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
Rows shown
8,101-8,150 of 9,671
Per page
50
Current page
163

Recent 13F signals

Latest portfolio disclosures to inspect

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

13F portfolio

Graphene Investments SAS

CIK 0001965776

13F-HR Q2 2026
CIK
0001965776
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
42 holdings / $171,755,798
Filed
20 Jul 2026, 12:03:54 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

Wellspring Financial Advisors, LLC

CIK 0001811308

13F-HR Q2 2026
CIK
0001811308
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
288 holdings / $920,882,017
Filed
20 Jul 2026, 11:56:34 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

Shakespeare Wealth Management, LLC

CIK 0001658509

13F-HR Q2 2026
CIK
0001658509
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
79 holdings / $377,645,577
Filed
20 Jul 2026, 11:55:33 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

BROWN WEALTH MANAGEMENT, LLC

CIK 0001987005

13F-HR Q2 2026
CIK
0001987005
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
134 holdings / $447,180,367
Filed
20 Jul 2026, 11:54:11 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

Fortitude Family Office, LLC

CIK 0001950506

13F-HR Q2 2026
CIK
0001950506
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
2,268 holdings / $512,899,523
Filed
20 Jul 2026, 11:53:25 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

Poehling Capital Management, INC.

CIK 0001730815

13F-HR Q2 2026
CIK
0001730815
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
166 holdings / $466,251,664
Filed
20 Jul 2026, 11:53:10 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
20 Jul 2026, 12:03:54 UTC 13F-HR Graphene Investments SAS CIK 0001965776 2026 Q2 Open parsed portfolio 42 $171,755,798 Open SEC source
20 Jul 2026, 11:56:34 UTC 13F-HR Wellspring Financial Advisors, LLC CIK 0001811308 2026 Q2 Open parsed portfolio 288 $920,882,017 Open SEC source
20 Jul 2026, 11:55:33 UTC 13F-HR Shakespeare Wealth Management, LLC CIK 0001658509 2026 Q2 Open parsed portfolio 79 $377,645,577 Open SEC source
20 Jul 2026, 11:54:11 UTC 13F-HR BROWN WEALTH MANAGEMENT, LLC CIK 0001987005 2026 Q2 Open parsed portfolio 134 $447,180,367 Open SEC source
20 Jul 2026, 11:53:25 UTC 13F-HR Fortitude Family Office, LLC CIK 0001950506 2026 Q2 Open parsed portfolio 2,268 $512,899,523 Open SEC source
20 Jul 2026, 11:53:10 UTC 13F-HR Poehling Capital Management, INC. CIK 0001730815 2026 Q2 Open parsed portfolio 166 $466,251,664 Open SEC source
20 Jul 2026, 11:52:15 UTC 13F-HR ISTHMUS PARTNERS, LLC CIK 0001639666 2026 Q2 Open parsed portfolio 226 $1,034,299,904 Open SEC source
20 Jul 2026, 11:45:38 UTC 13F-HR Alpha Omega Wealth Management LLC CIK 0001665633 2026 Q2 Open parsed portfolio 208 $657,005,759 Open SEC source
20 Jul 2026, 11:42:27 UTC 13F-HR Gratus Wealth Advisors, LLC CIK 0002022161 2026 Q2 Open parsed portfolio 138 $785,542,268 Open SEC source
20 Jul 2026, 11:38:36 UTC 13F-HR PREVAIL INNOVATIVE WEALTH ADVISORS, LLC CIK 0001989941 2026 Q2 Open parsed portfolio 197 $671,336,662 Open SEC source
20 Jul 2026, 11:36:50 UTC 13F-HR HARMONY ASSET MANAGEMENT LLC CIK 0002002815 2026 Q2 Open parsed portfolio 201 $372,418,098 Open SEC source
20 Jul 2026, 11:36:06 UTC 13F-HR FORTEM FINANCIAL GROUP, LLC CIK 0001766509 2026 Q2 Open parsed portfolio 188 $490,318,889 Open SEC source
20 Jul 2026, 11:35:33 UTC 13F-HR Blackhawk Capital Partners, LLC CIK 0001582561 2026 Q2 Open parsed portfolio 146 $306,116,236 Open SEC source
20 Jul 2026, 11:28:12 UTC 13F-HR Nexus Investment Management ULC CIK 0001476329 2026 Q2 Open parsed portfolio 72 $766,887,048 Open SEC source
20 Jul 2026, 11:12:32 UTC 13F-HR MOODY LYNN LIEBERSON & WALKER, LLC CIK 0000938592 2026 Q2 Open parsed portfolio 264 $1,895,338,653 Open SEC source
20 Jul 2026, 11:10:00 UTC 13F-HR KRS Capital Management, LLC CIK 0001910876 2026 Q2 Open parsed portfolio 124 $214,790,228 Open SEC source
20 Jul 2026, 11:06:57 UTC 13F-HR Selective Wealth Management, Inc. CIK 0001755670 2026 Q2 Open parsed portfolio 136 $381,174,605 Open SEC source
20 Jul 2026, 11:06:34 UTC 13F-HR ASPIRIANT, LLC CIK 0001433541 2026 Q2 Open parsed portfolio 400 $4,050,737,163 Open SEC source
20 Jul 2026, 11:01:04 UTC 13F-HR KPS Global Asset Management UK Ltd CIK 0001799162 2026 Q2 Open parsed portfolio 4 $620,045,783 Open SEC source
20 Jul 2026, 10:59:41 UTC 13F-HR J2 Capital Management Inc CIK 0001586882 2026 Q2 Open parsed portfolio 123 $148,735,778 Open SEC source
20 Jul 2026, 10:58:34 UTC 13F-HR Castleview Partners, LLC CIK 0001737088 2026 Q2 Open parsed portfolio 223 $227,523,963 Open SEC source
20 Jul 2026, 10:54:06 UTC 13F-HR INTACT INVESTMENT MANAGEMENT INC. CIK 0001443077 2026 Q2 Open parsed portfolio 210 $3,518,835,153 Open SEC source
20 Jul 2026, 10:51:41 UTC 13F-HR ARK & TLK INVESTMENTS, LLC CIK 0002013188 2026 Q2 Open parsed portfolio 126 $404,886,830 Open SEC source
20 Jul 2026, 10:43:11 UTC 13F-HR BRIDGE GENERATIONS WEALTH MANAGEMENT LLC CIK 0002056071 2026 Q2 Open parsed portfolio 34 $196,210,433 Open SEC source
20 Jul 2026, 10:42:34 UTC 13F-HR Stewardship Advisors, LLC CIK 0001733219 2026 Q2 Open parsed portfolio 175 $481,448,541 Open SEC source
20 Jul 2026, 10:42:21 UTC 13F-HR Royal Fund Management, LLC CIK 0001810099 2026 Q2 Open parsed portfolio 273 $1,197,909,973 Open SEC source
20 Jul 2026, 10:41:00 UTC 13F-HR CERTIOR FINANCIAL GROUP, LLC CIK 0002055620 2026 Q2 Open parsed portfolio 146 $182,533,219 Open SEC source
20 Jul 2026, 10:38:03 UTC 13F-HR Venturi Wealth Management, LLC CIK 0001666363 2026 Q2 Open parsed portfolio 633 $2,580,563,512 Open SEC source
20 Jul 2026, 10:30:23 UTC 13F-HR BURRUS FINANCIAL SERVICES, INC. CIK 0001573947 2026 Q2 Open parsed portfolio 11 $230,347,498 Open SEC source
20 Jul 2026, 10:29:31 UTC 13F-HR Peak Financial Management, Inc. CIK 0001669662 2026 Q2 Open parsed portfolio 114 $435,533,558 Open SEC source
20 Jul 2026, 10:28:04 UTC 13F-HR Waldron Private Wealth LLC CIK 0001598180 2026 Q2 Open parsed portfolio 350 $2,888,159,976 Open SEC source
20 Jul 2026, 10:27:54 UTC 13F-HR WestBridge Capital Management, LLC CIK 0001846644 2026 Q2 Open parsed portfolio 1 $79,509,399 Open SEC source
20 Jul 2026, 10:26:59 UTC 13F-HR Uncommon Cents Investing Inc CIK 0001729754 2026 Q2 Open parsed portfolio 215 $454,444,881 Open SEC source
20 Jul 2026, 10:26:19 UTC 13F-HR Skyline Advisors, Inc. CIK 0001843832 2026 Q2 Open parsed portfolio 123 $317,550,848 Open SEC source
20 Jul 2026, 10:25:32 UTC 13F-HR Emerald Advisors, LLC CIK 0001802611 2026 Q2 Open parsed portfolio 130 $795,793,071 Open SEC source
20 Jul 2026, 10:25:11 UTC 13F-HR HORIZON FINANCIAL SERVICES, LLC CIK 0001674020 2026 Q2 Open parsed portfolio 597 $260,772,839 Open SEC source
20 Jul 2026, 10:24:56 UTC 13F-HR Rainwater Charitable Foundation CIK 0001729139 2026 Q2 Open parsed portfolio 4 $300,088,269 Open SEC source
20 Jul 2026, 10:15:30 UTC 13F-HR PRAIRIE ADVISORY, LLC CIK 0002144052 2026 Q2 Open parsed portfolio 144 $416,170,309 Open SEC source
20 Jul 2026, 10:11:07 UTC 13F-HR JGP Global Gestao de Recursos Ltda. CIK 0001536562 2026 Q2 Open parsed portfolio 29 $44,792,796 Open SEC source
20 Jul 2026, 10:00:41 UTC 13F-HR FOUNDERS CAPITAL MANAGEMENT, LLC CIK 0001585828 2026 Q2 Open parsed portfolio 79 $670,057,432 Open SEC source
20 Jul 2026, 10:00:09 UTC 13F-HR Positano Wealth Management Ltd CIK 0002137428 2026 Q2 Open parsed portfolio 24 $184,800,876 Open SEC source
20 Jul 2026, 09:58:53 UTC 13F-HR Lifestyle Asset Management, Inc. CIK 0001845675 2026 Q2 Open parsed portfolio 129 $372,066,610 Open SEC source
20 Jul 2026, 09:50:02 UTC 13F-HR ABC ARBITRAGE SA CIK 0002049221 2026 Q2 Open parsed portfolio 381 $926,063,126 Open SEC source
20 Jul 2026, 09:41:33 UTC 13F-HR Amicus Financial Advisors, LLC CIK 0002113629 2026 Q2 Open parsed portfolio 95 $407,000,836 Open SEC source
20 Jul 2026, 09:36:06 UTC 13F-HR QP WEALTH MANAGEMENT, LLC CIK 0001802496 2026 Q2 Open parsed portfolio 71 $70,105,934 Open SEC source
20 Jul 2026, 09:35:40 UTC 13F-HR Global Wealth Management, LLC CIK 0002039738 2026 Q2 Open parsed portfolio 47 $196,377,017 Open SEC source
20 Jul 2026, 09:25:51 UTC 13F-HR THOR INVESTMENT MANAGEMENT INC /OH/ /ADV CIK 0000883734 2025 Q1 Open parsed portfolio 35 $136,220,599 Open SEC source
20 Jul 2026, 09:21:06 UTC 13F-HR Koesten, Hirschmann & Crabtree, INC. CIK 0001963421 2026 Q2 Open parsed portfolio 52 $240,185,588 Open SEC source
20 Jul 2026, 09:20:19 UTC 13F-HR ASR Vermogensbeheer N.V. CIK 0001916757 2026 Q2 Open parsed portfolio 460 $9,705,127,801 Open SEC source
20 Jul 2026, 09:10:11 UTC 13F-HR Ardent Capital Management, Inc. CIK 0001888792 2026 Q2 Open parsed portfolio 47 $240,619,575 Open SEC source
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