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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Recent 13F signals

Latest portfolio disclosures to inspect

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

13F portfolio

Berbice Capital Management LLC

CIK 0002051605

13F-HR Q2 2026
CIK
0002051605
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
87 holdings / $193,177,097
Filed
23 Jul 2026, 10:48:47 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

Robert Bosch GmbH

CIK 0001882360

13F-HR Q2 2026
CIK
0001882360
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
3 holdings / $165,507,311
Filed
23 Jul 2026, 10:44:14 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

James Hambro & Partners LLP

CIK 0001731152

13F-HR Q2 2026
CIK
0001731152
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
68 holdings / $2,764,895,024
Filed
23 Jul 2026, 10:42:31 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

AdvisorNet Financial, Inc

CIK 0001409362

13F-HR Q2 2026
CIK
0001409362
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
2,265 holdings / $2,189,272,780
Filed
23 Jul 2026, 10:40:35 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

Smith Salley Wealth Management

CIK 0001482012

13F-HR Q2 2026
CIK
0001482012
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
275 holdings / $2,301,569,569
Filed
23 Jul 2026, 10:37:59 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

COLUMBIA ADVISORY PARTNERS LLC

CIK 0001808179

13F-HR Q2 2026
CIK
0001808179
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
111 holdings / $181,312,198
Filed
23 Jul 2026, 10:33:29 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, 10:48:47 UTC 13F-HR Berbice Capital Management LLC CIK 0002051605 2026 Q2 Open parsed portfolio 87 $193,177,097 Open SEC source
23 Jul 2026, 10:44:14 UTC 13F-HR Robert Bosch GmbH CIK 0001882360 2026 Q2 Open parsed portfolio 3 $165,507,311 Open SEC source
23 Jul 2026, 10:42:31 UTC 13F-HR James Hambro & Partners LLP CIK 0001731152 2026 Q2 Open parsed portfolio 68 $2,764,895,024 Open SEC source
23 Jul 2026, 10:40:35 UTC 13F-HR AdvisorNet Financial, Inc CIK 0001409362 2026 Q2 Open parsed portfolio 2,265 $2,189,272,780 Open SEC source
23 Jul 2026, 10:37:59 UTC 13F-HR Smith Salley Wealth Management CIK 0001482012 2026 Q2 Open parsed portfolio 275 $2,301,569,569 Open SEC source
23 Jul 2026, 10:33:29 UTC 13F-HR COLUMBIA ADVISORY PARTNERS LLC CIK 0001808179 2026 Q2 Open parsed portfolio 111 $181,312,198 Open SEC source
23 Jul 2026, 10:29:36 UTC 13F-HR Holistic Financial Partners CIK 0001729304 2026 Q2 Open parsed portfolio 120 $163,649,954 Open SEC source
23 Jul 2026, 10:29:32 UTC 13F-HR Ballentine Capital Advisors, Inc CIK 0002011580 2026 Q2 Open parsed portfolio 26 $265,382,142 Open SEC source
23 Jul 2026, 10:23:26 UTC 13F-HR Onyx Bridge Wealth Group LLC CIK 0001819476 2026 Q2 Open parsed portfolio 389 $1,111,176,281 Open SEC source
23 Jul 2026, 10:23:16 UTC 13F-HR Pekao Towarzystwo Funduszy Inwestycyjnych S.A. CIK 0002104543 2026 Q2 Open parsed portfolio 85 $157,390,701 Open SEC source
23 Jul 2026, 10:21:31 UTC 13F-HR Context Capital Management, LLC CIK 0001301396 2026 Q2 Open parsed portfolio 423 $4,956,124,817 Open SEC source
23 Jul 2026, 10:18:19 UTC 13F-HR HERALD INVESTMENT MANAGEMENT Ltd CIK 0001512022 2026 Q2 Open parsed portfolio 92 $737,304,199 Open SEC source
23 Jul 2026, 10:16:31 UTC 13F-HR HERITAGE OAK WEALTH ADVISORS LLC CIK 0002035533 2026 Q2 Open parsed portfolio 100 $337,791,658 Open SEC source
23 Jul 2026, 10:16:08 UTC 13F-HR TEXAS PERMANENT SCHOOL FUND CORP CIK 0001223779 2026 Q2 Open parsed portfolio 15 $2,255,890,135 Open SEC source
23 Jul 2026, 10:14:49 UTC 13F-HR StrongBox Wealth, LLC CIK 0001812155 2026 Q2 Open parsed portfolio 266 $350,911,742 Open SEC source
23 Jul 2026, 10:13:56 UTC 13F-HR Essex Bank CIK 0001752212 2026 Q2 Open parsed portfolio 318 $462,454,402 Open SEC source
23 Jul 2026, 10:11:17 UTC 13F-HR Econ Financial Services Corp CIK 0001659718 2026 Q2 Open parsed portfolio 72 $214,007,028 Open SEC source
23 Jul 2026, 10:09:18 UTC 13F-HR LILLY ENDOWMENT INC CIK 0000316011 2026 Q2 Open parsed portfolio 1 $108,400,858,723 Open SEC source
23 Jul 2026, 10:08:18 UTC 13F-HR New Jersey Better Educational Savings Trust CIK 0001482010 2026 Q2 Open parsed portfolio 4 $62,152,541 Open SEC source
23 Jul 2026, 10:03:42 UTC 13F-HR GENERAL ELECTRIC CO CIK 0000040545 2026 Q2 Open parsed portfolio 2 $368,854,317 Open SEC source
23 Jul 2026, 10:02:52 UTC 13F-HR FINANCIAL DISCOVERY GROUP INC CIK 0001024431 2026 Q2 Open parsed portfolio 21 $46,900,435 Open SEC source
23 Jul 2026, 10:00:21 UTC 13F-HR/A NEW WAVE WEALTH ADVISORS LLC CIK 0002035324 2026 Q2 - New Holdings Open parsed portfolio 199 $366,237,439 Open SEC source
23 Jul 2026, 09:58:50 UTC 13F-HR KOM Wealth Management Group, LLC CIK 0001804116 2026 Q2 Open parsed portfolio 96 $165,496,133 Open SEC source
23 Jul 2026, 09:54:17 UTC 13F-HR Strategic Blueprint, LLC CIK 0001767821 2026 Q2 Open parsed portfolio 689 $2,001,066,001 Open SEC source
23 Jul 2026, 09:53:18 UTC 13F-HR NEW WAVE WEALTH ADVISORS LLC CIK 0002035324 2026 Q2 Open parsed portfolio 199 $366,237,439 Open SEC source
23 Jul 2026, 09:51:34 UTC 13F-HR WEST BANCORPORATION INC CIK 0001166928 2026 Q2 Open parsed portfolio 95 $233,834,586 Open SEC source
23 Jul 2026, 09:45:51 UTC 13F-HR CORNERSTONE ENTERPRISES, LLC CIK 0001987314 2026 Q2 Open parsed portfolio 42 $218,276,963 Open SEC source
23 Jul 2026, 09:43:26 UTC 13F-HR BREAKTHRU ADVISORY SERVICES, LLC CIK 0002055645 2026 Q2 Open parsed portfolio 14 $29,776,694 Open SEC source
23 Jul 2026, 09:42:05 UTC 13F-HR Monetary Solutions, Ltd CIK 0002112370 2026 Q2 Open parsed portfolio 397 $116,115,846 Open SEC source
23 Jul 2026, 09:33:36 UTC 13F-HR Yorktown Management & Research Co Inc CIK 0001313559 2026 Q2 Open parsed portfolio 249 $163,257,444 Open SEC source
23 Jul 2026, 09:31:33 UTC 13F-HR Police & Firemen's Retirement System of New Jersey CIK 0002040686 2026 Q2 Open parsed portfolio 3,202 $13,333,297,780 Open SEC source
23 Jul 2026, 09:24:44 UTC 13F-HR Palacios Wealth Management, LLC CIK 0002053829 2026 Q2 Open parsed portfolio 76 $169,234,258 Open SEC source
23 Jul 2026, 09:21:21 UTC 13F-HR Grove Street Fiduciary, LLC CIK 0002054682 2026 Q2 Open parsed portfolio 75 $236,847,057 Open SEC source
23 Jul 2026, 09:19:43 UTC 13F-HR Generali Dochodkova Spravcovska Spolocnost A.s. Vub CIK 0002111369 2026 Q2 Open parsed portfolio 91 $145,000,104 Open SEC source
23 Jul 2026, 09:05:20 UTC 13F-HR DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. CIK 0001672142 2026 Q2 Open parsed portfolio 157 $621,416,876 Open SEC source
23 Jul 2026, 08:56:17 UTC 13F-HR TFC Financial Management, Inc. CIK 0001827844 2026 Q2 Open parsed portfolio 1,034 $902,256,104 Open SEC source
23 Jul 2026, 08:47:53 UTC 13F-HR Artemis Investment Management LLP CIK 0001535385 2026 Q2 Open parsed portfolio 213 $11,219,819,224 Open SEC source
23 Jul 2026, 08:45:56 UTC 13F-HR FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. CIK 0001280487 2026 Q2 Open parsed portfolio 446 $3,331,499,674 Open SEC source
23 Jul 2026, 08:36:42 UTC 13F-HR Morton Capital Management LLC/CA CIK 0002002628 2026 Q2 Open parsed portfolio 160 $731,276,472 Open SEC source
23 Jul 2026, 08:35:53 UTC 13F-HR Arena Capital Advisors, LLC- CA CIK 0001833078 2026 Q2 Open parsed portfolio 21 $207,877,031 Open SEC source
23 Jul 2026, 08:35:19 UTC 13F-HR Cedarwood Wealth LLC CIK 0002114448 2026 Q2 Open parsed portfolio 96 $132,305,368 Open SEC source
23 Jul 2026, 08:34:45 UTC 13F-HR EQ LLC CIK 0001757605 2026 Q2 Open parsed portfolio 87 $407,206,621 Open SEC source
23 Jul 2026, 08:34:05 UTC 13F-HR NWAM LLC CIK 0001655006 2026 Q2 Open parsed portfolio 684 $2,000,605,810 Open SEC source
23 Jul 2026, 08:32:48 UTC 13F-HR PARTHENON LLC CIK 0001088859 2026 Q2 Open parsed portfolio 133 $961,952,027 Open SEC source
23 Jul 2026, 08:32:10 UTC 13F-HR Sherrill & Hutchins Financial Advisory, Inc CIK 0002005607 2026 Q2 Open parsed portfolio 20 $209,195,544 Open SEC source
23 Jul 2026, 08:31:29 UTC 13F-HR COTTONWOOD CAPITAL ADVISORS, LLC CIK 0001903321 2026 Q2 Open parsed portfolio 88 $165,910,489 Open SEC source
23 Jul 2026, 08:28:59 UTC 13F-HR Smallwood Wealth Investment Management, LLC CIK 0001921304 2026 Q2 Open parsed portfolio 521 $228,878,564 Open SEC source
23 Jul 2026, 08:28:43 UTC 13F-HR Groupe des Assurances du Credit Mutuel CIK 0002056266 2026 Q2 Open parsed portfolio 1 $8,042,311 Open SEC source
23 Jul 2026, 08:22:25 UTC 13F-HR Markin Volterra Fund LP CIK 0002073603 2026 Q2 Open parsed portfolio 62 $29,463,287 Open SEC source
23 Jul 2026, 08:19:58 UTC 13F-HR Wedbush Fund Advisers, LLC CIK 0002070852 2025 Q4 Open parsed portfolio 30 $966,677,977 Open SEC source
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