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.

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9,901-9,927 of 9,927
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50
Current page
199

Recent 13F signals

Latest portfolio disclosures to inspect

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

13F portfolio

SWP Investment Management LLC

CIK 0002098300

13F-HR Q1 2025
CIK
0002098300
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
51 holdings / $80,100,494
Filed
01 Jul 2026, 16:58:23 UTC
Period
2025 Q1

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

13F portfolio

PVG ASSET MANAGEMENT CORP

CIK 0000820434

13F-HR Q2 2026
CIK
0000820434
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
129 holdings / $172,723,188
Filed
01 Jul 2026, 16:49:59 UTC
Period
2026 Q2

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

13F portfolio

PartnerRe Asset Management CORP

CIK 0001301542

13F-HR Q2 2026
CIK
0001301542
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
2 holdings / $141,500,786
Filed
01 Jul 2026, 16:33:28 UTC
Period
2026 Q2

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

13F portfolio

Noble Wealth Management PBC

CIK 0002055065

13F-HR Q2 2026
CIK
0002055065
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
771 holdings / $219,029,417
Filed
01 Jul 2026, 15:48:45 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 Q1 2026
CIK
0002095947
Source
SEC 13F-HR/A
Action
13F-HR/A accepted
Magnitude
520 holdings / $77,505,501
Filed
01 Jul 2026, 15:32:02 UTC
Period
2026 Q1 - Restatement

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

13F portfolio

CONFLUENCE INVESTMENT MANAGEMENT LLC

CIK 0001442056

13F-HR Q2 2026
CIK
0001442056
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
290 holdings / $6,400,354,292
Filed
01 Jul 2026, 15:31:30 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
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
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
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