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 |
|---|---|---|---|---|---|---|
| 13 Jul 2026, 09:23:44 UTC | 13F-HR | Quintet Private Bank (Europe) S.A. CIK 0001977290 | 2026 Q2 Open parsed portfolio | 196 | $1,603,733,831 | Open SEC source |
| 13 Jul 2026, 09:21:08 UTC | 13F-HR | University of Cambridge Investment Management Ltd CIK 0002103357 | 2026 Q2 Open parsed portfolio | 1 | $93,891,982 | Open SEC source |
| 13 Jul 2026, 09:20:27 UTC | 13F-HR | Waterway Wealth Management, LLC CIK 0001992193 | 2026 Q2 Open parsed portfolio | 96 | $489,571,986 | Open SEC source |
| 13 Jul 2026, 09:15:49 UTC | 13F-HR | SHELTON WEALTH MANAGEMENT, LLC CIK 0001903883 | 2026 Q2 Open parsed portfolio | 125 | $252,583,004 | Open SEC source |
| 13 Jul 2026, 09:01:28 UTC | 13F-HR | Olistico Wealth, LLC CIK 0001962695 | 2026 Q2 Open parsed portfolio | 334 | $165,709,236 | Open SEC source |
| 13 Jul 2026, 08:46:50 UTC | 13F-HR | Lakeshore Financial Planning, Inc. CIK 0002000571 | 2026 Q2 Open parsed portfolio | 92 | $310,651,642 | Open SEC source |
| 13 Jul 2026, 08:43:57 UTC | 13F-HR | SCHOOL EMPLOYEES RETIREMENT BOARD OF OHIO CIK 0000315024 | 2026 Q2 Open parsed portfolio | 6 | $277,536,721 | Open SEC source |
| 13 Jul 2026, 08:36:14 UTC | 13F-HR | One Wealth Management Investment & Advisory Services, LLC CIK 0002009427 | 2026 Q2 Open parsed portfolio | 53 | $95,259,685 | Open SEC source |
| 13 Jul 2026, 08:32:57 UTC | 13F-HR | NIPPON LIFE INSURANCE CO CIK 0000905591 | 2026 Q2 Open parsed portfolio | 5 | $6,039,287,000 | Open SEC source |
| 13 Jul 2026, 08:26:39 UTC | 13F-HR | One Wealth Management Investment & Advisory Services, LLC CIK 0002009427 | 2026 Q1 Open parsed portfolio | 52 | $83,022,349 | Open SEC source |
| 13 Jul 2026, 08:16:12 UTC | 13F-HR | Hassell Wealth Management, LLC CIK 0001965270 | 2026 Q2 Open parsed portfolio | 29 | $325,995,557 | Open SEC source |
| 10 Jul 2026, 17:39:27 UTC | 13F-HR | Oak Asset Management, LLC CIK 0001726375 | 2026 Q2 Open parsed portfolio | 115 | $311,007,927 | Open SEC source |
| 10 Jul 2026, 17:37:19 UTC | 13F-HR | SCHARF INVESTMENTS, LLC CIK 0001463746 | 2026 Q2 Open parsed portfolio | 79 | $3,027,414,440 | Open SEC source |
| 10 Jul 2026, 17:36:49 UTC | 13F-HR | MITCHELL & PAHL PRIVATE WEALTH, LLC CIK 0001836506 | 2026 Q2 Open parsed portfolio | 149 | $272,208,657 | Open SEC source |
| 10 Jul 2026, 17:34:15 UTC | 13F-HR | Veracity Capital LLC CIK 0001811005 | 2026 Q2 Open parsed portfolio | 223 | $370,388,047 | Open SEC source |
| 10 Jul 2026, 17:33:16 UTC | 13F-HR | Park Capital Management, LLC / WI CIK 0001998000 | 2026 Q2 Open parsed portfolio | 161 | $169,851,427 | Open SEC source |
| 13 Jul 2026, 07:25:49 UTC | 13F-HR | Kennebec Savings Bank CIK 0002043536 | 2026 Q2 Open parsed portfolio | 284 | $124,604,382 | Open SEC source |
| 13 Jul 2026, 06:51:41 UTC | 13F-HR | Finance Covea CIK 0001636948 | 2026 Q2 Open parsed portfolio | 153 | $3,165,121,982 | Open SEC source |
| 10 Jul 2026, 17:43:33 UTC | 13F-HR | Quadratic Capital Management LLC CIK 0001697722 | 2026 Q2 Open parsed portfolio | 2 | $250,141,292 | Open SEC source |
| 13 Jul 2026, 06:02:12 UTC | 13F-HR | Ayalon Insurance Comp Ltd. CIK 0001642216 | 2026 Q2 Open parsed portfolio | 66 | $814,954,000 | Open SEC source |
| 10 Jul 2026, 18:18:32 UTC | 13F-HR | Team Financial Group, LLC CIK 0001845163 | 2026 Q2 Open parsed portfolio | 56 | $235,546,712 | Open SEC source |
| 10 Jul 2026, 17:53:47 UTC | 13F-HR | Client First Capital LLC CIK 0001822065 | 2026 Q2 Open parsed portfolio | 26 | $247,774,786 | Open SEC source |
| 10 Jul 2026, 17:43:01 UTC | 13F-HR | Park Edge Advisors, LLC CIK 0001965659 | 2026 Q2 Open parsed portfolio | 149 | $469,253,714 | Open SEC source |
| 10 Jul 2026, 17:39:03 UTC | 13F-HR | Cypress Wealth Services, LLC CIK 0001721527 | 2026 Q2 Open parsed portfolio | 422 | $812,733,528 | Open SEC source |
| 10 Jul 2026, 17:38:35 UTC | 13F-HR | CHATHAM CAPITAL GROUP, INC. CIK 0001108969 | 2026 Q2 Open parsed portfolio | 200 | $783,042,797 | Open SEC source |
| 10 Jul 2026, 17:38:16 UTC | 13F-HR | Shelter Rock Management, LLC CIK 0002109305 | 2026 Q2 Open parsed portfolio | 37 | $103,121,726 | Open SEC source |
| 10 Jul 2026, 17:37:50 UTC | 13F-HR | Baugh & Associates, LLC CIK 0001730818 | 2026 Q2 Open parsed portfolio | 42 | $226,017,950 | Open SEC source |
| 10 Jul 2026, 17:35:17 UTC | 13F-HR | Integris Wealth Management, LLC CIK 0001750852 | 2026 Q2 Open parsed portfolio | 131 | $495,213,170 | Open SEC source |
| 10 Jul 2026, 17:34:47 UTC | 13F-HR | Curated Wealth Partners LLC CIK 0001781284 | 2026 Q2 Open parsed portfolio | 961 | $108,817,695 | Open SEC source |
| 10 Jul 2026, 17:33:16 UTC | 13F-HR | Neumann Capital Management, LLC CIK 0001631930 | 2026 Q2 Open parsed portfolio | 58 | $151,176,435 | Open SEC source |
| 10 Jul 2026, 17:32:10 UTC | 13F-HR | APS Management Group, Inc. CIK 0001914985 | 2026 Q2 Open parsed portfolio | 77 | $130,113,615 | Open SEC source |
| 10 Jul 2026, 17:30:57 UTC | 13F-HR | Heck Capital Advisors, LLC CIK 0002046227 | 2026 Q2 Open parsed portfolio | 214 | $1,674,186,604 | Open SEC source |
| 10 Jul 2026, 17:29:28 UTC | 13F-HR | Leverty Financial Group, LLC CIK 0001908386 | 2026 Q2 Open parsed portfolio | 49 | $514,143,254 | Open SEC source |
| 10 Jul 2026, 17:20:10 UTC | 13F-HR | Taylor & Morgan Wealth Management, LLC CIK 0001844266 | 2026 Q2 Open parsed portfolio | 89 | $202,852,439 | Open SEC source |
| 10 Jul 2026, 17:19:43 UTC | 13F-HR | Blom & Howell Financial Planning, Inc. CIK 0002136102 | 2026 Q1 Open parsed portfolio | 61 | $101,848,919 | Open SEC source |
| 10 Jul 2026, 17:15:43 UTC | 13F-HR | Adirondack Capital Advisors, LLC CIK 0002107623 | 2026 Q2 Open parsed portfolio | 45 | $186,461,172 | Open SEC source |
| 10 Jul 2026, 17:11:16 UTC | 13F-HR | FORM Wealth Advisors, LLC CIK 0002053294 | 2026 Q2 Open parsed portfolio | 61 | $909,310,300 | Open SEC source |
| 10 Jul 2026, 17:03:50 UTC | 13F-HR | RAMSEY QUANTITATIVE SYSTEMS CIK 0001132897 | 2026 Q2 Open parsed portfolio | 60 | $111,593,159 | Open SEC source |
| 10 Jul 2026, 16:27:33 UTC | 13F-HR | Processus Wealth & Capital Management, LLC CIK 0002014209 | 2026 Q2 Open parsed portfolio | 37 | $170,584,402 | Open SEC source |
| 10 Jul 2026, 16:02:44 UTC | 13F-HR | CABANA LLC CIK 0001688539 | 2026 Q2 Open parsed portfolio | 12 | $13,270,068 | Open SEC source |
| 10 Jul 2026, 15:45:20 UTC | 13F-HR | Uptown Financial Advisors LLC CIK 0002066147 | 2026 Q2 Open parsed portfolio | 77 | $136,464,783 | Open SEC source |
| 10 Jul 2026, 15:40:47 UTC | 13F-HR | Hudson Value Partners, LLC CIK 0001840501 | 2026 Q2 Open parsed portfolio | 108 | $398,117,920 | Open SEC source |
| 10 Jul 2026, 15:40:02 UTC | 13F-HR | Trust Co CIK 0001632554 | 2026 Q2 Open parsed portfolio | 907 | $1,108,260,887 | Open SEC source |
| 10 Jul 2026, 15:35:39 UTC | 13F-HR | WHITENER CAPITAL MANAGEMENT, INC. CIK 0000825217 | 2026 Q2 Open parsed portfolio | 184 | $471,149,484 | Open SEC source |
| 10 Jul 2026, 15:29:14 UTC | 13F-HR | Partnership Wealth Management, LLC CIK 0002010656 | 2026 Q2 Open parsed portfolio | 67 | $147,947,821 | Open SEC source |
| 10 Jul 2026, 15:18:23 UTC | 13F-HR | HRC WEALTH MANAGEMENT, LLC CIK 0002009521 | 2026 Q2 Open parsed portfolio | 65 | $244,419,638 | Open SEC source |
| 10 Jul 2026, 15:15:16 UTC | 13F-HR | G&S Capital LLC CIK 0001731448 | 2026 Q2 Open parsed portfolio | 152 | $344,508,019 | Open SEC source |
| 10 Jul 2026, 15:09:00 UTC | 13F-HR | LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA CIK 0001089707 | 2026 Q2 Open parsed portfolio | 84 | $151,917,000 | Open SEC source |
| 10 Jul 2026, 15:08:03 UTC | 13F-HR | Kentucky Trust Co CIK 0002054100 | 2026 Q2 Open parsed portfolio | 316 | $207,901,441 | Open SEC source |
| 10 Jul 2026, 15:06:18 UTC | 13F-HR | Torren Management, LLC CIK 0002096203 | 2026 Q2 Open parsed portfolio | 948 | $196,687,338 | Open SEC source |