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
201-250 of 9,927
Per page
50
Current page
5

Recent 13F signals

Latest portfolio disclosures to inspect

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

13F portfolio

U S WEALTH GROUP, LLC.

CIK 0001554427

13F-HR Q2 2026
CIK
0001554427
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
47 holdings / $165,642,527
Filed
10 Sep 2026, 14:18:40 UTC
Period
2026 Q2

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

13F portfolio

U S WEALTH GROUP, LLC.

CIK 0001554427

13F-HR Q1 2026
CIK
0001554427
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
41 holdings / $147,653,953
Filed
10 Sep 2026, 14:15:56 UTC
Period
2026 Q1

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

13F portfolio

Lee M. /tx/ Bass

CIK 0000924920

13F-HR/A Q2 2026
CIK
0000924920
Source
SEC 13F-HR/A
Action
13F-HR/A accepted
Magnitude
0 holdings / $0
Filed
10 Sep 2026, 13:56:26 UTC
Period
2026 Q2 - Restatement

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

13F portfolio

Knoll Capital Management, LLC

CIK 0001325083

13F-HR/A Q2 2026
CIK
0001325083
Source
SEC 13F-HR/A
Action
13F-HR/A accepted
Magnitude
37 holdings / $208,619,742
Filed
09 Sep 2026, 21:41:48 UTC
Period
2026 Q2 - Restatement

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

13F portfolio

BOSTON RESEARCH & MANAGEMENT INC

CIK 0001259261

13F-HR/A Q1 2025
CIK
0001259261
Source
SEC 13F-HR/A
Action
13F-HR/A accepted
Magnitude
117 holdings / $409,002,789
Filed
09 Sep 2026, 15:40:49 UTC
Period
2025 Q1 - New Holdings

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

13F portfolio

MANUFACTURERS LIFE INSURANCE COMPANY, THE

CIK 0000928047

13F-HR/A Q2 2026
CIK
0000928047
Source
SEC 13F-HR/A
Action
13F-HR/A accepted
Magnitude
2,872 holdings / $127,247,661,792
Filed
09 Sep 2026, 14:58:22 UTC
Period
2026 Q2 - Restatement

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
10 Sep 2026, 14:18:40 UTC 13F-HR U S WEALTH GROUP, LLC. CIK 0001554427 2026 Q2 Open parsed portfolio 47 $165,642,527 Open SEC source
10 Sep 2026, 14:15:56 UTC 13F-HR U S WEALTH GROUP, LLC. CIK 0001554427 2026 Q1 Open parsed portfolio 41 $147,653,953 Open SEC source
10 Sep 2026, 13:56:26 UTC 13F-HR/A Lee M. /tx/ Bass CIK 0000924920 2026 Q2 - Restatement Open parsed portfolio 0 $0 Open SEC source
09 Sep 2026, 21:41:48 UTC 13F-HR/A Knoll Capital Management, LLC CIK 0001325083 2026 Q2 - Restatement Open parsed portfolio 37 $208,619,742 Open SEC source
09 Sep 2026, 15:40:49 UTC 13F-HR/A BOSTON RESEARCH & MANAGEMENT INC CIK 0001259261 2025 Q1 - New Holdings Open parsed portfolio 117 $409,002,789 Open SEC source
09 Sep 2026, 14:58:22 UTC 13F-HR/A MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 2026 Q2 - Restatement Open parsed portfolio 2,872 $127,247,661,792 Open SEC source
09 Sep 2026, 14:51:37 UTC 13F-HR/A Palogic Value Management, L.P. CIK 0001532943 2026 Q2 - New Holdings Open parsed portfolio 181 $282,167,190 Open SEC source
09 Sep 2026, 13:04:11 UTC 13F-HR MIRAMONTES CAPITAL, LLC CIK 0002134516 2026 Q2 Open parsed portfolio 141 $321,308,108 Open SEC source
09 Sep 2026, 13:00:15 UTC 13F-HR MIRAMONTES CAPITAL, LLC CIK 0002134516 2026 Q1 Open parsed portfolio 122 $288,617,692 Open SEC source
09 Sep 2026, 12:58:45 UTC 13F-HR MIRAMONTES CAPITAL, LLC CIK 0002134516 2025 Q4 Open parsed portfolio 125 $293,250,022 Open SEC source
09 Sep 2026, 12:56:11 UTC 13F-HR Core Capital Management & Research, inc. CIK 0001781919 2026 Q2 Open parsed portfolio 215 $189,971,759 Open SEC source
09 Sep 2026, 11:42:33 UTC 13F-HR Lotus Asset Management LLC CIK 0002153440 2026 Q2 Open parsed portfolio 43 $113,010,414 Open SEC source
08 Sep 2026, 18:25:22 UTC 13F-HR/A Integrated Wealth Concepts LLC CIK 0001737109 2026 Q2 - Restatement Open parsed portfolio 2,404 $15,295,571,128 Open SEC source
08 Sep 2026, 16:18:42 UTC 13F-HR Willow Creek Capital Management, Inc. CIK 0002152085 2026 Q2 Open parsed portfolio 100 $102,985,012 Open SEC source
08 Sep 2026, 16:18:12 UTC 13F-HR Kachkovsky & Fisher, Inc. CIK 0002151928 2026 Q2 Open parsed portfolio 64 $103,959,072 Open SEC source
08 Sep 2026, 09:38:16 UTC 13F-HR/A Nykredit A/S CIK 0001847328 2026 Q2 - Restatement Open parsed portfolio 1,945 $26,237,355,897 Open SEC source
04 Sep 2026, 14:18:45 UTC 13F-HR/A BOSTON RESEARCH & MANAGEMENT INC CIK 0001259261 2025 Q2 - New Holdings Open parsed portfolio 117 $423,306,746 Open SEC source
04 Sep 2026, 12:32:32 UTC 13F-HR/A Peak XV Partners Operations LLC CIK 0001886840 2026 Q2 - Restatement Open parsed portfolio 1 $176,306,397 Open SEC source
04 Sep 2026, 11:06:34 UTC 13F-HR Parkside Financial Bank & Trust CIK 0001455267 2026 Q2 Open parsed portfolio 2,694 $1,463,176,658 Open SEC source
04 Sep 2026, 07:11:22 UTC 13F-HR/A M&T BANK CORP CIK 0000036270 2026 Q1 - Restatement Open parsed portfolio 1,747 $30,530,576,350 Open SEC source
04 Sep 2026, 06:38:13 UTC 13F-HR Nordflint Capital Partners Fondsmaeglerselskab A/S CIK 0001815421 2026 Q2 Open parsed portfolio 1 $187,573,699 Open SEC source
04 Sep 2026, 06:36:22 UTC 13F-HR Nordflint Capital Partners Fondsmaeglerselskab A/S CIK 0001815421 2026 Q1 Open parsed portfolio 1 $200,056,281 Open SEC source
04 Sep 2026, 06:34:19 UTC 13F-HR Nordflint Capital Partners Fondsmaeglerselskab A/S CIK 0001815421 2025 Q4 Open parsed portfolio 1 $183,805,870 Open SEC source
04 Sep 2026, 06:32:11 UTC 13F-HR Nordflint Capital Partners Fondsmaeglerselskab A/S CIK 0001815421 2025 Q3 Open parsed portfolio 1 $209,635,852 Open SEC source
04 Sep 2026, 06:30:11 UTC 13F-HR Nordflint Capital Partners Fondsmaeglerselskab A/S CIK 0001815421 2025 Q2 Open parsed portfolio 1 $352,925,602 Open SEC source
04 Sep 2026, 06:27:27 UTC 13F-HR Nordflint Capital Partners Fondsmaeglerselskab A/S CIK 0001815421 2025 Q1 Open parsed portfolio 1 $289,262,770 Open SEC source
04 Sep 2026, 06:24:45 UTC 13F-HR Nordflint Capital Partners Fondsmaeglerselskab A/S CIK 0001815421 2024 Q4 Open parsed portfolio 1 $370,606,962 Open SEC source
03 Sep 2026, 16:56:58 UTC 13F-HR RWC ASSET ADVISORS (US) LLC CIK 0001638081 2026 Q2 Open parsed portfolio 16 $449,569,394 Open SEC source
03 Sep 2026, 14:19:32 UTC 13F-HR First Nebraska Trust Co CIK 0002134841 2000 Q2 Open parsed portfolio 72 $98,734,982 Open SEC source
03 Sep 2026, 09:38:16 UTC 13F-HR/A ANCHOR CAPITAL ADVISORS LLC CIK 0000813933 2026 Q2 - New Holdings Open parsed portfolio 245 $3,558,774,138 Open SEC source
02 Sep 2026, 20:02:47 UTC 13F-HR Cygnus Capital Advisors, LLC CIK 0002114319 2026 Q2 Open parsed portfolio 74 $147,239,000 Open SEC source
02 Sep 2026, 17:12:07 UTC 13F-HR/A REFRAME WEALTH, LLC CIK 0001969815 2022 Q4 - Restatement Open parsed portfolio 0 $0 Open SEC source
02 Sep 2026, 16:30:51 UTC 13F-HR/A 1607 Capital Partners, LLC CIK 0001436866 2026 Q2 - Restatement Open parsed portfolio 141 $1,148,372,219 Open SEC source
02 Sep 2026, 15:58:19 UTC 13F-HR First Nebraska Trust Co CIK 0002134841 2000 Q3 Open parsed portfolio 80 $146,905,692 Open SEC source
02 Sep 2026, 15:17:05 UTC 13F-HR First Nebraska Trust Co CIK 0002134841 2000 Q4 Open parsed portfolio 86 $169,528,578 Open SEC source
02 Sep 2026, 13:57:05 UTC 13F-HR MLG Wealth Management DBA Pine Grove Financial Group CIK 0002149956 2026 Q2 Open parsed portfolio 218 $990,198,657 Open SEC source
02 Sep 2026, 13:56:09 UTC 13F-HR MLG Wealth Management DBA Pine Grove Financial Group CIK 0002149956 2026 Q1 Open parsed portfolio 189 $860,398,789 Open SEC source
02 Sep 2026, 12:25:12 UTC 13F-HR/A Allianz Asset Management GmbH CIK 0001535323 2026 Q2 - Restatement Open parsed portfolio 1,564 $108,008,960,610 Open SEC source
02 Sep 2026, 11:22:29 UTC 13F-HR CAPITAL & PLANNING, LLC CIK 0002053750 2026 Q2 Open parsed portfolio 45 $193,664,008 Open SEC source
02 Sep 2026, 10:24:09 UTC 13F-HR Layline Advisors, LLC CIK 0001724910 2026 Q1 Open parsed portfolio 67 $89,396,300 Open SEC source
02 Sep 2026, 09:36:50 UTC 13F-HR Range Advisory, LLC CIK 0002152629 2026 Q2 Open parsed portfolio 342 $839,818,035 Open SEC source
02 Sep 2026, 09:35:17 UTC 13F-HR Range Advisory, LLC CIK 0002152629 2026 Q1 Open parsed portfolio 271 $539,114,652 Open SEC source
02 Sep 2026, 09:34:16 UTC 13F-HR Range Advisory, LLC CIK 0002152629 2025 Q4 Open parsed portfolio 196 $387,826,374 Open SEC source
02 Sep 2026, 09:14:04 UTC 13F-HR/A Catalio Capital Management, LP CIK 0001958125 2025 Q4 - Restatement Open parsed portfolio 45 $565,790,302 Open SEC source
02 Sep 2026, 09:12:11 UTC 13F-HR/A 1607 Capital Partners, LLC CIK 0001436866 2026 Q2 - New Holdings Open parsed portfolio 142 $1,149,001,511 Open SEC source
02 Sep 2026, 09:11:33 UTC 13F-HR/A Second Line Capital, LLC CIK 0001992879 2026 Q2 - Restatement Open parsed portfolio 173 $536,985,812 Open SEC source
02 Sep 2026, 08:50:06 UTC 13F-HR Kinetic Wealth Investment Advisors LLC CIK 0002146839 2026 Q2 Open parsed portfolio 64 $212,112,246 Open SEC source
02 Sep 2026, 08:13:27 UTC 13F-HR Infini Capital Management Ltd CIK 0001936249 2026 Q2 Open parsed portfolio 1 $38,882,638 Open SEC source
01 Sep 2026, 18:40:15 UTC 13F-HR First Nebraska Trust Co CIK 0002134841 2001 Q1 Open parsed portfolio 86 $147,798,479 Open SEC source
01 Sep 2026, 18:31:14 UTC 13F-HR BROWN, LISLE/CUMMINGS, INC. CIK 0000014745 2026 Q2 Open parsed portfolio 1,054 $445,758,052 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 .