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
9,351-9,400 of 9,669
Per page
50
Current page
188

Recent 13F signals

Latest portfolio disclosures to inspect

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

13F portfolio

FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC.

CIK 0001630936

13F-HR Q2 2026
CIK
0001630936
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
80 holdings / $205,673,192
Filed
08 Jul 2026, 16:14:00 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

Beacon Bank & Trust

CIK 0001831984

13F-HR Q2 2026
CIK
0001831984
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
157 holdings / $518,121,839
Filed
08 Jul 2026, 16:00:30 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

THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.

CIK 0000319933

13F-HR Q2 2026
CIK
0000319933
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
1,231 holdings / $274,942,926
Filed
08 Jul 2026, 15:54:02 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

Baring Financial LLC

CIK 0002052588

13F-HR Q2 2026
CIK
0002052588
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
83 holdings / $181,117,632
Filed
08 Jul 2026, 15:46:44 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

Invariant Investment Management

CIK 0001850871

13F-HR Q2 2026
CIK
0001850871
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
68 holdings / $170,570,841
Filed
08 Jul 2026, 15:43:14 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

BEACON INVESTMENT ADVISORY SERVICES, INC.

CIK 0001654599

13F-HR Q2 2026
CIK
0001654599
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
809 holdings / $2,691,316,071
Filed
08 Jul 2026, 15:37:55 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
08 Jul 2026, 16:14:00 UTC 13F-HR FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. CIK 0001630936 2026 Q2 Open parsed portfolio 80 $205,673,192 Open SEC source
08 Jul 2026, 16:00:30 UTC 13F-HR Beacon Bank & Trust CIK 0001831984 2026 Q2 Open parsed portfolio 157 $518,121,839 Open SEC source
08 Jul 2026, 15:54:02 UTC 13F-HR THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. CIK 0000319933 2026 Q2 Open parsed portfolio 1,231 $274,942,926 Open SEC source
08 Jul 2026, 15:46:44 UTC 13F-HR Baring Financial LLC CIK 0002052588 2026 Q2 Open parsed portfolio 83 $181,117,632 Open SEC source
08 Jul 2026, 15:43:14 UTC 13F-HR Invariant Investment Management CIK 0001850871 2026 Q2 Open parsed portfolio 68 $170,570,841 Open SEC source
08 Jul 2026, 15:37:55 UTC 13F-HR BEACON INVESTMENT ADVISORY SERVICES, INC. CIK 0001654599 2026 Q2 Open parsed portfolio 809 $2,691,316,071 Open SEC source
08 Jul 2026, 15:33:31 UTC 13F-HR Thayer Financial, L.L.C. CIK 0002100981 2026 Q2 Open parsed portfolio 33 $110,028,811 Open SEC source
08 Jul 2026, 15:30:07 UTC 13F-HR Finley Financial, LLC CIK 0002047823 2026 Q2 Open parsed portfolio 110 $248,464,385 Open SEC source
08 Jul 2026, 15:26:50 UTC 13F-HR Meriwether Wealth & Planning, LLC CIK 0002055554 2026 Q2 Open parsed portfolio 122 $201,700,547 Open SEC source
08 Jul 2026, 15:17:17 UTC 13F-HR BRAVE ASSET MANAGEMENT INC CIK 0001085867 2026 Q2 Open parsed portfolio 146 $467,483,418 Open SEC source
08 Jul 2026, 15:15:08 UTC 13F-HR Longboard Asset Management, LP CIK 0002045792 2026 Q2 Open parsed portfolio 28 $5,964,705 Open SEC source
08 Jul 2026, 15:07:33 UTC 13F-HR THREADGILL FINANCIAL, LLC CIK 0001814104 2026 Q2 Open parsed portfolio 36 $242,625,985 Open SEC source
08 Jul 2026, 15:01:40 UTC 13F-HR Renaissance Investment Group LLC CIK 0001509508 2026 Q2 Open parsed portfolio 84 $508,399,368 Open SEC source
08 Jul 2026, 14:58:07 UTC 13F-HR LifeGoal Investments, LLC CIK 0002054684 2026 Q2 Open parsed portfolio 155 $218,476,125 Open SEC source
08 Jul 2026, 14:52:20 UTC 13F-HR Wynn Capital, LLC CIK 0002009900 2026 Q2 Open parsed portfolio 116 $223,990,049 Open SEC source
08 Jul 2026, 14:51:12 UTC 13F-HR Scott & Selber, Inc. CIK 0001315269 2026 Q2 Open parsed portfolio 91 $473,724,815 Open SEC source
08 Jul 2026, 14:47:38 UTC 13F-HR FNY Investment Advisers, LLC CIK 0001742998 2026 Q2 Open parsed portfolio 758 $273,113,000 Open SEC source
08 Jul 2026, 14:37:13 UTC 13F-HR Palouse Capital Management, Inc. CIK 0001056516 2026 Q2 Open parsed portfolio 124 $160,382,588 Open SEC source
08 Jul 2026, 14:30:03 UTC 13F-HR Cooper Financial Group CIK 0001751581 2026 Q2 Open parsed portfolio 448 $1,204,949,201 Open SEC source
08 Jul 2026, 13:58:25 UTC 13F-HR KWMG, LLC CIK 0001633024 2026 Q2 Open parsed portfolio 153 $1,383,639,379 Open SEC source
08 Jul 2026, 13:56:26 UTC 13F-HR White Wing Wealth Management CIK 0002001473 2026 Q2 Open parsed portfolio 40 $191,672,153 Open SEC source
08 Jul 2026, 13:54:28 UTC 13F-HR Whitcomb & Hess, Inc. CIK 0001813577 2026 Q2 Open parsed portfolio 66 $462,971,425 Open SEC source
08 Jul 2026, 13:53:54 UTC 13F-HR Victrix Investment Advisors CIK 0002055229 2026 Q2 Open parsed portfolio 75 $238,542,204 Open SEC source
08 Jul 2026, 13:52:19 UTC 13F-HR MFG WEALTH MANAGEMENT, INC. CIK 0002053046 2026 Q2 Open parsed portfolio 63 $139,800,148 Open SEC source
08 Jul 2026, 13:50:48 UTC 13F-HR Teamwork Financial Advisors, LLC CIK 0001629931 2026 Q2 Open parsed portfolio 184 $1,071,265,424 Open SEC source
08 Jul 2026, 13:49:37 UTC 13F-HR Sonoma Allocations LLC CIK 0002084965 2026 Q2 Open parsed portfolio 118 $233,395,448 Open SEC source
08 Jul 2026, 13:49:29 UTC 13F-HR ABNER HERRMAN & BROCK LLC CIK 0001038661 2026 Q2 Open parsed portfolio 111 $1,053,549,000 Open SEC source
08 Jul 2026, 13:48:39 UTC 13F-HR Ebert Capital Management Inc. CIK 0002102530 2026 Q2 Open parsed portfolio 28 $106,560,826 Open SEC source
08 Jul 2026, 13:47:17 UTC 13F-HR Nipun Capital, L.P. CIK 0001781566 2026 Q2 Open parsed portfolio 8 $214,529,422 Open SEC source
08 Jul 2026, 13:45:46 UTC 13F-HR Aurora Investment Managers, LLC. CIK 0001798485 2026 Q2 Open parsed portfolio 52 $163,534,000 Open SEC source
08 Jul 2026, 13:41:57 UTC 13F-HR TrueWealth Advisors, LLC CIK 0001817714 2026 Q2 Open parsed portfolio 235 $443,553,666 Open SEC source
08 Jul 2026, 13:41:19 UTC 13F-HR PROFESSIONAL ADVISORY SERVICES INC CIK 0000894205 2026 Q2 Open parsed portfolio 93 $834,930,000 Open SEC source
08 Jul 2026, 13:39:54 UTC 13F-HR Green Ridge Wealth Planning LLC CIK 0002117069 2026 Q2 Open parsed portfolio 93 $237,714,462 Open SEC source
08 Jul 2026, 13:38:10 UTC 13F-HR PUFF WEALTH MANAGEMENT, LLC CIK 0002052736 2026 Q2 Open parsed portfolio 77 $98,090,900 Open SEC source
08 Jul 2026, 13:36:40 UTC 13F-HR COMMUNITY TRUST & INVESTMENT CO CIK 0001047142 2026 Q2 Open parsed portfolio 144 $1,937,418,644 Open SEC source
08 Jul 2026, 13:35:09 UTC 13F-HR WILSEY ASSET MANAGEMENT INC CIK 0001598379 2026 Q2 Open parsed portfolio 28 $680,961,174 Open SEC source
08 Jul 2026, 13:34:49 UTC 13F-HR Turner Capital Investments, LLC CIK 0002106280 2026 Q2 Open parsed portfolio 0 $0 Open SEC source
08 Jul 2026, 13:33:33 UTC 13F-HR OFS Enterprise LLC CIK 0002107566 2026 Q2 Open parsed portfolio 106 $391,706,070 Open SEC source
08 Jul 2026, 13:27:08 UTC 13F-HR Platt Investment Counsel, LLC CIK 0001859195 2026 Q2 Open parsed portfolio 14 $149,258,365 Open SEC source
08 Jul 2026, 13:20:36 UTC 13F-HR ROCKLAND TRUST CO CIK 0000084616 2026 Q2 Open parsed portfolio 317 $2,549,717,733 Open SEC source
08 Jul 2026, 13:10:48 UTC 13F-HR BRIGHT ROCK CAPITAL MANAGEMENT, LLC CIK 0001509973 2026 Q2 Open parsed portfolio 73 $499,052,848 Open SEC source
08 Jul 2026, 12:53:46 UTC 13F-HR Norman Fields, Gottscho Capital Management, LLC CIK 0001352449 2026 Q2 Open parsed portfolio 64 $330,106,243 Open SEC source
08 Jul 2026, 12:44:12 UTC 13F-HR First Nebraska Trust Co CIK 0002134841 2019 Q1 Open parsed portfolio 143 $555,271,290 Open SEC source
08 Jul 2026, 12:39:00 UTC 13F-HR Gradient Investments LLC CIK 0001542265 2026 Q2 Open parsed portfolio 448 $7,247,435,420 Open SEC source
08 Jul 2026, 12:32:45 UTC 13F-HR ATWOOD & PALMER INC CIK 0001044929 2026 Q2 Open parsed portfolio 493 $1,874,996,677 Open SEC source
08 Jul 2026, 12:23:22 UTC 13F-HR Norway Savings Bank CIK 0001692227 2026 Q2 Open parsed portfolio 104 $238,534,235 Open SEC source
08 Jul 2026, 12:14:46 UTC 13F-HR First Nebraska Trust Co CIK 0002134841 2019 Q2 Open parsed portfolio 147 $572,367,213 Open SEC source
08 Jul 2026, 12:12:49 UTC 13F-HR MRA Advisory Group CIK 0001841816 2026 Q2 Open parsed portfolio 157 $275,483,089 Open SEC source
08 Jul 2026, 12:09:58 UTC 13F-HR Beaird Harris Wealth Management, LLC CIK 0001908938 2026 Q2 Open parsed portfolio 700 $1,596,458,657 Open SEC source
08 Jul 2026, 11:52:01 UTC 13F-HR TL Private Wealth CIK 0001802868 2026 Q2 Open parsed portfolio 54 $272,691,834 Open SEC source
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