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 |
|---|---|---|---|---|---|---|
| 21 Jul 2026, 15:03:01 UTC | 13F-HR | MONTRUSCO BOLTON INVESTMENTS INC. CIK 0001475940 | 2026 Q2 Open parsed portfolio | 80 | $6,455,206,652 | Open SEC source |
| 21 Jul 2026, 15:01:48 UTC | 13F-HR | Brucke Financial, Inc. CIK 0002058446 | 2026 Q2 Open parsed portfolio | 175 | $225,067,520 | Open SEC source |
| 21 Jul 2026, 14:59:08 UTC | 13F-HR | First Nebraska Trust Co CIK 0002134841 | 2014 Q4 Open parsed portfolio | 105 | $344,724,773 | Open SEC source |
| 21 Jul 2026, 14:58:45 UTC | 13F-HR | Guardian Asset Advisors, LLC CIK 0002021272 | 2026 Q2 Open parsed portfolio | 124 | $216,870,086 | Open SEC source |
| 21 Jul 2026, 14:57:48 UTC | 13F-HR | Newport Capital Group, LLC CIK 0001869032 | 2026 Q2 Open parsed portfolio | 58 | $178,149,519 | Open SEC source |
| 21 Jul 2026, 14:56:55 UTC | 13F-HR | Optas, LLC CIK 0001802961 | 2026 Q2 Open parsed portfolio | 494 | $713,709,984 | Open SEC source |
| 21 Jul 2026, 14:56:53 UTC | 13F-HR | Compass Wealth Management, LLC/GA CIK 0002076480 | 2026 Q2 Open parsed portfolio | 74 | $250,865,808 | Open SEC source |
| 21 Jul 2026, 14:56:25 UTC | 13F-HR | Marshall & Sterling Wealth Advisors Inc. CIK 0002056315 | 2026 Q2 Open parsed portfolio | 339 | $168,877,158 | Open SEC source |
| 21 Jul 2026, 14:56:20 UTC | 13F-HR | NorthAvenue LLC CIK 0002123735 | 2026 Q2 Open parsed portfolio | 314 | $139,604,386 | Open SEC source |
| 21 Jul 2026, 14:55:04 UTC | 13F-HR | BNC WEALTH MANAGEMENT, LLC CIK 0001821549 | 2026 Q2 Open parsed portfolio | 107 | $413,548,128 | Open SEC source |
| 21 Jul 2026, 14:55:00 UTC | 13F-HR | AMERICAN ASSET MANAGEMENT INC. CIK 0001569454 | 2026 Q2 Open parsed portfolio | 33 | $122,629,051 | Open SEC source |
| 21 Jul 2026, 14:54:44 UTC | 13F-HR | Wealth Group, Ltd. CIK 0002013988 | 2026 Q2 Open parsed portfolio | 106 | $400,743,000 | Open SEC source |
| 21 Jul 2026, 14:53:09 UTC | 13F-HR | Triad Investment Management CIK 0001615717 | 2026 Q2 Open parsed portfolio | 34 | $90,689,095 | Open SEC source |
| 21 Jul 2026, 14:53:02 UTC | 13F-HR | Northern Capital Management, Inc. CIK 0001581794 | 2026 Q2 Open parsed portfolio | 50 | $197,613,153 | Open SEC source |
| 21 Jul 2026, 14:51:31 UTC | 13F-HR | Founders Capital Management CIK 0001704300 | 2026 Q2 Open parsed portfolio | 420 | $231,121,861 | Open SEC source |
| 21 Jul 2026, 14:50:55 UTC | 13F-HR | Kondo Wealth Advisors, Inc. CIK 0002070929 | 2026 Q2 Open parsed portfolio | 75 | $299,167,955 | Open SEC source |
| 21 Jul 2026, 14:45:13 UTC | 13F-HR | CHIRON CAPITAL MANAGEMENT, LLC CIK 0001830922 | 2026 Q2 Open parsed portfolio | 136 | $111,486,838 | Open SEC source |
| 21 Jul 2026, 14:44:13 UTC | 13F-HR | CAMPBELL CAPITAL MANAGEMENT INC CIK 0000826794 | 2026 Q2 Open parsed portfolio | 37 | $278,760,721 | Open SEC source |
| 21 Jul 2026, 14:41:32 UTC | 13F-HR | Eagle Strategies LLC CIK 0001907666 | 2026 Q2 Open parsed portfolio | 273 | $1,006,393,048 | Open SEC source |
| 21 Jul 2026, 14:40:04 UTC | 13F-HR | FACTORY MUTUAL INSURANCE CO CIK 0000887818 | 2026 Q2 Open parsed portfolio | 205 | $10,638,339,113 | Open SEC source |
| 21 Jul 2026, 14:32:04 UTC | 13F-HR | FORTERIS WEALTH MANAGEMENT INC. CIK 0002107238 | 2026 Q2 Open parsed portfolio | 69 | $122,234,903 | Open SEC source |
| 21 Jul 2026, 14:30:16 UTC | 13F-HR | Accredited Investors Inc. CIK 0001518364 | 2026 Q2 Open parsed portfolio | 299 | $2,314,270,543 | Open SEC source |
| 21 Jul 2026, 14:29:27 UTC | 13F-HR | VISTA INVESTMENT PARTNERS II, LLC CIK 0002035219 | 2026 Q2 Open parsed portfolio | 160 | $254,974,577 | Open SEC source |
| 21 Jul 2026, 14:26:49 UTC | 13F-HR | SHIKIAR ASSET MANAGEMENT INC CIK 0001058022 | 2026 Q2 Open parsed portfolio | 113 | $395,819,000 | Open SEC source |
| 21 Jul 2026, 14:25:06 UTC | 13F-HR | Pacific Park Financial, Inc. CIK 0002107255 | 2026 Q2 Open parsed portfolio | 77 | $172,274,160 | Open SEC source |
| 21 Jul 2026, 14:20:24 UTC | 13F-HR | DBK Financial Counsel, LLC CIK 0001904822 | 2026 Q2 Open parsed portfolio | 56 | $119,191,512 | Open SEC source |
| 21 Jul 2026, 14:20:21 UTC | 13F-HR | OAK RIDGE INVESTMENTS LLC CIK 0001054554 | 2026 Q2 Open parsed portfolio | 170 | $1,748,008,876 | Open SEC source |
| 21 Jul 2026, 14:16:17 UTC | 13F-HR | Hudson Oak Wealth Advisory LLC CIK 0002088700 | 2026 Q2 Open parsed portfolio | 52 | $129,652,040 | Open SEC source |
| 21 Jul 2026, 14:14:56 UTC | 13F-HR | DELTEC ASSET MANAGEMENT LLC CIK 0001269950 | 2026 Q2 Open parsed portfolio | 264 | $677,020,862 | Open SEC source |
| 21 Jul 2026, 14:12:02 UTC | 13F-HR | Cyndeo Wealth Partners, LLC CIK 0001950947 | 2026 Q2 Open parsed portfolio | 517 | $2,122,207,067 | Open SEC source |
| 21 Jul 2026, 14:06:29 UTC | 13F-HR | Paradigm, Strategies in Wealth Management, LLC CIK 0001859579 | 2026 Q2 Open parsed portfolio | 61 | $164,115,939 | Open SEC source |
| 21 Jul 2026, 14:04:15 UTC | 13F-HR | Flagship Capital Management Inc. CIK 0002106796 | 2026 Q2 Open parsed portfolio | 50 | $158,388,037 | Open SEC source |
| 21 Jul 2026, 14:02:24 UTC | 13F-HR | Williams Financial, LLC CIK 0001846923 | 2026 Q2 Open parsed portfolio | 30 | $193,511,489 | Open SEC source |
| 21 Jul 2026, 14:02:11 UTC | 13F-HR | Foguth Wealth Management, LLC. CIK 0002016322 | 2026 Q2 Open parsed portfolio | 213 | $878,321,403 | Open SEC source |
| 21 Jul 2026, 14:02:00 UTC | 13F-HR | Putney Financial Group LLC CIK 0002056907 | 2026 Q2 Open parsed portfolio | 78 | $111,058,499 | Open SEC source |
| 21 Jul 2026, 14:01:21 UTC | 13F-HR | Lord & Richards Wealth Management, LLC CIK 0002045252 | 2026 Q2 Open parsed portfolio | 49 | $127,771,697 | Open SEC source |
| 21 Jul 2026, 13:58:16 UTC | 13F-HR | LEE DANNER & BASS INC CIK 0000939219 | 2026 Q2 Open parsed portfolio | 250 | $1,733,991,099 | Open SEC source |
| 21 Jul 2026, 13:58:15 UTC | 13F-HR | Kenora Financial, LLC CIK 0001990080 | 2026 Q2 Open parsed portfolio | 133 | $323,170,308 | Open SEC source |
| 21 Jul 2026, 13:56:19 UTC | 13F-HR | Wilkins Miller Wealth Management, LLC CIK 0002057318 | 2026 Q2 Open parsed portfolio | 95 | $181,845,660 | Open SEC source |
| 21 Jul 2026, 13:49:43 UTC | 13F-HR | CONTINUUM WEALTH ADVISORS, LLC CIK 0001966482 | 2026 Q2 Open parsed portfolio | 82 | $296,339,155 | Open SEC source |
| 21 Jul 2026, 13:40:13 UTC | 13F-HR | MATAURO, LLC CIK 0002052964 | 2026 Q2 Open parsed portfolio | 158 | $756,400,883 | Open SEC source |
| 21 Jul 2026, 13:37:29 UTC | 13F-HR | Walsh & Associates, LLC CIK 0002135144 | 2026 Q2 Open parsed portfolio | 245 | $122,423,146 | Open SEC source |
| 21 Jul 2026, 13:36:19 UTC | 13F-HR | APPLETON PARTNERS INC/MA CIK 0001055290 | 2026 Q2 Open parsed portfolio | 275 | $1,631,983,000 | Open SEC source |
| 21 Jul 2026, 13:33:56 UTC | 13F-HR | GEM Asset Management, LLC CIK 0001963319 | 2026 Q2 Open parsed portfolio | 116 | $253,851,170 | Open SEC source |
| 21 Jul 2026, 13:30:51 UTC | 13F-HR | BERNZOTT CAPITAL ADVISORS CIK 0001260468 | 2026 Q2 Open parsed portfolio | 35 | $249,867,544 | Open SEC source |
| 21 Jul 2026, 13:27:11 UTC | 13F-HR | K2 Financial Inc. CIK 0002044711 | 2026 Q2 Open parsed portfolio | 60 | $141,691,597 | Open SEC source |
| 21 Jul 2026, 13:25:13 UTC | 13F-HR | Birch Hill Investment Advisors LLC CIK 0001424177 | 2026 Q2 Open parsed portfolio | 211 | $2,469,138,559 | Open SEC source |
| 21 Jul 2026, 13:23:22 UTC | 13F-HR | Cornerstone National Bank & Trust Co CIK 0002104293 | 2026 Q2 Open parsed portfolio | 216 | $295,854,252 | Open SEC source |
| 21 Jul 2026, 13:22:56 UTC | 13F-HR | Refined Wealth Management CIK 0001724729 | 2026 Q2 Open parsed portfolio | 49 | $165,700,676 | Open SEC source |
| 21 Jul 2026, 13:22:54 UTC | 13F-HR | SBE LLC DBA CEDAR COVE WEALTH PARTNERS CIK 0002111343 | 2026 Q2 Open parsed portfolio | 91 | $212,825,071 | Open SEC source |