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.

Rows shown
8,951-9,000 of 9,669
Per page
50
Current page
180

Recent 13F signals

Latest portfolio disclosures to inspect

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

13F portfolio

AUGUSTINE ASSET MANAGEMENT INC

CIK 0000778963

13F-HR Q2 2026
CIK
0000778963
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
121 holdings / $493,878,927
Filed
13 Jul 2026, 13:25:24 UTC
Period
2026 Q2

Review the newly filed portfolio, top holdings, and source evidence before comparing the manager with other ownership signals.

13F portfolio

Wedmont Private Capital

CIK 0001904274

13F-HR Q2 2026
CIK
0001904274
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
949 holdings / $3,641,932,366
Filed
13 Jul 2026, 13:08:53 UTC
Period
2026 Q2

Review the newly filed portfolio, top holdings, and source evidence before comparing the manager with other ownership signals.

13F portfolio

WOLFF WIESE MAGANA LLC

CIK 0001832097

13F-HR Q2 2026
CIK
0001832097
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
1,027 holdings / $217,451,979
Filed
13 Jul 2026, 13:08:34 UTC
Period
2026 Q2

Review the newly filed portfolio, top holdings, and source evidence before comparing the manager with other ownership signals.

13F portfolio

BOS Asset Management, LLC

CIK 0001965814

13F-HR Q2 2026
CIK
0001965814
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
204 holdings / $430,713,619
Filed
13 Jul 2026, 12:56:47 UTC
Period
2026 Q2

Review the newly filed portfolio, top holdings, and source evidence before comparing the manager with other ownership signals.

13F portfolio

DECISION INVESTMENTS, INC

CIK 0002111652

13F-HR Q2 2026
CIK
0002111652
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
149 holdings / $109,847,919
Filed
13 Jul 2026, 12:45:49 UTC
Period
2026 Q2

Review the newly filed portfolio, top holdings, and source evidence before comparing the manager with other ownership signals.

13F portfolio

Pacifica Partners Inc.

CIK 0001799900

13F-HR Q2 2026
CIK
0001799900
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
424 holdings / $331,566,632
Filed
13 Jul 2026, 12:39:23 UTC
Period
2026 Q2

Review the newly filed portfolio, top holdings, and source evidence before comparing the manager with other ownership signals.

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, 13:25:24 UTC 13F-HR AUGUSTINE ASSET MANAGEMENT INC CIK 0000778963 2026 Q2 Open parsed portfolio 121 $493,878,927 Open SEC source
13 Jul 2026, 13:08:53 UTC 13F-HR Wedmont Private Capital CIK 0001904274 2026 Q2 Open parsed portfolio 949 $3,641,932,366 Open SEC source
13 Jul 2026, 13:08:34 UTC 13F-HR WOLFF WIESE MAGANA LLC CIK 0001832097 2026 Q2 Open parsed portfolio 1,027 $217,451,979 Open SEC source
13 Jul 2026, 12:56:47 UTC 13F-HR BOS Asset Management, LLC CIK 0001965814 2026 Q2 Open parsed portfolio 204 $430,713,619 Open SEC source
13 Jul 2026, 12:45:49 UTC 13F-HR DECISION INVESTMENTS, INC CIK 0002111652 2026 Q2 Open parsed portfolio 149 $109,847,919 Open SEC source
13 Jul 2026, 12:39:23 UTC 13F-HR Pacifica Partners Inc. CIK 0001799900 2026 Q2 Open parsed portfolio 424 $331,566,632 Open SEC source
13 Jul 2026, 12:36:50 UTC 13F-HR Strong Tower Advisory Services CIK 0001889322 2026 Q2 Open parsed portfolio 93 $557,887,479 Open SEC source
13 Jul 2026, 12:34:56 UTC 13F-HR 21 West Wealth Management LLC CIK 0002067541 2026 Q2 Open parsed portfolio 65 $117,052,606 Open SEC source
13 Jul 2026, 12:30:56 UTC 13F-HR Friedenthal Financial CIK 0001598611 2026 Q2 Open parsed portfolio 253 $216,138,948 Open SEC source
13 Jul 2026, 12:25:49 UTC 13F-HR Merrion Investment Management Co, LLC CIK 0001383782 2026 Q2 Open parsed portfolio 106 $211,293,950 Open SEC source
13 Jul 2026, 12:23:49 UTC 13F-HR First City Capital Management, Inc. CIK 0001427350 2026 Q2 Open parsed portfolio 164 $205,506,252 Open SEC source
13 Jul 2026, 12:19:34 UTC 13F-HR Independence Bank of Kentucky CIK 0001730479 2026 Q2 Open parsed portfolio 589 $887,565,377 Open SEC source
13 Jul 2026, 12:17:57 UTC 13F-HR MFA WEALTH ADVISORS, LLC CIK 0001688184 2026 Q2 Open parsed portfolio 98 $586,313,342 Open SEC source
13 Jul 2026, 12:08:17 UTC 13F-HR Echo45 Advisors LLC CIK 0001908617 2026 Q2 Open parsed portfolio 78 $193,601,382 Open SEC source
13 Jul 2026, 12:00:03 UTC 13F-HR DAVENPORT & Co LLC CIK 0000887777 2026 Q2 Open parsed portfolio 1,328 $19,589,621,716 Open SEC source
13 Jul 2026, 11:51:42 UTC 13F-HR Avondale Wealth Management CIK 0001738720 2026 Q2 Open parsed portfolio 66 $245,267,271 Open SEC source
13 Jul 2026, 11:43:29 UTC 13F-HR GODSEY & GIBB, INC CIK 0000887402 2026 Q2 Open parsed portfolio 383 $1,219,303,373 Open SEC source
13 Jul 2026, 11:35:49 UTC 13F-HR Perennial Advisors, LLC CIK 0001697360 2026 Q2 Open parsed portfolio 138 $649,221,162 Open SEC source
13 Jul 2026, 11:33:19 UTC 13F-HR ARDSLEY ADVISORY PARTNERS LP CIK 0000900529 2026 Q2 Open parsed portfolio 130 $921,068,363 Open SEC source
13 Jul 2026, 11:29:03 UTC 13F-HR Generali Investments CEE, investicni spolecnost, a.s. CIK 0002047540 2026 Q2 Open parsed portfolio 459 $2,107,565,767 Open SEC source
13 Jul 2026, 11:27:22 UTC 13F-HR WOODSTOCK CORP CIK 0001008877 2026 Q2 Open parsed portfolio 163 $1,204,434,447 Open SEC source
13 Jul 2026, 11:16:36 UTC 13F-HR McCollum Christoferson Group LLC CIK 0001727573 2026 Q2 Open parsed portfolio 80 $207,809,284 Open SEC source
13 Jul 2026, 11:13:21 UTC 13F-HR Orgel Wealth Management, LLC CIK 0001658535 2026 Q2 Open parsed portfolio 113 $5,272,494,246 Open SEC source
13 Jul 2026, 11:10:43 UTC 13F-HR VIKING FUND MANAGEMENT LLC CIK 0001169069 2026 Q2 Open parsed portfolio 146 $1,116,611,932 Open SEC source
13 Jul 2026, 11:10:24 UTC 13F-HR/A Robinswood Financial LLC CIK 0002139748 2026 Q1 - Restatement Open parsed portfolio 430 $317,829,696 Open SEC source
13 Jul 2026, 11:07:04 UTC 13F-HR LAWOOD & CO CIK 0002109484 2026 Q2 Open parsed portfolio 95 $147,645,548 Open SEC source
13 Jul 2026, 11:06:22 UTC 13F-HR ABLES, IANNONE, MOORE & ASSOCIATES, INC. CIK 0002013713 2026 Q2 Open parsed portfolio 62 $187,669,035 Open SEC source
13 Jul 2026, 10:51:04 UTC 13F-HR Breachway Investments LLC CIK 0002106661 2026 Q2 Open parsed portfolio 74 $66,404,763 Open SEC source
13 Jul 2026, 10:50:15 UTC 13F-HR Aurelius Family Office LLC CIK 0002053738 2026 Q2 Open parsed portfolio 49 $253,867,968 Open SEC source
13 Jul 2026, 10:48:44 UTC 13F-HR HAMILTON LANE ADVISORS LLC CIK 0001573767 2026 Q2 Open parsed portfolio 14 $148,587,496 Open SEC source
13 Jul 2026, 10:44:22 UTC 13F-HR SteelPeak Wealth, LLC CIK 0001801868 2026 Q2 Open parsed portfolio 596 $3,804,632,979 Open SEC source
13 Jul 2026, 10:25:57 UTC 13F-HR Gleason Group, Inc. CIK 0001822632 2026 Q2 Open parsed portfolio 437 $1,145,792,280 Open SEC source
13 Jul 2026, 10:24:24 UTC 13F-HR CLIENT 1ST ADVISORY GROUP, LLC CIK 0001802816 2026 Q2 Open parsed portfolio 142 $372,333,747 Open SEC source
13 Jul 2026, 10:20:11 UTC 13F-HR Allen Mooney & Barnes Investment Advisors LLC CIK 0002001461 2026 Q2 Open parsed portfolio 152 $657,550,137 Open SEC source
13 Jul 2026, 10:17:03 UTC 13F-HR CGC Financial Services, LLC CIK 0001992785 2026 Q2 Open parsed portfolio 337 $444,659,863 Open SEC source
13 Jul 2026, 10:14:14 UTC 13F-HR ARMSTRONG ADVISORY GROUP, INC CIK 0001932952 2026 Q2 Open parsed portfolio 985 $1,642,587,659 Open SEC source
13 Jul 2026, 10:13:05 UTC 13F-HR SENTINEL TRUST CO LBA CIK 0001114739 2026 Q2 Open parsed portfolio 136 $1,129,216,000 Open SEC source
13 Jul 2026, 10:08:45 UTC 13F-HR Southland Equity Partners LLC CIK 0002006517 2026 Q2 Open parsed portfolio 306 $571,010,212 Open SEC source
13 Jul 2026, 10:06:04 UTC 13F-HR Buttonwood Financial Advisors Inc. CIK 0001904033 2026 Q2 Open parsed portfolio 110 $328,718,229 Open SEC source
13 Jul 2026, 10:05:59 UTC 13F-HR McAlister, Sweet & Associates, Inc. CIK 0001774087 2026 Q2 Open parsed portfolio 41 $187,111,761 Open SEC source
13 Jul 2026, 10:04:57 UTC 13F-HR Purus Wealth Management, LLC CIK 0001844250 2026 Q2 Open parsed portfolio 171 $363,225,236 Open SEC source
13 Jul 2026, 10:01:47 UTC 13F-HR Baskin Financial Services Inc. CIK 0001511098 2026 Q2 Open parsed portfolio 54 $1,270,188,000 Open SEC source
13 Jul 2026, 09:58:28 UTC 13F-HR Asempa Wealth Advisors CIK 0002099967 2026 Q2 Open parsed portfolio 115 $131,101,780 Open SEC source
13 Jul 2026, 09:58:18 UTC 13F-HR FIRST CITIZENS BANK & TRUST CO CIK 0001092203 2026 Q2 Open parsed portfolio 644 $6,686,532,576 Open SEC source
13 Jul 2026, 09:53:42 UTC 13F-HR ARCADIA INVESTMENT ADVISORS LLC CIK 0002047860 2026 Q2 Open parsed portfolio 79 $237,106,248 Open SEC source
13 Jul 2026, 09:49:01 UTC 13F-HR Gouws Capital LLC CIK 0001908828 2026 Q2 Open parsed portfolio 55 $214,952,594 Open SEC source
13 Jul 2026, 09:45:16 UTC 13F-HR AEGON ASSET MANAGEMENT UK PLC CIK 0001539994 2026 Q2 Open parsed portfolio 172 $9,378,873,464 Open SEC source
13 Jul 2026, 09:44:38 UTC 13F-HR Main Street Group, LTD CIK 0001965796 2026 Q2 Open parsed portfolio 846 $429,190,919 Open SEC source
13 Jul 2026, 09:40:24 UTC 13F-HR O'Keefe Stevens Advisory, Inc. CIK 0001780565 2026 Q2 Open parsed portfolio 81 $487,664,256 Open SEC source
13 Jul 2026, 09:39:06 UTC 13F-HR Kilner Capital Advisors, LLC CIK 0002109522 2026 Q2 Open parsed portfolio 18 $116,714,769 Open SEC source
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