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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Recent 13F signals

Latest portfolio disclosures to inspect

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

13F portfolio

Kurv Investment Management LLC

CIK 0002027462

13F-HR Q2 2026
CIK
0002027462
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
35 holdings / $129,622,293
Filed
13 Aug 2026, 10:31:15 UTC
Period
2026 Q2

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

13F portfolio

Koch, Inc.

CIK 0002027344

13F-HR Q2 2026
CIK
0002027344
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
10 holdings / $1,094,236,536
Filed
13 Aug 2026, 15:40:16 UTC
Period
2026 Q2

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

13F portfolio

Havemeyer Place LP

CIK 0002026128

13F-HR Q2 2026
CIK
0002026128
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
495 holdings / $1,012,729,017
Filed
13 Aug 2026, 10:19:32 UTC
Period
2026 Q2

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

13F portfolio

Morgan Stanley Institutional Investment Advisors LLC

CIK 0002026079

13F-HR Q2 2026
CIK
0002026079
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
5 holdings / $1,070,599,282
Filed
13 Aug 2026, 11:20:03 UTC
Period
2026 Q2

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

13F portfolio

NCP Inc.

CIK 0002023709

13F-HR Q2 2026
CIK
0002023709
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
78 holdings / $71,870,931
Filed
13 Aug 2026, 17:04:17 UTC
Period
2026 Q2

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

13F portfolio

Charter Oak Advisors LP

CIK 0002022905

13F-HR Q2 2026
CIK
0002022905
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
13 holdings / $172,473,667
Filed
13 Aug 2026, 12:27:02 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
13 Aug 2026, 10:31:15 UTC 13F-HR Kurv Investment Management LLC CIK 0002027462 2026 Q2 Open parsed portfolio 35 $129,622,293 Open SEC source
13 Aug 2026, 15:40:16 UTC 13F-HR Koch, Inc. CIK 0002027344 2026 Q2 Open parsed portfolio 10 $1,094,236,536 Open SEC source
13 Aug 2026, 10:19:32 UTC 13F-HR Havemeyer Place LP CIK 0002026128 2026 Q2 Open parsed portfolio 495 $1,012,729,017 Open SEC source
13 Aug 2026, 11:20:03 UTC 13F-HR Morgan Stanley Institutional Investment Advisors LLC CIK 0002026079 2026 Q2 Open parsed portfolio 5 $1,070,599,282 Open SEC source
13 Aug 2026, 17:04:17 UTC 13F-HR NCP Inc. CIK 0002023709 2026 Q2 Open parsed portfolio 78 $71,870,931 Open SEC source
13 Aug 2026, 12:27:02 UTC 13F-HR Charter Oak Advisors LP CIK 0002022905 2026 Q2 Open parsed portfolio 13 $172,473,667 Open SEC source
13 Aug 2026, 08:16:48 UTC 13F-HR Gestion Sienna CIK 0002021242 2026 Q2 Open parsed portfolio 178 $1,696,123,269 Open SEC source
13 Aug 2026, 17:09:24 UTC 13F-HR FPC INVESTMENT ADVISORY, INC. CIK 0002021217 2026 Q2 Open parsed portfolio 36 $211,947,645 Open SEC source
13 Aug 2026, 12:02:58 UTC 13F-HR Seven Six Capital Management, LLC CIK 0002021188 2026 Q2 Open parsed portfolio 26 $109,517,634 Open SEC source
13 Aug 2026, 16:41:59 UTC 13F-HR Wallace Hart LLC CIK 0002018963 2026 Q2 Open parsed portfolio 45 $160,040,819 Open SEC source
13 Aug 2026, 16:08:57 UTC 13F-HR SaddleRock Capital Management LLC CIK 0002018754 2026 Q2 Open parsed portfolio 16 $103,623,588 Open SEC source
13 Aug 2026, 11:05:02 UTC 13F-HR Multicoin Capital Management, LLC CIK 0002017172 2026 Q2 Open parsed portfolio 2 $165,071,083 Open SEC source
13 Aug 2026, 13:28:00 UTC 13F-HR Pine Harbor Wealth Management, LLC CIK 0002016051 2026 Q2 Open parsed portfolio 112 $373,461,010 Open SEC source
13 Aug 2026, 16:28:00 UTC 13F-HR Gallo Partners, LP CIK 0002015727 2026 Q2 Open parsed portfolio 34 $45,086,812 Open SEC source
13 Aug 2026, 06:05:48 UTC 13F-HR Triata Capital Ltd CIK 0002014039 2026 Q2 Open parsed portfolio 12 $588,271,441 Open SEC source
13 Aug 2026, 09:03:29 UTC 13F-HR Hobbs Group Advisors, LLC CIK 0002012280 2026 Q2 Open parsed portfolio 164 $380,088,225 Open SEC source
13 Aug 2026, 13:39:02 UTC 13F-HR Williamson Legacy Group, LLC CIK 0002011965 2026 Q2 Open parsed portfolio 75 $201,415,411 Open SEC source
13 Aug 2026, 16:32:06 UTC 13F-HR Pathstone Holdings, LLC CIK 0002011612 2026 Q2 Open parsed portfolio 2,499 $34,273,062,186 Open SEC source
13 Aug 2026, 11:20:27 UTC 13F-HR Fogel Capital Management, Inc. CIK 0002011427 2026 Q2 Open parsed portfolio 57 $248,711,386 Open SEC source
13 Aug 2026, 11:23:08 UTC 13F-HR EIGHT 31 FINANCIAL, LLC CIK 0002011328 2026 Q2 Open parsed portfolio 66 $168,195,049 Open SEC source
13 Aug 2026, 16:48:08 UTC 13F-HR Triavera Capital LLC CIK 0002011325 2026 Q2 Open parsed portfolio 15 $183,846,088 Open SEC source
13 Aug 2026, 14:29:04 UTC 13F-HR 1248 Management, LLC CIK 0002011147 2026 Q2 Open parsed portfolio 149 $255,823,980 Open SEC source
13 Aug 2026, 09:02:43 UTC 13F-HR MOSAIC FINANCIAL GROUP, LLC CIK 0002011050 2026 Q2 Open parsed portfolio 134 $156,354,000 Open SEC source
13 Aug 2026, 07:03:38 UTC 13F-HR Winthrop Capital Management, LLC CIK 0002010657 2026 Q2 Open parsed portfolio 336 $414,044,000 Open SEC source
13 Aug 2026, 15:24:49 UTC 13F-HR/A Fidelis Wealth Advisors LLC CIK 0002010051 2026 Q2 - Restatement Open parsed portfolio 26 $65,907,500 Open SEC source
13 Aug 2026, 07:45:47 UTC 13F-HR L1 Capital International Pty Ltd CIK 0002009023 2026 Q2 Open parsed portfolio 21 $1,707,595,834 Open SEC source
13 Aug 2026, 13:27:33 UTC 13F-HR Traction Financial Partners, LLC CIK 0002007748 2026 Q2 Open parsed portfolio 61 $188,274,363 Open SEC source
13 Aug 2026, 12:50:02 UTC 13F-HR Oxford Wealth Group, LLC CIK 0002007082 2026 Q2 Open parsed portfolio 89 $223,547,320 Open SEC source
13 Aug 2026, 17:22:26 UTC 13F-HR TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 2026 Q2 Open parsed portfolio 226 $441,522,674 Open SEC source
13 Aug 2026, 17:26:21 UTC 13F-HR Cetera Trust Company, N.A CIK 0002005547 2026 Q2 Open parsed portfolio 345 $199,297,300 Open SEC source
13 Aug 2026, 16:55:56 UTC 13F-HR RESOLUTE WEALTH ADVISOR, INC. CIK 0002005292 2025 Q2 Open parsed portfolio 78 $174,537,511 Open SEC source
13 Aug 2026, 09:50:44 UTC 13F-HR Siren, L.L.C. CIK 0002005245 2026 Q2 Open parsed portfolio 115 $4,925,796,495 Open SEC source
13 Aug 2026, 13:08:19 UTC 13F-HR Davern Capital Partners, LP CIK 0002003147 2026 Q2 Open parsed portfolio 15 $586,539,478 Open SEC source
13 Aug 2026, 11:10:19 UTC 13F-HR Tribune Investment Group LP CIK 0002000730 2026 Q2 Open parsed portfolio 32 $148,115,134 Open SEC source
13 Aug 2026, 12:17:05 UTC 13F-HR United Community Bank CIK 0002000314 2026 Q2 Open parsed portfolio 533 $323,406,625 Open SEC source
13 Aug 2026, 16:51:01 UTC 13F-HR Knollwood Investment Advisory, LLC CIK 0001999346 2026 Q2 Open parsed portfolio 270 $1,124,303,826 Open SEC source
13 Aug 2026, 13:26:17 UTC 13F-HR Ballast Asset Management, LP CIK 0001998389 2026 Q2 Open parsed portfolio 53 $250,741,344 Open SEC source
13 Aug 2026, 12:40:34 UTC 13F-HR NBZ Investment Advisors LLC CIK 0001998018 2026 Q2 Open parsed portfolio 80 $256,012,158 Open SEC source
13 Aug 2026, 16:26:44 UTC 13F-HR GSG Advisors LLC CIK 0001995773 2026 Q2 Open parsed portfolio 148 $454,226,486 Open SEC source
13 Aug 2026, 16:26:54 UTC 13F-HR Helix Partners Management LP CIK 0001995612 2026 Q2 Open parsed portfolio 10 $369,878,322 Open SEC source
13 Aug 2026, 08:32:47 UTC 13F-HR Dixon Mitchell Investment Counsel Inc. CIK 0001993485 2026 Q2 Open parsed portfolio 144 $3,074,298,713 Open SEC source
13 Aug 2026, 16:42:47 UTC 13F-HR Delta Global Management LP CIK 0001992724 2026 Q2 Open parsed portfolio 149 $921,720,203 Open SEC source
13 Aug 2026, 13:06:05 UTC 13F-HR EntryPoint Capital, LLC CIK 0001992519 2026 Q2 Open parsed portfolio 768 $412,064,875 Open SEC source
13 Aug 2026, 09:54:40 UTC 13F-HR/A EntryPoint Capital, LLC CIK 0001992519 2024 Q2 - New Holdings Open parsed portfolio 536 $146,855,443 Open SEC source
13 Aug 2026, 14:29:18 UTC 13F-HR Ramirez Asset Management, Inc. CIK 0001992110 2026 Q2 Open parsed portfolio 358 $952,864,912 Open SEC source
13 Aug 2026, 15:17:53 UTC 13F-HR Strategic Advocates LLC CIK 0001991340 2026 Q2 Open parsed portfolio 259 $25,831,533 Open SEC source
13 Aug 2026, 10:56:17 UTC 13F-HR SEVEN MILE ADVISORY CIK 0001987932 2026 Q2 Open parsed portfolio 158 $148,941,433 Open SEC source
13 Aug 2026, 15:57:35 UTC 13F-HR Vanguard National Trust Co CIK 0001984256 2026 Q2 Open parsed portfolio 786 $1,835,283,176 Open SEC source
13 Aug 2026, 12:42:57 UTC 13F-HR ELEVATUS WELATH MANAGEMENT CIK 0001982776 2026 Q2 Open parsed portfolio 243 $411,138,835 Open SEC source
13 Aug 2026, 14:01:04 UTC 13F-HR Entropy Technologies, LP CIK 0001976151 2026 Q2 Open parsed portfolio 930 $2,510,193,836 Open SEC source
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