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 |
|---|---|---|---|---|---|---|
| 07 Aug 2026, 19:48:31 UTC | 13F-HR | LINCOLN NATIONAL CORP CIK 0000059558 | 2026 Q2 Open parsed portfolio | 20 | $3,907,391,966 | Open SEC source |
| 10 Aug 2026, 16:30:08 UTC | 13F-HR | FIRST AMERICAN TRUST, FSB CIK 0000036066 | 2026 Q2 Open parsed portfolio | 305 | $1,659,069,022 | Open SEC source |
| 10 Aug 2026, 11:21:15 UTC | 13F-HR | CENTRAL SECURITIES CORP CIK 0000018748 | 2026 Q2 Open parsed portfolio | 29 | $1,340,783,987 | Open SEC source |
| 10 Aug 2026, 16:30:52 UTC | 13F-HR | Na Bokf CIK 0000009634 | 2026 Q2 Open parsed portfolio | 1,160 | $7,253,941,545 | Open SEC source |
| 07 Aug 2026, 17:30:30 UTC | 13F-HR | ALPINE WOODS CAPITAL INVESTORS, LLC CIK 0001226886 | 2026 Q2 Open parsed portfolio | 218 | $443,546,332 | Open SEC source |
| 07 Aug 2026, 17:29:08 UTC | 13F-HR | JLB & ASSOCIATES INC CIK 0001085227 | 2026 Q2 Open parsed portfolio | 68 | $748,317,701 | Open SEC source |
| 07 Aug 2026, 17:25:52 UTC | 13F-HR | Gould Capital, LLC CIK 0001908965 | 2026 Q2 Open parsed portfolio | 217 | $179,429,794 | Open SEC source |
| 07 Aug 2026, 17:25:16 UTC | 13F-HR | Meeder Advisory Services, Inc. CIK 0001792167 | 2026 Q2 Open parsed portfolio | 742 | $2,732,630,289 | Open SEC source |
| 07 Aug 2026, 17:24:18 UTC | 13F-HR | AlpInvest Partners B.V. CIK 0001512910 | 2026 Q2 Open parsed portfolio | 17 | $59,924,748 | Open SEC source |
| 07 Aug 2026, 17:22:31 UTC | 13F-HR | Harborfront Financial Group LLC CIK 0002110061 | 2026 Q2 Open parsed portfolio | 328 | $26,526,717 | Open SEC source |
| 07 Aug 2026, 17:21:55 UTC | 13F-HR | MEEDER ASSET MANAGEMENT INC CIK 0000809443 | 2026 Q2 Open parsed portfolio | 930 | $1,956,418,018 | Open SEC source |
| 07 Aug 2026, 17:19:36 UTC | 13F-HR | PENSION & WEALTH MANAGEMENT ADVISORS, INC. CIK 0002145782 | 2026 Q2 Open parsed portfolio | 543 | $370,870,904 | Open SEC source |
| 07 Aug 2026, 17:18:46 UTC | 13F-HR | PENSION & WEALTH MANAGEMENT ADVISORS, INC. CIK 0002145782 | 2026 Q1 Open parsed portfolio | 512 | $337,212,331 | Open SEC source |
| 07 Aug 2026, 17:17:58 UTC | 13F-HR | PENSION & WEALTH MANAGEMENT ADVISORS, INC. CIK 0002145782 | 2025 Q4 Open parsed portfolio | 535 | $337,308,499 | Open SEC source |
| 07 Aug 2026, 17:17:03 UTC | 13F-HR | PENSION & WEALTH MANAGEMENT ADVISORS, INC. CIK 0002145782 | 2025 Q3 Open parsed portfolio | 539 | $317,229,923 | Open SEC source |
| 07 Aug 2026, 17:16:18 UTC | 13F-HR | PENSION & WEALTH MANAGEMENT ADVISORS, INC. CIK 0002145782 | 2025 Q2 Open parsed portfolio | 497 | $298,369,038 | Open SEC source |
| 07 Aug 2026, 17:15:40 UTC | 13F-HR | PENSION & WEALTH MANAGEMENT ADVISORS, INC. CIK 0002145782 | 2025 Q1 Open parsed portfolio | 477 | $268,900,586 | Open SEC source |
| 07 Aug 2026, 17:11:57 UTC | 13F-HR | PENSION & WEALTH MANAGEMENT ADVISORS, INC. CIK 0002145782 | 2024 Q4 Open parsed portfolio | 473 | $250,406,264 | Open SEC source |
| 07 Aug 2026, 17:10:55 UTC | 13F-HR | PENSION & WEALTH MANAGEMENT ADVISORS, INC. CIK 0002145782 | 2024 Q3 Open parsed portfolio | 377 | $194,997,035 | Open SEC source |
| 07 Aug 2026, 17:10:48 UTC | 13F-HR | Carlyle Group Inc. CIK 0001527166 | 2026 Q2 Open parsed portfolio | 19 | $10,000,861,951 | Open SEC source |
| 07 Aug 2026, 17:10:07 UTC | 13F-HR | PENSION & WEALTH MANAGEMENT ADVISORS, INC. CIK 0002145782 | 2024 Q2 Open parsed portfolio | 360 | $174,185,661 | Open SEC source |
| 07 Aug 2026, 17:09:10 UTC | 13F-HR | PENSION & WEALTH MANAGEMENT ADVISORS, INC. CIK 0002145782 | 2024 Q1 Open parsed portfolio | 347 | $151,970,909 | Open SEC source |
| 07 Aug 2026, 17:08:22 UTC | 13F-HR | PENSION & WEALTH MANAGEMENT ADVISORS, INC. CIK 0002145782 | 2023 Q4 Open parsed portfolio | 316 | $158,651,525 | Open SEC source |
| 07 Aug 2026, 17:07:35 UTC | 13F-HR | PENSION & WEALTH MANAGEMENT ADVISORS, INC. CIK 0002145782 | 2023 Q3 Open parsed portfolio | 266 | $138,818,594 | Open SEC source |
| 07 Aug 2026, 17:07:22 UTC | 13F-HR | RENAISSANCERE HOLDINGS LTD CIK 0000913144 | 2026 Q2 Open parsed portfolio | 5 | $421,495,030 | Open SEC source |
| 07 Aug 2026, 17:06:39 UTC | 13F-HR | PENSION & WEALTH MANAGEMENT ADVISORS, INC. CIK 0002145782 | 2023 Q2 Open parsed portfolio | 258 | $104,223,869 | Open SEC source |
| 07 Aug 2026, 17:05:44 UTC | 13F-HR | PENSION & WEALTH MANAGEMENT ADVISORS, INC. CIK 0002145782 | 2023 Q1 Open parsed portfolio | 319 | $126,952,886 | Open SEC source |
| 07 Aug 2026, 17:04:10 UTC | 13F-HR | Graney & King, LLC CIK 0002051568 | 2026 Q2 Open parsed portfolio | 382 | $278,244,166 | Open SEC source |
| 07 Aug 2026, 17:04:04 UTC | 13F-HR | TIEMANN INVESTMENT ADVISORS, LLC CIK 0001575151 | 2026 Q2 Open parsed portfolio | 207 | $276,051,132 | Open SEC source |
| 07 Aug 2026, 17:02:48 UTC | 13F-HR | PENSION & WEALTH MANAGEMENT ADVISORS, INC. CIK 0002145782 | 2022 Q4 Open parsed portfolio | 263 | $116,771,269 | Open SEC source |
| 07 Aug 2026, 17:00:17 UTC | 13F-HR | JW Asset Management, LLC CIK 0001549738 | 2026 Q2 Open parsed portfolio | 21 | $319,865,383 | Open SEC source |
| 07 Aug 2026, 16:59:23 UTC | 13F-HR | STEEL PARTNERS HOLDINGS L.P. CIK 0001452857 | 2026 Q2 Open parsed portfolio | 9 | $77,993,563 | Open SEC source |
| 07 Aug 2026, 16:57:20 UTC | 13F-HR | Tweedy, Browne Co LLC CIK 0000732905 | 2026 Q2 Open parsed portfolio | 91 | $1,319,974,933 | Open SEC source |
| 07 Aug 2026, 16:56:11 UTC | 13F-HR | Westend Capital Management, LLC CIK 0001331997 | 2026 Q2 Open parsed portfolio | 241 | $437,153,340 | Open SEC source |
| 07 Aug 2026, 16:54:35 UTC | 13F-HR | Oxbow Advisors, LLC CIK 0001564770 | 2026 Q2 Open parsed portfolio | 265 | $1,230,704,449 | Open SEC source |
| 07 Aug 2026, 16:48:05 UTC | 13F-HR | Global Strategic Investment Solutions, LLC CIK 0001760076 | 2026 Q2 Open parsed portfolio | 150 | $1,116,964,440 | Open SEC source |
| 07 Aug 2026, 16:53:33 UTC | 13F-HR | BURKE & HERBERT BANK & TRUST CO CIK 0001101250 | 2026 Q2 Open parsed portfolio | 247 | $402,633,067 | Open SEC source |
| 07 Aug 2026, 16:50:24 UTC | 13F-HR | Investmark Advisory Group LLC CIK 0001926349 | 2026 Q2 Open parsed portfolio | 148 | $263,335,376 | Open SEC source |
| 07 Aug 2026, 16:49:38 UTC | 13F-HR | Wealthfront Advisers LLC CIK 0001763921 | 2026 Q2 Open parsed portfolio | 1,119 | $52,041,514,218 | Open SEC source |
| 07 Aug 2026, 16:46:28 UTC | 13F-HR | Keenan, LLC CIK 0002111703 | 2026 Q2 Open parsed portfolio | 45 | $141,556,625 | Open SEC source |
| 07 Aug 2026, 16:46:21 UTC | 13F-HR | Boulder Wealth Advisors, LLC CIK 0001874080 | 2026 Q2 Open parsed portfolio | 35 | $274,293,983 | Open SEC source |
| 07 Aug 2026, 16:45:05 UTC | 13F-HR | Lexington Partners L.P. CIK 0001621157 | 2026 Q2 Open parsed portfolio | 2 | $133,829,833 | Open SEC source |
| 07 Aug 2026, 16:42:29 UTC | 13F-HR | Summit Creek Advisors LLC CIK 0001333709 | 2026 Q2 Open parsed portfolio | 64 | $293,787,256 | Open SEC source |
| 07 Aug 2026, 16:36:24 UTC | 13F-HR | FOSTER & MOTLEY INC CIK 0001163902 | 2026 Q2 Open parsed portfolio | 405 | $2,172,892,000 | Open SEC source |
| 07 Aug 2026, 16:35:23 UTC | 13F-HR | Strategic Wealth Advisors LLC CIK 0002107449 | 2026 Q2 Open parsed portfolio | 255 | $113,832,000 | Open SEC source |
| 07 Aug 2026, 16:31:55 UTC | 13F-HR | NVP Associates, LLC CIK 0001545692 | 2026 Q2 Open parsed portfolio | 7 | $328,190,643 | Open SEC source |
| 07 Aug 2026, 16:28:09 UTC | 13F-HR | AMERICAN FINANCIAL & TAX STRATEGIES INC CIK 0000911927 | 2026 Q2 Open parsed portfolio | 102 | $221,347,162 | Open SEC source |
| 07 Aug 2026, 16:26:48 UTC | 13F-HR | Creekmur Asset Management LLC CIK 0002013091 | 2026 Q2 Open parsed portfolio | 6 | $2,066,711 | Open SEC source |
| 07 Aug 2026, 16:23:39 UTC | 13F-HR | Adaptive Financial Consulting, LLC CIK 0001804717 | 2026 Q2 Open parsed portfolio | 20 | $285,493,105 | Open SEC source |
| 07 Aug 2026, 16:23:04 UTC | 13F-HR | Black Cypress Capital Management, LLC CIK 0002022614 | 2026 Q2 Open parsed portfolio | 29 | $149,617,835 | Open SEC source |