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
9,801-9,850 of 9,927
Per page
50
Current page
197

Recent 13F signals

Latest portfolio disclosures to inspect

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

13F portfolio

Red Spruce Capital, LLC

CIK 0001795356

13F-HR Q2 2026
CIK
0001795356
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
94 holdings / $286,776,479
Filed
07 Jul 2026, 10:21:39 UTC
Period
2026 Q2

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

13F portfolio

ARMSTRONG HENRY H ASSOCIATES INC

CIK 0001056827

13F-HR Q2 2026
CIK
0001056827
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
64 holdings / $1,032,548,059
Filed
07 Jul 2026, 10:16:41 UTC
Period
2026 Q2

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

13F portfolio

Prodigy Asset Management LLC

CIK 0001956244

13F-HR Q2 2026
CIK
0001956244
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
29 holdings / $332,056,149
Filed
07 Jul 2026, 10:13:29 UTC
Period
2026 Q2

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

13F portfolio

St. Louis Financial Planners Asset Management, LLC

CIK 0001966171

13F-HR Q2 2026
CIK
0001966171
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
30 holdings / $187,544,654
Filed
07 Jul 2026, 10:08:08 UTC
Period
2026 Q2

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

13F portfolio

Westmount Partners, LLC

CIK 0002051491

13F-HR Q2 2026
CIK
0002051491
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
260 holdings / $454,468,748
Filed
07 Jul 2026, 10:08:01 UTC
Period
2026 Q2

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

13F portfolio

Ballew Advisors, Inc

CIK 0001729096

13F-HR Q2 2026
CIK
0001729096
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
129 holdings / $193,517,926
Filed
07 Jul 2026, 10:00:30 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
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
07 Jul 2026, 09:42:40 UTC 13F-HR SigFig Wealth Management, LLC CIK 0001696957 2026 Q2 Open parsed portfolio 142 $3,772,540,439 Open SEC source
07 Jul 2026, 09:37:06 UTC 13F-HR Lake Hills Wealth Management, LLC CIK 0001705594 2026 Q2 Open parsed portfolio 62 $220,035,389 Open SEC source
07 Jul 2026, 09:34:13 UTC 13F-HR Silverberg Bernstein Capital Management LLC CIK 0002007880 2026 Q2 Open parsed portfolio 70 $261,088,774 Open SEC source
07 Jul 2026, 09:25:04 UTC 13F-HR Hiley Hunt Wealth Management CIK 0002048051 2026 Q2 Open parsed portfolio 49 $253,061,732 Open SEC source
07 Jul 2026, 09:12:43 UTC 13F-HR HOWARD FINANCIAL SERVICES, LTD. CIK 0001768130 2026 Q2 Open parsed portfolio 268 $1,001,459,921 Open SEC source
07 Jul 2026, 08:30:41 UTC 13F-HR Stark Wealth Management LLC CIK 0002051783 2025 Q1 Open parsed portfolio 26 $9,706,736 Open SEC source
07 Jul 2026, 08:08:17 UTC 13F-HR FIRST FINANCIAL CORP /IN/ CIK 0000714562 2026 Q2 Open parsed portfolio 293 $289,026,225 Open SEC source
06 Jul 2026, 21:52:32 UTC 13F-HR City Center Advisors, LLC CIK 0002030341 2026 Q2 Open parsed portfolio 170 $123,491,164 Open SEC source
06 Jul 2026, 21:45:22 UTC 13F-HR MOULTON WEALTH MANAGEMENT, INC CIK 0001792510 2026 Q2 Open parsed portfolio 66 $152,096,860 Open SEC source
06 Jul 2026, 21:39:18 UTC 13F-HR Paul R. Ried Financial Group, LLC CIK 0002033053 2026 Q2 Open parsed portfolio 47 $228,915,588 Open SEC source
06 Jul 2026, 21:09:07 UTC 13F-HR JBGlobal.com LLC CIK 0002051348 2026 Q2 Open parsed portfolio 32 $114,335,771 Open SEC source
06 Jul 2026, 19:00:39 UTC 13F-HR COOPER INVESTORS PTY LTD CIK 0001561728 2026 Q2 Open parsed portfolio 39 $217,826,956 Open SEC source
06 Jul 2026, 18:25:08 UTC 13F-HR Silchester International Investors LLP CIK 0001506409 2026 Q2 Open parsed portfolio 4 $62,038,950 Open SEC source
06 Jul 2026, 17:39:53 UTC 13F-HR Kopion Asset Management, LLC CIK 0001728689 2026 Q2 Open parsed portfolio 21 $158,214,978 Open SEC source
06 Jul 2026, 17:39:15 UTC 13F-HR CenturyLink Investment Management Co CIK 0001054522 2026 Q2 Open parsed portfolio 3 $129,001,706 Open SEC source
06 Jul 2026, 17:05:52 UTC 13F-HR St. Clair Advisors, LLC CIK 0002056292 2026 Q2 Open parsed portfolio 78 $388,701,335 Open SEC source
06 Jul 2026, 17:05:51 UTC 13F-HR Pathway Financial Advisors LLC CIK 0001738828 2026 Q2 Open parsed portfolio 130 $857,307,774 Open SEC source
06 Jul 2026, 17:00:12 UTC 13F-HR ANDERSON HOAGLAND & CO CIK 0000791191 2026 Q2 Open parsed portfolio 137 $1,275,903,373 Open SEC source
06 Jul 2026, 16:49:07 UTC 13F-HR TETRAD CORP CIK 0000883597 2026 Q2 Open parsed portfolio 3 $1,045,631,518 Open SEC source
06 Jul 2026, 16:12:37 UTC 13F-HR Boston Standard Wealth Management, LLC CIK 0001630939 2026 Q2 Open parsed portfolio 59 $689,344,648 Open SEC source
06 Jul 2026, 16:00:24 UTC 13F-HR EMINENCE CAPITAL, LP CIK 0001107310 2026 Q2 Open parsed portfolio 0 $0 Open SEC source
06 Jul 2026, 15:55:16 UTC 13F-HR Somnio Financial Group, LLC CIK 0002034894 2026 Q2 Open parsed portfolio 14 $168,791,643 Open SEC source
06 Jul 2026, 15:46:24 UTC 13F-HR LEGACY SOLUTIONS, LLC CIK 0002053314 2026 Q2 Open parsed portfolio 88 $123,577,976 Open SEC source
06 Jul 2026, 15:42:48 UTC 13F-HR Ridgeline Wealth, LLC CIK 0001934226 2026 Q2 Open parsed portfolio 60 $170,946,786 Open SEC source
06 Jul 2026, 15:40:23 UTC 13F-HR Trinity Financial Advisors LLC CIK 0001809574 2026 Q2 Open parsed portfolio 95 $389,076,953 Open SEC source
06 Jul 2026, 15:40:00 UTC 13F-HR CGN Advisors LLC CIK 0001841506 2026 Q2 Open parsed portfolio 322 $1,369,785,550 Open SEC source
06 Jul 2026, 15:33:03 UTC 13F-HR PPS&V ASSET MANAGEMENT CONSULTANTS, INC. CIK 0001936380 2026 Q2 Open parsed portfolio 39 $185,300,864 Open SEC source
06 Jul 2026, 15:18:17 UTC 13F-HR CoreCap Advisors, LLC CIK 0001902501 2026 Q2 Open parsed portfolio 3,153 $3,390,434,262 Open SEC source
06 Jul 2026, 15:13:40 UTC 13F-HR/A Tyro Capital Management LLC CIK 0001915395 2026 Q1 - Restatement Open parsed portfolio 23 $395,017,995 Open SEC source
06 Jul 2026, 15:13:27 UTC 13F-HR Pacific Excel Wealth Advisors, Inc. CIK 0002110884 2026 Q2 Open parsed portfolio 228 $258,424,156 Open SEC source
06 Jul 2026, 15:07:42 UTC 13F-HR TTRF Capital Ltd CIK 0002142345 2026 Q2 Open parsed portfolio 13 $151,655,000 Open SEC source
06 Jul 2026, 14:56:51 UTC 13F-HR Longview Financial Advisors, Inc. CIK 0001786915 2026 Q2 Open parsed portfolio 43 $170,978,376 Open SEC source
06 Jul 2026, 14:55:36 UTC 13F-HR Dogwood Wealth Management LLC CIK 0002056922 2026 Q2 Open parsed portfolio 848 $253,360,878 Open SEC source
06 Jul 2026, 14:14:58 UTC 13F-HR RDA Financial Network CIK 0001774086 2026 Q2 Open parsed portfolio 284 $458,657,736 Open SEC source
06 Jul 2026, 13:52:35 UTC 13F-HR Vigilare Wealth Management CIK 0001730889 2026 Q2 Open parsed portfolio 123 $326,228,457 Open SEC source
06 Jul 2026, 13:50:52 UTC 13F-HR Stonebridge Financial Group, LLC CIK 0002009367 2026 Q2 Open parsed portfolio 275 $1,318,335,875 Open SEC source
06 Jul 2026, 13:40:34 UTC 13F-HR Bulwark Capital Corp CIK 0002075899 2026 Q2 Open parsed portfolio 105 $177,689,153 Open SEC source
06 Jul 2026, 13:36:03 UTC 13F-HR PRIVATE CLIENT SERVICES, LLC CIK 0001457005 2026 Q2 Open parsed portfolio 229 $381,403,958 Open SEC source
06 Jul 2026, 13:35:18 UTC 13F-HR Brandywine Financial Group CIK 0001779506 2026 Q2 Open parsed portfolio 20 $7,594,000 Open SEC source
06 Jul 2026, 13:21:52 UTC 13F-HR Meadowbrook Wealth Management, LLC CIK 0002090468 2026 Q2 Open parsed portfolio 81 $92,858,772 Open SEC source
06 Jul 2026, 13:07:01 UTC 13F-HR OLD REPUBLIC INTERNATIONAL CORP CIK 0000074260 2026 Q2 Open parsed portfolio 54 $2,667,863,000 Open SEC source
06 Jul 2026, 12:42:58 UTC 13F-HR Somerset Trust Co CIK 0001597099 2026 Q2 Open parsed portfolio 186 $353,581,454 Open SEC source
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