13F portfolio feed
Showing filings accepted since 01 Jul 2026. Each row links to the manager profile, parsed portfolio, and original SEC source.
Recent 13F signals
Each card links to the parsed portfolio and original SEC filing.
Review the newly filed portfolio, top holdings, and source evidence before comparing the manager with other ownership signals.
Review the newly filed portfolio, top holdings, and source evidence before comparing the manager with other ownership signals.
Review the newly filed portfolio, top holdings, and source evidence before comparing the manager with other ownership signals.
Review the newly filed portfolio, top holdings, and source evidence before comparing the manager with other ownership signals.
Review the newly filed portfolio, top holdings, and source evidence before comparing the manager with other ownership signals.
Review the newly filed portfolio, top holdings, and source evidence before comparing the manager with other ownership signals.
| SEC accepted | Form | Manager / CIK | Filing report | Reported holdings | Reported value | Actions |
|---|---|---|---|---|---|---|
| 01 Sep 2026, 18:29:23 UTC | 13F-HR | First Nebraska Trust Co CIK 0002134841 | 2001 Q2 Open parsed portfolio | 91 | $157,938,474 | Open SEC source |
| 01 Sep 2026, 18:14:00 UTC | 13F-HR/A | CITADEL ADVISORS LLC CIK 0001423053 | 2026 Q2 - Restatement Open parsed portfolio | 6,351 | $174,136,365,721 | Open SEC source |
| 01 Sep 2026, 15:47:25 UTC | 13F-HR/A | BOSTON RESEARCH & MANAGEMENT INC CIK 0001259261 | 2025 Q3 - New Holdings Open parsed portfolio | 120 | $457,549,959 | Open SEC source |
| 01 Sep 2026, 14:46:51 UTC | 13F-HR | Davis Wealth Advisors, LLC CIK 0002104502 | 2025 Q3 Open parsed portfolio | 70 | $111,375,990 | Open SEC source |
| 01 Sep 2026, 14:38:22 UTC | 13F-HR | Planning Project LLC CIK 0002052480 | 2026 Q2 Open parsed portfolio | 26 | $501,360,166 | Open SEC source |
| 01 Sep 2026, 10:58:36 UTC | 13F-HR | Parrish Capital LLC CIK 0002131053 | 2026 Q2 Open parsed portfolio | 87 | $103,729,473 | Open SEC source |
| 01 Sep 2026, 06:41:54 UTC | 13F-HR | AGUR PROVIDENT & TRAINING FUNDS MANAGEMENT LTD CIK 0001670627 | 2026 Q2 Open parsed portfolio | 24 | $0 | Open SEC source |
| 31 Aug 2026, 17:50:52 UTC | 13F-HR/A | Allie Family Office LLC CIK 0001908612 | 2026 Q1 - Restatement Open parsed portfolio | 103 | $228,550,209 | Open SEC source |
| 31 Aug 2026, 16:02:42 UTC | 13F-HR | First Nebraska Trust Co CIK 0002134841 | 2001 Q3 Open parsed portfolio | 91 | $147,088,596 | Open SEC source |
| 31 Aug 2026, 15:29:11 UTC | 13F-HR | First Nebraska Trust Co CIK 0002134841 | 2001 Q4 Open parsed portfolio | 89 | $157,881,612 | Open SEC source |
| 31 Aug 2026, 12:41:57 UTC | 13F-HR | Arbor Wealth Management LLC\AZ CIK 0002149091 | 2026 Q1 Open parsed portfolio | 22 | $101,478,078 | Open SEC source |
| 31 Aug 2026, 12:29:04 UTC | 13F-HR | Arbor Wealth Management LLC\AZ CIK 0002149091 | 2025 Q4 Open parsed portfolio | 103 | $128,503,508 | Open SEC source |
| 31 Aug 2026, 10:49:58 UTC | 13F-HR | Alternative Investment Advisors, LLC. CIK 0002009486 | 2026 Q2 Open parsed portfolio | 69 | $258,591,510 | Open SEC source |
| 28 Aug 2026, 16:43:23 UTC | 13F-HR | Deeter Investments LLP CIK 0001675711 | 2025 Q4 Open parsed portfolio | 105 | $451,741,102 | Open SEC source |
| 28 Aug 2026, 15:47:03 UTC | 13F-HR/A | Cornerstone Financial Management LLC CIK 0002110329 | 2026 Q2 - Restatement Open parsed portfolio | 1,471 | $124,683,667 | Open SEC source |
| 28 Aug 2026, 15:30:34 UTC | 13F-HR/A | Cornerstone Financial Management LLC CIK 0002110329 | 2026 Q1 - Restatement Open parsed portfolio | 1,309 | $109,018,049 | Open SEC source |
| 28 Aug 2026, 15:19:01 UTC | 13F-HR/A | Cornerstone Financial Management LLC CIK 0002110329 | 2025 Q4 - Restatement Open parsed portfolio | 1,239 | $106,496,997 | Open SEC source |
| 28 Aug 2026, 14:39:49 UTC | 13F-HR/A | NWM ADVISORS, LLC CIK 0002098824 | 2026 Q2 - Restatement Open parsed portfolio | 23 | $126,975,569 | Open SEC source |
| 28 Aug 2026, 11:55:56 UTC | 13F-HR | B. Riley Wealth Advisors, Inc. CIK 0001464811 | 2025 Q1 Open parsed portfolio | 1,208 | $3,290,027,561 | Open SEC source |
| 28 Aug 2026, 11:52:36 UTC | 13F-HR/A | Pandowealth. LLC CIK 0002143045 | 2025 Q4 - Restatement Open parsed portfolio | 18 | $104,827,092 | Open SEC source |
| 28 Aug 2026, 11:51:30 UTC | 13F-HR/A | Pandowealth. LLC CIK 0002143045 | 2026 Q1 - Restatement Open parsed portfolio | 18 | $110,192,746 | Open SEC source |
| 28 Aug 2026, 11:37:12 UTC | 13F-HR | First Nebraska Trust Co CIK 0002134841 | 2002 Q1 Open parsed portfolio | 89 | $169,559,358 | Open SEC source |
| 28 Aug 2026, 11:30:12 UTC | 13F-HR | First Nebraska Trust Co CIK 0002134841 | 2002 Q2 Open parsed portfolio | 83 | $153,399,534 | Open SEC source |
| 27 Aug 2026, 17:31:30 UTC | 13F-HR/A | PROVIDA PENSION FUND ADMINISTRATOR CIK 0000931588 | 2026 Q1 - New Holdings Open parsed portfolio | 60 | $5,945,731,463 | Open SEC source |
| 27 Aug 2026, 15:29:31 UTC | 13F-HR/A | Corient Private Wealth LP CIK 0001948780 | 2026 Q2 - Restatement Open parsed portfolio | 3,043 | $72,240,830,016 | Open SEC source |
| 27 Aug 2026, 15:15:55 UTC | 13F-HR | K5 Global Advisor LLC CIK 0002151773 | 2026 Q2 Open parsed portfolio | 3 | $6,587,910,944 | Open SEC source |
| 27 Aug 2026, 15:15:05 UTC | 13F-HR | OPTIMIZE FINANCIAL INC. CIK 0002033266 | 2026 Q2 Open parsed portfolio | 294 | $278,368,110 | Open SEC source |
| 27 Aug 2026, 14:15:50 UTC | 13F-HR/A | Advisors Asset Management, Inc. CIK 0001297376 | 2021 Q4 - Restatement Open parsed portfolio | 1,488 | $7,004,687,548 | Open SEC source |
| 27 Aug 2026, 14:11:50 UTC | 13F-HR/A | Advisors Asset Management, Inc. CIK 0001297376 | 2022 Q4 - Restatement Open parsed portfolio | 1,480 | $4,854,220,684 | Open SEC source |
| 27 Aug 2026, 13:49:03 UTC | 13F-HR/A | Advisors Asset Management, Inc. CIK 0001297376 | 2020 Q2 - New Holdings Open parsed portfolio | 43 | $66,898 | Open SEC source |
| 27 Aug 2026, 13:48:03 UTC | 13F-HR/A | Advisors Asset Management, Inc. CIK 0001297376 | 2020 Q2 - Restatement Open parsed portfolio | 1,565 | $5,137,129,931 | Open SEC source |
| 27 Aug 2026, 13:43:24 UTC | 13F-HR/A | Advisors Asset Management, Inc. CIK 0001297376 | 2022 Q2 - New Holdings Open parsed portfolio | 1 | $49,825 | Open SEC source |
| 27 Aug 2026, 13:42:41 UTC | 13F-HR/A | Advisors Asset Management, Inc. CIK 0001297376 | 2022 Q2 - Restatement Open parsed portfolio | 1,490 | $5,280,987,312 | Open SEC source |
| 27 Aug 2026, 13:03:07 UTC | 13F-HR/A | VELA Investment Management, LLC CIK 0001895612 | 2026 Q2 - Restatement Open parsed portfolio | 132 | $406,837,337 | Open SEC source |
| 27 Aug 2026, 13:00:57 UTC | 13F-HR/A | VELA Investment Management, LLC CIK 0001895612 | 2026 Q1 - Restatement Open parsed portfolio | 134 | $386,954,099 | Open SEC source |
| 27 Aug 2026, 12:57:44 UTC | 13F-HR/A | VELA Investment Management, LLC CIK 0001895612 | 2025 Q4 - Restatement Open parsed portfolio | 131 | $367,382,962 | Open SEC source |
| 27 Aug 2026, 11:44:24 UTC | 13F-HR/A | BOSTON RESEARCH & MANAGEMENT INC CIK 0001259261 | 2025 Q4 - New Holdings Open parsed portfolio | 121 | $439,926,205 | Open SEC source |
| 27 Aug 2026, 11:42:51 UTC | 13F-HR/A | Advisors Asset Management, Inc. CIK 0001297376 | 2021 Q3 - Restatement Open parsed portfolio | 1,463 | $6,576,582,227 | Open SEC source |
| 27 Aug 2026, 11:05:02 UTC | 13F-HR | First Nebraska Trust Co CIK 0002134841 | 2002 Q3 Open parsed portfolio | 80 | $145,576,931 | Open SEC source |
| 27 Aug 2026, 10:54:12 UTC | 13F-HR | First Nebraska Trust Co CIK 0002134841 | 2002 Q4 Open parsed portfolio | 84 | $154,417,006 | Open SEC source |
| 27 Aug 2026, 10:38:51 UTC | 13F-HR | TUCKER ASSET MANAGEMENT LLC CIK 0001870012 | 2026 Q2 Open parsed portfolio | 430 | $404,827,973 | Open SEC source |
| 27 Aug 2026, 10:24:35 UTC | 13F-HR | Formuepleje A/S CIK 0001801212 | 2026 Q2 Open parsed portfolio | 96 | $1,278,709,889 | Open SEC source |
| 27 Aug 2026, 10:24:05 UTC | 13F-HR | Formuepleje A/S CIK 0001801212 | 2026 Q1 Open parsed portfolio | 65 | $1,103,061,079 | Open SEC source |
| 27 Aug 2026, 10:23:12 UTC | 13F-HR | Formuepleje A/S CIK 0001801212 | 2025 Q4 Open parsed portfolio | 52 | $1,674,194,867 | Open SEC source |
| 27 Aug 2026, 10:22:16 UTC | 13F-HR | Formuepleje A/S CIK 0001801212 | 2025 Q3 Open parsed portfolio | 50 | $1,771,250,247 | Open SEC source |
| 27 Aug 2026, 10:22:00 UTC | 13F-HR | TUCKER ASSET MANAGEMENT LLC CIK 0001870012 | 2026 Q1 Open parsed portfolio | 374 | $334,445,003 | Open SEC source |
| 27 Aug 2026, 10:21:22 UTC | 13F-HR | Formuepleje A/S CIK 0001801212 | 2025 Q2 Open parsed portfolio | 57 | $1,682,813,666 | Open SEC source |
| 27 Aug 2026, 10:20:56 UTC | 13F-HR | Formuepleje A/S CIK 0001801212 | 2025 Q1 Open parsed portfolio | 57 | $1,754,202,886 | Open SEC source |
| 27 Aug 2026, 10:20:01 UTC | 13F-HR | Formuepleje A/S CIK 0001801212 | 2024 Q4 Open parsed portfolio | 56 | $1,853,846,692 | Open SEC source |
| 27 Aug 2026, 10:19:29 UTC | 13F-HR | Formuepleje A/S CIK 0001801212 | 2024 Q3 Open parsed portfolio | 56 | $1,954,739,576 | Open SEC source |