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 |
|---|---|---|---|---|---|---|
| 28 Jul 2026, 10:52:36 UTC | 13F-HR | Phillip James Consulting Co. CIK 0002111830 | 2026 Q2 Open parsed portfolio | 336 | $125,891,871 | Open SEC source |
| 28 Jul 2026, 10:51:39 UTC | 13F-HR | Guild Investment Management, Inc. CIK 0001317802 | 2026 Q2 Open parsed portfolio | 59 | $146,440,090 | Open SEC source |
| 28 Jul 2026, 10:51:02 UTC | 13F-HR | Robeco Schweiz AG CIK 0001418427 | 2026 Q2 Open parsed portfolio | 126 | $6,234,447,221 | Open SEC source |
| 28 Jul 2026, 10:47:46 UTC | 13F-HR | Harbour Trust & Investment Management Co CIK 0002003557 | 2026 Q2 Open parsed portfolio | 160 | $1,038,815,417 | Open SEC source |
| 28 Jul 2026, 10:47:44 UTC | 13F-HR | Rosenthal | Henry Capital Advisors, Inc. CIK 0001697539 | 2026 Q2 Open parsed portfolio | 48 | $114,354,354 | Open SEC source |
| 28 Jul 2026, 10:46:30 UTC | 13F-HR | WealthPLAN Partners, LLC CIK 0001639943 | 2026 Q2 Open parsed portfolio | 223 | $522,879,417 | Open SEC source |
| 28 Jul 2026, 10:45:27 UTC | 13F-HR | Tolleson Wealth Management, Inc. CIK 0001772937 | 2026 Q1 Open parsed portfolio | 92 | $685,012,918 | Open SEC source |
| 28 Jul 2026, 10:42:23 UTC | 13F-HR | SIMA Wealth Partners, LLC CIK 0002135539 | 2026 Q2 Open parsed portfolio | 130 | $141,128,579 | Open SEC source |
| 28 Jul 2026, 10:41:09 UTC | 13F-HR | Wise Wealth Partners CIK 0002056711 | 2026 Q2 Open parsed portfolio | 43 | $58,837,407 | Open SEC source |
| 28 Jul 2026, 10:41:03 UTC | 13F-HR | 4Thought Financial Group Inc. CIK 0001840261 | 2026 Q2 Open parsed portfolio | 99 | $212,802,790 | Open SEC source |
| 28 Jul 2026, 10:38:42 UTC | 13F-HR | WealthPlan Investment Management, LLC CIK 0001929986 | 2026 Q2 Open parsed portfolio | 473 | $2,012,541,550 | Open SEC source |
| 28 Jul 2026, 10:19:09 UTC | 13F-HR | ROBERT WOOD JOHNSON FOUNDATION CIK 0000315157 | 2026 Q2 Open parsed portfolio | 2 | $81,044,116 | Open SEC source |
| 28 Jul 2026, 10:18:07 UTC | 13F-HR | WEYBOSSET RESEARCH & MANAGEMENT LLC CIK 0001280604 | 2026 Q2 Open parsed portfolio | 32 | $380,947,335 | Open SEC source |
| 28 Jul 2026, 10:16:01 UTC | 13F-HR | FIRST BUSINESS FINANCIAL SERVICES, INC. CIK 0001521951 | 2026 Q2 Open parsed portfolio | 201 | $1,289,356,001 | Open SEC source |
| 28 Jul 2026, 10:13:35 UTC | 13F-HR | Mitsubishi UFJ Asset Management (UK) Ltd. CIK 0001694895 | 2026 Q2 Open parsed portfolio | 95 | $215,236,000 | Open SEC source |
| 28 Jul 2026, 10:09:01 UTC | 13F-HR | Greystone Financial Group, LLC CIK 0001845302 | 2026 Q2 Open parsed portfolio | 74 | $357,857,344 | Open SEC source |
| 28 Jul 2026, 10:03:09 UTC | 13F-HR | CERTUITY, LLC CIK 0001800752 | 2026 Q2 Open parsed portfolio | 672 | $2,023,944,278 | Open SEC source |
| 28 Jul 2026, 09:56:57 UTC | 13F-HR | Hartmann Taylor Wealth Management, LLC CIK 0002058267 | 2026 Q2 Open parsed portfolio | 54 | $151,048,459 | Open SEC source |
| 28 Jul 2026, 09:56:48 UTC | 13F-HR | Seven Post Investment Office LP CIK 0001554308 | 2026 Q2 Open parsed portfolio | 42 | $352,277,883 | Open SEC source |
| 28 Jul 2026, 09:54:43 UTC | 13F-HR | Paladin Advisory Group, LLC CIK 0001899703 | 2026 Q2 Open parsed portfolio | 243 | $150,576,915 | Open SEC source |
| 28 Jul 2026, 09:54:11 UTC | 13F-HR | BlueSky Wealth Advisors, LLC CIK 0001704107 | 2026 Q2 Open parsed portfolio | 111 | $863,333,201 | Open SEC source |
| 28 Jul 2026, 09:53:52 UTC | 13F-HR/A | Fundamenta Capital S.A. CIK 0002088289 | 2026 Q1 - Restatement Open parsed portfolio | 8 | $101,849,122 | Open SEC source |
| 28 Jul 2026, 09:50:45 UTC | 13F-HR | Element Squared LLC CIK 0002086643 | 2026 Q2 Open parsed portfolio | 49 | $200,999,567 | Open SEC source |
| 28 Jul 2026, 09:46:50 UTC | 13F-HR/A | Fundamenta Capital S.A. CIK 0002088289 | 2025 Q4 - Restatement Open parsed portfolio | 5 | $87,266,297 | Open SEC source |
| 28 Jul 2026, 09:44:08 UTC | 13F-HR | KANAWHA CAPITAL MANAGEMENT LLC CIK 0001164478 | 2026 Q2 Open parsed portfolio | 228 | $1,535,948,517 | Open SEC source |
| 28 Jul 2026, 09:42:44 UTC | 13F-HR | TRUIST FINANCIAL CORP CIK 0000092230 | 2026 Q2 Open parsed portfolio | 2,896 | $83,537,122,661 | Open SEC source |
| 28 Jul 2026, 09:40:59 UTC | 13F-HR | INCA Investments LLC CIK 0001513137 | 2026 Q2 Open parsed portfolio | 10 | $353,361,292 | Open SEC source |
| 28 Jul 2026, 09:37:56 UTC | 13F-HR | CORTLAND ASSOCIATES INC/MO CIK 0001014315 | 2026 Q2 Open parsed portfolio | 62 | $691,787,000 | Open SEC source |
| 28 Jul 2026, 09:34:19 UTC | 13F-HR | Applied Finance Capital Management, LLC CIK 0001966007 | 2026 Q2 Open parsed portfolio | 218 | $1,343,088,273 | Open SEC source |
| 28 Jul 2026, 09:30:28 UTC | 13F-HR | Fundamenta Capital S.A. CIK 0002088289 | 2026 Q2 Open parsed portfolio | 14 | $172,427,985 | Open SEC source |
| 28 Jul 2026, 09:21:11 UTC | 13F-HR | Wilmington Savings Fund Society, FSB CIK 0000900974 | 2026 Q2 Open parsed portfolio | 1,487 | $4,481,188,783 | Open SEC source |
| 28 Jul 2026, 09:17:01 UTC | 13F-HR | JSF Financial, LLC CIK 0001802224 | 2026 Q2 Open parsed portfolio | 141 | $620,959,124 | Open SEC source |
| 28 Jul 2026, 09:11:29 UTC | 13F-HR | Sterling Capital Management LLC CIK 0001329883 | 2026 Q2 Open parsed portfolio | 3,281 | $5,896,280,554 | Open SEC source |
| 28 Jul 2026, 09:08:02 UTC | 13F-HR | MA Private Wealth CIK 0001767474 | 2026 Q2 Open parsed portfolio | 88 | $671,360,152 | Open SEC source |
| 28 Jul 2026, 09:07:43 UTC | 13F-HR | Emissary Wealth LLC CIK 0002107252 | 2026 Q2 Open parsed portfolio | 63 | $131,295,741 | Open SEC source |
| 28 Jul 2026, 09:06:08 UTC | 13F-HR | Lubar & Co., Inc CIK 0001473033 | 2026 Q2 Open parsed portfolio | 3 | $126,428,057 | Open SEC source |
| 28 Jul 2026, 08:51:06 UTC | 13F-HR | ALTA CAPITAL MANAGEMENT LLC/ CIK 0001093589 | 2026 Q2 Open parsed portfolio | 109 | $1,343,666,509 | Open SEC source |
| 28 Jul 2026, 08:40:18 UTC | 13F-HR | MACROVIEW INVESTMENT MANAGEMENT LLC CIK 0001551727 | 2026 Q2 Open parsed portfolio | 105 | $160,955,945 | Open SEC source |
| 28 Jul 2026, 08:38:33 UTC | 13F-HR | Harbor Advisors LLC CIK 0001687156 | 2026 Q2 Open parsed portfolio | 194 | $795,099,794 | Open SEC source |
| 28 Jul 2026, 08:33:29 UTC | 13F-HR | LFA - Lugano Financial Advisors SA CIK 0001737871 | 2026 Q2 Open parsed portfolio | 274 | $166,164,701 | Open SEC source |
| 28 Jul 2026, 08:25:48 UTC | 13F-HR | Aubrey Capital Management Ltd CIK 0001730754 | 2026 Q2 Open parsed portfolio | 39 | $159,623,483 | Open SEC source |
| 28 Jul 2026, 08:15:25 UTC | 13F-HR | KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 | 2026 Q2 Open parsed portfolio | 1,310 | $30,406,085,796 | Open SEC source |
| 28 Jul 2026, 07:05:16 UTC | 13F-HR | OP Asset Management Ltd CIK 0002097005 | 2026 Q2 Open parsed portfolio | 764 | $9,378,422,722 | Open SEC source |
| 28 Jul 2026, 07:02:32 UTC | 13F-HR | Wesleyan Assurance Society CIK 0001773368 | 2026 Q2 Open parsed portfolio | 108 | $1,978,076,000 | Open SEC source |
| 28 Jul 2026, 06:48:25 UTC | 13F-HR | Prosperity Financial Group, Inc. CIK 0001991334 | 2026 Q2 Open parsed portfolio | 184 | $322,649,169 | Open SEC source |
| 28 Jul 2026, 06:30:03 UTC | 13F-HR | Asset Management One Co., Ltd. CIK 0001068855 | 2026 Q2 Open parsed portfolio | 957 | $38,970,286,493 | Open SEC source |
| 28 Jul 2026, 06:16:40 UTC | 13F-HR | KFA Private Wealth Group, LLC CIK 0001800556 | 2026 Q2 Open parsed portfolio | 150 | $415,234,547 | Open SEC source |
| 28 Jul 2026, 06:15:03 UTC | 13F-HR | Sanofi CIK 0001121404 | 2026 Q2 Open parsed portfolio | 10 | $534,041,662 | Open SEC source |
| 27 Jul 2026, 21:56:03 UTC | 13F-HR | TMT General Partner Ltd CIK 0001847582 | 2026 Q2 Open parsed portfolio | 3 | $193,819,397 | Open SEC source |
| 27 Jul 2026, 21:39:22 UTC | 13F-HR | ProCore Advisors, LLC CIK 0002085963 | 2026 Q2 Open parsed portfolio | 84 | $80,705,993 | Open SEC source |