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
Rows shown
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Current page
183

Recent 13F signals

Latest portfolio disclosures to inspect

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

13F portfolio

Alken Asset Management Ltd

CIK 0001629996

13F-HR Q2 2026
CIK
0001629996
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
40 holdings / $89,579,000
Filed
10 Jul 2026, 09:37:46 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

Walker Asset Management, LLC

CIK 0001923053

13F-HR Q2 2026
CIK
0001923053
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
152 holdings / $198,217,506
Filed
10 Jul 2026, 09:36:27 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

Ballast, Inc.

CIK 0001730477

13F-HR Q2 2026
CIK
0001730477
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
156 holdings / $529,431,171
Filed
10 Jul 2026, 09:32:46 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

ALM First Financial Advisors, LLC

CIK 0001950054

13F-HR Q2 2026
CIK
0001950054
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
22 holdings / $593,616,494
Filed
10 Jul 2026, 09:30:40 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

CAMELOT TECHNOLOGY ADVISORS, INC.

CIK 0002021818

13F-HR Q2 2026
CIK
0002021818
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
59 holdings / $146,526,778
Filed
10 Jul 2026, 09:25:25 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

Charles Schwab Trust Co

CIK 0001789219

13F-HR Q2 2026
CIK
0001789219
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
171 holdings / $1,792,511,240
Filed
10 Jul 2026, 09:24:21 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
10 Jul 2026, 09:37:46 UTC 13F-HR Alken Asset Management Ltd CIK 0001629996 2026 Q2 Open parsed portfolio 40 $89,579,000 Open SEC source
10 Jul 2026, 09:36:27 UTC 13F-HR Walker Asset Management, LLC CIK 0001923053 2026 Q2 Open parsed portfolio 152 $198,217,506 Open SEC source
10 Jul 2026, 09:32:46 UTC 13F-HR Ballast, Inc. CIK 0001730477 2026 Q2 Open parsed portfolio 156 $529,431,171 Open SEC source
10 Jul 2026, 09:30:40 UTC 13F-HR ALM First Financial Advisors, LLC CIK 0001950054 2026 Q2 Open parsed portfolio 22 $593,616,494 Open SEC source
10 Jul 2026, 09:25:25 UTC 13F-HR CAMELOT TECHNOLOGY ADVISORS, INC. CIK 0002021818 2026 Q2 Open parsed portfolio 59 $146,526,778 Open SEC source
10 Jul 2026, 09:24:21 UTC 13F-HR Charles Schwab Trust Co CIK 0001789219 2026 Q2 Open parsed portfolio 171 $1,792,511,240 Open SEC source
10 Jul 2026, 09:17:19 UTC 13F-HR Salvus Wealth Management, LLC CIK 0001809236 2026 Q2 Open parsed portfolio 125 $178,490,366 Open SEC source
10 Jul 2026, 09:14:45 UTC 13F-HR BFI Infinity Ltd. CIK 0002043810 2026 Q2 Open parsed portfolio 62 $208,155,374 Open SEC source
10 Jul 2026, 09:13:00 UTC 13F-HR KWB Wealth CIK 0001822236 2026 Q2 Open parsed portfolio 169 $1,168,964,648 Open SEC source
10 Jul 2026, 09:10:46 UTC 13F-HR Prosperity Planning, Inc. CIK 0001843292 2026 Q2 Open parsed portfolio 117 $436,300,552 Open SEC source
10 Jul 2026, 09:09:54 UTC 13F-HR Financial Designs Corp CIK 0001561383 2026 Q2 Open parsed portfolio 41 $186,569,698 Open SEC source
10 Jul 2026, 09:09:05 UTC 13F-HR Scott Capital Advisors, LLC CIK 0001905673 2026 Q2 Open parsed portfolio 66 $638,507,806 Open SEC source
10 Jul 2026, 09:08:23 UTC 13F-HR Spinnaker Investment Group, LLC CIK 0001911067 2026 Q2 Open parsed portfolio 179 $624,080,938 Open SEC source
10 Jul 2026, 08:44:44 UTC 13F-HR Wealth Group Ltd CIK 0002010748 2026 Q2 Open parsed portfolio 92 $522,536,648 Open SEC source
10 Jul 2026, 08:44:24 UTC 13F-HR CITY HOLDING CO CIK 0000726854 2026 Q2 Open parsed portfolio 587 $884,452,123 Open SEC source
10 Jul 2026, 08:43:09 UTC 13F-HR ORRSTOWN FINANCIAL SERVICES INC CIK 0000826154 2026 Q2 Open parsed portfolio 118 $673,662,166 Open SEC source
10 Jul 2026, 08:00:10 UTC 13F-HR Stephens Group, LLC CIK 0001427999 2026 Q2 Open parsed portfolio 4 $206,321,653 Open SEC source
10 Jul 2026, 07:27:08 UTC 13F-HR Handelsbanken Fonder AB CIK 0001398318 2026 Q2 Open parsed portfolio 1,485 $35,098,451,000 Open SEC source
10 Jul 2026, 07:20:27 UTC 13F-HR Aquamarine Zurich AG CIK 0001953324 2026 Q2 Open parsed portfolio 7 $144,091,000 Open SEC source
10 Jul 2026, 06:58:23 UTC 13F-HR Generali Investments, Management Co LLC CIK 0002043136 2026 Q2 Open parsed portfolio 164 $460,163,340 Open SEC source
10 Jul 2026, 06:42:36 UTC 13F-HR E. Ohman J:or Asset Management AB CIK 0002009396 2026 Q2 Open parsed portfolio 465 $4,296,385,292 Open SEC source
09 Jul 2026, 21:13:53 UTC 13F-HR Northcape Capital Pty Ltd CIK 0001686776 2026 Q2 Open parsed portfolio 8 $741,773,522 Open SEC source
09 Jul 2026, 19:38:25 UTC 13F-HR Yoffe Investment Management, LLC CIK 0002056336 2026 Q2 Open parsed portfolio 113 $87,354,634 Open SEC source
09 Jul 2026, 19:23:40 UTC 13F-HR Ausbil Investment Management Ltd CIK 0001966036 2026 Q2 Open parsed portfolio 65 $217,207,065 Open SEC source
09 Jul 2026, 18:50:06 UTC 13F-HR Ocean Park Asset Management, LLC CIK 0001538052 2026 Q2 Open parsed portfolio 81 $2,076,462,184 Open SEC source
09 Jul 2026, 18:11:21 UTC 13F-HR WASATCH ADVISORS LP CIK 0000814133 2026 Q2 Open parsed portfolio 219 $15,281,233,888 Open SEC source
09 Jul 2026, 17:51:46 UTC 13F-HR DOLIVER ADVISORS, LP CIK 0000938077 2026 Q2 Open parsed portfolio 190 $441,623,593 Open SEC source
09 Jul 2026, 17:49:38 UTC 13F-HR DIVERSIFIED MANAGEMENT INC CIK 0000922372 2026 Q2 Open parsed portfolio 171 $468,084,814 Open SEC source
09 Jul 2026, 17:39:32 UTC 13F-HR Clarus Wealth Advisors CIK 0001730149 2026 Q2 Open parsed portfolio 86 $259,507,662 Open SEC source
09 Jul 2026, 17:39:06 UTC 13F-HR Peoples Bank/KS CIK 0001998269 2026 Q2 Open parsed portfolio 98 $102,884,619 Open SEC source
09 Jul 2026, 17:29:19 UTC 13F-HR CPA Asset Management Group, LLC CIK 0001963967 2026 Q2 Open parsed portfolio 97 $347,247,453 Open SEC source
09 Jul 2026, 17:14:54 UTC 13F-HR Financial Advisory Corp CIK 0001813369 2026 Q2 Open parsed portfolio 58 $754,169,475 Open SEC source
09 Jul 2026, 17:14:21 UTC 13F-HR LWM ADVISORS INC CIK 0002067328 2026 Q2 Open parsed portfolio 37 $134,110,628 Open SEC source
09 Jul 2026, 17:12:19 UTC 13F-HR Veery Capital, LLC CIK 0001844375 2026 Q2 Open parsed portfolio 100 $372,324,215 Open SEC source
09 Jul 2026, 17:10:34 UTC 13F-HR Steadtrust LLC CIK 0002097595 2026 Q2 Open parsed portfolio 132 $197,733,303 Open SEC source
09 Jul 2026, 17:09:21 UTC 13F-HR Barry Investment Advisors, LLC CIK 0001631639 2026 Q2 Open parsed portfolio 102 $478,072,874 Open SEC source
09 Jul 2026, 17:08:17 UTC 13F-HR Friday Financial CIK 0002048792 2026 Q2 Open parsed portfolio 108 $373,445,772 Open SEC source
09 Jul 2026, 17:07:23 UTC 13F-HR Fortitude Financial, LLC CIK 0002066105 2026 Q2 Open parsed portfolio 28 $111,286,091 Open SEC source
09 Jul 2026, 17:03:32 UTC 13F-HR Baron Financial Group, LLC CIK 0001832093 2026 Q2 Open parsed portfolio 56 $209,565,830 Open SEC source
09 Jul 2026, 17:02:04 UTC 13F-HR DiPaolo Financial Group, Inc. CIK 0002111462 2026 Q2 Open parsed portfolio 47 $153,068,233 Open SEC source
09 Jul 2026, 17:01:06 UTC 13F-HR Revolve Wealth Partners, LLC CIK 0001808992 2026 Q2 Open parsed portfolio 350 $961,095,640 Open SEC source
09 Jul 2026, 17:00:07 UTC 13F-HR Ares Financial Consulting, LLC CIK 0002106717 2026 Q2 Open parsed portfolio 1,132 $139,213,173 Open SEC source
09 Jul 2026, 16:59:55 UTC 13F-HR Key Client Fiduciary Advisors, LLC CIK 0001912612 2026 Q2 Open parsed portfolio 219 $343,343,974 Open SEC source
09 Jul 2026, 16:58:25 UTC 13F-HR Asset Advisory Group, Inc. CIK 0002110402 2026 Q2 Open parsed portfolio 125 $228,777,273 Open SEC source
09 Jul 2026, 16:57:22 UTC 13F-HR VISTA INVESTMENT PARTNERS LLC CIK 0002023386 2026 Q2 Open parsed portfolio 168 $396,082,162 Open SEC source
09 Jul 2026, 16:56:21 UTC 13F-HR Centurion Wealth Management LLC CIK 0001951368 2026 Q2 Open parsed portfolio 283 $418,232,048 Open SEC source
09 Jul 2026, 16:55:03 UTC 13F-HR Bay Rivers Group CIK 0001798924 2026 Q2 Open parsed portfolio 125 $292,610,393 Open SEC source
09 Jul 2026, 16:53:51 UTC 13F-HR Finivi Inc. CIK 0002101641 2026 Q2 Open parsed portfolio 111 $194,939,997 Open SEC source
09 Jul 2026, 16:53:15 UTC 13F-HR FRANKLIN STREET ADVISORS INC /NC CIK 0001010873 2026 Q2 Open parsed portfolio 171 $1,789,697,451 Open SEC source
09 Jul 2026, 16:50:15 UTC 13F-HR Matrix Trust Co CIK 0001784277 2026 Q2 Open parsed portfolio 100 $689,542,000 Open SEC source
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