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
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Current page
169

Recent 13F signals

Latest portfolio disclosures to inspect

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

13F portfolio

Alhambra Investment Management LLC

CIK 0001802696

13F-HR Q2 2026
CIK
0001802696
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
182 holdings / $229,115,863
Filed
16 Jul 2026, 13:01:21 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

ZAZOVE ASSOCIATES LLC

CIK 0001009012

13F-HR Q2 2026
CIK
0001009012
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
139 holdings / $1,222,801,536
Filed
16 Jul 2026, 13:00:26 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

Bucket List Wealth Management, LLC

CIK 0002133435

13F-HR Q2 2026
CIK
0002133435
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
63 holdings / $202,986,695
Filed
16 Jul 2026, 13:00:02 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

IAMS WEALTH MANAGEMENT, LLC

CIK 0001998182

13F-HR Q2 2026
CIK
0001998182
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
190 holdings / $332,182,265
Filed
16 Jul 2026, 12:54:10 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
13F portfolio

Hunter Perkins Capital Management, LLC

CIK 0001808919

13F-HR Q2 2026
CIK
0001808919
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
149 holdings / $445,574,000
Filed
16 Jul 2026, 12:45:44 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

Porter White Investment Advisors, Inc.

CIK 0001612457

13F-HR Q2 2026
CIK
0001612457
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
40 holdings / $259,741,357
Filed
16 Jul 2026, 12:45:32 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
16 Jul 2026, 13:01:21 UTC 13F-HR Alhambra Investment Management LLC CIK 0001802696 2026 Q2 Open parsed portfolio 182 $229,115,863 Open SEC source
16 Jul 2026, 13:00:26 UTC 13F-HR ZAZOVE ASSOCIATES LLC CIK 0001009012 2026 Q2 Open parsed portfolio 139 $1,222,801,536 Open SEC source
16 Jul 2026, 13:00:02 UTC 13F-HR Bucket List Wealth Management, LLC CIK 0002133435 2026 Q2 Open parsed portfolio 63 $202,986,695 Open SEC source
16 Jul 2026, 12:54:10 UTC 13F-HR IAMS WEALTH MANAGEMENT, LLC CIK 0001998182 2026 Q2 Open parsed portfolio 190 $332,182,265 Open SEC source
16 Jul 2026, 12:45:44 UTC 13F-HR Hunter Perkins Capital Management, LLC CIK 0001808919 2026 Q2 Open parsed portfolio 149 $445,574,000 Open SEC source
16 Jul 2026, 12:45:32 UTC 13F-HR Porter White Investment Advisors, Inc. CIK 0001612457 2026 Q2 Open parsed portfolio 40 $259,741,357 Open SEC source
16 Jul 2026, 12:44:37 UTC 13F-HR STEPH & CO CIK 0000941519 2026 Q2 Open parsed portfolio 283 $394,967,758 Open SEC source
16 Jul 2026, 12:43:05 UTC 13F-HR Horrell Capital Management, Inc. CIK 0001385925 2026 Q2 Open parsed portfolio 196 $218,767,299 Open SEC source
16 Jul 2026, 12:39:58 UTC 13F-HR CLG LLC CIK 0002059872 2026 Q2 Open parsed portfolio 156 $455,428,643 Open SEC source
16 Jul 2026, 12:36:52 UTC 13F-HR Princeton Global Asset Management LLC CIK 0001767349 2026 Q2 Open parsed portfolio 831 $697,846,595 Open SEC source
16 Jul 2026, 12:33:49 UTC 13F-HR Ulland Investment Advisors, LLC CIK 0001911497 2026 Q2 Open parsed portfolio 223 $135,560,000 Open SEC source
16 Jul 2026, 12:29:24 UTC 13F-HR SYCOMORE ASSET MANAGEMENT CIK 0001728681 2026 Q2 Open parsed portfolio 72 $931,136,000 Open SEC source
16 Jul 2026, 12:21:40 UTC 13F-HR Mountain Hill Investment Partners Corp. CIK 0002055557 2026 Q2 Open parsed portfolio 194 $176,527,542 Open SEC source
16 Jul 2026, 12:13:19 UTC 13F-HR/A Relyea Zuckerberg Hanson LLC CIK 0001793691 2026 Q2 - Restatement Open parsed portfolio 302 $1,199,615,287 Open SEC source
16 Jul 2026, 12:10:37 UTC 13F-HR Aaron Wealth Advisors LLC CIK 0001812198 2026 Q2 Open parsed portfolio 688 $1,968,523,888 Open SEC source
16 Jul 2026, 12:06:48 UTC 13F-HR VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. CIK 0001021642 2026 Q2 Open parsed portfolio 208 $11,309,405,440 Open SEC source
16 Jul 2026, 12:04:19 UTC 13F-HR FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC CIK 0000885415 2026 Q2 Open parsed portfolio 180 $1,222,352,275 Open SEC source
16 Jul 2026, 12:04:17 UTC 13F-HR QUATTRO FINANCIAL ADVISORS LLC CIK 0001705929 2026 Q2 Open parsed portfolio 93 $467,784,701 Open SEC source
16 Jul 2026, 11:53:00 UTC 13F-HR COURIER CAPITAL LLC CIK 0001015247 2026 Q2 Open parsed portfolio 399 $2,002,703,794 Open SEC source
16 Jul 2026, 11:51:04 UTC 13F-HR Dougherty & Associates, LLC CIK 0002109295 2026 Q2 Open parsed portfolio 52 $124,978,371 Open SEC source
16 Jul 2026, 11:47:14 UTC 13F-HR Decker Retirement Planning Inc. CIK 0001975700 2026 Q2 Open parsed portfolio 440 $293,664,217 Open SEC source
16 Jul 2026, 11:32:54 UTC 13F-HR Advanced Asset Management Advisors Inc CIK 0001075444 2026 Q2 Open parsed portfolio 85 $380,070,039 Open SEC source
16 Jul 2026, 11:29:26 UTC 13F-HR Canoe Financial LP CIK 0001908219 2026 Q2 Open parsed portfolio 117 $8,068,681,100 Open SEC source
16 Jul 2026, 11:25:08 UTC 13F-HR Davis Capital Management CIK 0001811806 2026 Q2 Open parsed portfolio 1,270 $168,934,079 Open SEC source
16 Jul 2026, 11:25:02 UTC 13F-HR QSM Asset Management Ltd CIK 0002058325 2026 Q2 Open parsed portfolio 24 $192,903,161 Open SEC source
16 Jul 2026, 11:24:31 UTC 13F-HR Relyea Zuckerberg Hanson LLC CIK 0001793691 2026 Q2 Open parsed portfolio 302 $1,199,615,287 Open SEC source
16 Jul 2026, 11:17:44 UTC 13F-HR VISTA FINANCE, LLC CIK 0001893809 2026 Q2 Open parsed portfolio 69 $178,919,284 Open SEC source
16 Jul 2026, 11:14:45 UTC 13F-HR JAMISON PRIVATE WEALTH MANAGEMENT, INC. CIK 0002006637 2026 Q2 Open parsed portfolio 222 $965,158,816 Open SEC source
16 Jul 2026, 11:00:24 UTC 13F-HR HT Partners LLC CIK 0001552999 2026 Q2 Open parsed portfolio 53 $361,145,978 Open SEC source
16 Jul 2026, 10:55:48 UTC 13F-HR Astoria Strategic Wealth, Inc. CIK 0001777914 2026 Q2 Open parsed portfolio 36 $437,787,059 Open SEC source
16 Jul 2026, 10:51:23 UTC 13F-HR Wealth Analytics Partners, LLC CIK 0002110717 2026 Q2 Open parsed portfolio 50 $275,694,341 Open SEC source
16 Jul 2026, 10:50:30 UTC 13F-HR HBW ADVISORY SERVICES LLC CIK 0001790525 2026 Q2 Open parsed portfolio 463 $1,105,199,760 Open SEC source
16 Jul 2026, 10:48:40 UTC 13F-HR AM INVESTMENT STRATEGIES LLC CIK 0001818897 2026 Q2 Open parsed portfolio 114 $520,682,000 Open SEC source
16 Jul 2026, 10:47:47 UTC 13F-HR Keystone Global Partners, LLC CIK 0001764057 2026 Q2 Open parsed portfolio 57 $264,547,077 Open SEC source
16 Jul 2026, 10:44:23 UTC 13F-HR BTC Capital Management, Inc. CIK 0001611848 2026 Q2 Open parsed portfolio 207 $1,647,097,867 Open SEC source
16 Jul 2026, 10:43:39 UTC 13F-HR Union Bancaire Privee, UBP SA CIK 0001716607 2026 Q2 Open parsed portfolio 487 $6,084,227,768 Open SEC source
16 Jul 2026, 10:42:17 UTC 13F-HR Armbruster Capital Management, Inc. CIK 0001664847 2026 Q2 Open parsed portfolio 125 $670,791,214 Open SEC source
16 Jul 2026, 10:37:14 UTC 13F-HR AllGen Financial Advisors, Inc. CIK 0001964809 2026 Q1 Open parsed portfolio 40 $421,485,643 Open SEC source
16 Jul 2026, 10:32:12 UTC 13F-HR Ipswich Investment Management Co., Inc. CIK 0001463753 2026 Q2 Open parsed portfolio 190 $473,649,120 Open SEC source
16 Jul 2026, 10:29:05 UTC 13F-HR Trium Capital LLP CIK 0001963860 2026 Q2 Open parsed portfolio 48 $158,706,335 Open SEC source
16 Jul 2026, 10:27:40 UTC 13F-HR VALICENTI ADVISORY SERVICES INC CIK 0001080201 2026 Q2 Open parsed portfolio 83 $529,946,000 Open SEC source
16 Jul 2026, 10:21:50 UTC 13F-HR TRAPHAGEN INVESTMENT ADVISORS LLC CIK 0002023380 2026 Q2 Open parsed portfolio 219 $1,399,723,785 Open SEC source
16 Jul 2026, 10:19:34 UTC 13F-HR YOUSIF CAPITAL MANAGEMENT, LLC CIK 0001858789 2026 Q2 Open parsed portfolio 1,664 $8,935,265,619 Open SEC source
16 Jul 2026, 10:19:02 UTC 13F-HR Koenig Investment Advisory, LLC CIK 0002114481 2026 Q2 Open parsed portfolio 37 $128,730,170 Open SEC source
16 Jul 2026, 10:12:55 UTC 13F-HR First Growth Capital LLC CIK 0002112081 2026 Q2 Open parsed portfolio 136 $131,763,633 Open SEC source
16 Jul 2026, 10:12:47 UTC 13F-HR ZWJ INVESTMENT COUNSEL INC CIK 0000842782 2026 Q2 Open parsed portfolio 290 $3,092,171,303 Open SEC source
16 Jul 2026, 10:05:32 UTC 13F-HR ARS Wealth Advisors Group, LLC CIK 0001886707 2026 Q2 Open parsed portfolio 220 $1,277,673,849 Open SEC source
16 Jul 2026, 10:04:03 UTC 13F-HR Hoxton Planning & Management, LLC CIK 0001954782 2026 Q2 Open parsed portfolio 227 $383,224,932 Open SEC source
16 Jul 2026, 10:03:44 UTC 13F-HR Optimus Capital Advisors, LLC CIK 0002140431 2026 Q2 Open parsed portfolio 43 $186,182,830 Open SEC source
16 Jul 2026, 10:02:51 UTC 13F-HR Linden Thomas Advisory Services, LLC CIK 0001965702 2026 Q2 Open parsed portfolio 542 $1,239,483,040 Open SEC source
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