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 |
|---|---|---|---|---|---|---|
| 06 Jul 2026, 10:06:56 UTC | 13F-HR | jvl associates llc CIK 0001915765 | 2026 Q2 Open parsed portfolio | 79 | $352,461,293 | Open SEC source |
| 06 Jul 2026, 09:21:35 UTC | 13F-HR | ACIMA PRIVATE WEALTH, LLC CIK 0001761961 | 2026 Q2 Open parsed portfolio | 173 | $344,347,047 | Open SEC source |
| 06 Jul 2026, 09:09:14 UTC | 13F-HR | General Partner, Inc. CIK 0001800508 | 2026 Q2 Open parsed portfolio | 167 | $185,875,074 | Open SEC source |
| 02 Jul 2026, 18:36:59 UTC | 13F-HR | Boltwood Capital Management CIK 0001563690 | 2026 Q2 Open parsed portfolio | 192 | $436,405,177 | Open SEC source |
| 02 Jul 2026, 18:22:26 UTC | 13F-HR | Trilogy Capital Inc. CIK 0001722512 | 2026 Q2 Open parsed portfolio | 400 | $2,564,217,203 | Open SEC source |
| 02 Jul 2026, 17:03:48 UTC | 13F-HR | BURKETT FINANCIAL SERVICES, LLC CIK 0001762716 | 2026 Q2 Open parsed portfolio | 261 | $319,579,979 | Open SEC source |
| 02 Jul 2026, 14:41:13 UTC | 13F-HR | ATMOS ADVISORY, LLC CIK 0001905162 | 2026 Q2 Open parsed portfolio | 20 | $191,337,656 | Open SEC source |
| 02 Jul 2026, 14:37:27 UTC | 13F-HR | Cedar Mountain Advisors, LLC CIK 0001798986 | 2026 Q2 Open parsed portfolio | 1,175 | $580,725,876 | Open SEC source |
| 02 Jul 2026, 14:34:41 UTC | 13F-HR | COLLECTIVE FAMILY OFFICE LLC CIK 0001845066 | 2026 Q2 Open parsed portfolio | 161 | $489,054,851 | Open SEC source |
| 02 Jul 2026, 14:32:14 UTC | 13F-HR | KERR FINANCIAL PLANNING Corp CIK 0002095947 | 2026 Q2 Open parsed portfolio | 542 | $89,630,364 | Open SEC source |
| 02 Jul 2026, 14:24:04 UTC | 13F-HR | Versant Capital Management, Inc CIK 0001735057 | 2026 Q2 Open parsed portfolio | 2,743 | $1,115,437,691 | Open SEC source |
| 02 Jul 2026, 13:54:37 UTC | 13F-HR | Diesslin Group, Inc. CIK 0002108559 | 2026 Q2 Open parsed portfolio | 59 | $259,229,564 | Open SEC source |
| 02 Jul 2026, 13:04:49 UTC | 13F-HR | Sarver Vrooman Wealth Advisors CIK 0002076215 | 2026 Q2 Open parsed portfolio | 145 | $167,772,694 | Open SEC source |
| 02 Jul 2026, 12:41:00 UTC | 13F-HR | Frisco Financial Planning LLC CIK 0002133972 | 2026 Q2 Open parsed portfolio | 29 | $132,691,284 | Open SEC source |
| 02 Jul 2026, 12:25:18 UTC | 13F-HR | Asset Management Advisors, LLC CIK 0001596355 | 2026 Q2 Open parsed portfolio | 17 | $180,807,891 | Open SEC source |
| 02 Jul 2026, 12:24:50 UTC | 13F-HR | Financial Management, Inc. CIK 0002143070 | 2026 Q1 Open parsed portfolio | 39 | $106,462,862 | Open SEC source |
| 02 Jul 2026, 12:19:56 UTC | 13F-HR | Financial Management, Inc. CIK 0002143070 | 2025 Q4 Open parsed portfolio | 40 | $105,281,350 | Open SEC source |
| 02 Jul 2026, 12:06:18 UTC | 13F-HR | MassMutual Private Wealth & Trust, FSB CIK 0001103653 | 2026 Q2 Open parsed portfolio | 2,396 | $3,869,792,081 | Open SEC source |
| 02 Jul 2026, 11:28:41 UTC | 13F-HR | Brick & Kyle, Associates CIK 0001632253 | 2026 Q1 Open parsed portfolio | 96 | $302,935,409 | Open SEC source |
| 02 Jul 2026, 11:05:23 UTC | 13F-HR | Eleva Capital SAS CIK 0002054496 | 2026 Q2 Open parsed portfolio | 24 | $343,412,320 | Open SEC source |
| 02 Jul 2026, 11:01:38 UTC | 13F-HR | Box Hill Private Wealth LLC CIK 0002094120 | 2026 Q2 Open parsed portfolio | 67 | $124,657,066 | Open SEC source |
| 02 Jul 2026, 10:50:56 UTC | 13F-HR | Kozak & Associates, Inc. CIK 0001764970 | 2026 Q2 Open parsed portfolio | 432 | $576,143,715 | Open SEC source |
| 02 Jul 2026, 10:37:46 UTC | 13F-HR | Gladwyn Financial Advisors, Inc. CIK 0002078684 | 2026 Q2 Open parsed portfolio | 82 | $159,901,920 | Open SEC source |
| 02 Jul 2026, 10:29:05 UTC | 13F-HR | Silverleafe Capital Partners, LLC CIK 0001535611 | 2026 Q2 Open parsed portfolio | 99 | $366,778,770 | Open SEC source |
| 02 Jul 2026, 09:53:30 UTC | 13F-HR | Pangea Capital Gestao de Recursos Ltda. CIK 0002119167 | 2025 Q1 Open parsed portfolio | 6 | $119,948,750 | Open SEC source |
| 02 Jul 2026, 09:49:45 UTC | 13F-HR | Pangea Capital Gestao de Recursos Ltda. CIK 0002119167 | 2024 Q4 Open parsed portfolio | 4 | $130,122,325 | Open SEC source |
| 02 Jul 2026, 09:48:55 UTC | 13F-HR | Robert B. Daugherty Foundation CIK 0001515721 | 2026 Q2 Open parsed portfolio | 1 | $144,400,000 | Open SEC source |
| 02 Jul 2026, 09:46:19 UTC | 13F-HR | Pangea Capital Gestao de Recursos Ltda. CIK 0002119167 | 2024 Q3 Open parsed portfolio | 4 | $129,053,367 | Open SEC source |
| 02 Jul 2026, 09:42:48 UTC | 13F-HR | Pangea Capital Gestao de Recursos Ltda. CIK 0002119167 | 2024 Q2 Open parsed portfolio | 4 | $116,380,420 | Open SEC source |
| 02 Jul 2026, 09:40:52 UTC | 13F-HR | Pangea Capital Gestao de Recursos Ltda. CIK 0002119167 | 2024 Q1 Open parsed portfolio | 3 | $117,940,681 | Open SEC source |
| 02 Jul 2026, 09:35:54 UTC | 13F-HR | Pangea Capital Gestao de Recursos Ltda. CIK 0002119167 | 2023 Q4 Open parsed portfolio | 3 | $100,001,636 | Open SEC source |
| 02 Jul 2026, 09:28:28 UTC | 13F-HR | First County Bank /CT/ CIK 0001983616 | 2026 Q2 Open parsed portfolio | 169 | $212,516,534 | Open SEC source |
| 02 Jul 2026, 08:32:41 UTC | 13F-HR | THOR INVESTMENT MANAGEMENT INC /OH/ /ADV CIK 0000883734 | 2023 Q4 Open parsed portfolio | 43 | $114,623,694 | Open SEC source |
| 02 Jul 2026, 07:24:18 UTC | 13F-HR | Bank of Finland CIK 0001844891 | 2026 Q2 Open parsed portfolio | 4 | $1,543,255,696 | Open SEC source |
| 01 Jul 2026, 20:09:25 UTC | 13F-HR | Stairway Partners, LLC CIK 0001454138 | 2026 Q2 Open parsed portfolio | 18 | $2,122,285,239 | Open SEC source |
| 01 Jul 2026, 18:29:25 UTC | 13F-HR | Hilltop National Bank CIK 0002021658 | 2026 Q2 Open parsed portfolio | 805 | $468,360,322 | Open SEC source |
| 01 Jul 2026, 17:46:28 UTC | 13F-HR | CX Institutional CIK 0001737089 | 2026 Q2 Open parsed portfolio | 1,568 | $3,464,770,000 | Open SEC source |
| 01 Jul 2026, 17:34:27 UTC | 13F-HR | SWP Investment Management LLC CIK 0002098300 | 2026 Q2 Open parsed portfolio | 43 | $144,783,920 | Open SEC source |
| 01 Jul 2026, 17:27:19 UTC | 13F-HR | SWP Investment Management LLC CIK 0002098300 | 2025 Q2 Open parsed portfolio | 42 | $84,527,406 | Open SEC source |
| 01 Jul 2026, 17:20:10 UTC | 13F-HR | SWP Investment Management LLC CIK 0002098300 | 2026 Q1 Open parsed portfolio | 46 | $133,874,322 | Open SEC source |
| 01 Jul 2026, 17:16:09 UTC | 13F-HR | SWP Investment Management LLC CIK 0002098300 | 2025 Q4 Open parsed portfolio | 48 | $137,895,855 | Open SEC source |
| 01 Jul 2026, 17:11:17 UTC | 13F-HR | SWP Investment Management LLC CIK 0002098300 | 2025 Q3 Open parsed portfolio | 45 | $101,731,193 | Open SEC source |
| 01 Jul 2026, 16:58:23 UTC | 13F-HR | SWP Investment Management LLC CIK 0002098300 | 2025 Q1 Open parsed portfolio | 51 | $80,100,494 | Open SEC source |
| 01 Jul 2026, 16:49:59 UTC | 13F-HR | PVG ASSET MANAGEMENT CORP CIK 0000820434 | 2026 Q2 Open parsed portfolio | 129 | $172,723,188 | Open SEC source |
| 01 Jul 2026, 16:33:28 UTC | 13F-HR | PartnerRe Asset Management CORP CIK 0001301542 | 2026 Q2 Open parsed portfolio | 2 | $141,500,786 | Open SEC source |
| 01 Jul 2026, 15:48:45 UTC | 13F-HR | Noble Wealth Management PBC CIK 0002055065 | 2026 Q2 Open parsed portfolio | 771 | $219,029,417 | Open SEC source |
| 01 Jul 2026, 15:32:02 UTC | 13F-HR/A | KERR FINANCIAL PLANNING Corp CIK 0002095947 | 2026 Q1 - Restatement Open parsed portfolio | 520 | $77,505,501 | Open SEC source |
| 01 Jul 2026, 15:31:30 UTC | 13F-HR | CONFLUENCE INVESTMENT MANAGEMENT LLC CIK 0001442056 | 2026 Q2 Open parsed portfolio | 290 | $6,400,354,292 | Open SEC source |
| 01 Jul 2026, 14:57:39 UTC | 13F-HR | Trust Co of the South CIK 0002008165 | 2026 Q2 Open parsed portfolio | 146 | $710,182,379 | Open SEC source |
| 01 Jul 2026, 14:48:55 UTC | 13F-HR | Roxbury Financial LLC CIK 0002054149 | 2026 Q2 Open parsed portfolio | 410 | $126,472,952 | Open SEC source |