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
9,651-9,669 of 9,669
Per page
50
Current page
194

Recent 13F signals

Latest portfolio disclosures to inspect

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

13F portfolio

KERR FINANCIAL PLANNING Corp

CIK 0002095947

13F-HR/A Q3 2025
CIK
0002095947
Source
SEC 13F-HR/A
Action
13F-HR/A accepted
Magnitude
561 holdings / $69,516,118
Filed
01 Jul 2026, 14:12:27 UTC
Period
2025 Q3 - Restatement

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

13F portfolio

Beacon Wealthcare LLC

CIK 0001849336

13F-HR Q2 2026
CIK
0001849336
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
26 holdings / $312,090,193
Filed
01 Jul 2026, 13:42:02 UTC
Period
2026 Q2

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

13F portfolio

KERR FINANCIAL PLANNING Corp

CIK 0002095947

13F-HR/A Q4 2025
CIK
0002095947
Source
SEC 13F-HR/A
Action
13F-HR/A accepted
Magnitude
510 holdings / $73,099,593
Filed
01 Jul 2026, 13:15:41 UTC
Period
2025 Q4 - 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 Q1 2020
CIK
0002134841
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
137 holdings / $454,064,139
Filed
01 Jul 2026, 12:56:11 UTC
Period
2020 Q1

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

13F portfolio

CACTI ASSET MANAGEMENT LLC

CIK 0001452208

13F-HR Q2 2026
CIK
0001452208
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
76 holdings / $1,994,057,366
Filed
01 Jul 2026, 12:49:57 UTC
Period
2026 Q2

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 Q2 2020
CIK
0002134841
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
147 holdings / $540,694,270
Filed
01 Jul 2026, 12:26:49 UTC
Period
2020 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
01 Jul 2026, 14:12:27 UTC 13F-HR/A KERR FINANCIAL PLANNING Corp CIK 0002095947 2025 Q3 - Restatement Open parsed portfolio 561 $69,516,118 Open SEC source
01 Jul 2026, 13:42:02 UTC 13F-HR Beacon Wealthcare LLC CIK 0001849336 2026 Q2 Open parsed portfolio 26 $312,090,193 Open SEC source
01 Jul 2026, 13:15:41 UTC 13F-HR/A KERR FINANCIAL PLANNING Corp CIK 0002095947 2025 Q4 - Restatement Open parsed portfolio 510 $73,099,593 Open SEC source
01 Jul 2026, 12:56:11 UTC 13F-HR First Nebraska Trust Co CIK 0002134841 2020 Q1 Open parsed portfolio 137 $454,064,139 Open SEC source
01 Jul 2026, 12:49:57 UTC 13F-HR CACTI ASSET MANAGEMENT LLC CIK 0001452208 2026 Q2 Open parsed portfolio 76 $1,994,057,366 Open SEC source
01 Jul 2026, 12:26:49 UTC 13F-HR First Nebraska Trust Co CIK 0002134841 2020 Q2 Open parsed portfolio 147 $540,694,270 Open SEC source
01 Jul 2026, 12:24:25 UTC 13F-HR EASTERN BANK CIK 0001126395 2026 Q2 Open parsed portfolio 1,037 $6,533,006,371 Open SEC source
01 Jul 2026, 11:59:28 UTC 13F-HR Valor Advisors LLC CIK 0002108599 2026 Q1 Open parsed portfolio 35 $118,910,337 Open SEC source
01 Jul 2026, 11:52:33 UTC 13F-HR Valor Advisors LLC CIK 0002108599 2025 Q4 Open parsed portfolio 36 $120,021,565 Open SEC source
01 Jul 2026, 11:28:29 UTC 13F-HR Miller Global Investments, LLC CIK 0002099097 2026 Q2 Open parsed portfolio 295 $120,719,318 Open SEC source
01 Jul 2026, 11:24:34 UTC 13F-HR First Financial Bank - Trust Division CIK 0001315339 2026 Q2 Open parsed portfolio 208 $1,401,651,424 Open SEC source
01 Jul 2026, 11:05:53 UTC 13F-HR Adelphi Trust Co CIK 0002106968 2026 Q2 Open parsed portfolio 114 $150,661,218 Open SEC source
01 Jul 2026, 10:37:54 UTC 13F-HR Marathon Mission, Inc. CIK 0001987261 2026 Q2 Open parsed portfolio 57 $200,346,059 Open SEC source
01 Jul 2026, 10:06:47 UTC 13F-HR BENJAMIN JOSEPH FLOYD DBA FLOYD CAPITAL MANAGEMENT CIK 0001535254 2026 Q2 Open parsed portfolio 1 $131,506,944 Open SEC source
01 Jul 2026, 09:04:58 UTC 13F-HR Samson Rock Capital LLP CIK 0001788558 2026 Q2 Open parsed portfolio 4 $45,554,686 Open SEC source
01 Jul 2026, 08:34:15 UTC 13F-HR GP Brinson Investments LLC CIK 0001860928 2026 Q2 Open parsed portfolio 14 $244,932,838 Open SEC source
01 Jul 2026, 07:56:09 UTC 13F-HR Global Wealth Strategies & Associates CIK 0001912297 2026 Q2 Open parsed portfolio 97 $527,576,695 Open SEC source
01 Jul 2026, 07:39:41 UTC 13F-HR Pensionfund Sabic CIK 0001637246 2026 Q2 Open parsed portfolio 75 $93,517,000 Open SEC source
01 Jul 2026, 07:27:36 UTC 13F-HR Pdn Pensionfund CIK 0001297731 2026 Q2 Open parsed portfolio 76 $194,355,000 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 .