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
9,201-9,250 of 9,669
Per page
50
Current page
185

Recent 13F signals

Latest portfolio disclosures to inspect

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

13F portfolio

Ferguson Shapiro LLC

CIK 0001767433

13F-HR Q2 2026
CIK
0001767433
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
87 holdings / $337,964,056
Filed
09 Jul 2026, 14:53:29 UTC
Period
2026 Q2

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

13F portfolio

CONTRAVISORY INVESTMENT MANAGEMENT, INC.

CIK 0001365707

13F-HR Q2 2026
CIK
0001365707
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
391 holdings / $566,077,377
Filed
09 Jul 2026, 14:51:25 UTC
Period
2026 Q2

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

13F portfolio

SAPIENT CAPITAL LLC

CIK 0001998653

13F-HR/A Q2 2026
CIK
0001998653
Source
SEC 13F-HR/A
Action
13F-HR/A accepted
Magnitude
396 holdings / $7,641,246,630
Filed
09 Jul 2026, 14:50:22 UTC
Period
2026 Q2 - Restatement

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

13F portfolio

First Nebraska Trust Co

CIK 0002134841

13F-HR Q3 2018
CIK
0002134841
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
142 holdings / $590,617,707
Filed
09 Jul 2026, 14:50:17 UTC
Period
2018 Q3

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

13F portfolio

Shira Ridge Wealth Management

CIK 0001961210

13F-HR Q2 2026
CIK
0001961210
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
83 holdings / $286,614,205
Filed
09 Jul 2026, 14:50:17 UTC
Period
2026 Q2

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

13F portfolio

AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP

CIK 0001907820

13F-HR Q2 2026
CIK
0001907820
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
59 holdings / $127,039,640
Filed
09 Jul 2026, 14:49:11 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
09 Jul 2026, 14:53:29 UTC 13F-HR Ferguson Shapiro LLC CIK 0001767433 2026 Q2 Open parsed portfolio 87 $337,964,056 Open SEC source
09 Jul 2026, 14:51:25 UTC 13F-HR CONTRAVISORY INVESTMENT MANAGEMENT, INC. CIK 0001365707 2026 Q2 Open parsed portfolio 391 $566,077,377 Open SEC source
09 Jul 2026, 14:50:22 UTC 13F-HR/A SAPIENT CAPITAL LLC CIK 0001998653 2026 Q2 - Restatement Open parsed portfolio 396 $7,641,246,630 Open SEC source
09 Jul 2026, 14:50:17 UTC 13F-HR First Nebraska Trust Co CIK 0002134841 2018 Q3 Open parsed portfolio 142 $590,617,707 Open SEC source
09 Jul 2026, 14:50:17 UTC 13F-HR Shira Ridge Wealth Management CIK 0001961210 2026 Q2 Open parsed portfolio 83 $286,614,205 Open SEC source
09 Jul 2026, 14:49:11 UTC 13F-HR AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP CIK 0001907820 2026 Q2 Open parsed portfolio 59 $127,039,640 Open SEC source
09 Jul 2026, 14:48:17 UTC 13F-HR Atlas Brown,Inc. CIK 0001388168 2026 Q2 Open parsed portfolio 237 $372,476,101 Open SEC source
09 Jul 2026, 14:45:56 UTC 13F-HR WORLD EQUITY GROUP, INC. CIK 0000878770 2026 Q2 Open parsed portfolio 375 $446,619,752 Open SEC source
09 Jul 2026, 14:45:39 UTC 13F-HR Professional Financial Advisors, LLC CIK 0001798221 2026 Q2 Open parsed portfolio 146 $578,120,765 Open SEC source
09 Jul 2026, 14:42:55 UTC 13F-HR Next Level Private LLC CIK 0001910366 2026 Q2 Open parsed portfolio 174 $510,511,747 Open SEC source
09 Jul 2026, 14:37:36 UTC 13F-HR Focus Financial Network, Inc. CIK 0002010942 2026 Q2 Open parsed portfolio 764 $3,230,634,745 Open SEC source
09 Jul 2026, 14:35:13 UTC 13F-HR First Nebraska Trust Co CIK 0002134841 2018 Q4 Open parsed portfolio 133 $492,246,250 Open SEC source
09 Jul 2026, 14:31:38 UTC 13F-HR Arbor Wealth Advisors LLC CIK 0002009890 2026 Q2 Open parsed portfolio 60 $163,554,750 Open SEC source
09 Jul 2026, 14:24:26 UTC 13F-HR Sherman Wealth Management LLC CIK 0002096110 2026 Q2 Open parsed portfolio 84 $132,835,063 Open SEC source
09 Jul 2026, 14:19:40 UTC 13F-HR LVM CAPITAL MANAGEMENT LTD/MI CIK 0001053054 2026 Q2 Open parsed portfolio 159 $1,194,811,000 Open SEC source
09 Jul 2026, 14:18:22 UTC 13F-HR Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors CIK 0001748861 2026 Q2 Open parsed portfolio 493 $902,794,296 Open SEC source
09 Jul 2026, 14:12:16 UTC 13F-HR STERLING INVESTMENT ADVISORS LLC /ADV CIK 0001009198 2026 Q2 Open parsed portfolio 38 $222,638,827 Open SEC source
09 Jul 2026, 14:02:10 UTC 13F-HR Community Financial Services Group, LLC CIK 0001537319 2026 Q2 Open parsed portfolio 530 $686,345,917 Open SEC source
09 Jul 2026, 13:54:47 UTC 13F-HR KMG FIDUCIARY PARTNERS, LLC CIK 0001773205 2026 Q2 Open parsed portfolio 207 $1,076,195,895 Open SEC source
09 Jul 2026, 13:43:33 UTC 13F-HR William Howard & Co Financial Advisors Inc CIK 0002023493 2026 Q2 Open parsed portfolio 54 $128,589,823 Open SEC source
09 Jul 2026, 13:37:01 UTC 13F-HR Redhawk Wealth Advisors, Inc. CIK 0001535811 2026 Q2 Open parsed portfolio 408 $1,015,036,613 Open SEC source
09 Jul 2026, 13:32:30 UTC 13F-HR Marquette Asset Management, LLC CIK 0001395067 2026 Q2 Open parsed portfolio 830 $776,364,061 Open SEC source
09 Jul 2026, 13:32:14 UTC 13F-HR Sage Capital Advisors,llc CIK 0001714107 2026 Q2 Open parsed portfolio 136 $481,478,281 Open SEC source
09 Jul 2026, 13:29:13 UTC 13F-HR Highland Financial Advisors, LLC CIK 0001939237 2026 Q2 Open parsed portfolio 73 $454,576,962 Open SEC source
09 Jul 2026, 13:27:30 UTC 13F-HR Carolina Wealth Advisors, LLC CIK 0001786411 2026 Q2 Open parsed portfolio 278 $255,145,600 Open SEC source
09 Jul 2026, 13:25:54 UTC 13F-HR FC Advisory LLC CIK 0001683754 2026 Q2 Open parsed portfolio 118 $377,598,790 Open SEC source
09 Jul 2026, 13:15:27 UTC 13F-HR THOR INVESTMENT MANAGEMENT INC /OH/ /ADV CIK 0000883734 2026 Q1 Open parsed portfolio 42 $188,110,304 Open SEC source
09 Jul 2026, 13:13:16 UTC 13F-HR SMI Advisory Services, LLC CIK 0001609008 2026 Q2 Open parsed portfolio 62 $617,018,826 Open SEC source
09 Jul 2026, 13:12:54 UTC 13F-HR THOR INVESTMENT MANAGEMENT INC /OH/ /ADV CIK 0000883734 2025 Q4 Open parsed portfolio 39 $174,284,102 Open SEC source
09 Jul 2026, 13:12:43 UTC 13F-HR ShankerValleau Wealth Advisors, Inc. CIK 0001903273 2026 Q2 Open parsed portfolio 40 $379,570,983 Open SEC source
09 Jul 2026, 13:10:20 UTC 13F-HR THOR INVESTMENT MANAGEMENT INC /OH/ /ADV CIK 0000883734 2025 Q3 Open parsed portfolio 40 $166,030,422 Open SEC source
09 Jul 2026, 13:08:20 UTC 13F-HR Fulcrum Equity Management CIK 0001737888 2026 Q2 Open parsed portfolio 140 $123,597,120 Open SEC source
09 Jul 2026, 13:07:15 UTC 13F-HR THOR INVESTMENT MANAGEMENT INC /OH/ /ADV CIK 0000883734 2025 Q2 Open parsed portfolio 40 $147,298,185 Open SEC source
09 Jul 2026, 12:59:13 UTC 13F-HR BONNESS ENTERPRISES INC CIK 0001105471 2026 Q2 Open parsed portfolio 37 $310,090,681 Open SEC source
09 Jul 2026, 12:58:24 UTC 13F-HR Pacific Capital Wealth Advisors, Inc. CIK 0001803523 2026 Q2 Open parsed portfolio 92 $663,353,750 Open SEC source
09 Jul 2026, 12:53:31 UTC 13F-HR FFG Partners, LLC CIK 0002045972 2026 Q2 Open parsed portfolio 41 $347,805,043 Open SEC source
09 Jul 2026, 12:49:51 UTC 13F-HR CMH Wealth Management LLC CIK 0001657516 2026 Q2 Open parsed portfolio 117 $655,456,529 Open SEC source
09 Jul 2026, 12:42:50 UTC 13F-HR NORTHWESTERN UNIVERSITY CIK 0000873687 2026 Q2 Open parsed portfolio 5 $63,334,595 Open SEC source
09 Jul 2026, 12:41:17 UTC 13F-HR Affiance Financial, LLC CIK 0001723681 2026 Q2 Open parsed portfolio 110 $694,782,032 Open SEC source
09 Jul 2026, 12:34:12 UTC 13F-HR A&I FINANCIAL SERVICES, LLC CIK 0001728031 2026 Q2 Open parsed portfolio 75 $229,610,987 Open SEC source
09 Jul 2026, 12:30:46 UTC 13F-HR Infinity Wealth Counsel, LLC CIK 0002066524 2026 Q2 Open parsed portfolio 65 $123,759,137 Open SEC source
09 Jul 2026, 12:03:04 UTC 13F-HR LVZ, Inc. CIK 0001574408 2026 Q2 Open parsed portfolio 177 $984,274,707 Open SEC source
09 Jul 2026, 11:58:19 UTC 13F-HR Piscataqua Savings Bank CIK 0001855835 2026 Q2 Open parsed portfolio 412 $148,143,702 Open SEC source
09 Jul 2026, 11:56:52 UTC 13F-HR Safir Wealth Advisors, LLC CIK 0001830103 2026 Q2 Open parsed portfolio 17 $153,897,949 Open SEC source
09 Jul 2026, 11:51:51 UTC 13F-HR LifeGuide Financial Advisors, LLC CIK 0001908585 2026 Q2 Open parsed portfolio 47 $351,160,521 Open SEC source
09 Jul 2026, 11:47:24 UTC 13F-HR Lantz Financial LLC CIK 0001766883 2026 Q2 Open parsed portfolio 259 $546,150,421 Open SEC source
09 Jul 2026, 11:44:51 UTC 13F-HR Stablepoint Partners, LLC CIK 0002011237 2026 Q2 Open parsed portfolio 260 $722,695,676 Open SEC source
09 Jul 2026, 11:39:24 UTC 13F-HR MEMBERS WEALTH LLC CIK 0002059574 2026 Q2 Open parsed portfolio 120 $182,431,367 Open SEC source
09 Jul 2026, 11:36:35 UTC 13F-HR Henry James International Management Inc. CIK 0001750423 2026 Q2 Open parsed portfolio 91 $333,809,554 Open SEC source
09 Jul 2026, 11:31:58 UTC 13F-HR EAGLE WEALTH STRATEGIES LLC CIK 0002009882 2026 Q2 Open parsed portfolio 118 $261,727,183 Open SEC source
We use cookies and similar technologies to provide certain features, enhance the user experience and, if you allow them, measure engagement and deliver advertising. Analytics and marketing storage stay off until you grant consent. By clicking on "Agree and continue", you declare your consent to the use of the selected optional cookies. Manage preferences to update or revoke optional consent for future visits. For more information, see our Privacy Policy .