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 |
|---|---|---|---|---|---|---|
| 06 Aug 2026, 15:58:41 UTC | 13F-HR/A | Capital Advisor Network LLC CIK 0002131047 | 2026 Q1 - Restatement Open parsed portfolio | 148 | $71,438,514 | Open SEC source |
| 06 Aug 2026, 15:57:40 UTC | 13F-HR | Tulsa Wealth Advisors, INC CIK 0002114442 | 2026 Q2 Open parsed portfolio | 166 | $710,165,019 | Open SEC source |
| 06 Aug 2026, 15:52:59 UTC | 13F-HR | Johnson Wealth Management, LLC CIK 0002110653 | 2025 Q3 Open parsed portfolio | 48 | $181,515,317 | Open SEC source |
| 06 Aug 2026, 15:52:41 UTC | 13F-HR | OMC Financial Services LTD CIK 0002026391 | 2026 Q2 Open parsed portfolio | 61 | $301,789,162 | Open SEC source |
| 06 Aug 2026, 15:52:00 UTC | 13F-HR | Briggs Wealth Management, Inc CIK 0002109156 | 2026 Q2 Open parsed portfolio | 61 | $109,542,680 | Open SEC source |
| 06 Aug 2026, 15:45:19 UTC | 13F-HR | GERMAN AMERICAN BANCORP, INC. CIK 0000714395 | 2026 Q2 Open parsed portfolio | 156 | $1,330,758,319 | Open SEC source |
| 06 Aug 2026, 15:41:34 UTC | 13F-HR | Johnson Wealth Management, LLC CIK 0002110653 | 2026 Q2 Open parsed portfolio | 58 | $236,056,800 | Open SEC source |
| 06 Aug 2026, 15:38:56 UTC | 13F-HR | Northstar Financial Companies, Inc. CIK 0002059828 | 2026 Q2 Open parsed portfolio | 117 | $148,410,988 | Open SEC source |
| 06 Aug 2026, 15:38:46 UTC | 13F-HR | Tillman Hartley LLC CIK 0001966355 | 2026 Q2 Open parsed portfolio | 95 | $442,508,782 | Open SEC source |
| 06 Aug 2026, 15:28:04 UTC | 13F-HR | Landing Point Financial Group, LLC CIK 0002025964 | 2026 Q2 Open parsed portfolio | 99 | $294,179,601 | Open SEC source |
| 06 Aug 2026, 15:23:11 UTC | 13F-HR | Cranbrook Wealth Management, LLC CIK 0001599084 | 2026 Q2 Open parsed portfolio | 406 | $534,353,983 | Open SEC source |
| 06 Aug 2026, 15:22:13 UTC | 13F-HR | Blue Investment Opportunities, LLC - Project Breeze Series 1 CIK 0002032685 | 2026 Q1 Open parsed portfolio | 1 | $156,778,318 | Open SEC source |
| 06 Aug 2026, 15:18:46 UTC | 13F-HR | FINANCIAL MANAGEMENT NETWORK INC CIK 0001844831 | 2026 Q2 Open parsed portfolio | 211 | $696,594,326 | Open SEC source |
| 06 Aug 2026, 15:18:11 UTC | 13F-HR | LETSON INVESTMENT MANAGEMENT, INC. CIK 0002078069 | 2026 Q2 Open parsed portfolio | 104 | $272,542,409 | Open SEC source |
| 06 Aug 2026, 15:15:50 UTC | 13F-HR | Lee M. /tx/ Bass CIK 0000924920 | 2026 Q2 Open parsed portfolio | 0 | $0 | Open SEC source |
| 06 Aug 2026, 15:14:32 UTC | 13F-HR | Intelligence Driven Advisers, LLC CIK 0001819955 | 2026 Q2 Open parsed portfolio | 140 | $615,988,117 | Open SEC source |
| 06 Aug 2026, 15:13:29 UTC | 13F-HR | TWIN CAPITAL MANAGEMENT INC CIK 0001059187 | 2026 Q2 Open parsed portfolio | 269 | $916,404,966 | Open SEC source |
| 06 Aug 2026, 15:09:15 UTC | 13F-HR | WINSLOW ASSET MANAGEMENT INC CIK 0001286534 | 2026 Q2 Open parsed portfolio | 80 | $575,140,000 | Open SEC source |
| 06 Aug 2026, 15:07:38 UTC | 13F-HR | First Nebraska Trust Co CIK 0002134841 | 2009 Q1 Open parsed portfolio | 65 | $132,457,407 | Open SEC source |
| 06 Aug 2026, 15:04:11 UTC | 13F-HR | Carr Financial Group Corp CIK 0001931232 | 2026 Q2 Open parsed portfolio | 182 | $434,390,726 | Open SEC source |
| 06 Aug 2026, 15:03:56 UTC | 13F-HR | MANAGED ASSET PORTFOLIOS, LLC CIK 0001600999 | 2026 Q2 Open parsed portfolio | 51 | $874,910,041 | Open SEC source |
| 06 Aug 2026, 15:03:29 UTC | 13F-HR | Johnson Financial Group, LLC CIK 0001706327 | 2026 Q2 Open parsed portfolio | 279 | $1,856,457,532 | Open SEC source |
| 06 Aug 2026, 14:59:13 UTC | 13F-HR | Cheviot Value Management, LLC CIK 0001427147 | 2026 Q2 Open parsed portfolio | 441 | $983,988,168 | Open SEC source |
| 06 Aug 2026, 14:58:37 UTC | 13F-HR | JACKSON THORNTON WEALTH MANAGEMENT, LLC CIK 0001903880 | 2026 Q2 Open parsed portfolio | 417 | $1,264,677,748 | Open SEC source |
| 06 Aug 2026, 14:55:09 UTC | 13F-HR | 17 CAPITAL PARTNERS, LLC CIK 0001727407 | 2026 Q2 Open parsed portfolio | 172 | $220,465,913 | Open SEC source |
| 06 Aug 2026, 14:54:32 UTC | 13F-HR | GS Investments, Inc. CIK 0001714590 | 2026 Q2 Open parsed portfolio | 133 | $138,394,075 | Open SEC source |
| 06 Aug 2026, 14:51:25 UTC | 13F-HR | Lakewood Asset Management LLC CIK 0001966581 | 2026 Q2 Open parsed portfolio | 107 | $182,262,114 | Open SEC source |
| 06 Aug 2026, 14:48:25 UTC | 13F-HR | Liberty Street Advisors, Inc. CIK 0001489178 | 2026 Q2 Open parsed portfolio | 4 | $507,006,786 | Open SEC source |
| 06 Aug 2026, 14:45:56 UTC | 13F-HR | Patten Group, Inc. CIK 0001633207 | 2026 Q2 Open parsed portfolio | 325 | $643,311,078 | Open SEC source |
| 06 Aug 2026, 14:42:34 UTC | 13F-HR | ESSEX INVESTMENT MANAGEMENT CO LLC CIK 0000201772 | 2026 Q2 Open parsed portfolio | 306 | $763,373,957 | Open SEC source |
| 06 Aug 2026, 14:41:47 UTC | 13F-HR | Morling Financial Advisors, LLC CIK 0001905198 | 2026 Q2 Open parsed portfolio | 122 | $359,032,839 | Open SEC source |
| 06 Aug 2026, 14:39:59 UTC | 13F-HR | Balentine LLC CIK 0001586678 | 2026 Q2 Open parsed portfolio | 243 | $2,813,732,367 | Open SEC source |
| 06 Aug 2026, 14:39:48 UTC | 13F-HR | Townsend Financial Planning, LLC CIK 0002110688 | 2026 Q2 Open parsed portfolio | 30 | $114,718,570 | Open SEC source |
| 06 Aug 2026, 14:38:53 UTC | 13F-HR | Swisher Financial Concepts, Inc. CIK 0001947503 | 2026 Q2 Open parsed portfolio | 107 | $158,761,162 | Open SEC source |
| 06 Aug 2026, 14:38:31 UTC | 13F-HR | Urban Financial Advisory Corp CIK 0002005378 | 2026 Q2 Open parsed portfolio | 54 | $362,866,087 | Open SEC source |
| 06 Aug 2026, 14:38:28 UTC | 13F-HR | Sid R. Bass CIK 0001242829 | 2026 Q2 Open parsed portfolio | 1 | $2,596,148 | Open SEC source |
| 06 Aug 2026, 14:38:04 UTC | 13F-HR/A | Persium Advisors, LLC CIK 0002033683 | 2026 Q2 - Restatement Open parsed portfolio | 69 | $153,305,526 | Open SEC source |
| 06 Aug 2026, 14:37:57 UTC | 13F-HR | Valmark Advisers, Inc. CIK 0001380443 | 2026 Q2 Open parsed portfolio | 726 | $9,421,253,259 | Open SEC source |
| 06 Aug 2026, 14:37:31 UTC | 13F-HR | Trailhead Planners LLC CIK 0002109534 | 2026 Q2 Open parsed portfolio | 57 | $103,422,060 | Open SEC source |
| 06 Aug 2026, 14:37:14 UTC | 13F-HR | Valence8 US LP CIK 0001943819 | 2026 Q2 Open parsed portfolio | 15 | $300,493,608 | Open SEC source |
| 06 Aug 2026, 14:36:50 UTC | 13F-HR | ICICI Prudential Asset Management Co Ltd CIK 0001697850 | 2026 Q2 Open parsed portfolio | 157 | $913,183,270 | Open SEC source |
| 06 Aug 2026, 14:36:01 UTC | 13F-HR | GenTrust, LLC CIK 0001697110 | 2026 Q2 Open parsed portfolio | 201 | $2,603,140,843 | Open SEC source |
| 06 Aug 2026, 14:35:18 UTC | 13F-HR | Donalies Financial Planning, LLC CIK 0002111587 | 2026 Q2 Open parsed portfolio | 78 | $135,680,379 | Open SEC source |
| 06 Aug 2026, 14:34:38 UTC | 13F-HR | BUCKHEAD CAPITAL MANAGEMENT LLC CIK 0001133999 | 2026 Q2 Open parsed portfolio | 146 | $291,501,320 | Open SEC source |
| 06 Aug 2026, 14:33:58 UTC | 13F-HR | Capital Investment Advisors, LLC CIK 0001582732 | 2026 Q2 Open parsed portfolio | 786 | $7,582,808,441 | Open SEC source |
| 06 Aug 2026, 14:33:15 UTC | 13F-HR | MOR Wealth Management, LLC CIK 0002092389 | 2026 Q2 Open parsed portfolio | 122 | $251,170,077 | Open SEC source |
| 06 Aug 2026, 14:32:12 UTC | 13F-HR | KLCM Advisors, Inc. CIK 0001166620 | 2026 Q2 Open parsed portfolio | 283 | $1,248,221,537 | Open SEC source |
| 06 Aug 2026, 14:32:08 UTC | 13F-HR | Hartford Funds Management Co LLC CIK 0001546587 | 2026 Q2 Open parsed portfolio | 98 | $1,250,084,688 | Open SEC source |
| 06 Aug 2026, 14:31:22 UTC | 13F-HR | Avise Financial Cooperative, Inc. CIK 0002013342 | 2026 Q2 Open parsed portfolio | 114 | $141,007,562 | Open SEC source |
| 06 Aug 2026, 14:30:45 UTC | 13F-HR | Insight Wealth Partners, LLC CIK 0001627003 | 2026 Q2 Open parsed portfolio | 135 | $744,805,285 | Open SEC source |