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, 13:42:21 UTC | 13F-HR | Nautilus Advisors LLC CIK 0002083253 | 2026 Q2 Open parsed portfolio | 179 | $169,184,213 | Open SEC source |
| 14 Jul 2026, 13:36:01 UTC | 13F-HR | TEALWOOD ASSET MANAGEMENT INC CIK 0001164062 | 2026 Q2 Open parsed portfolio | 121 | $260,510,000 | Open SEC source |
| 14 Jul 2026, 13:34:19 UTC | 13F-HR | Global X Japan Co., Ltd. CIK 0002027450 | 2026 Q2 Open parsed portfolio | 390 | $2,718,797,451 | Open SEC source |
| 14 Jul 2026, 13:31:22 UTC | 13F-HR | Lakeridge Wealth Management LLC CIK 0002012028 | 2026 Q2 Open parsed portfolio | 188 | $272,483,257 | Open SEC source |
| 14 Jul 2026, 13:22:54 UTC | 13F-HR | marrick wealth, LLC CIK 0002109850 | 2026 Q2 Open parsed portfolio | 62 | $140,842,177 | Open SEC source |
| 14 Jul 2026, 13:18:42 UTC | 13F-HR | Bank of New Hampshire CIK 0001870761 | 2026 Q2 Open parsed portfolio | 537 | $479,234,051 | Open SEC source |
| 14 Jul 2026, 13:10:43 UTC | 13F-HR | Ervin Investment Management, LLC CIK 0001907802 | 2026 Q2 Open parsed portfolio | 47 | $184,078,636 | Open SEC source |
| 14 Jul 2026, 13:06:09 UTC | 13F-HR | Talbot Financial, LLC CIK 0001966180 | 2026 Q2 Open parsed portfolio | 71 | $1,358,790,662 | Open SEC source |
| 14 Jul 2026, 13:02:38 UTC | 13F-HR | Courant Investment Management LLC CIK 0001695426 | 2026 Q2 Open parsed portfolio | 7 | $103,034,997 | Open SEC source |
| 14 Jul 2026, 13:01:35 UTC | 13F-HR | ShoreHaven Wealth Partners, LLC CIK 0001844922 | 2026 Q2 Open parsed portfolio | 106 | $317,885,632 | Open SEC source |
| 14 Jul 2026, 12:53:45 UTC | 13F-HR | Wiser Wealth Management, Inc CIK 0001573263 | 2026 Q2 Open parsed portfolio | 75 | $522,736,251 | Open SEC source |
| 14 Jul 2026, 12:53:39 UTC | 13F-HR | North Capital, Inc. CIK 0002065938 | 2026 Q2 Open parsed portfolio | 102 | $132,376,357 | Open SEC source |
| 14 Jul 2026, 12:48:33 UTC | 13F-HR | Murphy, Middleton, Hinkle & Parker, Inc. CIK 0001730521 | 2026 Q2 Open parsed portfolio | 140 | $246,120,905 | Open SEC source |
| 14 Jul 2026, 12:45:00 UTC | 13F-HR | DIXON FNANCIAL SERVICES, INC. CIK 0001909993 | 2026 Q2 Open parsed portfolio | 48 | $246,891,247 | Open SEC source |
| 14 Jul 2026, 12:44:23 UTC | 13F-HR | JP Wealth Management, Inc. CIK 0001967622 | 2026 Q2 Open parsed portfolio | 14 | $158,864,073 | Open SEC source |
| 14 Jul 2026, 12:28:55 UTC | 13F-HR | Stordahl Capital Management, Inc. CIK 0001729093 | 2026 Q2 Open parsed portfolio | 68 | $545,945,266 | Open SEC source |
| 14 Jul 2026, 12:26:39 UTC | 13F-HR | INVESTMENT ADVISORY SERVICES INC /TX /ADV CIK 0000925953 | 2026 Q2 Open parsed portfolio | 140 | $347,176,018 | Open SEC source |
| 14 Jul 2026, 12:11:06 UTC | 13F-HR | Boothe Investment Group, Inc. CIK 0001749798 | 2026 Q2 Open parsed portfolio | 38 | $317,421,337 | Open SEC source |
| 14 Jul 2026, 12:03:32 UTC | 13F-HR | City State Bank CIK 0001910666 | 2026 Q2 Open parsed portfolio | 809 | $436,416,689 | Open SEC source |
| 14 Jul 2026, 12:01:19 UTC | 13F-HR | Significant Wealth Partners LLC CIK 0001964680 | 2026 Q2 Open parsed portfolio | 116 | $92,356,861 | Open SEC source |
| 14 Jul 2026, 12:00:34 UTC | 13F-HR | Unique Wealth Strategies, LLC CIK 0002009809 | 2025 Q2 Open parsed portfolio | 195 | $237,986,509 | Open SEC source |
| 14 Jul 2026, 12:00:00 UTC | 13F-HR | Roth Financial Partners LLC CIK 0001840888 | 2026 Q2 Open parsed portfolio | 33 | $336,299,548 | Open SEC source |
| 14 Jul 2026, 11:52:26 UTC | 13F-HR | InvesTrust CIK 0002050848 | 2026 Q2 Open parsed portfolio | 95 | $259,830,753 | Open SEC source |
| 14 Jul 2026, 11:50:26 UTC | 13F-HR | SPIRIT OF AMERICA MANAGEMENT CORP/NY CIK 0001041283 | 2026 Q2 Open parsed portfolio | 308 | $530,473,889 | Open SEC source |
| 14 Jul 2026, 11:46:46 UTC | 13F-HR | LBJ Family Wealth Advisors, Ltd. CIK 0001601622 | 2026 Q2 Open parsed portfolio | 28 | $196,131,000 | Open SEC source |
| 14 Jul 2026, 11:43:36 UTC | 13F-HR | Leibman Financial Services, Inc. CIK 0002006661 | 2026 Q2 Open parsed portfolio | 46 | $150,430,517 | Open SEC source |
| 14 Jul 2026, 11:34:48 UTC | 13F-HR | Unique Wealth Strategies, LLC CIK 0002009809 | 2025 Q1 Open parsed portfolio | 184 | $220,229,099 | Open SEC source |
| 14 Jul 2026, 11:32:54 UTC | 13F-HR | New Capital Management LP CIK 0001696731 | 2026 Q2 Open parsed portfolio | 60 | $439,045,818 | Open SEC source |
| 14 Jul 2026, 11:16:43 UTC | 13F-HR | LRI Investments, LLC CIK 0002023325 | 2026 Q2 Open parsed portfolio | 1,968 | $1,210,456,137 | Open SEC source |
| 14 Jul 2026, 11:03:10 UTC | 13F-HR | IVC Wealth Advisors LLC CIK 0001842811 | 2026 Q2 Open parsed portfolio | 177 | $256,391,376 | Open SEC source |
| 14 Jul 2026, 10:32:24 UTC | 13F-HR | KEB ASSET MANAGEMENT, LLC CIK 0001903035 | 2026 Q2 Open parsed portfolio | 137 | $617,813,988 | Open SEC source |
| 14 Jul 2026, 10:27:55 UTC | 13F-HR | Unique Wealth Strategies, LLC CIK 0002009809 | 2024 Q4 Open parsed portfolio | 187 | $227,582,852 | Open SEC source |
| 14 Jul 2026, 10:27:11 UTC | 13F-HR | Advisory Resource Group CIK 0001764968 | 2026 Q2 Open parsed portfolio | 183 | $664,963,949 | Open SEC source |
| 14 Jul 2026, 10:26:58 UTC | 13F-HR | BLUE SQUARE ASSET MANAGEMENT, LLC CIK 0001769578 | 2026 Q2 Open parsed portfolio | 74 | $246,814,547 | Open SEC source |
| 14 Jul 2026, 10:25:40 UTC | 13F-HR | Hudson Capital Management LLC CIK 0001727342 | 2026 Q2 Open parsed portfolio | 74 | $413,626,295 | Open SEC source |
| 14 Jul 2026, 10:15:50 UTC | 13F-HR | Unique Wealth Strategies, LLC CIK 0002009809 | 2024 Q3 Open parsed portfolio | 189 | $231,819,273 | Open SEC source |
| 14 Jul 2026, 09:54:43 UTC | 13F-HR | TOTH FINANCIAL ADVISORY CORP CIK 0000866780 | 2026 Q2 Open parsed portfolio | 875 | $1,024,028,409 | Open SEC source |
| 14 Jul 2026, 09:50:46 UTC | 13F-HR | HATCH COVE CAPITAL, LLC CIK 0002049307 | 2026 Q2 Open parsed portfolio | 24 | $225,379,966 | Open SEC source |
| 14 Jul 2026, 09:49:29 UTC | 13F-HR | BALDWIN WEALTH PARTNERS LLC/MA CIK 0001021258 | 2026 Q2 Open parsed portfolio | 234 | $1,529,382,230 | Open SEC source |
| 14 Jul 2026, 09:13:48 UTC | 13F-HR | CWA Asset Management Group, LLC CIK 0001667134 | 2026 Q2 Open parsed portfolio | 693 | $3,254,538,969 | Open SEC source |
| 14 Jul 2026, 09:02:51 UTC | 13F-HR | Cox Capital Mgt LLC CIK 0001748728 | 2026 Q2 Open parsed portfolio | 81 | $179,655,172 | Open SEC source |
| 14 Jul 2026, 08:58:44 UTC | 13F-HR/A | Trust Asset Management LLC CIK 0001608376 | 2026 Q2 - New Holdings Open parsed portfolio | 229 | $1,605,118,944 | Open SEC source |
| 14 Jul 2026, 08:49:38 UTC | 13F-HR | Sompo Asset Management Co., Ltd. CIK 0001533504 | 2026 Q2 Open parsed portfolio | 177 | $609,242,436 | Open SEC source |
| 14 Jul 2026, 08:40:41 UTC | 13F-HR | Brewster Financial Planning LLC CIK 0001898145 | 2026 Q2 Open parsed portfolio | 30 | $182,128,262 | Open SEC source |
| 14 Jul 2026, 08:05:11 UTC | 13F-HR | Brown Shipley& Co Ltd CIK 0001912970 | 2026 Q2 Open parsed portfolio | 75 | $193,129,212 | Open SEC source |
| 14 Jul 2026, 07:54:54 UTC | 13F-HR | Naria Inc. CIK 0002012185 | 2026 Q2 Open parsed portfolio | 1 | $512,562,833 | Open SEC source |
| 14 Jul 2026, 07:52:29 UTC | 13F-HR | Glencore plc CIK 0001521365 | 2026 Q2 Open parsed portfolio | 2 | $4,867,464,572 | Open SEC source |
| 14 Jul 2026, 06:50:55 UTC | 13F-HR | Smith Asset Management Co., LLC CIK 0002068217 | 2026 Q2 Open parsed portfolio | 70 | $127,111,204 | Open SEC source |
| 14 Jul 2026, 06:47:57 UTC | 13F-HR | Encompass More Asset Management CIK 0002011218 | 2026 Q2 Open parsed portfolio | 270 | $681,073,312 | Open SEC source |
| 14 Jul 2026, 06:00:32 UTC | 13F-HR | Cambridge Financial Group, LLC CIK 0002085256 | 2026 Q2 Open parsed portfolio | 155 | $317,626,549 | Open SEC source |