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.

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7,651-7,700 of 9,671
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Current page
154

Recent 13F signals

Latest portfolio disclosures to inspect

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

13F portfolio

J. L. Bainbridge & Co., Inc.

CIK 0001742315

13F-HR Q2 2026
CIK
0001742315
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
111 holdings / $1,253,644,846
Filed
22 Jul 2026, 12:29:36 UTC
Period
2026 Q2

Review the newly filed portfolio, top holdings, and source evidence before comparing the manager with other ownership signals.

13F portfolio

New Perspectives, Inc

CIK 0001909565

13F-HR Q2 2026
CIK
0001909565
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
49 holdings / $325,852,213
Filed
22 Jul 2026, 12:26:51 UTC
Period
2026 Q2

Review the newly filed portfolio, top holdings, and source evidence before comparing the manager with other ownership signals.

13F portfolio

Robocap Asset Management Ltd

CIK 0002030580

13F-HR Q2 2026
CIK
0002030580
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
22 holdings / $124,013,020
Filed
22 Jul 2026, 12:20:26 UTC
Period
2026 Q2

Review the newly filed portfolio, top holdings, and source evidence before comparing the manager with other ownership signals.

13F portfolio

IRON Financial LLC

CIK 0001595509

13F-HR Q2 2026
CIK
0001595509
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
151 holdings / $242,301,224
Filed
22 Jul 2026, 12:18:30 UTC
Period
2026 Q2

Review the newly filed portfolio, top holdings, and source evidence before comparing the manager with other ownership signals.

13F portfolio

Mayar Capital Ltd.

CIK 0001858699

13F-HR Q2 2026
CIK
0001858699
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
16 holdings / $89,141,623
Filed
22 Jul 2026, 12:14:44 UTC
Period
2026 Q2

Review the newly filed portfolio, top holdings, and source evidence before comparing the manager with other ownership signals.

13F portfolio

Vanderbilt University

CIK 0001825985

13F-HR Q2 2026
CIK
0001825985
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
74 holdings / $728,282,313
Filed
22 Jul 2026, 12:12:09 UTC
Period
2026 Q2

Review the newly filed portfolio, top holdings, and source evidence before comparing the manager with other ownership signals.

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, 12:29:36 UTC 13F-HR J. L. Bainbridge & Co., Inc. CIK 0001742315 2026 Q2 Open parsed portfolio 111 $1,253,644,846 Open SEC source
22 Jul 2026, 12:26:51 UTC 13F-HR New Perspectives, Inc CIK 0001909565 2026 Q2 Open parsed portfolio 49 $325,852,213 Open SEC source
22 Jul 2026, 12:20:26 UTC 13F-HR Robocap Asset Management Ltd CIK 0002030580 2026 Q2 Open parsed portfolio 22 $124,013,020 Open SEC source
22 Jul 2026, 12:18:30 UTC 13F-HR IRON Financial LLC CIK 0001595509 2026 Q2 Open parsed portfolio 151 $242,301,224 Open SEC source
22 Jul 2026, 12:14:44 UTC 13F-HR Mayar Capital Ltd. CIK 0001858699 2026 Q2 Open parsed portfolio 16 $89,141,623 Open SEC source
22 Jul 2026, 12:12:09 UTC 13F-HR Vanderbilt University CIK 0001825985 2026 Q2 Open parsed portfolio 74 $728,282,313 Open SEC source
22 Jul 2026, 12:11:49 UTC 13F-HR Herold Advisors, Inc. CIK 0001891713 2026 Q2 Open parsed portfolio 273 $505,949,000 Open SEC source
22 Jul 2026, 12:09:44 UTC 13F-HR PEOPLES FINANCIAL SERVICES CORP. CIK 0001056943 2026 Q2 Open parsed portfolio 270 $231,445,942 Open SEC source
22 Jul 2026, 11:59:31 UTC 13F-HR Citizens National Bank Trust Department CIK 0001806425 2026 Q2 Open parsed portfolio 381 $679,716,303 Open SEC source
22 Jul 2026, 11:53:56 UTC 13F-HR Elevated Financial Group LLC CIK 0002063915 2026 Q2 Open parsed portfolio 124 $354,192,399 Open SEC source
22 Jul 2026, 11:53:08 UTC 13F-HR Synergy Asset Management, LLC CIK 0001699080 2026 Q2 Open parsed portfolio 274 $1,060,605,078 Open SEC source
22 Jul 2026, 11:40:26 UTC 13F-HR Capital Investment Services of America, Inc. CIK 0000811360 2026 Q2 Open parsed portfolio 83 $1,020,677,758 Open SEC source
22 Jul 2026, 11:39:38 UTC 13F-HR RWQ Financial Management Services, Inc. CIK 0001846544 2026 Q2 Open parsed portfolio 24 $207,337,699 Open SEC source
22 Jul 2026, 11:38:01 UTC 13F-HR Mirae Asset Global Investments Co., Ltd. CIK 0001569395 2026 Q2 Open parsed portfolio 1,664 $52,379,210,438 Open SEC source
22 Jul 2026, 11:32:12 UTC 13F-HR Praxis Capital Management LLC CIK 0001791253 2026 Q2 Open parsed portfolio 29 $63,096,949 Open SEC source
22 Jul 2026, 11:29:48 UTC 13F-HR AMERICAN NATIONAL BANK & TRUST CIK 0001272164 2026 Q2 Open parsed portfolio 631 $1,170,451,481 Open SEC source
22 Jul 2026, 11:29:04 UTC 13F-HR ACT Advisors, LLC. CIK 0001842554 2026 Q2 Open parsed portfolio 84 $300,809,346 Open SEC source
22 Jul 2026, 11:23:09 UTC 13F-HR Trust Co of Kansas CIK 0001803988 2026 Q2 Open parsed portfolio 59 $194,954,000 Open SEC source
22 Jul 2026, 11:19:26 UTC 13F-HR Premier Fund Managers Ltd CIK 0001673907 2026 Q2 Open parsed portfolio 174 $1,103,851,000 Open SEC source
22 Jul 2026, 11:19:08 UTC 13F-HR PEDDOCK CAPITAL ADVISORS, LLC CIK 0001597843 2026 Q2 Open parsed portfolio 165 $500,947,150 Open SEC source
22 Jul 2026, 11:18:13 UTC 13F-HR Once Capital Management, LLC CIK 0001712892 2026 Q2 Open parsed portfolio 22 $509,950,815 Open SEC source
22 Jul 2026, 11:16:23 UTC 13F-HR Bellecapital International Ltd. CIK 0001600152 2026 Q2 Open parsed portfolio 123 $625,429,484 Open SEC source
22 Jul 2026, 11:16:20 UTC 13F-HR FOURPATH CAPITAL MANAGEMENT, LLC CIK 0001894484 2026 Q2 Open parsed portfolio 227 $758,813,266 Open SEC source
22 Jul 2026, 11:15:50 UTC 13F-HR Sightline Wealth Advisors, LLC CIK 0001841979 2026 Q2 Open parsed portfolio 93 $273,348,964 Open SEC source
22 Jul 2026, 11:13:38 UTC 13F-HR Spartan Planning & Wealth Management CIK 0001749283 2026 Q2 Open parsed portfolio 75 $150,257,243 Open SEC source
22 Jul 2026, 11:11:30 UTC 13F-HR Pines Wealth Management, LLC CIK 0002037426 2026 Q2 Open parsed portfolio 218 $347,373,354 Open SEC source
22 Jul 2026, 11:10:53 UTC 13F-HR PATTON ALBERTSON MILLER GROUP, LLC CIK 0001511037 2026 Q2 Open parsed portfolio 213 $1,004,964,644 Open SEC source
22 Jul 2026, 11:07:34 UTC 13F-HR McNamara Financial Services, Inc. CIK 0001622431 2026 Q2 Open parsed portfolio 104 $579,744,090 Open SEC source
22 Jul 2026, 11:06:20 UTC 13F-HR Duncan Williams Asset Management, LLC CIK 0002011771 2026 Q2 Open parsed portfolio 172 $443,610,227 Open SEC source
22 Jul 2026, 11:04:00 UTC 13F-HR Clarendon Private LLC CIK 0001961628 2026 Q2 Open parsed portfolio 124 $155,609,866 Open SEC source
22 Jul 2026, 11:03:36 UTC 13F-HR Vannoy Advisory Group, Inc. CIK 0002011808 2026 Q2 Open parsed portfolio 30 $176,922,782 Open SEC source
22 Jul 2026, 10:59:35 UTC 13F-HR SJS Investment Consulting Inc. CIK 0001894302 2026 Q2 Open parsed portfolio 2,884 $918,725,278 Open SEC source
22 Jul 2026, 10:59:12 UTC 13F-HR Composition Wealth, LLC CIK 0001585859 2026 Q2 Open parsed portfolio 995 $8,515,255,930 Open SEC source
22 Jul 2026, 10:55:26 UTC 13F-HR Corps Capital Advisors, LLC CIK 0002054234 2026 Q2 Open parsed portfolio 99 $123,966,309 Open SEC source
22 Jul 2026, 10:53:56 UTC 13F-HR PARAGON CAPITAL MANAGEMENT INC CIK 0002038506 2026 Q2 Open parsed portfolio 71 $133,800,050 Open SEC source
22 Jul 2026, 10:49:58 UTC 13F-HR Verum Partners LLC CIK 0001958984 2026 Q2 Open parsed portfolio 200 $661,460,018 Open SEC source
22 Jul 2026, 10:47:09 UTC 13F-HR Englebert Financial Advisers, LLC CIK 0002097035 2026 Q2 Open parsed portfolio 63 $100,953,387 Open SEC source
22 Jul 2026, 10:46:04 UTC 13F-HR Mesirow Financial Investment Management, Inc. CIK 0001469475 2026 Q2 Open parsed portfolio 529 $6,365,312,857 Open SEC source
22 Jul 2026, 10:42:40 UTC 13F-HR PROFFITT & GOODSON INC CIK 0001123812 2026 Q2 Open parsed portfolio 294 $726,188,696 Open SEC source
22 Jul 2026, 10:41:41 UTC 13F-HR AFFINITY WEALTH MANAGEMENT LLC CIK 0000810672 2026 Q2 Open parsed portfolio 113 $776,416,179 Open SEC source
22 Jul 2026, 10:41:37 UTC 13F-HR Aureum Wealth Management, LLC CIK 0002093444 2026 Q2 Open parsed portfolio 62 $161,289,667 Open SEC source
22 Jul 2026, 10:41:34 UTC 13F-HR State Insurance Fund CIK 0001970005 2026 Q2 Open parsed portfolio 1 $254,847,751 Open SEC source
22 Jul 2026, 10:37:51 UTC 13F-HR AGH Wealth Advisors, LLC CIK 0002061010 2026 Q2 Open parsed portfolio 129 $158,475,668 Open SEC source
22 Jul 2026, 10:35:23 UTC 13F-HR Abacus Wealth Partners, LLC CIK 0001978011 2026 Q2 Open parsed portfolio 321 $951,579,083 Open SEC source
22 Jul 2026, 10:29:16 UTC 13F-HR Base Wealth Management LLC CIK 0002083977 2026 Q2 Open parsed portfolio 66 $214,985,248 Open SEC source
22 Jul 2026, 10:25:45 UTC 13F-HR TrueMark Investments, LLC CIK 0001974457 2026 Q2 Open parsed portfolio 187 $798,226,201 Open SEC source
22 Jul 2026, 10:18:01 UTC 13F-HR Sage Advisory Services, Ltd.Co. CIK 0001534378 2026 Q2 Open parsed portfolio 46 $203,244,000 Open SEC source
22 Jul 2026, 10:10:11 UTC 13F-HR Unison Advisors LLC CIK 0001695818 2026 Q2 Open parsed portfolio 173 $1,434,334,188 Open SEC source
22 Jul 2026, 10:09:38 UTC 13F-HR Wealth Management Partners, LLC CIK 0001843294 2026 Q2 Open parsed portfolio 154 $425,003,141 Open SEC source
22 Jul 2026, 10:09:14 UTC 13F-HR Traynor Capital Management, Inc. CIK 0001666786 2026 Q2 Open parsed portfolio 335 $2,129,108,896 Open SEC source
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