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 |
|---|---|---|---|---|---|---|
| 14 Jul 2026, 17:12:30 UTC | 13F-HR | Systelligence, LLC CIK 0001882691 | 2026 Q2 Open parsed portfolio | 62 | $598,719,389 | Open SEC source |
| 14 Jul 2026, 17:11:06 UTC | 13F-HR | Upper Left Wealth Management, LLC CIK 0001911228 | 2026 Q2 Open parsed portfolio | 73 | $180,463,491 | Open SEC source |
| 14 Jul 2026, 17:09:37 UTC | 13F-HR | CDM FINANCIAL COUNSELING SERVICES, INC. CIK 0002107537 | 2026 Q2 Open parsed portfolio | 77 | $116,052,464 | Open SEC source |
| 14 Jul 2026, 17:07:48 UTC | 13F-HR | WASHINGTON UNIVERSITY CIK 0000903603 | 2026 Q2 Open parsed portfolio | 3 | $264,794,776 | Open SEC source |
| 14 Jul 2026, 17:07:27 UTC | 13F-HR | BAM Wealth Management, LLC CIK 0002093649 | 2026 Q2 Open parsed portfolio | 166 | $159,832,541 | Open SEC source |
| 14 Jul 2026, 17:06:14 UTC | 13F-HR | Delta Wealth Advisors LLC CIK 0001970701 | 2026 Q2 Open parsed portfolio | 46 | $139,993,714 | Open SEC source |
| 14 Jul 2026, 17:04:46 UTC | 13F-HR | Smith Thornton Advisors LLC CIK 0002032436 | 2026 Q2 Open parsed portfolio | 140 | $226,956,475 | Open SEC source |
| 14 Jul 2026, 17:00:57 UTC | 13F-HR | YHB Investment Advisors, Inc. CIK 0001469219 | 2026 Q2 Open parsed portfolio | 314 | $1,561,354,226 | Open SEC source |
| 14 Jul 2026, 16:59:30 UTC | 13F-HR | KELLY FINANCIAL GROUP LLC CIK 0001128066 | 2026 Q2 Open parsed portfolio | 107 | $445,982,074 | Open SEC source |
| 14 Jul 2026, 16:58:19 UTC | 13F-HR | BCO Wealth Management LLC CIK 0002054749 | 2026 Q2 Open parsed portfolio | 45 | $183,370,257 | Open SEC source |
| 14 Jul 2026, 16:56:33 UTC | 13F-HR | Mullaney, Keating & Wright, Inc. CIK 0002135840 | 2026 Q2 Open parsed portfolio | 74 | $205,310,917 | Open SEC source |
| 14 Jul 2026, 16:54:28 UTC | 13F-HR | CUTLER INVESTMENT COUNSEL LLC CIK 0001285973 | 2026 Q2 Open parsed portfolio | 157 | $1,062,274,748 | Open SEC source |
| 14 Jul 2026, 16:51:25 UTC | 13F-HR | Cache Advisors, LLC CIK 0002052593 | 2026 Q2 Open parsed portfolio | 139 | $1,179,323,560 | Open SEC source |
| 14 Jul 2026, 16:50:35 UTC | 13F-HR | TRUST CO OF OKLAHOMA CIK 0001083323 | 2026 Q2 Open parsed portfolio | 140 | $389,196,435 | Open SEC source |
| 14 Jul 2026, 16:44:04 UTC | 13F-HR | Family Legacy Financial Solutions, LLC CIK 0002076068 | 2026 Q2 Open parsed portfolio | 65 | $164,004,780 | Open SEC source |
| 14 Jul 2026, 16:43:15 UTC | 13F-HR | YARGER WEALTH STRATEGIES, LLC CIK 0001908607 | 2026 Q2 Open parsed portfolio | 136 | $278,137,542 | Open SEC source |
| 14 Jul 2026, 16:36:16 UTC | 13F-HR | Kings Path Partners LLC CIK 0002030974 | 2026 Q1 Open parsed portfolio | 294 | $283,140,492 | Open SEC source |
| 14 Jul 2026, 16:35:54 UTC | 13F-HR | Sunbeam Capital Management, LLC CIK 0002057278 | 2026 Q2 Open parsed portfolio | 124 | $218,791,934 | Open SEC source |
| 14 Jul 2026, 16:33:52 UTC | 13F-HR | Rolek Wealth Management LLC CIK 0002051339 | 2026 Q2 Open parsed portfolio | 23 | $178,571,216 | Open SEC source |
| 14 Jul 2026, 16:31:57 UTC | 13F-HR | Peak Wealth Management LLC CIK 0002094948 | 2026 Q2 Open parsed portfolio | 59 | $142,523,903 | Open SEC source |
| 14 Jul 2026, 16:29:48 UTC | 13F-HR | Presidio Capital Management, LLC CIK 0001931750 | 2026 Q2 Open parsed portfolio | 86 | $399,936,295 | Open SEC source |
| 14 Jul 2026, 16:28:50 UTC | 13F-HR | Fisher Funds Management LTD CIK 0001435028 | 2026 Q2 Open parsed portfolio | 174 | $3,517,413,640 | Open SEC source |
| 14 Jul 2026, 16:27:59 UTC | 13F-HR | Oxinas Partners, LLC CIK 0001759320 | 2026 Q2 Open parsed portfolio | 149 | $253,729,435 | Open SEC source |
| 14 Jul 2026, 16:23:16 UTC | 13F-HR | Octavia Wealth Advisors, LLC CIK 0001841259 | 2026 Q2 Open parsed portfolio | 231 | $1,158,457,624 | Open SEC source |
| 14 Jul 2026, 16:22:48 UTC | 13F-HR | HENDLEY & CO INC CIK 0001084207 | 2026 Q2 Open parsed portfolio | 47 | $282,579,000 | Open SEC source |
| 14 Jul 2026, 16:20:31 UTC | 13F-HR | Robinswood Financial LLC CIK 0002139748 | 2025 Q3 Open parsed portfolio | 387 | $299,808,262 | Open SEC source |
| 14 Jul 2026, 16:20:16 UTC | 13F-HR | Northstar Advisory Group, LLC CIK 0001816000 | 2026 Q2 Open parsed portfolio | 118 | $321,719,742 | Open SEC source |
| 14 Jul 2026, 16:16:47 UTC | 13F-HR | NESTEGG ADVISORS, INC. CIK 0002062716 | 2026 Q2 Open parsed portfolio | 53 | $141,410,038 | Open SEC source |
| 14 Jul 2026, 16:15:53 UTC | 13F-HR | FENIMORE ASSET MANAGEMENT INC CIK 0000884566 | 2026 Q2 Open parsed portfolio | 92 | $4,830,092,225 | Open SEC source |
| 14 Jul 2026, 16:15:07 UTC | 13F-HR | Mountain Capital Investment Advisors Inc. CIK 0001714506 | 2026 Q2 Open parsed portfolio | 95 | $700,687,771 | Open SEC source |
| 14 Jul 2026, 16:12:38 UTC | 13F-HR | KIRR MARBACH & CO LLC /IN/ CIK 0000764112 | 2026 Q2 Open parsed portfolio | 57 | $593,765,070 | Open SEC source |
| 14 Jul 2026, 16:11:56 UTC | 13F-HR | JACOBSON & SCHMITT ADVISORS, LLC CIK 0001632096 | 2026 Q2 Open parsed portfolio | 81 | $612,148,321 | Open SEC source |
| 14 Jul 2026, 16:09:55 UTC | 13F-HR | IAM Advisory, LLC CIK 0001825292 | 2026 Q2 Open parsed portfolio | 107 | $513,233,811 | Open SEC source |
| 14 Jul 2026, 16:09:48 UTC | 13F-HR | Westhampton Capital, LLC CIK 0001639997 | 2026 Q2 Open parsed portfolio | 131 | $241,047,224 | Open SEC source |
| 14 Jul 2026, 16:09:36 UTC | 13F-HR | SEAVIEW INVESTMENT MANAGERS LLC CIK 0001832158 | 2026 Q2 Open parsed portfolio | 93 | $334,822,314 | Open SEC source |
| 14 Jul 2026, 16:08:34 UTC | 13F-HR | Curbstone Financial Management Corp CIK 0001608057 | 2026 Q2 Open parsed portfolio | 214 | $586,986,341 | Open SEC source |
| 14 Jul 2026, 16:07:50 UTC | 13F-HR | GREAT OAK CAPITAL PARTNERS, LLC CIK 0002012868 | 2026 Q2 Open parsed portfolio | 45 | $462,671,781 | Open SEC source |
| 14 Jul 2026, 16:04:47 UTC | 13F-HR | BARLOW WEALTH PARTNERS, LLC CIK 0001999928 | 2026 Q2 Open parsed portfolio | 149 | $899,092,854 | Open SEC source |
| 14 Jul 2026, 16:01:16 UTC | 13F-HR | Congress Park Capital LLC CIK 0001730945 | 2026 Q2 Open parsed portfolio | 134 | $370,483,821 | Open SEC source |
| 14 Jul 2026, 16:00:41 UTC | 13F-HR | First Nebraska Trust Co CIK 0002134841 | 2017 Q1 Open parsed portfolio | 127 | $446,444,993 | Open SEC source |
| 14 Jul 2026, 15:59:58 UTC | 13F-HR | BayBridge Capital Group, LLC CIK 0001898297 | 2026 Q2 Open parsed portfolio | 96 | $191,915,555 | Open SEC source |
| 14 Jul 2026, 15:59:12 UTC | 13F-HR | Cardinal Point Capital Management ULC CIK 0001950841 | 2026 Q2 Open parsed portfolio | 294 | $1,765,122,903 | Open SEC source |
| 14 Jul 2026, 15:59:01 UTC | 13F-HR | Plancorp, LLC CIK 0001599579 | 2026 Q2 Open parsed portfolio | 425 | $4,097,794,532 | Open SEC source |
| 14 Jul 2026, 15:58:33 UTC | 13F-HR | DLK Investment Management, LLC CIK 0002016793 | 2026 Q2 Open parsed portfolio | 96 | $205,155,731 | Open SEC source |
| 14 Jul 2026, 15:58:01 UTC | 13F-HR | Longview Financial Advisors LLC CIK 0002076077 | 2026 Q2 Open parsed portfolio | 150 | $202,360,053 | Open SEC source |
| 14 Jul 2026, 15:57:10 UTC | 13F-HR | Nepsis Inc. CIK 0001587643 | 2026 Q2 Open parsed portfolio | 28 | $294,824,191 | Open SEC source |
| 14 Jul 2026, 15:56:51 UTC | 13F-HR | QRG CAPITAL MANAGEMENT, INC. CIK 0001996454 | 2026 Q2 Open parsed portfolio | 1,213 | $12,090,412,179 | Open SEC source |
| 14 Jul 2026, 15:56:24 UTC | 13F-HR | B. Riley Wealth Advisors, Inc. CIK 0001464811 | 2026 Q2 Open parsed portfolio | 831 | $1,831,458,631 | Open SEC source |
| 14 Jul 2026, 15:55:22 UTC | 13F-HR | Credit Capital Investments LLC CIK 0001631208 | 2026 Q2 Open parsed portfolio | 42 | $174,623,540 | Open SEC source |
| 14 Jul 2026, 15:54:42 UTC | 13F-HR | Verisail Partners, LLC CIK 0002016904 | 2026 Q2 Open parsed portfolio | 26 | $269,761,469 | Open SEC source |