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
8,501-8,550 of 9,672
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Current page
171

Recent 13F signals

Latest portfolio disclosures to inspect

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

13F portfolio

Wealth Care LLC

CIK 0002120450

13F-HR Q2 2026
CIK
0002120450
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
73 holdings / $123,469,849
Filed
15 Jul 2026, 17:14:29 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

FSM Wealth Advisors, LLC

CIK 0001942548

13F-HR Q2 2026
CIK
0001942548
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
344 holdings / $931,957,957
Filed
15 Jul 2026, 17:12:47 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

Range Financial Group LLC

CIK 0001928635

13F-HR Q2 2026
CIK
0001928635
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
206 holdings / $365,757,623
Filed
15 Jul 2026, 17:04:08 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

Fort Henry Capital, LLC

CIK 0001843536

13F-HR Q2 2026
CIK
0001843536
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
17 holdings / $181,519,103
Filed
15 Jul 2026, 17:03:17 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

BDFS Capital LLC

CIK 0002112636

13F-HR Q2 2026
CIK
0002112636
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
116 holdings / $230,043,473
Filed
15 Jul 2026, 16:58:28 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

Secure Asset Management, LLC

CIK 0001800692

13F-HR Q2 2026
CIK
0001800692
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
320 holdings / $710,730,284
Filed
15 Jul 2026, 16:57:03 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
15 Jul 2026, 17:14:29 UTC 13F-HR Wealth Care LLC CIK 0002120450 2026 Q2 Open parsed portfolio 73 $123,469,849 Open SEC source
15 Jul 2026, 17:12:47 UTC 13F-HR FSM Wealth Advisors, LLC CIK 0001942548 2026 Q2 Open parsed portfolio 344 $931,957,957 Open SEC source
15 Jul 2026, 17:04:08 UTC 13F-HR Range Financial Group LLC CIK 0001928635 2026 Q2 Open parsed portfolio 206 $365,757,623 Open SEC source
15 Jul 2026, 17:03:17 UTC 13F-HR Fort Henry Capital, LLC CIK 0001843536 2026 Q2 Open parsed portfolio 17 $181,519,103 Open SEC source
15 Jul 2026, 16:58:28 UTC 13F-HR BDFS Capital LLC CIK 0002112636 2026 Q2 Open parsed portfolio 116 $230,043,473 Open SEC source
15 Jul 2026, 16:57:03 UTC 13F-HR Secure Asset Management, LLC CIK 0001800692 2026 Q2 Open parsed portfolio 320 $710,730,284 Open SEC source
15 Jul 2026, 16:54:44 UTC 13F-HR TCP Asset Management, LLC CIK 0001961898 2026 Q2 Open parsed portfolio 141 $882,092,753 Open SEC source
15 Jul 2026, 16:53:06 UTC 13F-HR Value Partners Investments Inc. CIK 0001800916 2026 Q2 Open parsed portfolio 104 $1,432,405,303 Open SEC source
15 Jul 2026, 16:48:08 UTC 13F-HR Vertex Investment Solutions Co., Ltd. CIK 0002092214 2026 Q2 Open parsed portfolio 26 $148,213,300 Open SEC source
15 Jul 2026, 16:44:50 UTC 13F-HR CLIFTONLARSONALLEN WEALTH ADVISORS, LLC CIK 0000944361 2026 Q2 Open parsed portfolio 253 $7,607,052,559 Open SEC source
15 Jul 2026, 16:35:01 UTC 13F-HR Tensor Edge Capital, LLC CIK 0002096531 2026 Q2 Open parsed portfolio 17 $1,427,794,236 Open SEC source
15 Jul 2026, 16:30:29 UTC 13F-HR Professional Financial Management, Inc. CIK 0002130270 2026 Q2 Open parsed portfolio 24 $98,602,096 Open SEC source
15 Jul 2026, 16:29:29 UTC 13F-HR MATRIX ASSET ADVISORS INC/NY CIK 0001016287 2026 Q2 Open parsed portfolio 106 $1,229,782,622 Open SEC source
15 Jul 2026, 16:28:32 UTC 13F-HR FIFTH THIRD SECURITIES, INC. CIK 0000073956 2026 Q2 Open parsed portfolio 360 $1,753,396,281 Open SEC source
15 Jul 2026, 16:25:37 UTC 13F-HR Westwind Capital CIK 0001729269 2026 Q2 Open parsed portfolio 77 $420,292,000 Open SEC source
15 Jul 2026, 16:25:00 UTC 13F-HR/A CYPRESS FUNDS LLC CIK 0001081198 2025 Q1 - Restatement Open parsed portfolio 15 $719,196,337 Open SEC source
15 Jul 2026, 16:24:31 UTC 13F-HR FIRST MERCHANTS CORP CIK 0000712534 2026 Q2 Open parsed portfolio 359 $2,839,926,075 Open SEC source
15 Jul 2026, 16:21:38 UTC 13F-HR WealthBridge Investment Counsel Inc. CIK 0001799425 2026 Q2 Open parsed portfolio 44 $374,542,000 Open SEC source
15 Jul 2026, 16:16:31 UTC 13F-HR TOMPKINS FINANCIAL CORP CIK 0001005817 2026 Q2 Open parsed portfolio 548 $1,428,503,912 Open SEC source
15 Jul 2026, 16:03:02 UTC 13F-HR PARK NATIONAL CORP /OH/ CIK 0000805676 2026 Q2 Open parsed portfolio 363 $3,571,038,826 Open SEC source
15 Jul 2026, 15:59:24 UTC 13F-HR Hartz Capital, Inc. CIK 0001399518 2026 Q2 Open parsed portfolio 0 $0 Open SEC source
15 Jul 2026, 15:55:40 UTC 13F-HR SWMG, LLC CIK 0001839255 2026 Q2 Open parsed portfolio 100 $424,459,552 Open SEC source
15 Jul 2026, 15:50:27 UTC 13F-HR SPRENG CAPITAL MANAGEMENT, INC. CIK 0001800913 2026 Q2 Open parsed portfolio 77 $274,945,834 Open SEC source
15 Jul 2026, 15:46:35 UTC 13F-HR Benin Management CORP CIK 0001352871 2026 Q2 Open parsed portfolio 152 $493,830,701 Open SEC source
15 Jul 2026, 15:41:37 UTC 13F-HR Outbound Financial Inc CIK 0002144328 2026 Q2 Open parsed portfolio 45 $154,404,095 Open SEC source
15 Jul 2026, 15:33:58 UTC 13F-HR HARTFORD INVESTMENT MANAGEMENT CO CIK 0000922439 2026 Q2 Open parsed portfolio 496 $3,518,572,986 Open SEC source
15 Jul 2026, 15:33:13 UTC 13F-HR Outbound Financial Inc CIK 0002144328 2026 Q1 Open parsed portfolio 43 $133,387,719 Open SEC source
15 Jul 2026, 15:29:41 UTC 13F-HR/A Invesco Ltd. CIK 0000914208 2026 Q1 - New Holdings Open parsed portfolio 101 $370,669,380,569 Open SEC source
15 Jul 2026, 15:29:21 UTC 13F-HR Outbound Financial Inc CIK 0002144328 2025 Q4 Open parsed portfolio 40 $128,440,303 Open SEC source
15 Jul 2026, 15:25:27 UTC 13F-HR Outbound Financial Inc CIK 0002144328 2025 Q3 Open parsed portfolio 41 $122,649,888 Open SEC source
15 Jul 2026, 15:23:02 UTC 13F-HR ENZI WEALTH CIK 0001887441 2026 Q2 Open parsed portfolio 76 $315,708,596 Open SEC source
15 Jul 2026, 15:22:36 UTC 13F-HR/A Invesco Ltd. CIK 0000914208 2025 Q4 - New Holdings Open parsed portfolio 101 $407,450,441,017 Open SEC source
15 Jul 2026, 15:21:44 UTC 13F-HR Canada Post Corp Registered Pension Plan CIK 0001991835 2026 Q2 Open parsed portfolio 491 $2,862,199,851 Open SEC source
15 Jul 2026, 15:21:12 UTC 13F-HR Dakota Community Bank & Trust NA CIK 0001950556 2026 Q2 Open parsed portfolio 103 $32,250,001 Open SEC source
15 Jul 2026, 15:18:50 UTC 13F-HR AMI INVESTMENT MANAGEMENT INC CIK 0001122241 2026 Q2 Open parsed portfolio 78 $470,525,011 Open SEC source
15 Jul 2026, 15:17:43 UTC 13F-HR Outbound Financial Inc CIK 0002144328 2025 Q2 Open parsed portfolio 42 $109,435,318 Open SEC source
15 Jul 2026, 15:16:53 UTC 13F-HR MOODY ALDRICH PARTNERS LLC CIK 0000936941 2026 Q2 Open parsed portfolio 175 $556,599,639 Open SEC source
15 Jul 2026, 15:16:11 UTC 13F-HR Guardian Financial Partners, LLC CIK 0001723514 2026 Q2 Open parsed portfolio 69 $256,937,544 Open SEC source
15 Jul 2026, 15:15:35 UTC 13F-HR Members Advisory Group LLC CIK 0001908587 2026 Q2 Open parsed portfolio 42 $358,216,108 Open SEC source
15 Jul 2026, 15:13:59 UTC 13F-HR INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 2026 Q2 Open parsed portfolio 1,546 $5,347,543,809 Open SEC source
15 Jul 2026, 15:13:52 UTC 13F-HR Cohen Klingenstein LLC CIK 0001453620 2026 Q2 Open parsed portfolio 207 $3,492,406,586 Open SEC source
15 Jul 2026, 15:11:08 UTC 13F-HR Joule Financial, LLC CIK 0001929070 2026 Q2 Open parsed portfolio 116 $368,779,065 Open SEC source
15 Jul 2026, 15:03:30 UTC 13F-HR Security National Bank CIK 0001719739 2026 Q2 Open parsed portfolio 392 $837,912,331 Open SEC source
15 Jul 2026, 15:00:14 UTC 13F-HR CHEMUNG CANAL TRUST CO CIK 0000790354 2026 Q2 Open parsed portfolio 111 $541,205,113 Open SEC source
15 Jul 2026, 14:58:13 UTC 13F-HR Retirement Investment Advisors, Inc. CIK 0001957886 2026 Q2 Open parsed portfolio 66 $1,402,593,493 Open SEC source
15 Jul 2026, 14:58:00 UTC 13F-HR Cannon Advisors, Inc. CIK 0001805370 2026 Q2 Open parsed portfolio 93 $164,353,198 Open SEC source
15 Jul 2026, 14:55:33 UTC 13F-HR FLAGSTAR SECURITIES, INC CIK 0001117233 2026 Q2 Open parsed portfolio 177 $331,171,923 Open SEC source
15 Jul 2026, 14:54:07 UTC 13F-HR BIRCH FINANCIAL GROUP, LLC CIK 0002083592 2026 Q2 Open parsed portfolio 135 $194,509,883 Open SEC source
15 Jul 2026, 14:50:43 UTC 13F-HR Syntegra Private Wealth Group, LLC CIK 0001964298 2026 Q2 Open parsed portfolio 202 $1,291,151,656 Open SEC source
15 Jul 2026, 14:50:23 UTC 13F-HR WADDELL & ASSOCIATES, LLC CIK 0001776757 2026 Q2 Open parsed portfolio 543 $2,021,036,192 Open SEC source
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