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
172

Recent 13F signals

Latest portfolio disclosures to inspect

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

13F portfolio

CITY NATIONAL BANK OF FLORIDA /MSD

CIK 0000709447

13F-HR Q2 2026
CIK
0000709447
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
150 holdings / $238,486,075
Filed
15 Jul 2026, 14:22:40 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

Cascade Investment Advisors, Inc.

CIK 0001681490

13F-HR Q2 2026
CIK
0001681490
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
113 holdings / $183,298,370
Filed
15 Jul 2026, 14:16:32 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
13F portfolio

Five Oceans Advisors

CIK 0001876326

13F-HR Q2 2026
CIK
0001876326
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
204 holdings / $311,134,171
Filed
15 Jul 2026, 14:14:11 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

Harbour Capital Advisors, LLC

CIK 0001682501

13F-HR Q2 2026
CIK
0001682501
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
299 holdings / $548,739,160
Filed
15 Jul 2026, 14:11:40 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

VVR Holdings LLC

CIK 0002070884

13F-HR Q2 2026
CIK
0002070884
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
38 holdings / $231,244,875
Filed
15 Jul 2026, 14:10:40 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

Prospera Financial Services Inc

CIK 0001541625

13F-HR Q2 2026
CIK
0001541625
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
1,468 holdings / $6,885,164,639
Filed
15 Jul 2026, 14:07:54 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
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, 14:22:40 UTC 13F-HR CITY NATIONAL BANK OF FLORIDA /MSD CIK 0000709447 2026 Q2 Open parsed portfolio 150 $238,486,075 Open SEC source
15 Jul 2026, 14:16:32 UTC 13F-HR Cascade Investment Advisors, Inc. CIK 0001681490 2026 Q2 Open parsed portfolio 113 $183,298,370 Open SEC source
15 Jul 2026, 14:14:11 UTC 13F-HR Five Oceans Advisors CIK 0001876326 2026 Q2 Open parsed portfolio 204 $311,134,171 Open SEC source
15 Jul 2026, 14:11:40 UTC 13F-HR Harbour Capital Advisors, LLC CIK 0001682501 2026 Q2 Open parsed portfolio 299 $548,739,160 Open SEC source
15 Jul 2026, 14:10:40 UTC 13F-HR VVR Holdings LLC CIK 0002070884 2026 Q2 Open parsed portfolio 38 $231,244,875 Open SEC source
15 Jul 2026, 14:07:54 UTC 13F-HR Prospera Financial Services Inc CIK 0001541625 2026 Q2 Open parsed portfolio 1,468 $6,885,164,639 Open SEC source
15 Jul 2026, 14:07:45 UTC 13F-HR AMARILLO NATIONAL BANK CIK 0001053013 2026 Q2 Open parsed portfolio 98 $623,837,736 Open SEC source
15 Jul 2026, 14:07:14 UTC 13F-HR First PREMIER Bank CIK 0001653926 2026 Q2 Open parsed portfolio 356 $618,635,000 Open SEC source
15 Jul 2026, 14:06:11 UTC 13F-HR BAR HARBOR WEALTH MANAGEMENT CIK 0001035463 2026 Q2 Open parsed portfolio 268 $1,862,159,412 Open SEC source
15 Jul 2026, 14:06:09 UTC 13F-HR Clear Retirement Advice LLC CIK 0002112984 2026 Q2 Open parsed portfolio 54 $146,026,919 Open SEC source
15 Jul 2026, 14:02:44 UTC 13F-HR Reliant Investment Management, LLC CIK 0001517429 2026 Q2 Open parsed portfolio 55 $280,549,974 Open SEC source
15 Jul 2026, 13:57:45 UTC 13F-HR WEBSTERROGERS FINANCIAL ADVISORS, LLC CIK 0001841757 2026 Q2 Open parsed portfolio 103 $390,390,442 Open SEC source
15 Jul 2026, 13:47:51 UTC 13F-HR HIGHLINE WEALTH PARTNERS LLC CIK 0002042654 2026 Q2 Open parsed portfolio 1,408 $489,678,249 Open SEC source
15 Jul 2026, 13:37:37 UTC 13F-HR MILLINGTON SECURITIES, LLC CIK 0001449088 2026 Q1 Open parsed portfolio 275 $362,367,593 Open SEC source
15 Jul 2026, 13:36:48 UTC 13F-HR Acropolis Investment Management, LLC CIK 0001318601 2026 Q2 Open parsed portfolio 382 $2,222,694,079 Open SEC source
15 Jul 2026, 13:32:03 UTC 13F-HR MONTGOMERY INVESTMENT MANAGEMENT INC CIK 0001272544 2026 Q2 Open parsed portfolio 108 $329,512,863 Open SEC source
15 Jul 2026, 13:30:30 UTC 13F-HR One Charles Private Wealth Services, LLC CIK 0001800938 2026 Q2 Open parsed portfolio 175 $433,925,829 Open SEC source
15 Jul 2026, 13:29:38 UTC 13F-HR Vert Asset Management LLC CIK 0001904664 2026 Q2 Open parsed portfolio 44 $365,484,589 Open SEC source
15 Jul 2026, 13:27:43 UTC 13F-HR Perpetual Ltd CIK 0001647273 2026 Q2 Open parsed portfolio 419 $6,805,183,984 Open SEC source
15 Jul 2026, 13:11:54 UTC 13F-HR Bricktown Capital, LLC CIK 0001934657 2026 Q2 Open parsed portfolio 28 $553,474,758 Open SEC source
15 Jul 2026, 13:10:59 UTC 13F-HR TRAN CAPITAL MANAGEMENT, L.P. CIK 0001009262 2026 Q2 Open parsed portfolio 66 $868,694,365 Open SEC source
15 Jul 2026, 13:09:21 UTC 13F-HR/A Processus Wealth & Capital Management, LLC CIK 0002014209 2026 Q2 - Restatement Open parsed portfolio 35 $168,804,457 Open SEC source
15 Jul 2026, 13:06:56 UTC 13F-HR Midwest Financial Partners Investments, Inc. CIK 0001968851 2026 Q2 Open parsed portfolio 80 $240,787,220 Open SEC source
15 Jul 2026, 13:05:30 UTC 13F-HR Shaker Financial Services, LLC CIK 0001511794 2026 Q2 Open parsed portfolio 148 $319,236,049 Open SEC source
15 Jul 2026, 13:05:10 UTC 13F-HR MBL Wealth, LLC CIK 0001845785 2026 Q2 Open parsed portfolio 381 $1,463,146,976 Open SEC source
15 Jul 2026, 13:04:17 UTC 13F-HR/A Cassilly Financial Group LLC CIK 0002090777 2026 Q2 - Restatement Open parsed portfolio 75 $137,792,277 Open SEC source
15 Jul 2026, 13:02:17 UTC 13F-HR Aurdan Capital Management, LLC CIK 0002057382 2026 Q2 Open parsed portfolio 99 $394,222,217 Open SEC source
15 Jul 2026, 13:00:55 UTC 13F-HR Wealthspring Capital LLC CIK 0001844495 2026 Q2 Open parsed portfolio 208 $447,567,318 Open SEC source
15 Jul 2026, 13:00:07 UTC 13F-HR Blake Schutter Theil Wealth Advisors, LLC CIK 0002042011 2026 Q2 Open parsed portfolio 110 $147,836,731 Open SEC source
15 Jul 2026, 12:59:54 UTC 13F-HR Aspire Private Capital, LLC CIK 0001767340 2026 Q2 Open parsed portfolio 175 $483,727,424 Open SEC source
15 Jul 2026, 12:57:08 UTC 13F-HR Winthrop Partners - WNY, LLC CIK 0001734109 2026 Q2 Open parsed portfolio 87 $202,205,354 Open SEC source
15 Jul 2026, 12:56:54 UTC 13F-HR Greater Midwest Financial Group, LLC CIK 0002025409 2026 Q2 Open parsed portfolio 65 $200,605,177 Open SEC source
15 Jul 2026, 12:56:33 UTC 13F-HR J.E. Simmons & Co., P.C. CIK 0002111381 2026 Q2 Open parsed portfolio 72 $177,486,579 Open SEC source
15 Jul 2026, 12:51:44 UTC 13F-HR Applied Capital LLC/FL CIK 0001965393 2026 Q2 Open parsed portfolio 92 $149,651,792 Open SEC source
15 Jul 2026, 12:51:20 UTC 13F-HR Geremia Financial Services, LLC CIK 0002104898 2026 Q2 Open parsed portfolio 9 $94,312,699 Open SEC source
15 Jul 2026, 12:46:45 UTC 13F-HR BOYUM WEALTH ARCHITECTS LLC CIK 0002068635 2026 Q2 Open parsed portfolio 72 $251,187,354 Open SEC source
15 Jul 2026, 12:46:41 UTC 13F-HR Carrhae Capital LLP CIK 0001555254 2026 Q2 Open parsed portfolio 23 $1,517,496,827 Open SEC source
15 Jul 2026, 12:40:56 UTC 13F-HR Security Financial Services, INC. CIK 0001913590 2026 Q2 Open parsed portfolio 203 $720,764,403 Open SEC source
15 Jul 2026, 12:36:41 UTC 13F-HR Summit Financial Wealth Advisors, LLC CIK 0001632283 2026 Q2 Open parsed portfolio 225 $781,977,938 Open SEC source
15 Jul 2026, 12:36:13 UTC 13F-HR NorthCrest Asset Manangement, LLC CIK 0001893159 2026 Q2 Open parsed portfolio 928 $3,884,318,802 Open SEC source
15 Jul 2026, 12:35:25 UTC 13F-HR Legal Advantage Investments, Inc. CIK 0001841769 2026 Q2 Open parsed portfolio 77 $285,141,091 Open SEC source
15 Jul 2026, 12:31:42 UTC 13F-HR Lindsell Train Ltd CIK 0001484150 2026 Q2 Open parsed portfolio 28 $2,628,784,112 Open SEC source
15 Jul 2026, 12:31:15 UTC 13F-HR Aventura Private Wealth, LLC CIK 0002074418 2026 Q2 Open parsed portfolio 982 $325,987,790 Open SEC source
15 Jul 2026, 12:29:05 UTC 13F-HR Portman Square Capital LLP CIK 0001966898 2026 Q2 Open parsed portfolio 39 $587,026,188 Open SEC source
15 Jul 2026, 12:28:46 UTC 13F-HR SHAKER INVESTMENTS LLC/OH CIK 0001009005 2026 Q2 Open parsed portfolio 87 $278,245,175 Open SEC source
15 Jul 2026, 12:22:41 UTC 13F-HR WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 2026 Q2 Open parsed portfolio 3,973 $59,268,239,974 Open SEC source
15 Jul 2026, 12:21:58 UTC 13F-HR Covenant Partners, LLC CIK 0001302739 2026 Q2 Open parsed portfolio 0 $0 Open SEC source
15 Jul 2026, 12:09:42 UTC 13F-HR Quantum Financial Planning Services, Inc. CIK 0002050169 2026 Q2 Open parsed portfolio 58 $322,549,778 Open SEC source
15 Jul 2026, 12:06:39 UTC 13F-HR Independence Asset Advisors, LLC CIK 0002010929 2026 Q2 Open parsed portfolio 25 $383,870,705 Open SEC source
15 Jul 2026, 12:06:09 UTC 13F-HR Walker Financial Services, Inc. CIK 0001965479 2026 Q2 Open parsed portfolio 45 $323,312,596 Open SEC source
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