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.

Insider activity 13D/G stakes 10-Q/K updates Investors
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Current page
84

Recent 13F signals

Latest portfolio disclosures to inspect

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

13F portfolio

TFO Wealth Partners, LLC

CIK 0001698750

13F-HR Q2 2026
CIK
0001698750
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
65 holdings / $919,271,967
Filed
10 Aug 2026, 13:49:20 UTC
Period
2026 Q2

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

View details Open source
13F portfolio

RITHOLTZ WEALTH MANAGEMENT

CIK 0001698218

13F-HR Q2 2026
CIK
0001698218
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
1,290 holdings / $6,702,602,005
Filed
10 Aug 2026, 13:56:07 UTC
Period
2026 Q2

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

View details Open source
13F portfolio

United Bank

CIK 0001697791

13F-HR Q2 2026
CIK
0001697791
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
122 holdings / $328,856,824
Filed
10 Aug 2026, 15:06:31 UTC
Period
2026 Q2

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

View details Open source
13F portfolio

Ullmann Wealth Partners Group, LLC

CIK 0001697725

13F-HR Q2 2026
CIK
0001697725
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
174 holdings / $1,100,339,480
Filed
10 Aug 2026, 13:26:38 UTC
Period
2026 Q2

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

View details Open source
13F portfolio

Worth Venture Partners, LLC

CIK 0001696778

13F-HR Q2 2026
CIK
0001696778
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
63 holdings / $44,317,457
Filed
10 Aug 2026, 13:37:37 UTC
Period
2026 Q2

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

View details Open source
13F portfolio

LEVEL FOUR ADVISORY SERVICES, LLC

CIK 0001696715

13F-HR Q2 2026
CIK
0001696715
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
935 holdings / $3,539,363,905
Filed
10 Aug 2026, 14:02:14 UTC
Period
2026 Q2

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

View details Open source
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
10 Aug 2026, 13:49:20 UTC 13F-HR TFO Wealth Partners, LLC CIK 0001698750 2026 Q2 Open parsed portfolio 65 $919,271,967 Open SEC source
10 Aug 2026, 13:56:07 UTC 13F-HR RITHOLTZ WEALTH MANAGEMENT CIK 0001698218 2026 Q2 Open parsed portfolio 1,290 $6,702,602,005 Open SEC source
10 Aug 2026, 15:06:31 UTC 13F-HR United Bank CIK 0001697791 2026 Q2 Open parsed portfolio 122 $328,856,824 Open SEC source
10 Aug 2026, 13:26:38 UTC 13F-HR Ullmann Wealth Partners Group, LLC CIK 0001697725 2026 Q2 Open parsed portfolio 174 $1,100,339,480 Open SEC source
10 Aug 2026, 13:37:37 UTC 13F-HR Worth Venture Partners, LLC CIK 0001696778 2026 Q2 Open parsed portfolio 63 $44,317,457 Open SEC source
10 Aug 2026, 14:02:14 UTC 13F-HR LEVEL FOUR ADVISORY SERVICES, LLC CIK 0001696715 2026 Q2 Open parsed portfolio 935 $3,539,363,905 Open SEC source
10 Aug 2026, 17:28:22 UTC 13F-HR Shepherd Financial Partners LLC CIK 0001696628 2026 Q2 Open parsed portfolio 256 $1,216,857,259 Open SEC source
10 Aug 2026, 16:06:14 UTC 13F-HR Robinson Value Management, Ltd. CIK 0001694283 2026 Q2 Open parsed portfolio 75 $186,697,338 Open SEC source
10 Aug 2026, 12:10:20 UTC 13F-HR Vitruvian Partners LLP CIK 0001692590 2026 Q2 Open parsed portfolio 8 $89,665,174 Open SEC source
07 Aug 2026, 19:38:45 UTC 13F-HR TRV GP IV, LLC CIK 0001688325 2026 Q2 Open parsed portfolio 2 $253,684,290 Open SEC source
10 Aug 2026, 12:48:26 UTC 13F-HR Cosner Financial Group, LLC CIK 0001674627 2026 Q2 Open parsed portfolio 37 $194,720,871 Open SEC source
10 Aug 2026, 12:56:49 UTC 13F-HR VCU Investment Management Co CIK 0001673588 2026 Q2 Open parsed portfolio 1 $73,239,263 Open SEC source
10 Aug 2026, 17:11:43 UTC 13F-HR Kelman-Lazarov, Inc. CIK 0001672067 2026 Q2 Open parsed portfolio 154 $763,261,680 Open SEC source
10 Aug 2026, 11:00:38 UTC 13F-HR Whitegate Investment Counselors, Inc. CIK 0001667102 2026 Q2 Open parsed portfolio 75 $351,250,045 Open SEC source
10 Aug 2026, 11:51:23 UTC 13F-HR DURANTE & WATERS, LLC CIK 0001666582 2026 Q2 Open parsed portfolio 31 $152,618,033 Open SEC source
10 Aug 2026, 15:40:24 UTC 13F-HR Quartz Partners, LLC CIK 0001659978 2026 Q2 Open parsed portfolio 191 $305,344,684 Open SEC source
10 Aug 2026, 17:08:27 UTC 13F-HR Turim 21 Investimentos Ltda. CIK 0001652174 2026 Q2 Open parsed portfolio 121 $381,713,561 Open SEC source
10 Aug 2026, 08:39:14 UTC 13F-HR Ap-Fonden Tredje CIK 0001650290 2026 Q2 Open parsed portfolio 424 $22,099,057,955 Open SEC source
10 Aug 2026, 15:29:45 UTC 13F-HR EDMOND DE ROTHSCHILD HOLDING S.A. CIK 0001649647 2026 Q2 Open parsed portfolio 604 $7,584,704,856 Open SEC source
10 Aug 2026, 10:02:48 UTC 13F-HR Fiduciary Group, LLC CIK 0001645890 2026 Q2 Open parsed portfolio 305 $1,274,885,691 Open SEC source
10 Aug 2026, 10:21:01 UTC 13F-HR Ellevest, Inc. CIK 0001644128 2026 Q2 Open parsed portfolio 469 $700,341,075 Open SEC source
10 Aug 2026, 13:45:36 UTC 13F-HR XPONANCE LLC CIK 0001637541 2026 Q2 Open parsed portfolio 1,841 $16,304,290,680 Open SEC source
10 Aug 2026, 16:11:54 UTC 13F-HR Hurley Capital, LLC CIK 0001632844 2026 Q2 Open parsed portfolio 641 $192,972,766 Open SEC source
10 Aug 2026, 12:27:13 UTC 13F-HR Amplify Investments, LLC CIK 0001632494 2026 Q2 Open parsed portfolio 26 $7,234,447 Open SEC source
10 Aug 2026, 16:11:23 UTC 13F-HR RiverGlades Family Offices LLC CIK 0001619779 2026 Q2 Open parsed portfolio 108 $217,969,090 Open SEC source
10 Aug 2026, 13:46:35 UTC 13F-HR EagleClaw Capital Managment, LLC CIK 0001607636 2026 Q2 Open parsed portfolio 145 $745,404,403 Open SEC source
10 Aug 2026, 13:46:02 UTC 13F-HR Moors & Cabot, Inc. CIK 0001607239 2026 Q2 Open parsed portfolio 955 $2,571,769,620 Open SEC source
10 Aug 2026, 15:23:10 UTC 13F-HR Abacus FCF Advisors LLC CIK 0001604903 2026 Q2 Open parsed portfolio 58 $544,006,218 Open SEC source
10 Aug 2026, 10:53:49 UTC 13F-HR SUMMER ROAD LLC CIK 0001604873 2026 Q2 Open parsed portfolio 21 $161,014,282 Open SEC source
10 Aug 2026, 09:42:36 UTC 13F-HR ARMOR ADVISORS, L.L.C. CIK 0001600698 2026 Q2 Open parsed portfolio 15 $122,405,619 Open SEC source
10 Aug 2026, 13:06:43 UTC 13F-HR Shoker Investment Counsel, Inc. CIK 0001599623 2026 Q2 Open parsed portfolio 113 $398,387,773 Open SEC source
10 Aug 2026, 10:28:13 UTC 13F-HR Metis Global Partners, LLC CIK 0001594916 2026 Q2 Open parsed portfolio 714 $4,408,091,528 Open SEC source
10 Aug 2026, 15:46:05 UTC 13F-HR Municipal Employees' Retirement System of Michigan CIK 0001588873 2026 Q2 Open parsed portfolio 30 $9,053,002,000 Open SEC source
10 Aug 2026, 10:30:58 UTC 13F-HR Arax Advisory Partners CIK 0001586767 2026 Q2 Open parsed portfolio 5,155 $15,064,024,115 Open SEC source
10 Aug 2026, 06:47:54 UTC 13F-HR Central Asset Investments & Management Holdings (HK) Ltd CIK 0001583672 2026 Q2 Open parsed portfolio 17 $217,307,225 Open SEC source
10 Aug 2026, 08:52:09 UTC 13F-HR Kazazian Asset Management, LLC CIK 0001580415 2026 Q2 Open parsed portfolio 51 $111,286,452 Open SEC source
10 Aug 2026, 11:43:19 UTC 13F-HR Se Flossbach von Storch CIK 0001575677 2026 Q2 Open parsed portfolio 105 $22,115,154,898 Open SEC source
10 Aug 2026, 15:34:49 UTC 13F-HR Alpha Family Trust CIK 0001568991 2026 Q2 Open parsed portfolio 200 $248,583,127 Open SEC source
10 Aug 2026, 13:19:26 UTC 13F-HR PRING TURNER CAPITAL GROUP INC CIK 0001568839 2026 Q2 Open parsed portfolio 73 $174,580,366 Open SEC source
10 Aug 2026, 16:50:23 UTC 13F-HR West Family Investments, Inc. CIK 0001568303 2026 Q2 Open parsed portfolio 468 $343,747,374 Open SEC source
10 Aug 2026, 11:32:22 UTC 13F-HR Freedom Investment Management, Inc. CIK 0001566653 2026 Q2 Open parsed portfolio 106 $359,169,802 Open SEC source
10 Aug 2026, 11:33:17 UTC 13F-HR Electrum Group LLC CIK 0001565641 2026 Q2 Open parsed portfolio 10 $3,385,542,486 Open SEC source
10 Aug 2026, 09:56:00 UTC 13F-HR Vulcan Value Partners, LLC CIK 0001556785 2026 Q2 Open parsed portfolio 36 $3,285,170,410 Open SEC source
10 Aug 2026, 15:05:39 UTC 13F-HR Trivest Advisors Ltd CIK 0001555623 2026 Q2 Open parsed portfolio 15 $3,181,046,146 Open SEC source
10 Aug 2026, 13:03:40 UTC 13F-HR Spark Investment Management LLC CIK 0001554871 2026 Q2 Open parsed portfolio 71 $51,238,694 Open SEC source
10 Aug 2026, 11:27:22 UTC 13F-HR Bank Julius Baer & Co. Ltd, Zurich CIK 0001544599 2026 Q2 Open parsed portfolio 661 $38,590,625,478 Open SEC source
10 Aug 2026, 09:00:06 UTC 13F-HR GoodHaven Capital Management, LLC CIK 0001542300 2026 Q2 Open parsed portfolio 24 $316,703,272 Open SEC source
10 Aug 2026, 09:16:11 UTC 13F-HR LBMC INVESTMENT ADVISORS, LLC CIK 0001536924 2026 Q2 Open parsed portfolio 245 $1,845,290,357 Open SEC source
10 Aug 2026, 13:19:34 UTC 13F-HR Peregrine Asset Advisers, Inc. CIK 0001535227 2026 Q2 Open parsed portfolio 218 $461,102,567 Open SEC source
10 Aug 2026, 10:22:10 UTC 13F-HR Skandinaviska Enskilda Banken AB (publ) CIK 0001534653 2026 Q2 Open parsed portfolio 165 $2,658,965,275 Open SEC source
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