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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251-300 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

Acuitas Investments, LLC

CIK 0001524828

13F-HR Q2 2026
CIK
0001524828
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
7 holdings / $1,426,003
Filed
30 Jul 2026, 16:07:49 UTC
Period
2026 Q2

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

13F portfolio

BYRNE FINANCIAL FREEDOM, LLC

CIK 0002063947

13F-HR Q2 2026
CIK
0002063947
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
119 holdings / $256,121,349
Filed
30 Jul 2026, 16:06:47 UTC
Period
2026 Q2

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

13F portfolio

Elevated Private Wealth, LLC

CIK 0002083411

13F-HR Q2 2026
CIK
0002083411
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
73 holdings / $105,112,836
Filed
30 Jul 2026, 16:04:10 UTC
Period
2026 Q2

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

13F portfolio

ARRIEN INVESTMENTS, INC.

CIK 0002052048

13F-HR Q2 2026
CIK
0002052048
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
44 holdings / $198,306,818
Filed
30 Jul 2026, 16:04:00 UTC
Period
2026 Q2

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

13F portfolio

CAPSTONE WEALTH MANAGEMENT GROUP, LLC

CIK 0001923052

13F-HR Q2 2026
CIK
0001923052
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
94 holdings / $282,976,080
Filed
30 Jul 2026, 16:01:11 UTC
Period
2026 Q2

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

13F portfolio

SCRATCH CAPITAL LLC

CIK 0002055324

13F-HR Q2 2026
CIK
0002055324
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
44 holdings / $201,489,792
Filed
30 Jul 2026, 15:55:12 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
30 Jul 2026, 16:07:49 UTC 13F-HR Acuitas Investments, LLC CIK 0001524828 2026 Q2 Open parsed portfolio 7 $1,426,003 Open SEC source
30 Jul 2026, 16:06:47 UTC 13F-HR BYRNE FINANCIAL FREEDOM, LLC CIK 0002063947 2026 Q2 Open parsed portfolio 119 $256,121,349 Open SEC source
30 Jul 2026, 16:04:10 UTC 13F-HR Elevated Private Wealth, LLC CIK 0002083411 2026 Q2 Open parsed portfolio 73 $105,112,836 Open SEC source
30 Jul 2026, 16:04:00 UTC 13F-HR ARRIEN INVESTMENTS, INC. CIK 0002052048 2026 Q2 Open parsed portfolio 44 $198,306,818 Open SEC source
30 Jul 2026, 16:01:11 UTC 13F-HR CAPSTONE WEALTH MANAGEMENT GROUP, LLC CIK 0001923052 2026 Q2 Open parsed portfolio 94 $282,976,080 Open SEC source
30 Jul 2026, 15:55:12 UTC 13F-HR SCRATCH CAPITAL LLC CIK 0002055324 2026 Q2 Open parsed portfolio 44 $201,489,792 Open SEC source
30 Jul 2026, 15:51:35 UTC 13F-HR Bluesphere Advisors LLC CIK 0001844108 2026 Q2 Open parsed portfolio 121 $323,939,803 Open SEC source
30 Jul 2026, 15:51:24 UTC 13F-HR Sterling Wealth Management, Inc. CIK 0002011149 2026 Q2 Open parsed portfolio 116 $402,291,078 Open SEC source
30 Jul 2026, 15:44:45 UTC 13F-HR C. F. David Boit CIK 0001308331 2026 Q2 Open parsed portfolio 85 $237,614,448 Open SEC source
30 Jul 2026, 15:42:59 UTC 13F-HR Zhang Financial LLC CIK 0001776290 2026 Q2 Open parsed portfolio 392 $3,424,430,780 Open SEC source
30 Jul 2026, 15:42:14 UTC 13F-HR NORTHEAST PLANNING ASSOCIATES, INC. / NH / CIK 0001914515 2026 Q2 Open parsed portfolio 65 $133,477,628 Open SEC source
30 Jul 2026, 15:38:39 UTC 13F-HR First Nebraska Trust Co CIK 0002134841 2011 Q1 Open parsed portfolio 81 $209,527,728 Open SEC source
30 Jul 2026, 15:38:36 UTC 13F-HR EAGLE GLOBAL ADVISORS LLC CIK 0001130787 2026 Q2 Open parsed portfolio 277 $3,020,628,808 Open SEC source
30 Jul 2026, 15:34:28 UTC 13F-HR COMMONS CAPITAL, LLC CIK 0001912835 2026 Q2 Open parsed portfolio 96 $142,924,017 Open SEC source
30 Jul 2026, 15:31:04 UTC 13F-HR BAYPOINTE PARTNERS LLC CIK 0002044734 2026 Q2 Open parsed portfolio 15 $41,717,983 Open SEC source
30 Jul 2026, 15:27:46 UTC 13F-HR Claro Advisors Inc. CIK 0001764386 2026 Q2 Open parsed portfolio 533 $952,810,817 Open SEC source
30 Jul 2026, 15:27:22 UTC 13F-HR SCF Partners, Inc. CIK 0001085550 2026 Q2 Open parsed portfolio 0 $0 Open SEC source
30 Jul 2026, 15:27:10 UTC 13F-HR Ackerman Capital Advisors, LLC CIK 0001699506 2026 Q2 Open parsed portfolio 119 $495,750,107 Open SEC source
30 Jul 2026, 15:27:09 UTC 13F-HR William B. Walkup & Associates, Inc. CIK 0002034054 2026 Q2 Open parsed portfolio 257 $207,698,469 Open SEC source
30 Jul 2026, 15:26:20 UTC 13F-HR WATERS PARKERSON & CO., LLC CIK 0001222993 2026 Q2 Open parsed portfolio 200 $2,027,586,021 Open SEC source
30 Jul 2026, 15:18:18 UTC 13F-HR Waterfront Wealth Inc. CIK 0001775210 2026 Q2 Open parsed portfolio 298 $645,036,475 Open SEC source
30 Jul 2026, 15:17:11 UTC 13F-HR BAYBAN CIK 0002110649 2026 Q2 Open parsed portfolio 595 $130,344,264 Open SEC source
30 Jul 2026, 15:09:35 UTC 13F-HR Cardinal Strategic Wealth Guidance CIK 0001801989 2026 Q2 Open parsed portfolio 67 $441,029,618 Open SEC source
30 Jul 2026, 15:09:34 UTC 13F-HR Pathway Financial Advisers, LLC CIK 0002024152 2026 Q2 Open parsed portfolio 167 $396,926,479 Open SEC source
30 Jul 2026, 15:08:36 UTC 13F-HR Mendel Money Management CIK 0001600585 2026 Q2 Open parsed portfolio 127 $273,122,693 Open SEC source
30 Jul 2026, 15:07:38 UTC 13F-HR Crusonia Wealth Advisors LLC CIK 0002112003 2026 Q2 Open parsed portfolio 234 $608,863,719 Open SEC source
30 Jul 2026, 15:07:37 UTC 13F-HR Point Windward Advisors Inc. CIK 0001356202 2026 Q2 Open parsed portfolio 97 $226,146,214 Open SEC source
30 Jul 2026, 15:06:55 UTC 13F-HR Decker Wealth Management LLC CIK 0002129751 2026 Q2 Open parsed portfolio 106 $470,644,705 Open SEC source
30 Jul 2026, 15:06:43 UTC 13F-HR First Nebraska Trust Co CIK 0002134841 2011 Q2 Open parsed portfolio 83 $218,202,893 Open SEC source
30 Jul 2026, 15:06:26 UTC 13F-HR South Shore Capital Advisors CIK 0001852993 2026 Q2 Open parsed portfolio 154 $149,384,328 Open SEC source
30 Jul 2026, 15:06:22 UTC 13F-HR CONNING INC. CIK 0000801051 2026 Q2 Open parsed portfolio 327 $3,338,141,081 Open SEC source
30 Jul 2026, 15:06:19 UTC 13F-HR RETIREMENT FINANCIAL SOLUTIONS, LLC CIK 0001962532 2026 Q2 Open parsed portfolio 53 $406,790,772 Open SEC source
30 Jul 2026, 15:05:33 UTC 13F-HR Windle Wealth, LLC CIK 0001963452 2026 Q2 Open parsed portfolio 35 $248,883,573 Open SEC source
30 Jul 2026, 14:57:04 UTC 13F-HR Milestone Asset Management Group, LLC CIK 0002063452 2026 Q2 Open parsed portfolio 133 $198,557,823 Open SEC source
30 Jul 2026, 14:50:15 UTC 13F-HR ALTFEST L J & CO INC CIK 0000712050 2026 Q2 Open parsed portfolio 311 $1,030,997,872 Open SEC source
30 Jul 2026, 14:49:30 UTC 13F-HR Cassia Capital Partners, LLC CIK 0001844897 2026 Q2 Open parsed portfolio 69 $206,282,955 Open SEC source
30 Jul 2026, 14:46:52 UTC 13F-HR BlueChip Wealth Advisors LLC CIK 0002015578 2026 Q2 Open parsed portfolio 172 $263,784,645 Open SEC source
30 Jul 2026, 14:42:17 UTC 13F-HR Weaver Capital Management LLC CIK 0001552247 2026 Q2 Open parsed portfolio 170 $443,030,366 Open SEC source
30 Jul 2026, 14:41:37 UTC 13F-HR STATE OF MICHIGAN RETIREMENT SYSTEM CIK 0000762152 2026 Q2 Open parsed portfolio 960 $22,589,246,390 Open SEC source
30 Jul 2026, 14:41:25 UTC 13F-HR Buttonwood Financial Group, LLC CIK 0001847661 2026 Q2 Open parsed portfolio 33 $174,977,797 Open SEC source
30 Jul 2026, 14:39:08 UTC 13F-HR LCM Capital Management Inc CIK 0001861752 2026 Q2 Open parsed portfolio 124 $228,406,442 Open SEC source
30 Jul 2026, 14:38:42 UTC 13F-HR KENNEDY INVESTMENT GROUP, INC. CIK 0001978005 2026 Q2 Open parsed portfolio 146 $294,687,471 Open SEC source
30 Jul 2026, 14:36:07 UTC 13F-HR WealthCare Asset Management, LLC CIK 0002034181 2026 Q2 Open parsed portfolio 73 $239,064,338 Open SEC source
30 Jul 2026, 14:34:28 UTC 13F-HR INVENIO WEALTH PARTNERS LLC CIK 0001989341 2026 Q2 Open parsed portfolio 89 $279,216,465 Open SEC source
30 Jul 2026, 14:34:16 UTC 13F-HR GatePass Capital, LLC CIK 0002087399 2026 Q2 Open parsed portfolio 188 $261,798,592 Open SEC source
30 Jul 2026, 14:25:33 UTC 13F-HR AGP FRANKLIN, LLC CIK 0002056566 2026 Q2 Open parsed portfolio 93 $230,636,538 Open SEC source
30 Jul 2026, 14:20:56 UTC 13F-HR truNorth Financial Services, Inc. CIK 0002108201 2026 Q2 Open parsed portfolio 59 $111,684,248 Open SEC source
30 Jul 2026, 14:16:58 UTC 13F-HR HAHN CAPITAL MANAGEMENT LLC CIK 0001171592 2026 Q2 Open parsed portfolio 31 $164,926,517 Open SEC source
30 Jul 2026, 14:16:20 UTC 13F-HR Retirement Planning Co of New England, Inc. CIK 0001817693 2026 Q2 Open parsed portfolio 260 $277,899,602 Open SEC source
30 Jul 2026, 14:13:33 UTC 13F-HR O'Domhnaill Enterprises, Inc. CIK 0002020582 2026 Q2 Open parsed portfolio 61 $125,116,882 Open SEC source
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