAL MANAGEMENT INC CIK 0000884300 | 2026 Q2 Open parsed portfolio | 79 | $132,991,158 | Open SEC source |
| 24 Jul 2026, 11:58:58 UTC | 13F-HR | Leisure Capital Management CIK 0001631507 | 2026 Q2 Open parsed portfolio | 157 | $320,416,978 | Open SEC source |
| 24 Jul 2026, 11:58:29 UTC | 13F-HR | RJA Asset Management LLC CIK 0001671817 | 2026 Q2 Open parsed portfolio | 4 | $320,917,241 | Open SEC source |
| 24 Jul 2026, 11:54:34 UTC | 13F-HR | CrossGen Wealth, LLC CIK 0002112179 | 2026 Q2 Open parsed portfolio | 214 | $128,733,858 | Open SEC source |
| 24 Jul 2026, 11:47:22 UTC | 13F-HR | Walleye Partners, LLC CIK 0002068376 | 2026 Q2 Open parsed portfolio | 59 | $87,736,795 | Open SEC source |
| 24 Jul 2026, 11:40:18 UTC | 13F-HR | Fairway Wealth LLC CIK 0002019393 | 2026 Q2 Open parsed portfolio | 238 | $403,161,200 | Open SEC source |
| 24 Jul 2026, 11:35:42 UTC | 13F-HR | Nilsine Partners, LLC CIK 0001913043 | 2026 Q2 Open parsed portfolio | 429 | $1,443,683,448 | Open SEC source |
| 24 Jul 2026, 11:33:15 UTC | 13F-HR | Roof Eidam Maycock Peralta, LLC CIK 0001028874 | 2026 Q2 Open parsed portfolio | 127 | $507,702,962 | Open SEC source |
| 24 Jul 2026, 11:30:01 UTC | 13F-HR | Taylor Financial Group, Inc. CIK 0002012516 | 2026 Q2 Open parsed portfolio | 103 | $181,929,275 | Open SEC source |
| 24 Jul 2026, 11:29:17 UTC | 13F-HR | Future Financial Wealth Managment LLC CIK 0001801892 | 2026 Q2 Open parsed portfolio | 132 | $160,440,600 | Open SEC source |
| 24 Jul 2026, 11:23:49 UTC | 13F-HR | Private Capital Advisors, Inc. CIK 0001350780 | 2026 Q2 Open parsed portfolio | 75 | $1,141,144,780 | Open SEC source |
| 24 Jul 2026, 11:20:45 UTC | 13F-HR | Rockline Wealth Management, LLC CIK 0002005098 | 2026 Q2 Open parsed portfolio | 107 | $522,424,004 | Open SEC source |
| 24 Jul 2026, 11:20:23 UTC | 13F-HR | Intrua Financial, LLC CIK 0001812792 | 2026 Q2 Open parsed portfolio | 491 | $1,055,889,542 | Open SEC source |
| 24 Jul 2026, 11:14:50 UTC | 13F-HR | Pillar Financial Advisors, LLC CIK 0002054958 | 2026 Q2 Open parsed portfolio | 114 | $191,182,564 | Open SEC source |
| 24 Jul 2026, 11:14:33 UTC | 13F-HR | Trevian Wealth Management LLC CIK 0001901929 | 2026 Q2 Open parsed portfolio | 45 | $234,599,614 | Open SEC source |
| 24 Jul 2026, 11:14:21 UTC | 13F-HR | ARWA LLC CIK 0002113621 | 2026 Q2 Open parsed portfolio | 139 | $241,022,839 | Open SEC source |
| 24 Jul 2026, 11:14:07 UTC | 13F-HR | Sage Financial Management Group, Inc. CIK 0001762086 | 2026 Q2 Open parsed portfolio | 61 | $363,961,853 | Open SEC source |
| 24 Jul 2026, 11:13:43 UTC | 13F-HR | Grandview Asset Management LLC CIK 0001766791 | 2026 Q2 Open parsed portfolio | 146 | $402,573,825 | Open SEC source |
| 24 Jul 2026, 11:13:12 UTC | 13F-HR | Carnegie Lake Advisors LLC CIK 0002043591 | 2026 Q2 Open parsed portfolio | 167 | $268,168,247 | Open SEC source |
| 24 Jul 2026, 11:13:04 UTC | 13F-HR | Skylands Capital, LLC CIK 0001299910 | 2026 Q2 Open parsed portfolio | 166 | $813,936,950 | Open SEC source |
| 24 Jul 2026, 11:12:31 UTC | 13F-HR | Meridian Financial Partners LLC CIK 0001763722 | 2026 Q2 Open parsed portfolio | 119 | $289,477,129 | Open SEC source |
| 24 Jul 2026, 11:12:05 UTC | 13F-HR | Milestones Private Investment Advisors LLC CIK 0001726041 | 2026 Q2 Open parsed portfolio | 77 | $125,590,824 | Open SEC source |
| 24 Jul 2026, 11:11:41 UTC | 13F-HR | Latko Wealth Management, Ltd. CIK 0001937769 | 2026 Q2 Open parsed portfolio | 37 | $235,574,721 | Open SEC source |
| 24 Jul 2026, 11:11:07 UTC | 13F-HR | Savoir Faire Capital Management, L.P. CIK 0001710593 | 2026 Q2 Open parsed portfolio | 43 | $161,027,020 | Open SEC source |
| 24 Jul 2026, 11:10:11 UTC | 13F-HR | CANTOR FITZGERALD INVESTMENT ADVISORS L.P. CIK 0001710477 | 2026 Q2 Open parsed portfolio | 184 | $1,482,574,601 | Open SEC source |
| 24 Jul 2026, 11:09:35 UTC | 13F-HR | Diligent Investors, LLC CIK 0001549042 | 2026 Q2 Open parsed portfolio | 357 | $449,050,757 | Open SEC source |
| 24 Jul 2026, 11:09:22 UTC | 13F-HR | Berkeley, Inc CIK 0002051965 | 2026 Q2 Open parsed portfolio | 86 | $318,666,154 | Open SEC source |
| 24 Jul 2026, 11:08:58 UTC | 13F-HR | Virtus Wealth Solutions LLC CIK 0002045870 | 2026 Q2 Open parsed portfolio | 53 | $734,974,607 | Open SEC source |
| 24 Jul 2026, 11:08:58 UTC | 13F-HR | KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT CIK 0002035883 | 2026 Q2 Open parsed portfolio | 85 | $352,271,444 | Open SEC source |
| 24 Jul 2026, 11:08:52 UTC | 13F-HR | Braun-Bostich & Associates Inc. CIK 0001740842 | 2026 Q2 Open parsed portfolio | 135 | $179,097,988 | Open SEC source |
| 24 Jul 2026, 11:06:32 UTC | 13F-HR | BLUE JEAN FINANCIAL LLC CIK 0002047089 | 2026 Q2 Open parsed portfolio | 70 | $143,660,876 | Open SEC source |
| 24 Jul 2026, 11:03:02 UTC | 13F-HR | Well Done, LLC CIK 0001667132 | 2026 Q2 Open parsed portfolio | 202 | $743,357,876 | Open SEC source |
| 24 Jul 2026, 11:01:33 UTC | 13F-HR | GEN Financial Management, INC. CIK 0002032497 | 2026 Q2 Open parsed portfolio | 42 | $167,135,048 | Open SEC source |
| 24 Jul 2026, 10:57:38 UTC | 13F-HR | CORA CAPITAL ADVISORS LLC CIK 0001964530 | 2026 Q2 Open parsed portfolio | 145 | $356,267,349 | Open SEC source |
| 24 Jul 2026, 10:54:37 UTC | 13F-HR | Quilter Plc CIK 0001770632 | 2026 Q2 Open parsed portfolio | 131 | $6,646,264,910 | Open SEC source |
| 24 Jul 2026, 10:54:38 UTC | 13F-HR | Walser Wealth Management Company, A Ltd Liability Co CIK 0002112280 | 2026 Q2 Open parsed portfolio | 215 | $240,711,172 | Open SEC source |
| 24 Jul 2026, 10:52:18 UTC | 13F-HR | Milestones Administradora de Recursos Ltda. CIK 0001912095 | 2026 Q2 Open parsed portfolio | 21 | $517,653,158 | Open SEC source |
| 24 Jul 2026, 10:51:26 UTC | 13F-HR | Integras Partners LLC CIK 0002055384 | 2026 Q2 Open parsed portfolio | 100 | $181,214,134 | Open SEC source |
| 24 Jul 2026, 10:48:34 UTC | 13F-HR | Mascoma Wealth Management LLC CIK 0001695664 | 2026 Q2 Open parsed portfolio | 608 | $539,321,795 | Open SEC source |
| 24 Jul 2026, 10:44:13 UTC | 13F-HR | JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC CIK 0002122180 | 2026 Q2 Open parsed portfolio | 154 | $128,348,150 | Open SEC source |
| 24 Jul 2026, 10:42:33 UTC | 13F-HR | Penn Mutual Asset Management CIK 0000855702 | 2026 Q2 Open parsed portfolio | 9 | $19,487,305 | Open SEC source |
| 24 Jul 2026, 10:36:30 UTC | 13F-HR | RATIONAL ADVISORS, INC. CIK 0001143565 | 2026 Q2 Open parsed portfolio | 195 | $1,090,163,016 | Open SEC source |