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, 15:53:44 UTC | 13F-HR | Successful Portfolios LLC CIK 0001721780 | 2026 Q2 Open parsed portfolio | 199 | $214,128,621 | Open SEC source |
| 14 Jul 2026, 15:53:06 UTC | 13F-HR | Allodium Investment Consultants, LLC CIK 0002052983 | 2026 Q2 Open parsed portfolio | 57 | $235,464,894 | Open SEC source |
| 14 Jul 2026, 15:52:22 UTC | 13F-HR | Corecam Pte. Ltd. CIK 0002106977 | 2026 Q2 Open parsed portfolio | 82 | $264,091,167 | Open SEC source |
| 14 Jul 2026, 15:51:31 UTC | 13F-HR | Blue Zone Wealth Advisors, LLC CIK 0001803106 | 2026 Q2 Open parsed portfolio | 125 | $572,781,883 | Open SEC source |
| 14 Jul 2026, 15:49:26 UTC | 13F-HR | Ayrshire Capital Management LLC CIK 0001801563 | 2026 Q2 Open parsed portfolio | 50 | $213,520,880 | Open SEC source |
| 14 Jul 2026, 15:48:17 UTC | 13F-HR | Addenda Capital Inc. CIK 0001569411 | 2026 Q2 Open parsed portfolio | 128 | $3,678,692,861 | Open SEC source |
| 14 Jul 2026, 15:43:27 UTC | 13F-HR | Triangle Securities Wealth Management CIK 0001541353 | 2026 Q2 Open parsed portfolio | 213 | $503,736,247 | Open SEC source |
| 14 Jul 2026, 15:36:49 UTC | 13F-HR | First Nebraska Trust Co CIK 0002134841 | 2017 Q2 Open parsed portfolio | 144 | $445,671,793 | Open SEC source |
| 14 Jul 2026, 15:34:26 UTC | 13F-HR | Hoese & Co LLP CIK 0001840268 | 2026 Q2 Open parsed portfolio | 183 | $153,934,207 | Open SEC source |
| 14 Jul 2026, 15:27:53 UTC | 13F-HR | Unique Wealth Strategies, LLC CIK 0002009809 | 2025 Q4 Open parsed portfolio | 200 | $254,747,057 | Open SEC source |
| 14 Jul 2026, 15:26:01 UTC | 13F-HR | TTP Investments, Inc. CIK 0001682576 | 2026 Q2 Open parsed portfolio | 30 | $246,521,211 | Open SEC source |
| 14 Jul 2026, 15:24:49 UTC | 13F-HR | Benson Investment Management Company, Inc. CIK 0001694896 | 2026 Q2 Open parsed portfolio | 9 | $18,783,784 | Open SEC source |
| 14 Jul 2026, 15:24:33 UTC | 13F-HR | Unique Wealth Strategies, LLC CIK 0002009809 | 2025 Q3 Open parsed portfolio | 200 | $253,483,516 | Open SEC source |
| 14 Jul 2026, 15:24:20 UTC | 13F-HR | Waycross Investment Management Co CIK 0001922448 | 2026 Q2 Open parsed portfolio | 59 | $131,322,154 | Open SEC source |
| 14 Jul 2026, 15:23:04 UTC | 13F-HR | DOPKINS WEALTH MANAGEMENT, LLC CIK 0001904152 | 2026 Q2 Open parsed portfolio | 90 | $275,191,819 | Open SEC source |
| 14 Jul 2026, 15:22:03 UTC | 13F-HR | Intrinsic Value Partners, LLC CIK 0001910364 | 2026 Q2 Open parsed portfolio | 73 | $146,339,963 | Open SEC source |
| 14 Jul 2026, 15:19:09 UTC | 13F-HR | Christensen, King & Associates Investment Services, Inc. CIK 0002032544 | 2026 Q2 Open parsed portfolio | 108 | $251,702,966 | Open SEC source |
| 14 Jul 2026, 15:14:17 UTC | 13F-HR | Antonelli Financial Advisors, LLC CIK 0002055364 | 2026 Q2 Open parsed portfolio | 53 | $145,837,000 | Open SEC source |
| 14 Jul 2026, 15:13:40 UTC | 13F-HR | SALEM INVESTMENT COUNSELORS INC CIK 0000884423 | 2026 Q2 Open parsed portfolio | 1,241 | $4,033,548,108 | Open SEC source |
| 14 Jul 2026, 15:12:07 UTC | 13F-HR | Stolper Co CIK 0001808195 | 2026 Q2 Open parsed portfolio | 91 | $387,320,000 | Open SEC source |
| 14 Jul 2026, 15:09:02 UTC | 13F-HR | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 | 2026 Q2 Open parsed portfolio | 668 | $5,555,132,536 | Open SEC source |
| 14 Jul 2026, 15:07:55 UTC | 13F-HR | Twele Capital Management, Inc. CIK 0001411268 | 2026 Q2 Open parsed portfolio | 40 | $612,256,024 | Open SEC source |
| 14 Jul 2026, 15:02:59 UTC | 13F-HR | Mason & Associates, LLC CIK 0001895045 | 2026 Q2 Open parsed portfolio | 45 | $480,573,022 | Open SEC source |
| 14 Jul 2026, 14:59:34 UTC | 13F-HR | Plan A Wealth LLC CIK 0002093645 | 2026 Q2 Open parsed portfolio | 194 | $235,074,407 | Open SEC source |
| 14 Jul 2026, 14:53:17 UTC | 13F-HR | SageOak Financial, LLC CIK 0002055829 | 2026 Q2 Open parsed portfolio | 36 | $153,023,399 | Open SEC source |
| 14 Jul 2026, 14:52:27 UTC | 13F-HR | Chatterton & Associates Inc. CIK 0002102688 | 2026 Q2 Open parsed portfolio | 101 | $169,905,552 | Open SEC source |
| 14 Jul 2026, 14:49:55 UTC | 13F-HR | Douglas Lane & Associates, LLC CIK 0001672594 | 2026 Q2 Open parsed portfolio | 249 | $7,369,060,324 | Open SEC source |
| 14 Jul 2026, 14:48:24 UTC | 13F-HR | Ritter Daniher Financial Advisory LLC / DE CIK 0001936603 | 2026 Q2 Open parsed portfolio | 602 | $656,805,150 | Open SEC source |
| 14 Jul 2026, 14:48:11 UTC | 13F-HR | Magnolia Wealth Management, LLC CIK 0001908732 | 2026 Q2 Open parsed portfolio | 17 | $191,047,867 | Open SEC source |
| 14 Jul 2026, 14:42:41 UTC | 13F-HR | SPRING CAPITAL MANAGEMENT, LLC CIK 0001899146 | 2026 Q2 Open parsed portfolio | 55 | $205,318,265 | Open SEC source |
| 14 Jul 2026, 14:41:03 UTC | 13F-HR | EWA, LLC CIK 0001835252 | 2026 Q2 Open parsed portfolio | 332 | $548,091,890 | Open SEC source |
| 14 Jul 2026, 14:39:43 UTC | 13F-HR | Impact Capital Partners LLC CIK 0002054916 | 2026 Q2 Open parsed portfolio | 283 | $366,526,242 | Open SEC source |
| 14 Jul 2026, 14:34:29 UTC | 13F-HR | TopTier Wealth Management, LLC CIK 0002109367 | 2026 Q2 Open parsed portfolio | 133 | $165,543,823 | Open SEC source |
| 14 Jul 2026, 14:30:36 UTC | 13F-HR | Shore Point Advisors, LLC CIK 0001907092 | 2026 Q2 Open parsed portfolio | 77 | $289,462,321 | Open SEC source |
| 14 Jul 2026, 14:30:00 UTC | 13F-HR | BigSur Wealth Management LLC CIK 0001659171 | 2026 Q2 Open parsed portfolio | 169 | $415,496,743 | Open SEC source |
| 14 Jul 2026, 14:24:35 UTC | 13F-HR | Lipe & Dalton CIK 0001570396 | 2026 Q2 Open parsed portfolio | 94 | $215,132,000 | Open SEC source |
| 14 Jul 2026, 14:21:28 UTC | 13F-HR | 1620 INVESTMENT ADVISORS, INC. CIK 0001907281 | 2026 Q2 Open parsed portfolio | 678 | $161,443,404 | Open SEC source |
| 14 Jul 2026, 14:20:34 UTC | 13F-HR | MKD WEALTH COACHES, LLC CIK 0001536549 | 2026 Q2 Open parsed portfolio | 31 | $117,043,857 | Open SEC source |
| 14 Jul 2026, 14:19:11 UTC | 13F-HR | National Wealth Management Group, LLC CIK 0001977723 | 2026 Q2 Open parsed portfolio | 226 | $323,427,031 | Open SEC source |
| 14 Jul 2026, 14:18:40 UTC | 13F-HR | Newman Dignan & Sheerar, Inc. CIK 0001566493 | 2026 Q2 Open parsed portfolio | 197 | $522,844,170 | Open SEC source |
| 14 Jul 2026, 14:16:55 UTC | 13F-HR | Kelly Financial Services LLC CIK 0002023336 | 2026 Q2 Open parsed portfolio | 141 | $467,242,382 | Open SEC source |
| 14 Jul 2026, 14:16:34 UTC | 13F-HR | Financial Symmetry Inc CIK 0002004843 | 2026 Q2 Open parsed portfolio | 68 | $299,677,804 | Open SEC source |
| 14 Jul 2026, 14:13:05 UTC | 13F-HR | IRONWOOD WEALTH MANAGEMENT, INC. CIK 0001844821 | 2026 Q2 Open parsed portfolio | 21 | $236,538,960 | Open SEC source |
| 14 Jul 2026, 14:10:55 UTC | 13F-HR | Robinswood Financial LLC CIK 0002139748 | 2025 Q4 Open parsed portfolio | 406 | $312,607,141 | Open SEC source |
| 14 Jul 2026, 14:04:29 UTC | 13F-HR | Gibson Wealth Advisors LLC CIK 0001911266 | 2026 Q2 Open parsed portfolio | 30 | $160,303,719 | Open SEC source |
| 14 Jul 2026, 13:59:20 UTC | 13F-HR | Spectrum Planning & Advisory Services Inc. CIK 0001725394 | 2026 Q2 Open parsed portfolio | 120 | $223,463,295 | Open SEC source |
| 14 Jul 2026, 13:52:54 UTC | 13F-HR | Paradiem, LLC CIK 0001733356 | 2026 Q2 Open parsed portfolio | 68 | $463,843,759 | Open SEC source |
| 14 Jul 2026, 13:47:45 UTC | 13F-HR | HWG Holdings LP CIK 0001599390 | 2026 Q2 Open parsed portfolio | 44 | $442,200,323 | Open SEC source |
| 14 Jul 2026, 13:43:54 UTC | 13F-HR | M & L Capital Management Ltd CIK 0001927627 | 2026 Q2 Open parsed portfolio | 17 | $369,819,181 | Open SEC source |
| 14 Jul 2026, 13:43:44 UTC | 13F-HR | Snider Financial Group CIK 0001820681 | 2026 Q2 Open parsed portfolio | 103 | $392,825,723 | Open SEC source |