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 |
|---|---|---|---|---|---|---|
| 17 Jul 2026, 16:17:44 UTC | 13F-HR | TCFG Investment Advisors, LLC CIK 0002121836 | 2026 Q2 Open parsed portfolio | 299 | $296,836,546 | Open SEC source |
| 17 Jul 2026, 15:47:38 UTC | 13F-HR | PEAK FINANCIAL ADVISORS LLC CIK 0001843309 | 2026 Q2 Open parsed portfolio | 78 | $241,506,342 | Open SEC source |
| 17 Jul 2026, 15:47:27 UTC | 13F-HR | Martin Investment Management, LLC CIK 0001511888 | 2026 Q2 Open parsed portfolio | 47 | $299,551,468 | Open SEC source |
| 17 Jul 2026, 15:45:46 UTC | 13F-HR | Farther Finance Advisors, LLC CIK 0001992825 | 2026 Q2 Open parsed portfolio | 5,933 | $12,772,887,590 | Open SEC source |
| 17 Jul 2026, 15:44:49 UTC | 13F-HR | LifeSteps Financial, Inc. CIK 0001801373 | 2026 Q2 Open parsed portfolio | 792 | $214,515,465 | Open SEC source |
| 17 Jul 2026, 15:40:40 UTC | 13F-HR | Ballentine Partners, LLC CIK 0001374889 | 2026 Q2 Open parsed portfolio | 1,078 | $8,183,040,009 | Open SEC source |
| 17 Jul 2026, 15:37:30 UTC | 13F-HR | Constellation Investments, Inc. CIK 0001573575 | 2026 Q2 Open parsed portfolio | 19 | $3,184,331,796 | Open SEC source |
| 17 Jul 2026, 15:09:27 UTC | 13F-HR | GRACE & WHITE INC /NY CIK 0000903064 | 2026 Q2 Open parsed portfolio | 130 | $631,998,271 | Open SEC source |
| 17 Jul 2026, 15:08:01 UTC | 13F-HR | Madrona Financial Services, LLC CIK 0001578370 | 2026 Q2 Open parsed portfolio | 143 | $542,590,855 | Open SEC source |
| 17 Jul 2026, 15:04:31 UTC | 13F-HR | Nova R Wealth, Inc. CIK 0001729457 | 2026 Q2 Open parsed portfolio | 85 | $342,698,829 | Open SEC source |
| 17 Jul 2026, 14:53:23 UTC | 13F-HR | Centerline Wealth Advisors, LLC CIK 0001802059 | 2026 Q2 Open parsed portfolio | 79 | $319,163,593 | Open SEC source |
| 17 Jul 2026, 14:39:07 UTC | 13F-HR | Cypress Point Wealth Management, LLC CIK 0001825611 | 2026 Q2 Open parsed portfolio | 142 | $491,605,483 | Open SEC source |
| 17 Jul 2026, 14:33:29 UTC | 13F-HR | AEGON USA Investment Management, LLC CIK 0001454937 | 2026 Q2 Open parsed portfolio | 42 | $139,692,195 | Open SEC source |
| 17 Jul 2026, 14:23:32 UTC | 13F-HR | BUILDER INVESTMENT GROUP INC /ADV CIK 0000727117 | 2026 Q2 Open parsed portfolio | 107 | $504,711,028 | Open SEC source |
| 17 Jul 2026, 14:12:47 UTC | 13F-HR | Formidable Asset Management, LLC CIK 0001592613 | 2026 Q2 Open parsed portfolio | 387 | $614,586,582 | Open SEC source |
| 17 Jul 2026, 14:06:56 UTC | 13F-HR | VAQUERO PRIVATE WEALTH, LTD CIK 0002052555 | 2026 Q2 Open parsed portfolio | 194 | $485,882,929 | Open SEC source |
| 17 Jul 2026, 14:02:16 UTC | 13F-HR | Andrews Advisory Associates, LLC CIK 0002110646 | 2026 Q2 Open parsed portfolio | 86 | $208,081,693 | Open SEC source |
| 17 Jul 2026, 14:01:34 UTC | 13F-HR | Good Harbor Advisors, Inc. CIK 0002133484 | 2026 Q2 Open parsed portfolio | 87 | $102,229,009 | Open SEC source |
| 17 Jul 2026, 13:59:44 UTC | 13F-HR | Sara-Bay Financial CIK 0001816444 | 2026 Q2 Open parsed portfolio | 87 | $375,424,271 | Open SEC source |
| 17 Jul 2026, 13:56:22 UTC | 13F-HR | CITIZENS & NORTHERN CORP CIK 0000810958 | 2026 Q2 Open parsed portfolio | 117 | $437,695,942 | Open SEC source |
| 17 Jul 2026, 13:51:20 UTC | 13F-HR | Sierra Legacy Group CIK 0002056766 | 2026 Q2 Open parsed portfolio | 79 | $129,055,052 | Open SEC source |
| 17 Jul 2026, 13:51:14 UTC | 13F-HR | WATERSHED PRIVATE WEALTH LLC CIK 0001965271 | 2026 Q2 Open parsed portfolio | 120 | $355,065,417 | Open SEC source |
| 17 Jul 2026, 13:45:13 UTC | 13F-HR | Pacific Wealth Strategies Group, Inc. CIK 0001766571 | 2026 Q2 Open parsed portfolio | 59 | $174,010,084 | Open SEC source |
| 17 Jul 2026, 13:43:06 UTC | 13F-HR | Advantage Trust Co CIK 0002009346 | 2026 Q2 Open parsed portfolio | 197 | $284,257,637 | Open SEC source |
| 17 Jul 2026, 13:40:46 UTC | 13F-HR | Merit Financial Group, LLC CIK 0001621225 | 2026 Q2 Open parsed portfolio | 2,318 | $16,094,393,672 | Open SEC source |
| 17 Jul 2026, 13:36:46 UTC | 13F-HR | Div Capital Phoenix Assets Ltd CIK 0002089718 | 2026 Q2 Open parsed portfolio | 9 | $583,128,729 | Open SEC source |
| 17 Jul 2026, 13:29:09 UTC | 13F-HR | FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ CIK 0001009016 | 2026 Q2 Open parsed portfolio | 421 | $19,889,707,039 | Open SEC source |
| 17 Jul 2026, 13:25:24 UTC | 13F-HR | Sulzberger Capital Advisors, Inc. CIK 0002056727 | 2026 Q2 Open parsed portfolio | 53 | $102,430,459 | Open SEC source |
| 17 Jul 2026, 13:23:40 UTC | 13F-HR | Heartwood Wealth Advisors LLC CIK 0001794935 | 2026 Q2 Open parsed portfolio | 227 | $1,287,647,708 | Open SEC source |
| 17 Jul 2026, 13:22:12 UTC | 13F-HR | Pachira Investments Inc. CIK 0001563634 | 2026 Q2 Open parsed portfolio | 78 | $265,017,382 | Open SEC source |
| 17 Jul 2026, 13:15:05 UTC | 13F-HR | TRUE BLUE FINANCIAL, LLC CIK 0002010212 | 2026 Q2 Open parsed portfolio | 61 | $236,898,240 | Open SEC source |
| 17 Jul 2026, 13:14:33 UTC | 13F-HR | Liberty Capital Management, Inc. CIK 0001366838 | 2026 Q2 Open parsed portfolio | 184 | $581,747,348 | Open SEC source |
| 17 Jul 2026, 13:13:20 UTC | 13F-HR | Tortuga Wealth Management, Inc CIK 0002118051 | 2026 Q1 Open parsed portfolio | 119 | $106,905,493 | Open SEC source |
| 17 Jul 2026, 13:11:04 UTC | 13F-HR | Forza Wealth Management, LLC CIK 0001963030 | 2026 Q2 Open parsed portfolio | 194 | $325,932,829 | Open SEC source |
| 17 Jul 2026, 13:10:13 UTC | 13F-HR | BAKER TILLY WEALTH MANAGEMENT, LLC CIK 0001840565 | 2026 Q2 Open parsed portfolio | 284 | $466,110,584 | Open SEC source |
| 17 Jul 2026, 13:02:58 UTC | 13F-HR | First Nebraska Trust Co CIK 0002134841 | 2015 Q3 Open parsed portfolio | 95 | $314,244,861 | Open SEC source |
| 17 Jul 2026, 12:59:55 UTC | 13F-HR | Matthew Hamilton Rosenberg CIK 0001812103 | 2026 Q2 Open parsed portfolio | 792 | $536,760,366 | Open SEC source |
| 17 Jul 2026, 12:53:22 UTC | 13F-HR | ADVOCATE GROUP LLC CIK 0001853401 | 2026 Q2 Open parsed portfolio | 122 | $665,137,045 | Open SEC source |
| 17 Jul 2026, 12:51:01 UTC | 13F-HR | Richardson Capital Management LLC CIK 0001621646 | 2026 Q2 Open parsed portfolio | 244 | $233,980,719 | Open SEC source |
| 17 Jul 2026, 12:49:16 UTC | 13F-HR | SLT Holdings LLC CIK 0002052222 | 2026 Q2 Open parsed portfolio | 146 | $155,810,649 | Open SEC source |
| 17 Jul 2026, 12:47:17 UTC | 13F-HR | CENTRAL BANK & TRUST CO CIK 0001175954 | 2026 Q2 Open parsed portfolio | 185 | $705,253,277 | Open SEC source |
| 17 Jul 2026, 12:39:14 UTC | 13F-HR | First Nebraska Trust Co CIK 0002134841 | 2015 Q4 Open parsed portfolio | 104 | $331,812,000 | Open SEC source |
| 17 Jul 2026, 12:33:52 UTC | 13F-HR | Hickory Point Bank & Trust CIK 0002039144 | 2026 Q2 Open parsed portfolio | 442 | $164,907,575 | Open SEC source |
| 17 Jul 2026, 12:32:59 UTC | 13F-HR | GRIMES & Co WEALTH MANAGEMENT, LLC CIK 0001321993 | 2026 Q2 Open parsed portfolio | 449 | $4,623,178,706 | Open SEC source |
| 17 Jul 2026, 12:29:43 UTC | 13F-HR | PEREGRINE CAPITAL MANAGEMENT LLC CIK 0000764529 | 2026 Q2 Open parsed portfolio | 282 | $3,077,821,759 | Open SEC source |
| 17 Jul 2026, 12:28:40 UTC | 13F-HR | CIDEL ASSET MANAGEMENT INC CIK 0001621915 | 2026 Q2 Open parsed portfolio | 480 | $2,078,026,530 | Open SEC source |
| 17 Jul 2026, 12:28:04 UTC | 13F-HR | BluePrint Investing LLC CIK 0002108872 | 2026 Q2 Open parsed portfolio | 25 | $118,944,588 | Open SEC source |
| 17 Jul 2026, 12:22:16 UTC | 13F-HR | Ironwood Financial, llc CIK 0001630360 | 2026 Q2 Open parsed portfolio | 179 | $638,738,251 | Open SEC source |
| 17 Jul 2026, 12:21:22 UTC | 13F-HR | Onyx Financial Advisors, LLC CIK 0001957840 | 2026 Q2 Open parsed portfolio | 18 | $277,542,539 | Open SEC source |
| 17 Jul 2026, 12:20:39 UTC | 13F-HR | Sequoia Financial Advisors, LLC CIK 0001599900 | 2026 Q2 Open parsed portfolio | 2,124 | $20,019,613,956 | Open SEC source |