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
9,851-9,900 of 9,927
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50
Current page
198

Recent 13F signals

Latest portfolio disclosures to inspect

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

13F portfolio

Acasta Partners UK LLP

CIK 0002090007

13F-HR Q2 2026
CIK
0002090007
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
16 holdings / $189,477,466
Filed
06 Jul 2026, 12:38:13 UTC
Period
2026 Q2

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

13F portfolio

STABLEFORD CAPITAL II LLC

CIK 0001842089

13F-HR Q2 2026
CIK
0001842089
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
147 holdings / $288,651,775
Filed
06 Jul 2026, 12:25:17 UTC
Period
2026 Q2

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

13F portfolio

MJT & Associates Financial Advisory Group, Inc.

CIK 0002065777

13F-HR Q2 2026
CIK
0002065777
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
465 holdings / $151,200,317
Filed
06 Jul 2026, 12:00:25 UTC
Period
2026 Q2

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

13F portfolio

Sincerus Advisory, LLC

CIK 0002050968

13F-HR Q2 2026
CIK
0002050968
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
81 holdings / $147,254,413
Filed
06 Jul 2026, 11:54:25 UTC
Period
2026 Q2

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

13F portfolio

MTCO Ltd.

CIK 0002095669

13F-HR Q2 2026
CIK
0002095669
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
4 holdings / $265,387,685
Filed
06 Jul 2026, 11:25:25 UTC
Period
2026 Q2

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

13F portfolio

Bangor Savings Bank

CIK 0001352675

13F-HR Q2 2026
CIK
0001352675
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
543 holdings / $1,359,974,447
Filed
06 Jul 2026, 10:51:50 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
06 Jul 2026, 12:38:13 UTC 13F-HR Acasta Partners UK LLP CIK 0002090007 2026 Q2 Open parsed portfolio 16 $189,477,466 Open SEC source
06 Jul 2026, 12:25:17 UTC 13F-HR STABLEFORD CAPITAL II LLC CIK 0001842089 2026 Q2 Open parsed portfolio 147 $288,651,775 Open SEC source
06 Jul 2026, 12:00:25 UTC 13F-HR MJT & Associates Financial Advisory Group, Inc. CIK 0002065777 2026 Q2 Open parsed portfolio 465 $151,200,317 Open SEC source
06 Jul 2026, 11:54:25 UTC 13F-HR Sincerus Advisory, LLC CIK 0002050968 2026 Q2 Open parsed portfolio 81 $147,254,413 Open SEC source
06 Jul 2026, 11:25:25 UTC 13F-HR MTCO Ltd. CIK 0002095669 2026 Q2 Open parsed portfolio 4 $265,387,685 Open SEC source
06 Jul 2026, 10:51:50 UTC 13F-HR Bangor Savings Bank CIK 0001352675 2026 Q2 Open parsed portfolio 543 $1,359,974,447 Open SEC source
06 Jul 2026, 10:47:13 UTC 13F-HR Hobart Private Capital, LLC CIK 0001767062 2026 Q2 Open parsed portfolio 137 $582,880,858 Open SEC source
06 Jul 2026, 10:16:38 UTC 13F-HR NEVILLE RODIE & SHAW INC CIK 0000071210 2026 Q2 Open parsed portfolio 242 $1,545,185,000 Open SEC source
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
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