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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7,551-7,600 of 9,671
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Current page
152

Recent 13F signals

Latest portfolio disclosures to inspect

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

13F portfolio

FIDELIS iM, LLC

CIK 0001894206

13F-HR Q2 2026
CIK
0001894206
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
27 holdings / $293,197,368
Filed
22 Jul 2026, 16:41:50 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

Owen LaRue, LLC

CIK 0001965328

13F-HR Q2 2026
CIK
0001965328
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
139 holdings / $287,036,235
Filed
22 Jul 2026, 16:41:28 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

Ahara Advisors LLC

CIK 0002116771

13F-HR Q2 2026
CIK
0002116771
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
102 holdings / $147,883,031
Filed
22 Jul 2026, 16:35:48 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
13F portfolio

Andera Partners

CIK 0001757283

13F-HR Q2 2026
CIK
0001757283
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
8 holdings / $206,475,858
Filed
22 Jul 2026, 16:35:20 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

Wendel Se

CIK 0001721938

13F-HR Q2 2026
CIK
0001721938
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
1 holdings / $518,917,263
Filed
22 Jul 2026, 16:23:01 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

Townsend & Associates, Inc

CIK 0001729359

13F-HR Q2 2026
CIK
0001729359
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
114 holdings / $1,173,705,131
Filed
22 Jul 2026, 16:18:29 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
22 Jul 2026, 16:41:50 UTC 13F-HR FIDELIS iM, LLC CIK 0001894206 2026 Q2 Open parsed portfolio 27 $293,197,368 Open SEC source
22 Jul 2026, 16:41:28 UTC 13F-HR Owen LaRue, LLC CIK 0001965328 2026 Q2 Open parsed portfolio 139 $287,036,235 Open SEC source
22 Jul 2026, 16:35:48 UTC 13F-HR Ahara Advisors LLC CIK 0002116771 2026 Q2 Open parsed portfolio 102 $147,883,031 Open SEC source
22 Jul 2026, 16:35:20 UTC 13F-HR Andera Partners CIK 0001757283 2026 Q2 Open parsed portfolio 8 $206,475,858 Open SEC source
22 Jul 2026, 16:23:01 UTC 13F-HR Wendel Se CIK 0001721938 2026 Q2 Open parsed portfolio 1 $518,917,263 Open SEC source
22 Jul 2026, 16:18:29 UTC 13F-HR Townsend & Associates, Inc CIK 0001729359 2026 Q2 Open parsed portfolio 114 $1,173,705,131 Open SEC source
22 Jul 2026, 16:17:38 UTC 13F-HR Yoder Wealth Management, Inc. CIK 0001973967 2026 Q2 Open parsed portfolio 129 $255,851,445 Open SEC source
22 Jul 2026, 16:15:15 UTC 13F-HR Wildcat Capital Management, LLC CIK 0001582384 2026 Q2 Open parsed portfolio 3 $228,529,463 Open SEC source
22 Jul 2026, 16:14:27 UTC 13F-HR State of Wisconsin - Board of Commissioners of Public Lands CIK 0001967732 2026 Q2 Open parsed portfolio 6 $152,746,094 Open SEC source
22 Jul 2026, 16:14:21 UTC 13F-HR Legacy CG, LLC CIK 0001904825 2026 Q2 Open parsed portfolio 45 $390,610,489 Open SEC source
22 Jul 2026, 16:08:15 UTC 13F-HR Kooman & Associates CIK 0001961850 2026 Q2 Open parsed portfolio 56 $372,408,418 Open SEC source
22 Jul 2026, 16:07:09 UTC 13F-HR BLUESTEM FINANCIAL ADVISORS, LLC CIK 0001820680 2026 Q2 Open parsed portfolio 34 $285,527,341 Open SEC source
22 Jul 2026, 16:04:37 UTC 13F-HR Confluence Wealth Services, Inc. CIK 0001910411 2026 Q2 Open parsed portfolio 476 $3,497,644,824 Open SEC source
22 Jul 2026, 16:03:27 UTC 13F-HR HARBOUR INVESTMENT MANAGEMENT LLC CIK 0001275880 2026 Q2 Open parsed portfolio 108 $193,637,088 Open SEC source
22 Jul 2026, 16:01:02 UTC 13F-HR Consolidated Investment Group LLC CIK 0001556168 2026 Q2 Open parsed portfolio 77 $1,150,615,757 Open SEC source
22 Jul 2026, 15:56:39 UTC 13F-HR Asset Advisors Investment Management, LLC CIK 0001756695 2026 Q2 Open parsed portfolio 102 $1,090,285,888 Open SEC source
22 Jul 2026, 15:49:39 UTC 13F-HR Chapman Investment Management, LLC CIK 0001751006 2026 Q2 Open parsed portfolio 0 $0 Open SEC source
22 Jul 2026, 15:48:10 UTC 13F-HR Foundry Financial Group, Inc. CIK 0002007960 2026 Q2 Open parsed portfolio 80 $231,291,683 Open SEC source
22 Jul 2026, 15:43:14 UTC 13F-HR Chris Bulman Inc CIK 0002032404 2026 Q2 Open parsed portfolio 165 $273,827,009 Open SEC source
22 Jul 2026, 15:41:47 UTC 13F-HR Pembroke Management, LTD CIK 0001063497 2026 Q2 Open parsed portfolio 100 $773,690,495 Open SEC source
22 Jul 2026, 15:41:17 UTC 13F-HR EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 2026 Q2 Open parsed portfolio 1,559 $20,228,581,979 Open SEC source
22 Jul 2026, 15:38:44 UTC 13F-HR Two West Capital Advisors LLC CIK 0002026617 2026 Q2 Open parsed portfolio 101 $201,156,030 Open SEC source
22 Jul 2026, 15:37:59 UTC 13F-HR Harbor Asset Planning, Inc. CIK 0002077050 2026 Q2 Open parsed portfolio 416 $133,151,899 Open SEC source
22 Jul 2026, 15:36:51 UTC 13F-HR Meridian Financial Advisors, LLC CIK 0002032629 2026 Q2 Open parsed portfolio 146 $208,134,577 Open SEC source
22 Jul 2026, 15:36:10 UTC 13F-HR Lighthouse Wealth Management Inc. CIK 0002042810 2026 Q2 Open parsed portfolio 47 $161,048,241 Open SEC source
22 Jul 2026, 15:35:11 UTC 13F-HR Sippican Capital Advisors CIK 0001557406 2026 Q2 Open parsed portfolio 111 $163,916,880 Open SEC source
22 Jul 2026, 15:34:55 UTC 13F-HR Lee Financial Co CIK 0001391166 2026 Q2 Open parsed portfolio 162 $783,115,042 Open SEC source
22 Jul 2026, 15:33:52 UTC 13F-HR Orca Wealth Management, LLC CIK 0002043765 2026 Q2 Open parsed portfolio 83 $166,645,082 Open SEC source
22 Jul 2026, 15:31:12 UTC 13F-HR LAVELLE CAPITAL LP CIK 0002136566 2026 Q2 Open parsed portfolio 75 $196,662,886 Open SEC source
22 Jul 2026, 15:24:41 UTC 13F-HR Oakworth Capital, Inc. CIK 0001588871 2026 Q2 Open parsed portfolio 932 $2,101,896,057 Open SEC source
22 Jul 2026, 15:23:38 UTC 13F-HR ALBION FINANCIAL GROUP /UT CIK 0001054677 2026 Q2 Open parsed portfolio 647 $1,726,291,824 Open SEC source
22 Jul 2026, 15:20:06 UTC 13F-HR Financial Guidance Group, Inc. CIK 0001929349 2026 Q2 Open parsed portfolio 91 $267,280,428 Open SEC source
22 Jul 2026, 15:17:47 UTC 13F-HR Beaumont Asset Management, L.L.C. CIK 0001798756 2026 Q2 Open parsed portfolio 79 $257,425,430 Open SEC source
22 Jul 2026, 15:17:10 UTC 13F-HR York GP, Ltd. CIK 0001289994 2026 Q2 Open parsed portfolio 3 $126,348,894 Open SEC source
22 Jul 2026, 15:16:24 UTC 13F-HR David Kennon Inc CIK 0001954126 2026 Q2 Open parsed portfolio 45 $302,631,380 Open SEC source
22 Jul 2026, 15:15:52 UTC 13F-HR Capital Management Associates, Inc CIK 0002008851 2026 Q2 Open parsed portfolio 153 $497,520,658 Open SEC source
22 Jul 2026, 15:15:12 UTC 13F-HR Retireful, LLC CIK 0001919176 2026 Q2 Open parsed portfolio 81 $107,471,924 Open SEC source
22 Jul 2026, 15:12:09 UTC 13F-HR MARATHON CAPITAL MANAGEMENT CIK 0001213206 2026 Q2 Open parsed portfolio 187 $493,931,367 Open SEC source
22 Jul 2026, 15:11:08 UTC 13F-HR AllGen Financial Advisors, Inc. CIK 0001964809 2026 Q2 Open parsed portfolio 36 $457,983,215 Open SEC source
22 Jul 2026, 15:08:17 UTC 13F-HR Chicago Capital Management, LLC CIK 0001580162 2026 Q2 Open parsed portfolio 27 $112,300,553 Open SEC source
22 Jul 2026, 15:04:42 UTC 13F-HR Hopwood Financial Services, Inc. CIK 0002023166 2026 Q2 Open parsed portfolio 92 $172,672,127 Open SEC source
22 Jul 2026, 15:01:53 UTC 13F-HR Atlatl Advisers LLC CIK 0002023168 2026 Q2 Open parsed portfolio 459 $421,145,945 Open SEC source
22 Jul 2026, 14:58:38 UTC 13F-HR Slow Capital, Inc. CIK 0001716984 2026 Q2 Open parsed portfolio 111 $856,723,905 Open SEC source
22 Jul 2026, 14:56:00 UTC 13F-HR Kingsman Wealth Management, Inc. CIK 0002066184 2026 Q2 Open parsed portfolio 76 $213,607,177 Open SEC source
22 Jul 2026, 14:55:30 UTC 13F-HR FOUNDERS GROVE WEALTH PARTNERS, LLC CIK 0002046157 2026 Q2 Open parsed portfolio 184 $500,872,869 Open SEC source
22 Jul 2026, 14:53:43 UTC 13F-HR MONARCH CAPITAL MANAGEMENT INC CIK 0000938759 2026 Q2 Open parsed portfolio 130 $436,182,743 Open SEC source
22 Jul 2026, 14:52:14 UTC 13F-HR Golden State Wealth Management, LLC CIK 0001776033 2026 Q2 Open parsed portfolio 1,620 $1,096,432,826 Open SEC source
22 Jul 2026, 14:51:34 UTC 13F-HR Cross Staff Investments Inc CIK 0001900406 2026 Q2 Open parsed portfolio 133 $167,771,491 Open SEC source
22 Jul 2026, 14:39:42 UTC 13F-HR Symphony Financial Services, Inc. CIK 0002031979 2026 Q2 Open parsed portfolio 105 $222,615,535 Open SEC source
22 Jul 2026, 14:35:34 UTC 13F-HR Altura Wealth Advisors Inc. CIK 0001931465 2026 Q2 Open parsed portfolio 84 $296,539,840 Open SEC source
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