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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8,851-8,900 of 9,669
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Current page
178

Recent 13F signals

Latest portfolio disclosures to inspect

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

13F portfolio

Wall Street Financial Group, Inc.

CIK 0002019337

13F-HR Q2 2026
CIK
0002019337
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
120 holdings / $187,065,181
Filed
13 Jul 2026, 21:46:42 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

Arnold Financial Planning LLC

CIK 0002107020

13F-HR Q2 2026
CIK
0002107020
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
41 holdings / $134,090,098
Filed
13 Jul 2026, 21:38:30 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

Y-Intercept (Hong Kong) Ltd

CIK 0001772875

13F-HR Q2 2026
CIK
0001772875
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
1,651 holdings / $5,052,621,170
Filed
13 Jul 2026, 21:29:10 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

Emergent Wealth Advisors, LLC

CIK 0001799880

13F-HR Q2 2026
CIK
0001799880
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
122 holdings / $191,022,927
Filed
13 Jul 2026, 21:27:30 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

Robert S. Jeter II

CIK 0002093023

13F-HR Q2 2026
CIK
0002093023
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
47 holdings / $103,989,583
Filed
13 Jul 2026, 21:13:57 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

Markin Asset Management, LP

CIK 0002110806

13F-HR Q2 2026
CIK
0002110806
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
47 holdings / $116,851,637
Filed
13 Jul 2026, 21:10:08 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
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
13 Jul 2026, 21:46:42 UTC 13F-HR Wall Street Financial Group, Inc. CIK 0002019337 2026 Q2 Open parsed portfolio 120 $187,065,181 Open SEC source
13 Jul 2026, 21:38:30 UTC 13F-HR Arnold Financial Planning LLC CIK 0002107020 2026 Q2 Open parsed portfolio 41 $134,090,098 Open SEC source
13 Jul 2026, 21:29:10 UTC 13F-HR Y-Intercept (Hong Kong) Ltd CIK 0001772875 2026 Q2 Open parsed portfolio 1,651 $5,052,621,170 Open SEC source
13 Jul 2026, 21:27:30 UTC 13F-HR Emergent Wealth Advisors, LLC CIK 0001799880 2026 Q2 Open parsed portfolio 122 $191,022,927 Open SEC source
13 Jul 2026, 21:13:57 UTC 13F-HR Robert S. Jeter II CIK 0002093023 2026 Q2 Open parsed portfolio 47 $103,989,583 Open SEC source
13 Jul 2026, 21:10:08 UTC 13F-HR Markin Asset Management, LP CIK 0002110806 2026 Q2 Open parsed portfolio 47 $116,851,637 Open SEC source
13 Jul 2026, 21:01:07 UTC 13F-HR Midway Capital Research & Management CIK 0002115416 2026 Q2 Open parsed portfolio 114 $125,816,800 Open SEC source
13 Jul 2026, 20:53:15 UTC 13F-HR Clearview Wealth Management LLC CIK 0001857588 2026 Q2 Open parsed portfolio 62 $155,592,561 Open SEC source
13 Jul 2026, 20:47:09 UTC 13F-HR Net Worth Advisory Group CIK 0001791998 2026 Q2 Open parsed portfolio 411 $396,903,637 Open SEC source
13 Jul 2026, 20:42:59 UTC 13F-HR Cadent Capital Advisors, LLC CIK 0001803536 2026 Q2 Open parsed portfolio 200 $482,082,312 Open SEC source
13 Jul 2026, 20:40:42 UTC 13F-HR DEFINE FINANCIAL, LLC CIK 0002021320 2026 Q2 Open parsed portfolio 47 $217,792,302 Open SEC source
13 Jul 2026, 20:30:11 UTC 13F-HR Clark & Stuart, Inc CIK 0002048750 2026 Q2 Open parsed portfolio 57 $159,383,324 Open SEC source
13 Jul 2026, 20:16:46 UTC 13F-HR Adams Asset Advisors, LLC CIK 0001386929 2026 Q2 Open parsed portfolio 88 $881,733,636 Open SEC source
13 Jul 2026, 19:50:00 UTC 13F-HR Signature Resources Capital Management, LLC CIK 0001940917 2026 Q2 Open parsed portfolio 702 $253,638,589 Open SEC source
13 Jul 2026, 19:11:26 UTC 13F-HR MOGY JOEL R INVESTMENT COUNSEL INC CIK 0001126735 2026 Q2 Open parsed portfolio 121 $1,745,149,355 Open SEC source
13 Jul 2026, 19:05:19 UTC 13F-HR Cannae Holdings, Inc. CIK 0001704720 2026 Q2 Open parsed portfolio 2 $133,615,096 Open SEC source
13 Jul 2026, 18:59:29 UTC 13F-HR Cromwell Holdings LLC CIK 0001894712 2026 Q2 Open parsed portfolio 1,108 $222,778,701 Open SEC source
13 Jul 2026, 18:47:21 UTC 13F-HR Robinswood Financial LLC CIK 0002139748 2023 Q2 Open parsed portfolio 231 $215,335,631 Open SEC source
13 Jul 2026, 18:23:45 UTC 13F-HR Kings Path Partners LLC CIK 0002030974 2025 Q4 Open parsed portfolio 294 $285,355,919 Open SEC source
13 Jul 2026, 18:13:37 UTC 13F-HR New Covenant Trust Company, N.A. CIK 0002023097 2026 Q2 Open parsed portfolio 107 $132,658,153 Open SEC source
13 Jul 2026, 17:55:11 UTC 13F-HR CHICKASAW CAPITAL MANAGEMENT LLC CIK 0001276460 2026 Q2 Open parsed portfolio 97 $2,780,444,000 Open SEC source
13 Jul 2026, 17:47:54 UTC 13F-HR Rockingstone Advisors LLC CIK 0002027176 2026 Q2 Open parsed portfolio 115 $249,076,929 Open SEC source
13 Jul 2026, 17:43:01 UTC 13F-HR STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC CIK 0002105785 2026 Q2 Open parsed portfolio 70 $148,601,710 Open SEC source
13 Jul 2026, 17:41:06 UTC 13F-HR First Nebraska Trust Co CIK 0002134841 2017 Q3 Open parsed portfolio 139 $456,566,110 Open SEC source
13 Jul 2026, 17:36:32 UTC 13F-HR Brickley Wealth Management CIK 0001712533 2026 Q2 Open parsed portfolio 68 $696,373,173 Open SEC source
13 Jul 2026, 17:28:51 UTC 13F-HR HBE Wealth Management, LLC CIK 0002104442 2026 Q2 Open parsed portfolio 59 $139,226,724 Open SEC source
13 Jul 2026, 17:28:40 UTC 13F-HR First Nebraska Trust Co CIK 0002134841 2017 Q4 Open parsed portfolio 144 $488,352,100 Open SEC source
13 Jul 2026, 17:13:26 UTC 13F-HR Gilbert Capital Group, Inc. CIK 0002035854 2026 Q2 Open parsed portfolio 56 $142,755,295 Open SEC source
13 Jul 2026, 17:12:27 UTC 13F-HR Financial Solutions Advisory Group, Inc. CIK 0002135269 2026 Q2 Open parsed portfolio 177 $790,585,911 Open SEC source
13 Jul 2026, 17:11:29 UTC 13F-HR Strategic Financial Group, LLC CIK 0002131286 2026 Q2 Open parsed portfolio 19 $104,371,509 Open SEC source
13 Jul 2026, 17:10:00 UTC 13F-HR Tailwinds Wealth, LLC CIK 0002109222 2026 Q2 Open parsed portfolio 89 $169,277,049 Open SEC source
13 Jul 2026, 17:04:08 UTC 13F-HR PATTON FUND MANAGEMENT, INC. CIK 0001689232 2026 Q2 Open parsed portfolio 86 $462,369,528 Open SEC source
13 Jul 2026, 17:04:03 UTC 13F-HR Oak Root LLC CIK 0002027377 2026 Q2 Open parsed portfolio 10 $906,266,254 Open SEC source
13 Jul 2026, 17:02:52 UTC 13F-HR VOISARD ASSET MANAGEMENT GROUP, INC. CIK 0002011215 2026 Q2 Open parsed portfolio 111 $528,558,196 Open SEC source
13 Jul 2026, 17:01:33 UTC 13F-HR Falcon Wealth Planning CIK 0001839850 2026 Q2 Open parsed portfolio 244 $1,580,754,902 Open SEC source
13 Jul 2026, 16:57:52 UTC 13F-HR Centennial Wealth Advisory LLC CIK 0001839421 2026 Q2 Open parsed portfolio 181 $463,222,543 Open SEC source
13 Jul 2026, 16:56:54 UTC 13F-HR Clarity Capital Advisors, LLC CIK 0002011219 2026 Q2 Open parsed portfolio 95 $238,537,787 Open SEC source
13 Jul 2026, 16:56:43 UTC 13F-HR Sound Stewardship, LLC CIK 0001998101 2026 Q2 Open parsed portfolio 73 $242,417,708 Open SEC source
13 Jul 2026, 16:55:26 UTC 13F-HR FCG Investment Co CIK 0002011697 2026 Q2 Open parsed portfolio 118 $289,180,060 Open SEC source
13 Jul 2026, 16:53:51 UTC 13F-HR RTD Financial Advisors, Inc. CIK 0001810555 2026 Q2 Open parsed portfolio 120 $916,927,104 Open SEC source
13 Jul 2026, 16:52:47 UTC 13F-HR Broadway Wealth Solutions, Inc. CIK 0002021265 2026 Q2 Open parsed portfolio 92 $214,089,928 Open SEC source
13 Jul 2026, 16:52:36 UTC 13F-HR Wealth Intelligence, LLC CIK 0002112078 2026 Q2 Open parsed portfolio 59 $215,278,517 Open SEC source
13 Jul 2026, 16:50:04 UTC 13F-HR V. M. MANNING & CO., INC. CIK 0000062061 2026 Q2 Open parsed portfolio 53 $116,655,442 Open SEC source
13 Jul 2026, 16:47:51 UTC 13F-HR Azarias Capital Management, L.P. CIK 0001625279 2026 Q2 Open parsed portfolio 23 $229,818,119 Open SEC source
13 Jul 2026, 16:46:20 UTC 13F-HR Red Door Wealth Management, LLC CIK 0001783599 2026 Q2 Open parsed portfolio 320 $1,095,528,986 Open SEC source
13 Jul 2026, 16:39:26 UTC 13F-HR Capital Advantage, Inc. CIK 0001628896 2026 Q2 Open parsed portfolio 150 $819,649,878 Open SEC source
13 Jul 2026, 16:38:52 UTC 13F-HR HCR Wealth Advisors CIK 0001697715 2026 Q2 Open parsed portfolio 259 $1,117,188,703 Open SEC source
13 Jul 2026, 16:38:28 UTC 13F-HR Stenger Family Office, LLC CIK 0002056106 2026 Q2 Open parsed portfolio 123 $614,027,533 Open SEC source
13 Jul 2026, 16:37:22 UTC 13F-HR High Probability Advisors, LLC CIK 0002039415 2026 Q2 Open parsed portfolio 75 $935,032,417 Open SEC source
13 Jul 2026, 16:36:13 UTC 13F-HR OMNI 360 Wealth, Inc. CIK 0002010436 2026 Q2 Open parsed portfolio 135 $216,438,304 Open SEC source
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