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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Current page
147

Recent 13F signals

Latest portfolio disclosures to inspect

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

13F portfolio

Consolidated Portfolio Review Corp

CIK 0001972835

13F-HR Q2 2026
CIK
0001972835
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
34 holdings / $1,200,645,375
Filed
23 Jul 2026, 16:34:00 UTC
Period
2026 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

Avory & Company, LLC

CIK 0001842766

13F-HR Q2 2026
CIK
0001842766
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
32 holdings / $80,032,445
Filed
23 Jul 2026, 16:33:49 UTC
Period
2026 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

Teramo Advisors, LLC

CIK 0001904821

13F-HR Q2 2026
CIK
0001904821
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
3 holdings / $409,754,350
Filed
23 Jul 2026, 16:33:08 UTC
Period
2026 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

Randolph Co Inc

CIK 0001475150

13F-HR Q2 2026
CIK
0001475150
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
47 holdings / $1,187,244,589
Filed
23 Jul 2026, 16:32:18 UTC
Period
2026 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

First Nebraska Trust Co

CIK 0002134841

13F-HR Q3 2013
CIK
0002134841
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
87 holdings / $288,249,003
Filed
23 Jul 2026, 16:31:17 UTC
Period
2013 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

NorthLanding Financial Partners, LLC

CIK 0001655982

13F-HR Q2 2026
CIK
0001655982
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
45 holdings / $144,545,605
Filed
23 Jul 2026, 16:30:48 UTC
Period
2026 Q2

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
23 Jul 2026, 16:34:00 UTC 13F-HR Consolidated Portfolio Review Corp CIK 0001972835 2026 Q2 Open parsed portfolio 34 $1,200,645,375 Open SEC source
23 Jul 2026, 16:33:49 UTC 13F-HR Avory & Company, LLC CIK 0001842766 2026 Q2 Open parsed portfolio 32 $80,032,445 Open SEC source
23 Jul 2026, 16:33:08 UTC 13F-HR Teramo Advisors, LLC CIK 0001904821 2026 Q2 Open parsed portfolio 3 $409,754,350 Open SEC source
23 Jul 2026, 16:32:18 UTC 13F-HR Randolph Co Inc CIK 0001475150 2026 Q2 Open parsed portfolio 47 $1,187,244,589 Open SEC source
23 Jul 2026, 16:31:17 UTC 13F-HR First Nebraska Trust Co CIK 0002134841 2013 Q3 Open parsed portfolio 87 $288,249,003 Open SEC source
23 Jul 2026, 16:30:48 UTC 13F-HR NorthLanding Financial Partners, LLC CIK 0001655982 2026 Q2 Open parsed portfolio 45 $144,545,605 Open SEC source
23 Jul 2026, 16:29:56 UTC 13F-HR Ignite Planners, LLC CIK 0001849348 2026 Q2 Open parsed portfolio 422 $728,155,182 Open SEC source
23 Jul 2026, 16:26:42 UTC 13F-HR NavPoint Financial, Inc. CIK 0002009813 2026 Q2 Open parsed portfolio 74 $269,895,477 Open SEC source
23 Jul 2026, 16:25:03 UTC 13F-HR Tanager Wealth Management LLP CIK 0001892929 2026 Q2 Open parsed portfolio 158 $1,148,374,046 Open SEC source
23 Jul 2026, 16:23:54 UTC 13F-HR Mason & Associates Inc CIK 0001917686 2026 Q2 Open parsed portfolio 161 $619,041,462 Open SEC source
23 Jul 2026, 16:23:41 UTC 13F-HR Strid Group, LLC CIK 0001625800 2026 Q2 Open parsed portfolio 93 $900,748,336 Open SEC source
23 Jul 2026, 16:23:19 UTC 13F-HR Northwest Wealth Advisors, LLC CIK 0002094564 2026 Q2 Open parsed portfolio 66 $174,039,043 Open SEC source
23 Jul 2026, 16:22:10 UTC 13F-HR Greenline Wealth Management LLC CIK 0002111541 2026 Q2 Open parsed portfolio 131 $121,684,994 Open SEC source
23 Jul 2026, 16:20:40 UTC 13F-HR Mine & Arao Wealth Creation & Management, LLC. CIK 0001802994 2026 Q2 Open parsed portfolio 78 $275,901,673 Open SEC source
23 Jul 2026, 16:18:59 UTC 13F-HR Saratoga Research & Investment Management CIK 0001477872 2026 Q2 Open parsed portfolio 46 $1,827,574,709 Open SEC source
23 Jul 2026, 16:15:38 UTC 13F-HR First Nebraska Trust Co CIK 0002134841 2013 Q4 Open parsed portfolio 91 $319,959,678 Open SEC source
23 Jul 2026, 16:14:39 UTC 13F-HR/A PICKERING ENERGY PARTNERS LP CIK 0001979670 2026 Q1 - Restatement Open parsed portfolio 19 $49,025,993 Open SEC source
23 Jul 2026, 16:14:12 UTC 13F-HR HICKS CAPITAL MANAGEMENT LLC CIK 0002062978 2026 Q2 Open parsed portfolio 39 $121,969,841 Open SEC source
23 Jul 2026, 16:13:02 UTC 13F-HR BWM Planning, LLC CIK 0002039698 2026 Q2 Open parsed portfolio 99 $431,248,927 Open SEC source
23 Jul 2026, 16:11:12 UTC 13F-HR FINANCIAL CONSULATE, INC CIK 0001624510 2026 Q2 Open parsed portfolio 1,447 $898,549,772 Open SEC source
23 Jul 2026, 16:10:03 UTC 13F-HR P/E Global LLC CIK 0001910344 2026 Q2 Open parsed portfolio 8 $1,558,508,443 Open SEC source
23 Jul 2026, 16:01:59 UTC 13F-HR Eaton-Cambridge Inc. CIK 0002011052 2026 Q2 Open parsed portfolio 70 $355,774,662 Open SEC source
23 Jul 2026, 16:01:42 UTC 13F-HR Richard Charles Hoertkorn CIK 0001598177 2026 Q2 Open parsed portfolio 71 $149,205,522 Open SEC source
23 Jul 2026, 16:01:30 UTC 13F-HR Welch Group, LLC CIK 0001443095 2026 Q2 Open parsed portfolio 320 $2,924,642,461 Open SEC source
23 Jul 2026, 15:58:09 UTC 13F-HR E&G Advisors, LLC CIK 0001598550 2026 Q2 Open parsed portfolio 243 $517,811,133 Open SEC source
23 Jul 2026, 15:55:59 UTC 13F-HR Great Point Wealth Advisors, LLC CIK 0001760304 2026 Q2 Open parsed portfolio 70 $619,164,840 Open SEC source
23 Jul 2026, 15:53:32 UTC 13F-HR Guilbault Capital LLC CIK 0002134737 2026 Q2 Open parsed portfolio 73 $99,580,190 Open SEC source
23 Jul 2026, 15:52:58 UTC 13F-HR Kellett Wealth Advisors, LLC CIK 0001910381 2026 Q2 Open parsed portfolio 97 $214,816,518 Open SEC source
23 Jul 2026, 15:52:38 UTC 13F-HR Forbes Financial Planning, Inc. CIK 0001911316 2026 Q2 Open parsed portfolio 38 $186,186,412 Open SEC source
23 Jul 2026, 15:52:06 UTC 13F-HR Powerhouse Assets LLC CIK 0001564396 2026 Q2 Open parsed portfolio 57 $122,846,560 Open SEC source
23 Jul 2026, 15:50:54 UTC 13F-HR Sentinel Advisory Group, LLC CIK 0002118181 2026 Q2 Open parsed portfolio 60 $244,892,569 Open SEC source
23 Jul 2026, 15:49:56 UTC 13F-HR RBA Wealth Management, LLC CIK 0001776296 2026 Q2 Open parsed portfolio 80 $272,501,079 Open SEC source
23 Jul 2026, 15:49:42 UTC 13F-HR NAPLES GLOBAL ADVISORS, LLC CIK 0001582151 2026 Q2 Open parsed portfolio 466 $1,620,718,955 Open SEC source
23 Jul 2026, 15:49:21 UTC 13F-HR Vanguard Capital Wealth Advisors CIK 0001730578 2026 Q2 Open parsed portfolio 132 $147,599,713 Open SEC source
23 Jul 2026, 15:48:25 UTC 13F-HR TI-TRUST, INC CIK 0001802284 2026 Q2 Open parsed portfolio 132 $186,030,939 Open SEC source
23 Jul 2026, 15:47:01 UTC 13F-HR Total Clarity Wealth Management, Inc. CIK 0001804909 2026 Q2 Open parsed portfolio 361 $514,606,480 Open SEC source
23 Jul 2026, 15:45:46 UTC 13F-HR Sivia Capital Partners, LLC CIK 0002012032 2026 Q2 Open parsed portfolio 540 $822,077,579 Open SEC source
23 Jul 2026, 15:41:02 UTC 13F-HR/A Northern Capital Management, Inc. CIK 0001581794 2026 Q2 - Restatement Open parsed portfolio 55 $234,512,966 Open SEC source
23 Jul 2026, 15:35:37 UTC 13F-HR COOKSON PEIRCE & CO INC CIK 0001141455 2026 Q2 Open parsed portfolio 317 $3,035,432,104 Open SEC source
23 Jul 2026, 15:34:42 UTC 13F-HR CASCADE INVESTMENT GROUP, INC. CIK 0000919447 2026 Q2 Open parsed portfolio 156 $178,297,889 Open SEC source
23 Jul 2026, 15:34:22 UTC 13F-HR GRIFFIN ASSET MANAGEMENT, INC. CIK 0000883803 2026 Q2 Open parsed portfolio 245 $948,904,646 Open SEC source
23 Jul 2026, 15:31:27 UTC 13F-HR HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC CIK 0001380137 2026 Q2 Open parsed portfolio 294 $868,286,000 Open SEC source
23 Jul 2026, 15:30:44 UTC 13F-HR Turning Point Benefit Group, Inc. CIK 0002008513 2026 Q2 Open parsed portfolio 109 $232,483,112 Open SEC source
23 Jul 2026, 15:29:31 UTC 13F-HR Kearns & Associates LLC CIK 0001908695 2026 Q2 Open parsed portfolio 41 $214,195,704 Open SEC source
23 Jul 2026, 15:22:59 UTC 13F-HR SENTINEL PENSION ADVISORS, LLC CIK 0001802290 2026 Q2 Open parsed portfolio 147 $552,593,970 Open SEC source
23 Jul 2026, 15:16:23 UTC 13F-HR EASTERLY INVESTMENT PARTNERS LLC CIK 0001766150 2026 Q2 Open parsed portfolio 252 $1,965,306,730 Open SEC source
23 Jul 2026, 15:14:25 UTC 13F-HR Vavra Capital Management, LLC CIK 0002106605 2026 Q2 Open parsed portfolio 22 $114,284,645 Open SEC source
23 Jul 2026, 15:00:54 UTC 13F-HR Wealth Advisory Team LLC CIK 0002039196 2026 Q2 Open parsed portfolio 39 $123,009,711 Open SEC source
23 Jul 2026, 15:00:17 UTC 13F-HR EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 2026 Q2 Open parsed portfolio 1,522 $5,696,012,177 Open SEC source
23 Jul 2026, 14:53:12 UTC 13F-HR Harrington Investments, INC CIK 0001386364 2026 Q2 Open parsed portfolio 82 $206,473,605 Open SEC source
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