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
9,401-9,450 of 9,669
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Current page
189

Recent 13F signals

Latest portfolio disclosures to inspect

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

13F portfolio

Flaharty Asset Management, LLC

CIK 0001697882

13F-HR Q2 2026
CIK
0001697882
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
52 holdings / $69,867,579
Filed
08 Jul 2026, 11:43:27 UTC
Period
2026 Q2

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

13F portfolio

Worth Asset Management, LLC

CIK 0001927285

13F-HR Q2 2026
CIK
0001927285
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
212 holdings / $312,594,046
Filed
08 Jul 2026, 11:34:37 UTC
Period
2026 Q2

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

13F portfolio

Agate Pass Investment Management, LLC

CIK 0001900409

13F-HR Q2 2026
CIK
0001900409
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
109 holdings / $271,223,084
Filed
08 Jul 2026, 11:19:43 UTC
Period
2026 Q2

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

13F portfolio

Valeo Financial Advisors, LLC

CIK 0001722641

13F-HR Q2 2026
CIK
0001722641
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
809 holdings / $4,735,091,428
Filed
08 Jul 2026, 11:07:40 UTC
Period
2026 Q2

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

13F portfolio

Polianta Ltd

CIK 0001695214

13F-HR Q2 2026
CIK
0001695214
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
85 holdings / $808,802,000
Filed
08 Jul 2026, 11:07:27 UTC
Period
2026 Q2

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

13F portfolio

Crumly & Associates Inc.

CIK 0001759578

13F-HR Q2 2026
CIK
0001759578
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
194 holdings / $522,110,036
Filed
08 Jul 2026, 11:04:42 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
08 Jul 2026, 11:43:27 UTC 13F-HR Flaharty Asset Management, LLC CIK 0001697882 2026 Q2 Open parsed portfolio 52 $69,867,579 Open SEC source
08 Jul 2026, 11:34:37 UTC 13F-HR Worth Asset Management, LLC CIK 0001927285 2026 Q2 Open parsed portfolio 212 $312,594,046 Open SEC source
08 Jul 2026, 11:19:43 UTC 13F-HR Agate Pass Investment Management, LLC CIK 0001900409 2026 Q2 Open parsed portfolio 109 $271,223,084 Open SEC source
08 Jul 2026, 11:07:40 UTC 13F-HR Valeo Financial Advisors, LLC CIK 0001722641 2026 Q2 Open parsed portfolio 809 $4,735,091,428 Open SEC source
08 Jul 2026, 11:07:27 UTC 13F-HR Polianta Ltd CIK 0001695214 2026 Q2 Open parsed portfolio 85 $808,802,000 Open SEC source
08 Jul 2026, 11:04:42 UTC 13F-HR Crumly & Associates Inc. CIK 0001759578 2026 Q2 Open parsed portfolio 194 $522,110,036 Open SEC source
08 Jul 2026, 11:04:36 UTC 13F-HR Seilern Investment Management Ltd CIK 0001817797 2026 Q2 Open parsed portfolio 24 $793,816,558 Open SEC source
08 Jul 2026, 11:04:14 UTC 13F-HR Private Wealth Group, LLC CIK 0001512780 2026 Q2 Open parsed portfolio 76 $258,942,652 Open SEC source
08 Jul 2026, 10:51:59 UTC 13F-HR Lexington Hill Partners, LLC CIK 0002111980 2026 Q2 Open parsed portfolio 77 $206,238,776 Open SEC source
08 Jul 2026, 10:37:58 UTC 13F-HR OxenFree Capital LLC CIK 0002009781 2026 Q2 Open parsed portfolio 56 $218,152,536 Open SEC source
08 Jul 2026, 10:37:23 UTC 13F-HR Legacy Wealth Management, LLC / MS CIK 0002047443 2026 Q2 Open parsed portfolio 114 $389,560,103 Open SEC source
08 Jul 2026, 10:35:09 UTC 13F-HR Pine Haven Investment Counsel, Inc CIK 0001899753 2026 Q2 Open parsed portfolio 116 $148,811,406 Open SEC source
08 Jul 2026, 10:34:31 UTC 13F-HR Ledgewood Wealth Advisors, LLC CIK 0002064043 2026 Q2 Open parsed portfolio 77 $188,358,833 Open SEC source
08 Jul 2026, 10:33:50 UTC 13F-HR Breakwater Capital Group CIK 0001964309 2026 Q2 Open parsed portfolio 374 $832,854,367 Open SEC source
08 Jul 2026, 10:33:13 UTC 13F-HR Strategic Point Investment Advisors, LLC CIK 0001295044 2026 Q2 Open parsed portfolio 36 $767,470,913 Open SEC source
08 Jul 2026, 10:33:10 UTC 13F-HR Sunburst Financial Group, LLC CIK 0001800158 2026 Q2 Open parsed portfolio 132 $598,351,091 Open SEC source
08 Jul 2026, 10:32:22 UTC 13F-HR Affinity Capital Advisors, LLC CIK 0001810023 2026 Q2 Open parsed portfolio 203 $809,328,283 Open SEC source
08 Jul 2026, 10:09:35 UTC 13F-HR First National Bank of Mount Dora, Trust Investment Services CIK 0001423045 2026 Q2 Open parsed portfolio 126 $499,378,456 Open SEC source
08 Jul 2026, 10:04:55 UTC 13F-HR West Financial Advisors, LLC CIK 0001843684 2026 Q2 Open parsed portfolio 222 $658,506,656 Open SEC source
08 Jul 2026, 09:56:53 UTC 13F-HR Hennion & Walsh Asset Management, Inc. CIK 0001861642 2026 Q2 Open parsed portfolio 955 $3,499,531,480 Open SEC source
08 Jul 2026, 09:55:56 UTC 13F-HR Windsor Capital Management, LLC CIK 0001543100 2026 Q2 Open parsed portfolio 127 $384,782,899 Open SEC source
08 Jul 2026, 09:19:06 UTC 13F-HR Assenagon Asset Management S.A. CIK 0001546007 2026 Q2 Open parsed portfolio 1,145 $77,062,214,268 Open SEC source
08 Jul 2026, 09:10:18 UTC 13F-HR Nationalbank Danmarks CIK 0002110543 2026 Q2 Open parsed portfolio 1 $1,453,758,576 Open SEC source
08 Jul 2026, 09:09:09 UTC 13F-HR Apella Capital, LLC CIK 0001801507 2026 Q2 Open parsed portfolio 695 $7,076,310,555 Open SEC source
08 Jul 2026, 08:45:11 UTC 13F-HR Mirabaud & Cie SA CIK 0001869685 2026 Q2 Open parsed portfolio 53 $249,189,271 Open SEC source
08 Jul 2026, 08:40:46 UTC 13F-HR Mallini Complete Financial Planning LLC CIK 0002049540 2026 Q2 Open parsed portfolio 70 $140,174,505 Open SEC source
08 Jul 2026, 08:05:04 UTC 13F-HR PensionDanmark Pensionsforsikringsaktieselskab CIK 0001897090 2025 Q4 Open parsed portfolio 619 $11,008,587,385 Open SEC source
08 Jul 2026, 08:01:48 UTC 13F-HR PensionDanmark Pensionsforsikringsaktieselskab CIK 0001897090 2026 Q1 Open parsed portfolio 618 $10,282,303,503 Open SEC source
08 Jul 2026, 07:58:40 UTC 13F-HR Czech National Bank CIK 0001908923 2026 Q2 Open parsed portfolio 503 $18,347,234,305 Open SEC source
08 Jul 2026, 07:57:40 UTC 13F-HR Luma Capital S.A. - SPF CIK 0002087462 2026 Q2 Open parsed portfolio 12 $112,129,769 Open SEC source
08 Jul 2026, 07:56:54 UTC 13F-HR PensionDanmark Pensionsforsikringsaktieselskab CIK 0001897090 2026 Q2 Open parsed portfolio 590 $12,039,756,007 Open SEC source
08 Jul 2026, 07:56:53 UTC 13F-HR Shearwater Capital LLC CIK 0001905665 2026 Q2 Open parsed portfolio 65 $209,435,924 Open SEC source
08 Jul 2026, 07:39:24 UTC 13F-HR/A WELLS FARGO & COMPANY/MN CIK 0000072971 2026 Q1 - Restatement Open parsed portfolio 6,530 $500,479,528,750 Open SEC source
08 Jul 2026, 06:30:29 UTC 13F-HR PKO BP BANKOWY Universal Pension Society JSC CIK 0002055875 2026 Q2 Open parsed portfolio 13 $349,937,109 Open SEC source
08 Jul 2026, 06:10:15 UTC 13F-HR Neumann Advisory Hong Kong Ltd CIK 0001727862 2026 Q2 Open parsed portfolio 6 $355,852,000 Open SEC source
07 Jul 2026, 21:14:26 UTC 13F-HR ELEVATION WEALTH PARTNERS, LLC CIK 0001976256 2026 Q2 Open parsed portfolio 1,305 $333,794,208 Open SEC source
07 Jul 2026, 19:30:27 UTC 13F-HR Cohen Capital Management, Inc. CIK 0001508120 2026 Q2 Open parsed portfolio 152 $735,484,037 Open SEC source
07 Jul 2026, 19:20:17 UTC 13F-HR CULTIVAR CAPITAL, INC. CIK 0001989476 2026 Q2 Open parsed portfolio 40 $155,283,375 Open SEC source
07 Jul 2026, 18:36:54 UTC 13F-HR Ryan Investment Management, Inc. CIK 0002074440 2026 Q2 Open parsed portfolio 30 $220,913,433 Open SEC source
07 Jul 2026, 18:25:11 UTC 13F-HR Factor Wealth Management LTD CIK 0002055816 2026 Q2 Open parsed portfolio 170 $661,496,572 Open SEC source
07 Jul 2026, 18:14:04 UTC 13F-HR Praetorian Wealth Management, Inc. CIK 0001818940 2026 Q2 Open parsed portfolio 84 $579,592,658 Open SEC source
07 Jul 2026, 18:13:48 UTC 13F-HR DWR WEALTH MANAGEMENT, LLC CIK 0002123012 2026 Q2 Open parsed portfolio 56 $133,622,096 Open SEC source
07 Jul 2026, 18:02:01 UTC 13F-HR Twin Cities Retirement Group LLC CIK 0002109366 2026 Q2 Open parsed portfolio 22 $116,812,786 Open SEC source
07 Jul 2026, 17:55:02 UTC 13F-HR RVW Wealth, LLC CIK 0001756543 2026 Q2 Open parsed portfolio 183 $1,519,022,446 Open SEC source
07 Jul 2026, 17:54:22 UTC 13F-HR BANNERMAN WEALTH MANAGEMENT GROUP, LLC CIK 0002058816 2026 Q2 Open parsed portfolio 37 $171,295,654 Open SEC source
07 Jul 2026, 17:48:17 UTC 13F-HR Castle Rock Wealth Management, LLC CIK 0001727605 2026 Q2 Open parsed portfolio 268 $509,437,007 Open SEC source
07 Jul 2026, 17:47:49 UTC 13F-HR NerdWallet Wealth Partners, LLC CIK 0002079593 2026 Q2 Open parsed portfolio 69 $290,193,734 Open SEC source
07 Jul 2026, 17:47:34 UTC 13F-HR ACT WEALTH MANAGEMENT, LLC CIK 0001814191 2026 Q2 Open parsed portfolio 64 $340,299,847 Open SEC source
07 Jul 2026, 17:41:38 UTC 13F-HR Attessa Capital LLC CIK 0002020560 2026 Q2 Open parsed portfolio 51 $222,916,446 Open SEC source
07 Jul 2026, 17:40:35 UTC 13F-HR Elmwood Wealth Management, Inc. CIK 0001731927 2026 Q2 Open parsed portfolio 200 $399,799,751 Open SEC source
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