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, 11:57:37 UTC | 13F-HR | Crown Oak Advisors, LLC CIK 0002009273 | 2026 Q2 Open parsed portfolio | 23 | $214,720,775 | Open SEC source |
| 17 Jul 2026, 11:55:26 UTC | 13F-HR | ARVEST INVESTMENTS, INC. CIK 0001025038 | 2026 Q2 Open parsed portfolio | 219 | $826,637,810 | Open SEC source |
| 17 Jul 2026, 11:41:01 UTC | 13F-HR | River Road Asset Management, LLC CIK 0001341401 | 2026 Q2 Open parsed portfolio | 175 | $8,989,388,132 | Open SEC source |
| 17 Jul 2026, 11:40:24 UTC | 13F-HR | Aspen Investment Management Inc CIK 0001541596 | 2026 Q2 Open parsed portfolio | 187 | $371,968,000 | Open SEC source |
| 17 Jul 2026, 11:38:58 UTC | 13F-HR | Grey Fox Wealth Advisors, LLC CIK 0001965362 | 2026 Q2 Open parsed portfolio | 179 | $637,304,848 | Open SEC source |
| 17 Jul 2026, 11:37:20 UTC | 13F-HR | Benchmark Financial Wealth Advisors, LLC CIK 0001757706 | 2026 Q2 Open parsed portfolio | 145 | $404,956,968 | Open SEC source |
| 17 Jul 2026, 11:32:09 UTC | 13F-HR | LTS Liquid Investments LLC CIK 0001973154 | 2026 Q2 Open parsed portfolio | 8 | $186,944,361 | Open SEC source |
| 17 Jul 2026, 11:30:09 UTC | 13F-HR | Cypress Capital, LLC CIK 0001729939 | 2026 Q2 Open parsed portfolio | 110 | $368,623,153 | Open SEC source |
| 17 Jul 2026, 11:28:49 UTC | 13F-HR | BRC-Global BAH Investments Ltd. CIK 0002108985 | 2026 Q2 Open parsed portfolio | 0 | $0 | Open SEC source |
| 17 Jul 2026, 11:22:56 UTC | 13F-HR | OFI INVEST ASSET MANAGEMENT CIK 0001977602 | 2026 Q2 Open parsed portfolio | 365 | $10,018,963,278 | Open SEC source |
| 17 Jul 2026, 11:17:35 UTC | 13F-HR | COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS CIK 0001083190 | 2026 Q2 Open parsed portfolio | 1,759 | $20,588,888,050 | Open SEC source |
| 17 Jul 2026, 11:09:13 UTC | 13F-HR | MANCHESTER FINANCIAL INC CIK 0000866590 | 2026 Q2 Open parsed portfolio | 144 | $561,636,947 | Open SEC source |
| 17 Jul 2026, 11:02:32 UTC | 13F-HR | Asio Capital, LLC CIK 0001803291 | 2026 Q2 Open parsed portfolio | 109 | $780,918,499 | Open SEC source |
| 17 Jul 2026, 11:02:22 UTC | 13F-HR | Rezny Wealth Management, Inc. CIK 0001535859 | 2026 Q2 Open parsed portfolio | 37 | $578,600,019 | Open SEC source |
| 17 Jul 2026, 10:58:16 UTC | 13F-HR | LongView Wealth Management CIK 0001990190 | 2026 Q2 Open parsed portfolio | 227 | $389,795,264 | Open SEC source |
| 17 Jul 2026, 10:55:24 UTC | 13F-HR | Camelot Portfolios, LLC CIK 0001569766 | 2026 Q2 Open parsed portfolio | 196 | $140,878,613 | Open SEC source |
| 17 Jul 2026, 10:53:50 UTC | 13F-HR | Winthrop Advisory Group LLC CIK 0001739043 | 2026 Q2 Open parsed portfolio | 226 | $1,484,701,232 | Open SEC source |
| 17 Jul 2026, 10:45:18 UTC | 13F-HR | MCRAE CAPITAL MANAGEMENT INC CIK 0000320376 | 2026 Q2 Open parsed portfolio | 112 | $508,115,534 | Open SEC source |
| 17 Jul 2026, 10:41:26 UTC | 13F-HR | AAF Wealth Management, LLC CIK 0001726609 | 2026 Q2 Open parsed portfolio | 57 | $271,127,841 | Open SEC source |
| 17 Jul 2026, 10:39:11 UTC | 13F-HR | HM PAYSON & CO CIK 0000928052 | 2026 Q2 Open parsed portfolio | 1,137 | $7,543,327,915 | Open SEC source |
| 17 Jul 2026, 10:38:17 UTC | 13F-HR | CARY STREET PARTNERS INVESTMENT ADVISORY LLC CIK 0001766904 | 2026 Q2 Open parsed portfolio | 757 | $494,186,174 | Open SEC source |
| 17 Jul 2026, 10:37:51 UTC | 13F-HR | Great Diamond Partners, LLC CIK 0001801112 | 2026 Q2 Open parsed portfolio | 238 | $581,752,123 | Open SEC source |
| 17 Jul 2026, 10:35:59 UTC | 13F-HR | Archford Capital Strategies, LLC CIK 0001606609 | 2026 Q2 Open parsed portfolio | 359 | $987,486,328 | Open SEC source |
| 17 Jul 2026, 10:26:11 UTC | 13F-HR/A | AMERIPRISE FINANCIAL INC CIK 0000820027 | 2026 Q1 - New Holdings Open parsed portfolio | 2 | $2,472,465 | Open SEC source |
| 17 Jul 2026, 10:22:48 UTC | 13F-HR | CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 | 2026 Q2 Open parsed portfolio | 1,087 | $4,574,199,269 | Open SEC source |
| 17 Jul 2026, 10:22:19 UTC | 13F-HR/A | AMERIPRISE FINANCIAL INC CIK 0000820027 | 2026 Q1 - Restatement Open parsed portfolio | 4,027 | $430,948,531,738 | Open SEC source |
| 17 Jul 2026, 10:14:55 UTC | 13F-HR | Roger Wittlin Investment Advisory, LLC CIK 0001911328 | 2026 Q2 Open parsed portfolio | 43 | $127,277,705 | Open SEC source |
| 17 Jul 2026, 10:11:14 UTC | 13F-HR | SeaBridge Investment Advisors LLC CIK 0001304229 | 2026 Q2 Open parsed portfolio | 188 | $691,587,903 | Open SEC source |
| 17 Jul 2026, 10:10:34 UTC | 13F-HR | Corecam AG CIK 0002110914 | 2026 Q2 Open parsed portfolio | 50 | $117,076,599 | Open SEC source |
| 17 Jul 2026, 10:09:09 UTC | 13F-HR | 4WEALTH ADVISORS, INC. CIK 0002056676 | 2026 Q2 Open parsed portfolio | 151 | $130,276,312 | Open SEC source |
| 17 Jul 2026, 10:08:40 UTC | 13F-HR | OLIO Financial Planning CIK 0001906766 | 2026 Q2 Open parsed portfolio | 68 | $403,108,275 | Open SEC source |
| 17 Jul 2026, 10:01:20 UTC | 13F-HR | Matson Money. Inc. CIK 0001672512 | 2026 Q2 Open parsed portfolio | 9 | $3,590,250,059 | Open SEC source |
| 17 Jul 2026, 09:28:11 UTC | 13F-HR | SVB WEALTH LLC CIK 0001626116 | 2026 Q2 Open parsed portfolio | 384 | $1,586,343,806 | Open SEC source |
| 17 Jul 2026, 09:24:01 UTC | 13F-HR | Intergy Private Wealth, LLC CIK 0001911342 | 2026 Q2 Open parsed portfolio | 147 | $433,004,712 | Open SEC source |
| 17 Jul 2026, 09:15:08 UTC | 13F-HR | Diversified Trust Co CIK 0001479844 | 2026 Q2 Open parsed portfolio | 1,114 | $6,239,314,841 | Open SEC source |
| 17 Jul 2026, 09:00:59 UTC | 13F-HR | McClarren Financial Advisors, Inc. CIK 0001842974 | 2026 Q2 Open parsed portfolio | 85 | $193,473,905 | Open SEC source |
| 17 Jul 2026, 09:00:12 UTC | 13F-HR | New York University CIK 0002069154 | 2026 Q2 Open parsed portfolio | 1 | $127,549,411 | Open SEC source |
| 17 Jul 2026, 08:55:51 UTC | 13F-HR | Conrad Siegel Investment Advisors, Inc. CIK 0001905875 | 2026 Q2 Open parsed portfolio | 74 | $614,620,540 | Open SEC source |
| 17 Jul 2026, 08:53:59 UTC | 13F-HR | Exane Asset Management CIK 0001666256 | 2026 Q2 Open parsed portfolio | 28 | $276,681,842 | Open SEC source |
| 17 Jul 2026, 08:47:47 UTC | 13F-HR | First Citizens Asset Management, Inc. CIK 0001964116 | 2026 Q2 Open parsed portfolio | 30 | $312,895,797 | Open SEC source |
| 17 Jul 2026, 07:38:41 UTC | 13F-HR | Arbejdsmarkedets Tillaegspension CIK 0002105395 | 2026 Q2 Open parsed portfolio | 164 | $4,597,874,641 | Open SEC source |
| 17 Jul 2026, 07:29:07 UTC | 13F-HR | Avanza Fonder AB CIK 0002035325 | 2026 Q2 Open parsed portfolio | 458 | $4,593,453,017 | Open SEC source |
| 17 Jul 2026, 07:05:04 UTC | 13F-HR | JCIC Asset Management Inc. CIK 0001492040 | 2026 Q2 Open parsed portfolio | 113 | $326,108,238 | Open SEC source |
| 17 Jul 2026, 07:05:03 UTC | 13F-HR | CALEDONIA INVESTMENTS PLC CIK 0001037766 | 2026 Q2 Open parsed portfolio | 15 | $883,256,489 | Open SEC source |
| 17 Jul 2026, 07:03:56 UTC | 13F-HR | Amanah Holdings Trust CIK 0002076121 | 2026 Q2 Open parsed portfolio | 20 | $1,695,240,093 | Open SEC source |
| 17 Jul 2026, 06:30:03 UTC | 13F-HR | TB Alternative Assets Ltd. CIK 0001483503 | 2026 Q2 Open parsed portfolio | 34 | $623,051,692 | Open SEC source |
| 16 Jul 2026, 20:30:00 UTC | 13F-HR | Second Half Financial Partners, LLC CIK 0001946654 | 2026 Q2 Open parsed portfolio | 109 | $243,918,887 | Open SEC source |
| 16 Jul 2026, 20:10:54 UTC | 13F-HR | Reyes Financial Architecture, Inc. CIK 0002047201 | 2026 Q2 Open parsed portfolio | 317 | $178,513,344 | Open SEC source |
| 16 Jul 2026, 19:31:33 UTC | 13F-HR | Gallacher Capital Management LLC CIK 0001960749 | 2026 Q2 Open parsed portfolio | 258 | $178,278,236 | Open SEC source |
| 16 Jul 2026, 18:25:45 UTC | 13F-HR | AK GLOBAL ASSET MANAGEMENT, LLC CIK 0002105908 | 2026 Q2 Open parsed portfolio | 28 | $111,824,111 | Open SEC source |