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 |
|---|---|---|---|---|---|---|
| 26 Aug 2026, 16:52:46 UTC | 13F-HR/A | WHITEBOX ADVISORS LLC CIK 0001257391 | 2025 Q1 - New Holdings Open parsed portfolio | 3 | $167,104,977 | Open SEC source |
| 26 Aug 2026, 16:52:17 UTC | 13F-HR/A | Advisors Asset Management, Inc. CIK 0001297376 | 2024 Q1 - Restatement Open parsed portfolio | 1,395 | $5,203,090,155 | Open SEC source |
| 26 Aug 2026, 16:52:13 UTC | 13F-HR/A | WHITEBOX ADVISORS LLC CIK 0001257391 | 2024 Q4 - New Holdings Open parsed portfolio | 3 | $7,593 | Open SEC source |
| 26 Aug 2026, 16:51:42 UTC | 13F-HR/A | WHITEBOX ADVISORS LLC CIK 0001257391 | 2024 Q3 - New Holdings Open parsed portfolio | 1 | $0 | Open SEC source |
| 26 Aug 2026, 16:51:03 UTC | 13F-HR/A | WHITEBOX ADVISORS LLC CIK 0001257391 | 2024 Q2 - New Holdings Open parsed portfolio | 1 | $0 | Open SEC source |
| 26 Aug 2026, 16:50:23 UTC | 13F-HR/A | WHITEBOX ADVISORS LLC CIK 0001257391 | 2024 Q1 - New Holdings Open parsed portfolio | 3 | $9,485 | Open SEC source |
| 26 Aug 2026, 16:49:49 UTC | 13F-HR/A | WHITEBOX ADVISORS LLC CIK 0001257391 | 2023 Q4 - New Holdings Open parsed portfolio | 1 | $0 | Open SEC source |
| 26 Aug 2026, 16:49:19 UTC | 13F-HR/A | WHITEBOX ADVISORS LLC CIK 0001257391 | 2023 Q2 - New Holdings Open parsed portfolio | 3 | $82,983 | Open SEC source |
| 26 Aug 2026, 16:48:26 UTC | 13F-HR/A | WHITEBOX ADVISORS LLC CIK 0001257391 | 2022 Q4 - New Holdings Open parsed portfolio | 1 | $16,667 | Open SEC source |
| 26 Aug 2026, 16:47:46 UTC | 13F-HR/A | Advisors Asset Management, Inc. CIK 0001297376 | 2025 Q1 - Restatement Open parsed portfolio | 1,493 | $5,322,474,551 | Open SEC source |
| 26 Aug 2026, 16:47:46 UTC | 13F-HR/A | WHITEBOX ADVISORS LLC CIK 0001257391 | 2022 Q3 - New Holdings Open parsed portfolio | 1 | $3,105 | Open SEC source |
| 26 Aug 2026, 16:46:57 UTC | 13F-HR/A | WHITEBOX ADVISORS LLC CIK 0001257391 | 2022 Q1 - New Holdings Open parsed portfolio | 2 | $15,404,397 | Open SEC source |
| 26 Aug 2026, 16:46:10 UTC | 13F-HR/A | WHITEBOX ADVISORS LLC CIK 0001257391 | 2021 Q4 - New Holdings Open parsed portfolio | 1 | $18,621,448 | Open SEC source |
| 26 Aug 2026, 16:43:50 UTC | 13F-HR/A | Advisors Asset Management, Inc. CIK 0001297376 | 2022 Q3 - Restatement Open parsed portfolio | 1,460 | $4,756,695,794 | Open SEC source |
| 26 Aug 2026, 16:37:08 UTC | 13F-HR/A | Advisors Asset Management, Inc. CIK 0001297376 | 2021 Q3 - New Holdings Open parsed portfolio | 1 | $48,042 | Open SEC source |
| 26 Aug 2026, 16:33:32 UTC | 13F-HR/A | Advisors Asset Management, Inc. CIK 0001297376 | 2020 Q4 - Restatement Open parsed portfolio | 1,508 | $6,068,131,756 | Open SEC source |
| 26 Aug 2026, 16:21:26 UTC | 13F-HR/A | Redwood Investment Management, LLC CIK 0001717479 | 2025 Q2 - Restatement Open parsed portfolio | 286 | $943,212,000 | Open SEC source |
| 26 Aug 2026, 16:00:42 UTC | 13F-HR | Legacy Edge Advisors, LLC CIK 0002105396 | 2025 Q3 Open parsed portfolio | 203 | $848,810,072 | Open SEC source |
| 26 Aug 2026, 15:56:11 UTC | 13F-HR/A | Amundi CIK 0001330387 | 2026 Q2 - New Holdings Open parsed portfolio | 1 | $3,051,323,933 | Open SEC source |
| 26 Aug 2026, 15:47:54 UTC | 13F-HR | Schulz Wealth, LTD. CIK 0002011780 | 2026 Q2 Open parsed portfolio | 70 | $193,676,228 | Open SEC source |
| 26 Aug 2026, 15:36:12 UTC | 13F-HR/A | BOSTON RESEARCH & MANAGEMENT INC CIK 0001259261 | 2026 Q1 - New Holdings Open parsed portfolio | 115 | $428,291,093 | Open SEC source |
| 26 Aug 2026, 15:19:54 UTC | 13F-HR | First Nebraska Trust Co CIK 0002134841 | 2003 Q1 Open parsed portfolio | 88 | $143,438,762 | Open SEC source |
| 26 Aug 2026, 15:11:58 UTC | 13F-HR | First Nebraska Trust Co CIK 0002134841 | 2003 Q2 Open parsed portfolio | 90 | $167,802,506 | Open SEC source |
| 26 Aug 2026, 15:10:06 UTC | 13F-HR/A | Wellington Grp LLC CIK 0002134013 | 2026 Q2 - Restatement Open parsed portfolio | 144 | $377,940,550 | Open SEC source |
| 26 Aug 2026, 14:54:22 UTC | 13F-HR/A | Redwood Investment Management, LLC CIK 0001717479 | 2025 Q3 - Restatement Open parsed portfolio | 281 | $923,366,000 | Open SEC source |
| 26 Aug 2026, 14:36:23 UTC | 13F-HR | AFFINITY WEALTH LLC CIK 0002111764 | 2026 Q2 Open parsed portfolio | 27 | $186,195,604 | Open SEC source |
| 26 Aug 2026, 14:35:37 UTC | 13F-HR | AFFINITY WEALTH LLC CIK 0002111764 | 2026 Q1 Open parsed portfolio | 25 | $156,672,748 | Open SEC source |
| 26 Aug 2026, 14:34:59 UTC | 13F-HR | AFFINITY WEALTH LLC CIK 0002111764 | 2025 Q4 Open parsed portfolio | 77 | $146,119,440 | Open SEC source |
| 26 Aug 2026, 14:34:23 UTC | 13F-HR | AFFINITY WEALTH LLC CIK 0002111764 | 2025 Q3 Open parsed portfolio | 55 | $131,510,643 | Open SEC source |
| 26 Aug 2026, 14:33:04 UTC | 13F-HR | AFFINITY WEALTH LLC CIK 0002111764 | 2025 Q2 Open parsed portfolio | 69 | $117,389,498 | Open SEC source |
| 26 Aug 2026, 14:29:47 UTC | 13F-HR | AFFINITY WEALTH LLC CIK 0002111764 | 2025 Q1 Open parsed portfolio | 48 | $97,761,876 | Open SEC source |
| 26 Aug 2026, 14:27:34 UTC | 13F-HR | AFFINITY WEALTH LLC CIK 0002111764 | 2024 Q4 Open parsed portfolio | 42 | $98,159,832 | Open SEC source |
| 26 Aug 2026, 14:22:43 UTC | 13F-HR/A | HORAN Wealth, LLC CIK 0002072569 | 2026 Q2 - Restatement Open parsed portfolio | 217 | $799,969,750 | Open SEC source |
| 26 Aug 2026, 14:05:11 UTC | 13F-HR/A | Redwood Investment Management, LLC CIK 0001717479 | 2025 Q4 - Restatement Open parsed portfolio | 295 | $889,841,000 | Open SEC source |
| 26 Aug 2026, 13:51:15 UTC | 13F-HR | Principia Wealth Advisory, LLC CIK 0002041436 | 2026 Q2 Open parsed portfolio | 1,064 | $175,903,330 | Open SEC source |
| 26 Aug 2026, 13:48:14 UTC | 13F-HR | Principia Wealth Advisory, LLC CIK 0002041436 | 2026 Q1 Open parsed portfolio | 1,047 | $156,410,234 | Open SEC source |
| 26 Aug 2026, 13:18:03 UTC | 13F-HR/A | Giverny Capital Inc. CIK 0001641864 | 2026 Q2 - Restatement Open parsed portfolio | 51 | $2,949,288,043 | Open SEC source |
| 26 Aug 2026, 11:23:42 UTC | 13F-HR | John Sempolinski William CIK 0002149024 | 2026 Q1 Open parsed portfolio | 93 | $199,150,079 | Open SEC source |
| 26 Aug 2026, 11:22:50 UTC | 13F-HR | John Sempolinski William CIK 0002149024 | 2025 Q4 Open parsed portfolio | 89 | $203,236,060 | Open SEC source |
| 26 Aug 2026, 11:12:19 UTC | 13F-HR | Brown Financial Advisors CIK 0002035548 | 2026 Q2 Open parsed portfolio | 212 | $286,372,531 | Open SEC source |
| 26 Aug 2026, 11:11:54 UTC | 13F-HR/A | Dakota Wealth Management CIK 0001631353 | 2025 Q3 - Restatement Open parsed portfolio | 645 | $4,957,104,300 | Open SEC source |
| 26 Aug 2026, 11:09:14 UTC | 13F-HR/A | Dakota Wealth Management CIK 0001631353 | 2025 Q4 - Restatement Open parsed portfolio | 773 | $5,627,887,206 | Open SEC source |
| 26 Aug 2026, 11:05:43 UTC | 13F-HR/A | Dakota Wealth Management CIK 0001631353 | 2026 Q1 - Restatement Open parsed portfolio | 761 | $4,614,418,002 | Open SEC source |
| 26 Aug 2026, 09:55:47 UTC | 13F-HR | AMERICAN SECURITIES LLC CIK 0001475483 | 2026 Q2 Open parsed portfolio | 2 | $3,754,142,432 | Open SEC source |
| 26 Aug 2026, 09:35:23 UTC | 13F-HR | Reflection Asset Management CIK 0002108398 | 2026 Q1 Open parsed portfolio | 127 | $163,471,247 | Open SEC source |
| 25 Aug 2026, 20:25:21 UTC | 13F-HR/A | Advisors Asset Management, Inc. CIK 0001297376 | 2022 Q1 - Restatement Open parsed portfolio | 3 | $68,245 | Open SEC source |
| 25 Aug 2026, 20:24:07 UTC | 13F-HR/A | Advisors Asset Management, Inc. CIK 0001297376 | 2022 Q1 - Restatement Open parsed portfolio | 1,484 | $6,494,248,720 | Open SEC source |
| 25 Aug 2026, 18:58:35 UTC | 13F-HR/A | Advisors Asset Management, Inc. CIK 0001297376 | 2023 Q2 - Restatement Open parsed portfolio | 1,417 | $4,895,108,628 | Open SEC source |
| 25 Aug 2026, 18:55:17 UTC | 13F-HR/A | Advisors Asset Management, Inc. CIK 0001297376 | 2023 Q3 - Restatement Open parsed portfolio | 1,415 | $4,635,568,184 | Open SEC source |
| 25 Aug 2026, 18:53:08 UTC | 13F-HR/A | Advisors Asset Management, Inc. CIK 0001297376 | 2023 Q2 - New Holdings Open parsed portfolio | 1 | $56,577 | Open SEC source |