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, 14:28:50 UTC | 13F-HR | Twelve Points Wealth Management LLC CIK 0001877090 | 2026 Q2 Open parsed portfolio | 213 | $499,080,176 | Open SEC source |
| 07 Aug 2026, 14:22:37 UTC | 13F-HR | KG Capital Management CIK 0001771687 | 2026 Q2 Open parsed portfolio | 142 | $168,087,576 | Open SEC source |
| 07 Aug 2026, 14:21:32 UTC | 13F-HR | BRIDGES INVESTMENT MANAGEMENT INC CIK 0001007295 | 2026 Q2 Open parsed portfolio | 398 | $8,222,588,043 | Open SEC source |
| 07 Aug 2026, 14:20:19 UTC | 13F-HR | Rheos Capital Works Inc. CIK 0001735445 | 2026 Q2 Open parsed portfolio | 82 | $1,754,537,000 | Open SEC source |
| 07 Aug 2026, 14:19:45 UTC | 13F-HR | Fund Evaluation Group, LLC CIK 0001356249 | 2026 Q2 Open parsed portfolio | 80 | $3,703,319,517 | Open SEC source |
| 07 Aug 2026, 14:16:47 UTC | 13F-HR | TOUNJIAN ADVISORY PARTNERS, LLC CIK 0002039850 | 2026 Q2 Open parsed portfolio | 777 | $233,810,891 | Open SEC source |
| 07 Aug 2026, 14:08:17 UTC | 13F-HR | STAR Financial Bank CIK 0001965329 | 2026 Q2 Open parsed portfolio | 109 | $245,441,994 | Open SEC source |
| 07 Aug 2026, 14:04:40 UTC | 13F-HR | Sigma Planning Corp CIK 0001449126 | 2026 Q2 Open parsed portfolio | 1,394 | $3,970,510,164 | Open SEC source |
| 07 Aug 2026, 14:01:32 UTC | 13F-HR | AMERICAN EXPRESS CO CIK 0000004962 | 2026 Q2 Open parsed portfolio | 1 | $1,481,612,409 | Open SEC source |
| 07 Aug 2026, 14:00:03 UTC | 13F-HR | Millington Financial Advisors, LLC CIK 0001924615 | 2026 Q2 Open parsed portfolio | 128 | $250,717,758 | Open SEC source |
| 07 Aug 2026, 13:58:49 UTC | 13F-HR | SG Americas Securities, LLC CIK 0001313360 | 2026 Q2 Open parsed portfolio | 2,878 | $173,258,830,000 | Open SEC source |
| 07 Aug 2026, 13:55:04 UTC | 13F-HR | Crestmont Private Wealth LLC CIK 0001873372 | 2026 Q2 Open parsed portfolio | 105 | $356,493,441 | Open SEC source |
| 07 Aug 2026, 13:52:24 UTC | 13F-HR | Alpine Bank Wealth Management CIK 0001974910 | 2026 Q2 Open parsed portfolio | 404 | $779,450,449 | Open SEC source |
| 07 Aug 2026, 13:49:17 UTC | 13F-HR | Triune Financial Partners, LLC CIK 0002040393 | 2026 Q2 Open parsed portfolio | 49 | $478,880,739 | Open SEC source |
| 07 Aug 2026, 13:46:52 UTC | 13F-HR | EMERGENCE GP PARTNERS, LLC CIK 0001589115 | 2026 Q2 Open parsed portfolio | 4 | $112,267,353 | Open SEC source |
| 07 Aug 2026, 13:46:30 UTC | 13F-HR | Tranquilli Financial Advisor LLC CIK 0001847769 | 2026 Q2 Open parsed portfolio | 135 | $185,828,896 | Open SEC source |
| 07 Aug 2026, 13:46:29 UTC | 13F-HR | Vantus Wealth LLC CIK 0002109783 | 2026 Q2 Open parsed portfolio | 236 | $186,511,691 | Open SEC source |
| 07 Aug 2026, 13:44:18 UTC | 13F-HR | BETO FINANCIAL GROUP, LLC CIK 0002104828 | 2026 Q2 Open parsed portfolio | 154 | $190,361,955 | Open SEC source |
| 07 Aug 2026, 13:43:41 UTC | 13F-HR | OGOREK ANTHONY JOSEPH /NY/ /ADV CIK 0000714364 | 2026 Q2 Open parsed portfolio | 637 | $402,722,000 | Open SEC source |
| 07 Aug 2026, 13:42:29 UTC | 13F-HR | Kassira Wealth Management LLC CIK 0002095972 | 2026 Q2 Open parsed portfolio | 63 | $124,438,555 | Open SEC source |
| 07 Aug 2026, 13:41:47 UTC | 13F-HR | HFR Wealth Management, LLC CIK 0001877822 | 2026 Q2 Open parsed portfolio | 53 | $409,691,759 | Open SEC source |
| 07 Aug 2026, 13:27:34 UTC | 13F-HR | Kingdom Financial Group LLC. CIK 0001962236 | 2026 Q2 Open parsed portfolio | 823 | $391,477,331 | Open SEC source |
| 07 Aug 2026, 13:27:21 UTC | 13F-HR | Garner Asset Management Corp CIK 0001714093 | 2026 Q2 Open parsed portfolio | 169 | $308,409,612 | Open SEC source |
| 07 Aug 2026, 13:24:46 UTC | 13F-HR | Timmons Wealth Management, LLC CIK 0002110045 | 2026 Q2 Open parsed portfolio | 73 | $136,703,098 | Open SEC source |
| 07 Aug 2026, 13:19:20 UTC | 13F-HR | BOYD WATTERSON ASSET MANAGEMENT LLC/OH CIK 0001121477 | 2026 Q2 Open parsed portfolio | 394 | $371,189,435 | Open SEC source |
| 07 Aug 2026, 13:18:36 UTC | 13F-HR | JENSEN INVESTMENT MANAGEMENT INC CIK 0001106129 | 2026 Q2 Open parsed portfolio | 83 | $4,125,081,649 | Open SEC source |
| 07 Aug 2026, 13:16:21 UTC | 13F-HR | FORTRESS PRIVATE LEDGER, LLC CIK 0001718251 | 2026 Q2 Open parsed portfolio | 271 | $365,822,453 | Open SEC source |
| 07 Aug 2026, 13:06:43 UTC | 13F-HR | Palisades Hudson Asset Management, L.P. CIK 0001388443 | 2026 Q2 Open parsed portfolio | 109 | $285,757,000 | Open SEC source |
| 07 Aug 2026, 13:01:33 UTC | 13F-HR | Evelyn Partners Group Ltd CIK 0002146944 | 2026 Q2 Open parsed portfolio | 557 | $5,291,312,975 | Open SEC source |
| 07 Aug 2026, 13:00:26 UTC | 13F-HR | Mosaic Advisors LLC CIK 0001808523 | 2026 Q2 Open parsed portfolio | 35 | $74,535,614 | Open SEC source |
| 07 Aug 2026, 13:00:14 UTC | 13F-HR | Fairscale Capital, LLC CIK 0002032350 | 2026 Q2 Open parsed portfolio | 441 | $167,426,419 | Open SEC source |
| 07 Aug 2026, 12:57:52 UTC | 13F-HR | CANERECTOR INC CIK 0001113234 | 2026 Q2 Open parsed portfolio | 9 | $219,175,751 | Open SEC source |
| 07 Aug 2026, 12:53:12 UTC | 13F-HR | Gerber Kawasaki Wealth & Investment Management CIK 0001666736 | 2026 Q2 Open parsed portfolio | 366 | $3,745,164,292 | Open SEC source |
| 07 Aug 2026, 12:52:28 UTC | 13F-HR | Cornerstone Investment Partners, LLC CIK 0001328062 | 2026 Q2 Open parsed portfolio | 312 | $2,991,590,553 | Open SEC source |
| 07 Aug 2026, 12:47:17 UTC | 13F-HR | Pandowealth. LLC CIK 0002143045 | 2026 Q2 Open parsed portfolio | 18 | $116,686,904 | Open SEC source |
| 07 Aug 2026, 12:45:30 UTC | 13F-HR/A | Pavaki Capital Management LLC CIK 0002143027 | 2025 Q4 - Restatement Open parsed portfolio | 95 | $143,225,477 | Open SEC source |
| 07 Aug 2026, 12:43:00 UTC | 13F-HR | University of Massachusetts Foundation, Inc. CIK 0001802874 | 2026 Q2 Open parsed portfolio | 0 | $0 | Open SEC source |
| 07 Aug 2026, 12:42:18 UTC | 13F-HR | Royal Palms Capital LLC CIK 0002107886 | 2026 Q2 Open parsed portfolio | 57 | $113,716,557 | Open SEC source |
| 07 Aug 2026, 12:42:14 UTC | 13F-HR | LPL Financial LLC CIK 0001403438 | 2026 Q2 Open parsed portfolio | 5,996 | $444,619,908,199 | Open SEC source |
| 07 Aug 2026, 12:41:05 UTC | 13F-HR | Pandowealth. LLC CIK 0002143045 | 2026 Q1 Open parsed portfolio | 19 | $110,192,746 | Open SEC source |
| 07 Aug 2026, 12:38:02 UTC | 13F-HR | MARVIN & PALMER ASSOCIATES INC CIK 0000860645 | 2026 Q2 Open parsed portfolio | 28 | $158,962,506 | Open SEC source |
| 07 Aug 2026, 12:35:28 UTC | 13F-HR | Pandowealth. LLC CIK 0002143045 | 2025 Q4 Open parsed portfolio | 19 | $104,827,092 | Open SEC source |
| 07 Aug 2026, 12:34:55 UTC | 13F-HR | Pavaki Capital Management LLC CIK 0002143027 | 2026 Q2 Open parsed portfolio | 132 | $175,517,858 | Open SEC source |
| 07 Aug 2026, 12:30:04 UTC | 13F-HR | Pavaki Capital Management LLC CIK 0002143027 | 2026 Q1 Open parsed portfolio | 121 | $142,305,581 | Open SEC source |
| 07 Aug 2026, 12:29:42 UTC | 13F-HR | BlackRock, Inc. CIK 0002012383 | 2026 Q2 Open parsed portfolio | 5,651 | $6,712,575,466,288 | Open SEC source |
| 07 Aug 2026, 12:27:18 UTC | 13F-HR | Occidental Asset Management, LLC CIK 0001770994 | 2026 Q2 Open parsed portfolio | 325 | $1,007,241,737 | Open SEC source |
| 07 Aug 2026, 12:26:07 UTC | 13F-HR | SUCCESSION FINANCIAL, INC. CIK 0002149098 | 2026 Q2 Open parsed portfolio | 49 | $103,044,914 | Open SEC source |
| 07 Aug 2026, 12:25:42 UTC | 13F-HR | Dunhill Financial, LLC CIK 0001948904 | 2026 Q2 Open parsed portfolio | 1,617 | $488,898,417 | Open SEC source |
| 07 Aug 2026, 12:25:24 UTC | 13F-HR | Objectivity Squared, LLC CIK 0002011113 | 2026 Q2 Open parsed portfolio | 56 | $177,531,401 | Open SEC source |
| 07 Aug 2026, 12:22:31 UTC | 13F-HR | Pallas Capital Advisors LLC CIK 0001862282 | 2026 Q2 Open parsed portfolio | 1,034 | $3,249,366,390 | Open SEC source |