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 |
|---|---|---|---|---|---|---|
| 07 Jul 2026, 15:30:44 UTC | 13F-HR | Financial Enhancement Group LLC CIK 0001641438 | 2026 Q2 Open parsed portfolio | 134 | $837,447,201 | Open SEC source |
| 07 Jul 2026, 15:24:50 UTC | 13F-HR | MOODY NATIONAL BANK TRUST DIVISION CIK 0001092903 | 2026 Q2 Open parsed portfolio | 496 | $1,207,997,307 | Open SEC source |
| 07 Jul 2026, 15:11:31 UTC | 13F-HR | CARDEROCK CAPITAL MANAGEMENT INC CIK 0001168889 | 2026 Q2 Open parsed portfolio | 67 | $455,763,438 | Open SEC source |
| 07 Jul 2026, 14:51:33 UTC | 13F-HR | Flower City Capital CIK 0001808394 | 2026 Q2 Open parsed portfolio | 49 | $227,117,336 | Open SEC source |
| 07 Jul 2026, 14:50:31 UTC | 13F-HR | WALLER FINANCIAL PLANNING GROUP, INC CIK 0001736079 | 2026 Q2 Open parsed portfolio | 78 | $485,629,107 | Open SEC source |
| 07 Jul 2026, 14:31:37 UTC | 13F-HR | Grove Bank & Trust CIK 0001662212 | 2026 Q2 Open parsed portfolio | 886 | $1,008,182,055 | Open SEC source |
| 07 Jul 2026, 14:30:55 UTC | 13F-HR | CANANDAIGUA NATIONAL BANK & TRUST CO CIK 0001074266 | 2026 Q2 Open parsed portfolio | 305 | $1,186,253,199 | Open SEC source |
| 07 Jul 2026, 14:26:19 UTC | 13F-HR | Bison Wealth, LLC CIK 0001845251 | 2026 Q2 Open parsed portfolio | 477 | $1,082,503,336 | Open SEC source |
| 07 Jul 2026, 14:21:09 UTC | 13F-HR | Sandy Cove Advisors, LLC CIK 0001908217 | 2026 Q2 Open parsed portfolio | 162 | $399,771,049 | Open SEC source |
| 07 Jul 2026, 14:19:26 UTC | 13F-HR | BRIGHTON SECURITIES CORP. CIK 0000014213 | 2026 Q2 Open parsed portfolio | 50 | $232,832,182 | Open SEC source |
| 07 Jul 2026, 14:11:53 UTC | 13F-HR | EPIQ PARTNERS, LLC CIK 0001799435 | 2026 Q2 Open parsed portfolio | 97 | $235,782,500 | Open SEC source |
| 07 Jul 2026, 14:05:08 UTC | 13F-HR | Arlington Trust Co LLC CIK 0001997685 | 2026 Q2 Open parsed portfolio | 846 | $1,183,472,840 | Open SEC source |
| 07 Jul 2026, 13:44:30 UTC | 13F-HR | Arlington Partners LLC CIK 0001389848 | 2026 Q2 Open parsed portfolio | 64 | $55,365,332 | Open SEC source |
| 07 Jul 2026, 13:41:44 UTC | 13F-HR | Greenfield Savings Bank CIK 0001940406 | 2026 Q2 Open parsed portfolio | 148 | $263,654,937 | Open SEC source |
| 07 Jul 2026, 13:27:13 UTC | 13F-HR | HARBOR INVESTMENT ADVISORY, LLC CIK 0001468792 | 2026 Q2 Open parsed portfolio | 1,308 | $1,430,386,415 | Open SEC source |
| 07 Jul 2026, 13:26:04 UTC | 13F-HR | Olstein Capital Management, L.P. CIK 0000947996 | 2026 Q2 Open parsed portfolio | 0 | $0 | Open SEC source |
| 07 Jul 2026, 13:19:55 UTC | 13F-HR | Prota Financial, LLC CIK 0002126257 | 2026 Q2 Open parsed portfolio | 70 | $151,905,378 | Open SEC source |
| 07 Jul 2026, 13:18:16 UTC | 13F-HR | Addis & Hill, Inc CIK 0002016470 | 2026 Q2 Open parsed portfolio | 29 | $181,482,506 | Open SEC source |
| 07 Jul 2026, 13:14:32 UTC | 13F-HR | Calder Financial LLC CIK 0002106810 | 2026 Q2 Open parsed portfolio | 43 | $106,148,847 | Open SEC source |
| 07 Jul 2026, 13:13:45 UTC | 13F-HR | First Nebraska Trust Co CIK 0002134841 | 2019 Q3 Open parsed portfolio | 145 | $601,440,001 | Open SEC source |
| 07 Jul 2026, 13:06:32 UTC | 13F-HR | Wisconsin Wealth Advisors, LLC CIK 0002073891 | 2026 Q2 Open parsed portfolio | 90 | $116,698,178 | Open SEC source |
| 07 Jul 2026, 13:03:56 UTC | 13F-HR | First Nebraska Trust Co CIK 0002134841 | 2019 Q4 Open parsed portfolio | 148 | $616,416,896 | Open SEC source |
| 07 Jul 2026, 13:01:48 UTC | 13F-HR | Central Pacific Bank - Trust Division CIK 0002020066 | 2026 Q2 Open parsed portfolio | 889 | $984,055,601 | Open SEC source |
| 07 Jul 2026, 12:56:31 UTC | 13F-HR | GAMMA Investing LLC CIK 0002010235 | 2026 Q2 Open parsed portfolio | 4,138 | $2,687,093,336 | Open SEC source |
| 07 Jul 2026, 12:55:27 UTC | 13F-HR | Grant Private Wealth Management Inc CIK 0002056418 | 2026 Q2 Open parsed portfolio | 164 | $237,165,825 | Open SEC source |
| 07 Jul 2026, 12:51:38 UTC | 13F-HR | Avior Wealth Management, LLC CIK 0001599868 | 2026 Q2 Open parsed portfolio | 787 | $3,803,672,585 | Open SEC source |
| 07 Jul 2026, 12:44:33 UTC | 13F-HR | Value Investment Professionals, LLC CIK 0002110205 | 2026 Q2 Open parsed portfolio | 97 | $118,932,425 | Open SEC source |
| 07 Jul 2026, 12:37:11 UTC | 13F-HR | Crescent Sterling, Ltd. CIK 0001962005 | 2026 Q2 Open parsed portfolio | 85 | $111,798,457 | Open SEC source |
| 07 Jul 2026, 12:36:41 UTC | 13F-HR | Mader & Shannon Wealth Management, Inc. CIK 0001535862 | 2026 Q2 Open parsed portfolio | 21 | $214,067,904 | Open SEC source |
| 07 Jul 2026, 12:26:33 UTC | 13F-HR | Martin Capital Partners, LLC CIK 0001731216 | 2026 Q2 Open parsed portfolio | 72 | $271,960,423 | Open SEC source |
| 07 Jul 2026, 12:21:20 UTC | 13F-HR | GK Wealth Management LLC CIK 0002069222 | 2026 Q2 Open parsed portfolio | 225 | $165,429,952 | Open SEC source |
| 07 Jul 2026, 12:12:56 UTC | 13F-HR | BDF-GESTION CIK 0001632812 | 2026 Q2 Open parsed portfolio | 143 | $181,179,011 | Open SEC source |
| 07 Jul 2026, 11:58:45 UTC | 13F-HR | 55 North Private Wealth, LLC CIK 0002106457 | 2026 Q2 Open parsed portfolio | 304 | $508,231,220 | Open SEC source |
| 07 Jul 2026, 11:54:58 UTC | 13F-HR | Byrne Asset Management LLC CIK 0001911322 | 2026 Q2 Open parsed portfolio | 593 | $184,841,223 | Open SEC source |
| 07 Jul 2026, 11:35:26 UTC | 13F-HR | Clark Asset Management, LLC CIK 0002062026 | 2026 Q2 Open parsed portfolio | 294 | $1,274,342,754 | Open SEC source |
| 07 Jul 2026, 11:17:40 UTC | 13F-HR | Baron Wealth Management LLC CIK 0001968507 | 2026 Q2 Open parsed portfolio | 304 | $385,668,196 | Open SEC source |
| 07 Jul 2026, 11:10:51 UTC | 13F-HR | WALNUT PRIVATE EQUITY PARTNERS, LLC CIK 0001599275 | 2026 Q2 Open parsed portfolio | 15 | $185,012,601 | Open SEC source |
| 07 Jul 2026, 10:56:03 UTC | 13F-HR | Connective Portfolio Management, LLC CIK 0001905083 | 2026 Q2 Open parsed portfolio | 39 | $60,050,267 | Open SEC source |
| 07 Jul 2026, 10:44:56 UTC | 13F-HR | TT International Asset Management LTD CIK 0001809187 | 2026 Q2 Open parsed portfolio | 49 | $783,348,137 | Open SEC source |
| 07 Jul 2026, 10:35:10 UTC | 13F-HR | Mills Wealth Advisors LLC CIK 0002029294 | 2026 Q2 Open parsed portfolio | 76 | $317,561,294 | Open SEC source |
| 07 Jul 2026, 10:34:22 UTC | 13F-HR | Manitou Investment Management Ltd. CIK 0001657428 | 2026 Q2 Open parsed portfolio | 48 | $537,916,728 | Open SEC source |
| 07 Jul 2026, 10:28:22 UTC | 13F-HR | ORSER CAPITAL MANAGEMENT, LLC CIK 0001785717 | 2026 Q2 Open parsed portfolio | 65 | $190,575,785 | Open SEC source |
| 07 Jul 2026, 10:21:39 UTC | 13F-HR | Red Spruce Capital, LLC CIK 0001795356 | 2026 Q2 Open parsed portfolio | 94 | $286,776,479 | Open SEC source |
| 07 Jul 2026, 10:16:41 UTC | 13F-HR | ARMSTRONG HENRY H ASSOCIATES INC CIK 0001056827 | 2026 Q2 Open parsed portfolio | 64 | $1,032,548,059 | Open SEC source |
| 07 Jul 2026, 10:13:29 UTC | 13F-HR | Prodigy Asset Management LLC CIK 0001956244 | 2026 Q2 Open parsed portfolio | 29 | $332,056,149 | Open SEC source |
| 07 Jul 2026, 10:08:08 UTC | 13F-HR | St. Louis Financial Planners Asset Management, LLC CIK 0001966171 | 2026 Q2 Open parsed portfolio | 30 | $187,544,654 | Open SEC source |
| 07 Jul 2026, 10:08:01 UTC | 13F-HR | Westmount Partners, LLC CIK 0002051491 | 2026 Q2 Open parsed portfolio | 260 | $454,468,748 | Open SEC source |
| 07 Jul 2026, 10:00:30 UTC | 13F-HR | Ballew Advisors, Inc CIK 0001729096 | 2026 Q2 Open parsed portfolio | 129 | $193,517,926 | Open SEC source |
| 07 Jul 2026, 09:55:28 UTC | 13F-HR | Retirement Wealth Solutions LLC CIK 0002044741 | 2026 Q2 Open parsed portfolio | 803 | $181,495,737 | Open SEC source |
| 07 Jul 2026, 09:43:51 UTC | 13F-HR | CONGRESS ASSET MANAGEMENT CO CIK 0000897378 | 2026 Q2 Open parsed portfolio | 375 | $16,250,313,861 | Open SEC source |