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, 13:17:16 UTC | 13F-HR | HALBERT HARGROVE GLOBAL ADVISORS, LLC CIK 0001484205 | 2026 Q2 Open parsed portfolio | 702 | $2,299,112,723 | Open SEC source |
| 21 Jul 2026, 13:14:18 UTC | 13F-HR | JACKSON SQUARE CAPITAL, LLC CIK 0001812178 | 2026 Q2 Open parsed portfolio | 138 | $718,989,160 | Open SEC source |
| 21 Jul 2026, 13:12:41 UTC | 13F-HR | Mendel Capital Management LLC CIK 0001911384 | 2026 Q2 Open parsed portfolio | 99 | $222,206,278 | Open SEC source |
| 21 Jul 2026, 13:12:29 UTC | 13F-HR | SummerHaven Investment Management, LLC CIK 0001846436 | 2026 Q2 Open parsed portfolio | 192 | $186,574,045 | Open SEC source |
| 21 Jul 2026, 13:12:25 UTC | 13F-HR | SAGE FINANCIAL GROUP INC CIK 0000882119 | 2026 Q2 Open parsed portfolio | 110 | $1,805,267,221 | Open SEC source |
| 21 Jul 2026, 13:10:55 UTC | 13F-HR | Verus Financial Partners, Inc. CIK 0001481714 | 2026 Q2 Open parsed portfolio | 127 | $1,168,891,711 | Open SEC source |
| 21 Jul 2026, 13:05:18 UTC | 13F-HR | LAFFER TENGLER INVESTMENTS, INC. CIK 0001307878 | 2026 Q2 Open parsed portfolio | 179 | $769,144,273 | Open SEC source |
| 21 Jul 2026, 13:04:34 UTC | 13F-HR | Morton Brown Family Wealth, LLC CIK 0001909851 | 2026 Q2 Open parsed portfolio | 416 | $441,075,373 | Open SEC source |
| 21 Jul 2026, 13:01:00 UTC | 13F-HR | Runnymede Capital Advisors, Inc. CIK 0002054540 | 2026 Q2 Open parsed portfolio | 77 | $167,861,546 | Open SEC source |
| 21 Jul 2026, 13:00:59 UTC | 13F-HR | Pflug Koory, LLC CIK 0001740063 | 2026 Q2 Open parsed portfolio | 426 | $250,348,893 | Open SEC source |
| 21 Jul 2026, 13:00:37 UTC | 13F-HR | CUMBERLAND ADVISORS INC CIK 0001255435 | 2026 Q2 Open parsed portfolio | 49 | $283,817,326 | Open SEC source |
| 21 Jul 2026, 12:58:06 UTC | 13F-HR | Compton Wealth Advisory Group, LLC CIK 0001761044 | 2026 Q2 Open parsed portfolio | 83 | $495,429,961 | Open SEC source |
| 21 Jul 2026, 12:57:53 UTC | 13F-HR | Darwin Wealth Management, LLC CIK 0001663224 | 2026 Q2 Open parsed portfolio | 635 | $365,244,581 | Open SEC source |
| 21 Jul 2026, 12:53:48 UTC | 13F-HR | Cardinal Capital Management CIK 0001434845 | 2026 Q2 Open parsed portfolio | 138 | $826,307,762 | Open SEC source |
| 21 Jul 2026, 12:51:04 UTC | 13F-HR | Cobblestone Asset Management LLC CIK 0001994512 | 2026 Q2 Open parsed portfolio | 74 | $239,757,882 | Open SEC source |
| 21 Jul 2026, 12:50:17 UTC | 13F-HR | Benefit Street Partners LLC CIK 0001543160 | 2026 Q2 Open parsed portfolio | 21 | $69,643,698 | Open SEC source |
| 21 Jul 2026, 12:48:22 UTC | 13F-HR | Altus Wealth Management, LLC CIK 0001802107 | 2026 Q2 Open parsed portfolio | 26 | $259,786,147 | Open SEC source |
| 21 Jul 2026, 12:48:09 UTC | 13F-HR | Omega Financial Group, LLC CIK 0001767982 | 2026 Q2 Open parsed portfolio | 91 | $328,637,374 | Open SEC source |
| 21 Jul 2026, 12:44:58 UTC | 13F-HR | McGlone Suttner Wealth Management, Inc. CIK 0001964819 | 2026 Q2 Open parsed portfolio | 196 | $852,422,334 | Open SEC source |
| 21 Jul 2026, 12:43:12 UTC | 13F-HR | 1015 Capital Partners, LLC CIK 0002133991 | 2026 Q2 Open parsed portfolio | 609 | $119,363,313 | Open SEC source |
| 21 Jul 2026, 12:39:06 UTC | 13F-HR | MITCHELL SINKLER & STARR/PA CIK 0001048921 | 2026 Q2 Open parsed portfolio | 155 | $240,117,343 | Open SEC source |
| 21 Jul 2026, 12:32:25 UTC | 13F-HR | HEFFERNAN ADVISORY, INC CIK 0001536230 | 2026 Q2 Open parsed portfolio | 43 | $119,508,011 | Open SEC source |
| 21 Jul 2026, 12:29:17 UTC | 13F-HR | Boston Common Asset Management, LLC CIK 0001409427 | 2026 Q2 Open parsed portfolio | 186 | $1,686,970,267 | Open SEC source |
| 21 Jul 2026, 12:28:58 UTC | 13F-HR | Legacy Private Trust Co. CIK 0001352547 | 2026 Q2 Open parsed portfolio | 262 | $1,790,584,924 | Open SEC source |
| 21 Jul 2026, 12:27:57 UTC | 13F-HR | HMS Capital Management, LLC CIK 0001689470 | 2026 Q2 Open parsed portfolio | 120 | $267,360,592 | Open SEC source |
| 21 Jul 2026, 12:26:22 UTC | 13F-HR | DecisionMap Wealth Management, LLC CIK 0002001526 | 2026 Q2 Open parsed portfolio | 145 | $178,679,534 | Open SEC source |
| 21 Jul 2026, 12:13:57 UTC | 13F-HR | Vision Retirement, LLC CIK 0002069023 | 2026 Q2 Open parsed portfolio | 621 | $413,622,341 | Open SEC source |
| 21 Jul 2026, 12:13:10 UTC | 13F-HR | LEAVELL INVESTMENT MANAGEMENT, INC. CIK 0000924181 | 2026 Q2 Open parsed portfolio | 633 | $2,735,188,708 | Open SEC source |
| 21 Jul 2026, 12:12:41 UTC | 13F-HR | ONE Advisory Partners, LLC CIK 0001819695 | 2026 Q2 Open parsed portfolio | 68 | $367,389,937 | Open SEC source |
| 21 Jul 2026, 12:08:02 UTC | 13F-HR | SOA Wealth Advisors, LLC. CIK 0001849444 | 2026 Q2 Open parsed portfolio | 886 | $549,534,353 | Open SEC source |
| 21 Jul 2026, 12:06:01 UTC | 13F-HR | Nicholson Meyer Capital Management, Inc. CIK 0002065771 | 2026 Q2 Open parsed portfolio | 45 | $150,149,280 | Open SEC source |
| 21 Jul 2026, 12:02:33 UTC | 13F-HR | Egerton Capital (UK) LLP CIK 0001581811 | 2026 Q2 Open parsed portfolio | 23 | $10,351,358,177 | Open SEC source |
| 21 Jul 2026, 11:56:53 UTC | 13F-HR | Traveka Wealth, LLC CIK 0002009176 | 2026 Q2 Open parsed portfolio | 199 | $300,728,585 | Open SEC source |
| 21 Jul 2026, 11:49:38 UTC | 13F-HR | LifePlan Financial, LLC CIK 0001739485 | 2026 Q2 Open parsed portfolio | 89 | $142,766,889 | Open SEC source |
| 21 Jul 2026, 11:45:34 UTC | 13F-HR | Applied Capital LLC CIK 0001862965 | 2026 Q2 Open parsed portfolio | 53 | $310,409,956 | Open SEC source |
| 21 Jul 2026, 11:43:42 UTC | 13F-HR | Athena Wealth Management, LLC CIK 0002128243 | 2026 Q2 Open parsed portfolio | 104 | $134,455,722 | Open SEC source |
| 21 Jul 2026, 11:36:31 UTC | 13F-HR | Clear Trail Advisors, LLC CIK 0002097856 | 2026 Q2 Open parsed portfolio | 161 | $655,165,976 | Open SEC source |
| 21 Jul 2026, 11:36:06 UTC | 13F-HR | Hyposwiss Advisors SA CIK 0002111640 | 2026 Q2 Open parsed portfolio | 104 | $105,542,401 | Open SEC source |
| 21 Jul 2026, 11:34:58 UTC | 13F-HR | Auour Investments LLC CIK 0001789310 | 2026 Q2 Open parsed portfolio | 95 | $348,751,293 | Open SEC source |
| 21 Jul 2026, 11:32:29 UTC | 13F-HR | Western Reserve Capital Management, LLC CIK 0002110357 | 2026 Q2 Open parsed portfolio | 53 | $134,900,708 | Open SEC source |
| 21 Jul 2026, 11:30:59 UTC | 13F-HR | Millburn Ridgefield LLC /DE/ CIK 0001294571 | 2026 Q2 Open parsed portfolio | 39 | $5,282,097,961 | Open SEC source |
| 21 Jul 2026, 11:30:35 UTC | 13F-HR | PHYSICIANS FINANCIAL SERVICES, INC. CIK 0001665518 | 2026 Q2 Open parsed portfolio | 106 | $400,743,000 | Open SEC source |
| 21 Jul 2026, 11:28:45 UTC | 13F-HR | HIGHLAND CAPITAL MANAGEMENT, LLC CIK 0000860486 | 2026 Q2 Open parsed portfolio | 411 | $2,172,258,595 | Open SEC source |
| 21 Jul 2026, 11:27:14 UTC | 13F-HR | SUMMITRY LLC CIK 0001280043 | 2026 Q2 Open parsed portfolio | 340 | $3,039,959,359 | Open SEC source |
| 21 Jul 2026, 11:25:57 UTC | 13F-HR | QV Investors Inc. CIK 0001570253 | 2026 Q2 Open parsed portfolio | 68 | $1,299,266,000 | Open SEC source |
| 21 Jul 2026, 11:25:45 UTC | 13F-HR | Greenbush Financial Group, LLC CIK 0002061818 | 2026 Q2 Open parsed portfolio | 35 | $340,057,878 | Open SEC source |
| 21 Jul 2026, 11:23:26 UTC | 13F-HR | Murphy Pohlad Asset Management LLC CIK 0001569148 | 2026 Q2 Open parsed portfolio | 135 | $287,143,058 | Open SEC source |
| 21 Jul 2026, 11:19:52 UTC | 13F-HR | SECURITY BENEFIT LIFE INSURANCE CO /KS/ CIK 0000869772 | 2026 Q2 Open parsed portfolio | 19 | $190,328,075 | Open SEC source |
| 21 Jul 2026, 11:18:52 UTC | 13F-HR | TriaGen Wealth Management LLC CIK 0001843848 | 2026 Q2 Open parsed portfolio | 182 | $398,573,701 | Open SEC source |
| 21 Jul 2026, 11:16:28 UTC | 13F-HR | Canal Insurance CO CIK 0001313473 | 2026 Q2 Open parsed portfolio | 76 | $455,742,000 | Open SEC source |