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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76

Recent 13F signals

Latest portfolio disclosures to inspect

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

13F portfolio

Milestone Resources Group Ltd

CIK 0001708139

13F-HR Q2 2026
CIK
0001708139
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
8 holdings / $1,637,249,000
Filed
11 Aug 2026, 09:29:18 UTC
Period
2026 Q2

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

13F portfolio

Jordan Park Group LLC

CIK 0001707975

13F-HR Q2 2026
CIK
0001707975
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
68 holdings / $1,972,097,489
Filed
11 Aug 2026, 12:32:54 UTC
Period
2026 Q2

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

13F portfolio

Stratos Investment Management, LLC

CIK 0001707206

13F-HR Q2 2026
CIK
0001707206
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
382 holdings / $2,766,370,786
Filed
11 Aug 2026, 13:44:54 UTC
Period
2026 Q2

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

13F portfolio

Stratos Wealth Advisors, LLC

CIK 0001707202

13F-HR Q2 2026
CIK
0001707202
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
638 holdings / $1,821,290,988
Filed
11 Aug 2026, 13:46:23 UTC
Period
2026 Q2

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

13F portfolio

KALEIDOSCOPE CAPITAL LP

CIK 0001702912

13F-HR Q2 2026
CIK
0001702912
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
16 holdings / $270,589,646
Filed
11 Aug 2026, 10:24:30 UTC
Period
2026 Q2

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

13F portfolio

ALGEBRIS (UK) LTD

CIK 0001700286

13F-HR Q2 2026
CIK
0001700286
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
73 holdings / $1,518,874,817
Filed
11 Aug 2026, 06:20:40 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
11 Aug 2026, 09:29:18 UTC 13F-HR Milestone Resources Group Ltd CIK 0001708139 2026 Q2 Open parsed portfolio 8 $1,637,249,000 Open SEC source
11 Aug 2026, 12:32:54 UTC 13F-HR Jordan Park Group LLC CIK 0001707975 2026 Q2 Open parsed portfolio 68 $1,972,097,489 Open SEC source
11 Aug 2026, 13:44:54 UTC 13F-HR Stratos Investment Management, LLC CIK 0001707206 2026 Q2 Open parsed portfolio 382 $2,766,370,786 Open SEC source
11 Aug 2026, 13:46:23 UTC 13F-HR Stratos Wealth Advisors, LLC CIK 0001707202 2026 Q2 Open parsed portfolio 638 $1,821,290,988 Open SEC source
11 Aug 2026, 10:24:30 UTC 13F-HR KALEIDOSCOPE CAPITAL LP CIK 0001702912 2026 Q2 Open parsed portfolio 16 $270,589,646 Open SEC source
11 Aug 2026, 06:20:40 UTC 13F-HR ALGEBRIS (UK) LTD CIK 0001700286 2026 Q2 Open parsed portfolio 73 $1,518,874,817 Open SEC source
11 Aug 2026, 09:33:13 UTC 13F-HR Imran Khan CIK 0001699292 2026 Q2 Open parsed portfolio 1 $2,948,400 Open SEC source
11 Aug 2026, 13:13:22 UTC 13F-HR Summit Trail Advisors, LLC CIK 0001698478 2026 Q2 Open parsed portfolio 1,471 $7,942,666,468 Open SEC source
11 Aug 2026, 16:29:35 UTC 13F-HR/A RITHOLTZ WEALTH MANAGEMENT CIK 0001698218 2026 Q2 - Restatement Open parsed portfolio 1,290 $6,702,602,005 Open SEC source
11 Aug 2026, 09:40:17 UTC 13F-HR Sicart Associates LLC CIK 0001696494 2026 Q2 Open parsed portfolio 74 $408,399,241 Open SEC source
10 Aug 2026, 17:31:29 UTC 13F-HR VALUE HOLDINGS MANAGEMENT CO. LLC CIK 0001695658 2026 Q2 Open parsed portfolio 24 $598,346,000 Open SEC source
11 Aug 2026, 16:04:25 UTC 13F-HR PERISCOPE CAPITAL INC. CIK 0001695320 2026 Q2 Open parsed portfolio 460 $628,595,132 Open SEC source
11 Aug 2026, 11:47:12 UTC 13F-HR ARTHUR M. COHEN & ASSOCIATES, LLC CIK 0001692252 2026 Q2 Open parsed portfolio 139 $624,418,021 Open SEC source
11 Aug 2026, 17:22:05 UTC 13F-HR Bowie Capital Management, LLC CIK 0001691982 2026 Q2 Open parsed portfolio 30 $2,021,471,828 Open SEC source
11 Aug 2026, 09:22:46 UTC 13F-HR Glenview Trust Co CIK 0001691827 2026 Q2 Open parsed portfolio 500 $6,217,845,851 Open SEC source
10 Aug 2026, 17:37:20 UTC 13F-HR ELCO Management Co., LLC CIK 0001690717 2026 Q2 Open parsed portfolio 174 $231,877,070 Open SEC source
11 Aug 2026, 10:49:47 UTC 13F-HR PHOENIX ASSET MANAGEMENT PARTNERS Ltd CIK 0001685660 2026 Q2 Open parsed portfolio 12 $152,255,146 Open SEC source
11 Aug 2026, 14:05:49 UTC 13F-HR Phoenix Financial Ltd. CIK 0001679543 2026 Q2 Open parsed portfolio 520 $14,634,684,068 Open SEC source
11 Aug 2026, 12:33:07 UTC 13F-HR Honeycomb Asset Management LP CIK 0001675688 2026 Q2 Open parsed portfolio 0 $0 Open SEC source
11 Aug 2026, 13:19:43 UTC 13F-HR WESCAP Management Group, Inc. CIK 0001667140 2026 Q2 Open parsed portfolio 107 $535,805,047 Open SEC source
11 Aug 2026, 11:45:57 UTC 13F-HR Integrated Advisors Network LLC CIK 0001660177 2026 Q2 Open parsed portfolio 674 $2,174,590,600 Open SEC source
11 Aug 2026, 16:26:26 UTC 13F-HR Renasant Bank CIK 0001656167 2026 Q2 Open parsed portfolio 141 $155,623,905 Open SEC source
11 Aug 2026, 15:29:25 UTC 13F-HR Wealthspire Advisors, LLC CIK 0001646247 2026 Q2 Open parsed portfolio 1,292 $18,159,192,264 Open SEC source
11 Aug 2026, 17:10:27 UTC 13F-HR Starr Indemnity & Liability Co CIK 0001640521 2026 Q2 Open parsed portfolio 4 $377,049,253 Open SEC source
11 Aug 2026, 14:57:41 UTC 13F-HR CLEAR INVESTMENT RESEARCH, LLC CIK 0001635523 2026 Q2 Open parsed portfolio 57 $64,235,996 Open SEC source
11 Aug 2026, 09:24:03 UTC 13F-HR Price Capital Management, Inc. CIK 0001633624 2026 Q2 Open parsed portfolio 1 $606,840 Open SEC source
11 Aug 2026, 14:44:16 UTC 13F-HR Farmers National Bank CIK 0001632966 2026 Q2 Open parsed portfolio 180 $479,249,691 Open SEC source
10 Aug 2026, 21:24:05 UTC 13F-HR WFM ASIA (BVI) Ltd CIK 0001632574 2026 Q2 Open parsed portfolio 5 $662,777,000 Open SEC source
11 Aug 2026, 14:21:17 UTC 13F-HR MITCHELL MCLEOD PUGH & WILLIAMS INC CIK 0001632105 2026 Q2 Open parsed portfolio 307 $814,764,811 Open SEC source
11 Aug 2026, 13:54:23 UTC 13F-HR NorthRock Partners, LLC CIK 0001632097 2026 Q2 Open parsed portfolio 669 $6,883,395,260 Open SEC source
11 Aug 2026, 16:06:05 UTC 13F-HR DAG Ventures, LLC CIK 0001624576 2026 Q2 Open parsed portfolio 3 $124,808,462 Open SEC source
11 Aug 2026, 13:48:11 UTC 13F-HR Stratos Wealth Partners, LTD. CIK 0001612865 2026 Q2 Open parsed portfolio 1,690 $9,931,799,864 Open SEC source
11 Aug 2026, 16:15:07 UTC 13F-HR Freemont Management S.A. CIK 0001609120 2026 Q2 Open parsed portfolio 11 $19,544,262 Open SEC source
11 Aug 2026, 11:15:03 UTC 13F-HR Eagle Point Credit Management LLC CIK 0001607203 2026 Q2 Open parsed portfolio 13 $66,196,325 Open SEC source
11 Aug 2026, 10:25:11 UTC 13F-HR SCHOLTZ & COMPANY, LLC CIK 0001606134 2026 Q2 Open parsed portfolio 48 $200,256,458 Open SEC source
10 Aug 2026, 17:33:58 UTC 13F-HR RKL Wealth Management LLC CIK 0001604723 2026 Q2 Open parsed portfolio 189 $1,254,450,439 Open SEC source
11 Aug 2026, 08:30:26 UTC 13F-HR Select Asset Management & Trust CIK 0001600636 2026 Q2 Open parsed portfolio 80 $346,756,000 Open SEC source
11 Aug 2026, 13:09:41 UTC 13F-HR Wakefield Asset Management LLLP CIK 0001600435 2026 Q2 Open parsed portfolio 225 $444,233,453 Open SEC source
11 Aug 2026, 16:52:16 UTC 13F-HR CAHILL FINANCIAL ADVISORS INC CIK 0001600327 2026 Q2 Open parsed portfolio 296 $1,041,799,276 Open SEC source
11 Aug 2026, 14:54:07 UTC 13F-HR Arete Wealth Advisors, LLC CIK 0001600151 2026 Q2 Open parsed portfolio 511 $3,054,455,152 Open SEC source
11 Aug 2026, 15:00:21 UTC 13F-HR/A Arete Wealth Advisors, LLC CIK 0001600151 2025 Q4 - Restatement Open parsed portfolio 360 $1,443,077,656 Open SEC source
11 Aug 2026, 11:25:42 UTC 13F-HR Kopernik Global Investors, LLC CIK 0001599814 2026 Q2 Open parsed portfolio 26 $1,631,835,671 Open SEC source
11 Aug 2026, 12:28:36 UTC 13F-HR Advisors Preferred, LLC CIK 0001598841 2026 Q2 Open parsed portfolio 220 $645,642,812 Open SEC source
11 Aug 2026, 08:53:36 UTC 13F-HR Warberg Asset Management LLC CIK 0001597506 2026 Q2 Open parsed portfolio 145 $337,476,592 Open SEC source
11 Aug 2026, 13:47:11 UTC 13F-HR Capital Innovations LLC CIK 0001596076 2026 Q2 Open parsed portfolio 51 $385,196,000 Open SEC source
11 Aug 2026, 14:04:25 UTC 13F-HR Roberts Foundation CIK 0001595747 2026 Q2 Open parsed portfolio 1 $35,140,663 Open SEC source
11 Aug 2026, 11:50:44 UTC 13F-HR Waterfront Capital Partners, LLC CIK 0001595077 2026 Q2 Open parsed portfolio 0 $0 Open SEC source
10 Aug 2026, 19:12:29 UTC 13F-HR Edward Notis-McConarty CIK 0001592616 2026 Q2 Open parsed portfolio 67 $231,458,582 Open SEC source
11 Aug 2026, 14:15:49 UTC 13F-HR Chicago Wealth Management, Inc. CIK 0001592178 2026 Q2 Open parsed portfolio 63 $281,906,061 Open SEC source
11 Aug 2026, 15:31:26 UTC 13F-HR Swan Global Investments, LLC CIK 0001591505 2026 Q2 Open parsed portfolio 86 $2,190,468,355 Open SEC source
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