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.

Insider activity 13D/G stakes 10-Q/K updates Investors
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101-150 of 3,913
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Recent 13F signals

Latest portfolio disclosures to inspect

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

13F portfolio

Aspen Private Advisors, LLC

CIK 0002143677

13F-HR Q2 2026
CIK
0002143677
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
7 holdings / $99,686,951
Filed
31 Jul 2026, 13:00:47 UTC
Period
2026 Q2

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

View details Open source
13F portfolio

B&D White Capital Company, LLC

CIK 0001752523

13F-HR Q2 2026
CIK
0001752523
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
94 holdings / $1,004,750,061
Filed
31 Jul 2026, 12:59:45 UTC
Period
2026 Q2

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

View details Open source
13F portfolio

Chung Wu Investment Group, LLC

CIK 0002054278

13F-HR Q2 2026
CIK
0002054278
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
283 holdings / $152,088,933
Filed
31 Jul 2026, 12:57:24 UTC
Period
2026 Q2

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

View details Open source
13F portfolio

Freestone Capital Holdings, LLC

CIK 0001470876

13F-HR Q2 2026
CIK
0001470876
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
584 holdings / $3,842,320,047
Filed
31 Jul 2026, 12:54:52 UTC
Period
2026 Q2

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

View details Open source
13F portfolio

Tandem Investment Advisors, Inc.

CIK 0001694284

13F-HR Q2 2026
CIK
0001694284
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
68 holdings / $1,492,997,705
Filed
31 Jul 2026, 12:48:42 UTC
Period
2026 Q2

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

View details Open source
13F portfolio

Warwick Investment Management, Inc.

CIK 0001931041

13F-HR Q2 2026
CIK
0001931041
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
149 holdings / $891,080,428
Filed
31 Jul 2026, 12:48:13 UTC
Period
2026 Q2

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

View details Open source
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
31 Jul 2026, 13:00:47 UTC 13F-HR Aspen Private Advisors, LLC CIK 0002143677 2026 Q2 Open parsed portfolio 7 $99,686,951 Open SEC source
31 Jul 2026, 12:59:45 UTC 13F-HR B&D White Capital Company, LLC CIK 0001752523 2026 Q2 Open parsed portfolio 94 $1,004,750,061 Open SEC source
31 Jul 2026, 12:57:24 UTC 13F-HR Chung Wu Investment Group, LLC CIK 0002054278 2026 Q2 Open parsed portfolio 283 $152,088,933 Open SEC source
31 Jul 2026, 12:54:52 UTC 13F-HR Freestone Capital Holdings, LLC CIK 0001470876 2026 Q2 Open parsed portfolio 584 $3,842,320,047 Open SEC source
31 Jul 2026, 12:48:42 UTC 13F-HR Tandem Investment Advisors, Inc. CIK 0001694284 2026 Q2 Open parsed portfolio 68 $1,492,997,705 Open SEC source
31 Jul 2026, 12:48:13 UTC 13F-HR Warwick Investment Management, Inc. CIK 0001931041 2026 Q2 Open parsed portfolio 149 $891,080,428 Open SEC source
31 Jul 2026, 12:33:49 UTC 13F-HR Probity Advisors, Inc. CIK 0001676603 2026 Q2 Open parsed portfolio 232 $699,208,491 Open SEC source
31 Jul 2026, 12:33:10 UTC 13F-HR J. Derek Lewis & Associates Inc. CIK 0002077884 2026 Q2 Open parsed portfolio 216 $529,245,023 Open SEC source
31 Jul 2026, 12:29:15 UTC 13F-HR Fiduciary Planning LLC CIK 0001792851 2026 Q2 Open parsed portfolio 80 $382,327,221 Open SEC source
31 Jul 2026, 12:25:12 UTC 13F-HR KORNITZER CAPITAL MANAGEMENT INC /KS CIK 0000898358 2026 Q2 Open parsed portfolio 548 $4,790,510,898 Open SEC source
31 Jul 2026, 12:24:30 UTC 13F-HR Three Magnolias Financial Advisors, LLC CIK 0002056795 2026 Q2 Open parsed portfolio 112 $179,482,386 Open SEC source
31 Jul 2026, 12:19:54 UTC 13F-HR Daiwa Securities Group Inc. CIK 0001481045 2026 Q2 Open parsed portfolio 1,126 $44,219,177,779 Open SEC source
31 Jul 2026, 12:18:35 UTC 13F-HR Peck Wealth Management, LLC CIK 0002135125 2026 Q2 Open parsed portfolio 127 $118,692,401 Open SEC source
31 Jul 2026, 12:16:03 UTC 13F-HR Badgley Phelps Wealth Managers, LLC CIK 0001895362 2026 Q2 Open parsed portfolio 333 $5,708,734,671 Open SEC source
31 Jul 2026, 12:11:55 UTC 13F-HR Kerusso Capital Management LLC CIK 0002029597 2026 Q2 Open parsed portfolio 58 $274,429,695 Open SEC source
31 Jul 2026, 12:05:34 UTC 13F-HR ASSOCIATED BANC-CORP CIK 0000007789 2026 Q2 Open parsed portfolio 381 $4,211,290,128 Open SEC source
31 Jul 2026, 11:57:18 UTC 13F-HR DB&C Advisors, LLC CIK 0002107377 2026 Q2 Open parsed portfolio 76 $92,352,655 Open SEC source
31 Jul 2026, 11:39:16 UTC 13F-HR Granite Harbor Advisors, Inc. CIK 0001967456 2026 Q2 Open parsed portfolio 132 $252,907,099 Open SEC source
31 Jul 2026, 11:35:57 UTC 13F-HR Curative Ventures V LLC CIK 0001754072 2026 Q2 Open parsed portfolio 1 $14,603,341 Open SEC source
31 Jul 2026, 11:29:00 UTC 13F-HR Aberdeen Group plc CIK 0001716774 2026 Q2 Open parsed portfolio 934 $71,221,282,651 Open SEC source
31 Jul 2026, 11:23:52 UTC 13F-HR Troy Asset Management Ltd CIK 0001601407 2026 Q2 Open parsed portfolio 29 $3,585,782,780 Open SEC source
31 Jul 2026, 11:23:46 UTC 13F-HR BCS Private Wealth Management, Inc. CIK 0002044001 2026 Q2 Open parsed portfolio 187 $332,053,501 Open SEC source
31 Jul 2026, 11:20:35 UTC 13F-HR New Republic Capital, LLC CIK 0001989988 2026 Q2 Open parsed portfolio 352 $434,176,909 Open SEC source
31 Jul 2026, 11:18:05 UTC 13F-HR Napier Financial, LLC CIK 0002086579 2026 Q2 Open parsed portfolio 472 $479,956,445 Open SEC source
31 Jul 2026, 11:12:17 UTC 13F-HR Rossmore Private Capital CIK 0001733082 2026 Q2 Open parsed portfolio 340 $1,231,384,467 Open SEC source
31 Jul 2026, 11:12:03 UTC 13F-HR ABBINGTON INVESTMENT GROUP CIK 0002088867 2026 Q2 Open parsed portfolio 52 $157,087,768 Open SEC source
31 Jul 2026, 11:11:34 UTC 13F-HR Avail Investment Partners, LLC CIK 0002134779 2026 Q2 Open parsed portfolio 199 $129,829,353 Open SEC source
31 Jul 2026, 11:11:15 UTC 13F-HR Glassy Mountain Advisors, Inc. CIK 0001914617 2026 Q2 Open parsed portfolio 76 $365,604,992 Open SEC source
31 Jul 2026, 11:10:58 UTC 13F-HR Brendel Financial Advisors LLC CIK 0001768065 2026 Q2 Open parsed portfolio 101 $215,979,748 Open SEC source
31 Jul 2026, 11:10:22 UTC 13F-HR Code Waechter LLC CIK 0002039212 2026 Q2 Open parsed portfolio 127 $193,313,419 Open SEC source
31 Jul 2026, 11:09:10 UTC 13F-HR Calamos Wealth Management LLC CIK 0001455258 2026 Q2 Open parsed portfolio 456 $3,291,829,934 Open SEC source
31 Jul 2026, 11:08:35 UTC 13F-HR Calamos Advisors LLC CIK 0001316507 2026 Q2 Open parsed portfolio 942 $27,589,048,014 Open SEC source
31 Jul 2026, 11:07:48 UTC 13F-HR DEMMING FINANCIAL SERVICES CORP /ADV CIK 0000760639 2026 Q2 Open parsed portfolio 41 $157,316,805 Open SEC source
31 Jul 2026, 11:06:48 UTC 13F-HR FORMULATE FINANCIAL LLC CIK 0002093400 2026 Q2 Open parsed portfolio 26 $95,007,993 Open SEC source
31 Jul 2026, 11:06:24 UTC 13F-HR Integrated Capital Management, LLC CIK 0002040070 2026 Q2 Open parsed portfolio 58 $277,567,491 Open SEC source
31 Jul 2026, 11:01:02 UTC 13F-HR ZEGA Investments, LLC CIK 0002045703 2026 Q2 Open parsed portfolio 215 $599,899,563 Open SEC source
31 Jul 2026, 11:00:07 UTC 13F-HR Stone Ridge Holdings Group LP CIK 0002019841 2026 Q2 Open parsed portfolio 12 $18,622,713 Open SEC source
31 Jul 2026, 10:54:09 UTC 13F-HR Park Square Financial Group, LLC CIK 0002058285 2026 Q2 Open parsed portfolio 210 $11,077,946 Open SEC source
31 Jul 2026, 10:52:13 UTC 13F-HR Seneca House Advisors CIK 0001731359 2026 Q2 Open parsed portfolio 103 $282,851,146 Open SEC source
31 Jul 2026, 10:51:28 UTC 13F-HR Impact Investors, Inc CIK 0001824539 2026 Q2 Open parsed portfolio 88 $136,763,921 Open SEC source
31 Jul 2026, 10:49:46 UTC 13F-HR Westview Management dba Westview Investment Advisors CIK 0002073768 2026 Q2 Open parsed portfolio 67 $204,356,549 Open SEC source
31 Jul 2026, 10:48:00 UTC 13F-HR Family Capital Management, Inc. CIK 0001964344 2026 Q2 Open parsed portfolio 115 $257,992,075 Open SEC source
31 Jul 2026, 10:45:47 UTC 13F-HR Austin Asset Management Co Inc CIK 0001902024 2026 Q2 Open parsed portfolio 93 $700,911,094 Open SEC source
31 Jul 2026, 10:44:45 UTC 13F-HR Shared Vision Wealth Group LLC CIK 0002008178 2026 Q2 Open parsed portfolio 114 $290,874,134 Open SEC source
31 Jul 2026, 10:44:23 UTC 13F-HR Lansing Management LP CIK 0001691908 2026 Q2 Open parsed portfolio 13 $165,204,149 Open SEC source
31 Jul 2026, 10:42:50 UTC 13F-HR/A INVESTMENT HOUSE LLC CIK 0001566030 2026 Q2 - Restatement Open parsed portfolio 220 $2,210,742,469 Open SEC source
31 Jul 2026, 10:42:46 UTC 13F-HR TOBAM CIK 0001527488 2026 Q2 Open parsed portfolio 258 $411,935,000 Open SEC source
31 Jul 2026, 10:42:44 UTC 13F-HR WEALTHGARDEN F.S. LLC CIK 0002023633 2026 Q2 Open parsed portfolio 187 $176,363,162 Open SEC source
31 Jul 2026, 10:42:09 UTC 13F-HR THEORY FINANCIAL LLC CIK 0001899158 2026 Q2 Open parsed portfolio 99 $317,319,765 Open SEC source
31 Jul 2026, 10:41:35 UTC 13F-HR MB Generational Wealth, LLC CIK 0002009056 2026 Q2 Open parsed portfolio 66 $203,894,918 Open SEC source
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