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
Rows shown
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Current page
97

Recent 13F signals

Latest portfolio disclosures to inspect

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

13F portfolio

First Nebraska Trust Co

CIK 0002134841

13F-HR Q2 2009
CIK
0002134841
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
68 holdings / $140,365,745
Filed
06 Aug 2026, 14:29:57 UTC
Period
2009 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

ROMAN BUTLER FULLERTON & CO

CIK 0000733444

13F-HR Q2 2026
CIK
0000733444
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
280 holdings / $418,203,597
Filed
06 Aug 2026, 14:25:44 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

CURA WEALTH ADVISORS, LLC

CIK 0002056729

13F-HR Q2 2026
CIK
0002056729
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
140 holdings / $234,274,584
Filed
06 Aug 2026, 14:21:31 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

Simplicity Wealth,LLC

CIK 0001913243

13F-HR Q2 2026
CIK
0001913243
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
1,022 holdings / $2,961,844,823
Filed
06 Aug 2026, 14:18:45 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

BAXTER BROS INC

CIK 0001096783

13F-HR Q2 2026
CIK
0001096783
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
172 holdings / $864,322,344
Filed
06 Aug 2026, 14:17:29 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

Uniting Wealth Partners, LLC

CIK 0002056414

13F-HR Q2 2026
CIK
0002056414
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
207 holdings / $492,497,302
Filed
06 Aug 2026, 14:15:33 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
06 Aug 2026, 14:29:57 UTC 13F-HR First Nebraska Trust Co CIK 0002134841 2009 Q2 Open parsed portfolio 68 $140,365,745 Open SEC source
06 Aug 2026, 14:25:44 UTC 13F-HR ROMAN BUTLER FULLERTON & CO CIK 0000733444 2026 Q2 Open parsed portfolio 280 $418,203,597 Open SEC source
06 Aug 2026, 14:21:31 UTC 13F-HR CURA WEALTH ADVISORS, LLC CIK 0002056729 2026 Q2 Open parsed portfolio 140 $234,274,584 Open SEC source
06 Aug 2026, 14:18:45 UTC 13F-HR Simplicity Wealth,LLC CIK 0001913243 2026 Q2 Open parsed portfolio 1,022 $2,961,844,823 Open SEC source
06 Aug 2026, 14:17:29 UTC 13F-HR BAXTER BROS INC CIK 0001096783 2026 Q2 Open parsed portfolio 172 $864,322,344 Open SEC source
06 Aug 2026, 14:15:33 UTC 13F-HR Uniting Wealth Partners, LLC CIK 0002056414 2026 Q2 Open parsed portfolio 207 $492,497,302 Open SEC source
06 Aug 2026, 14:13:40 UTC 13F-HR WEALTH EFFECTS LLC CIK 0001907254 2026 Q2 Open parsed portfolio 256 $370,499,732 Open SEC source
06 Aug 2026, 14:11:59 UTC 13F-HR Trivium Point Advisory, LLC CIK 0001766564 2026 Q2 Open parsed portfolio 354 $1,102,605,044 Open SEC source
06 Aug 2026, 14:11:40 UTC 13F-HR LONGFELLOW INVESTMENT MANAGEMENT CO LLC CIK 0001167487 2026 Q2 Open parsed portfolio 244 $489,087,343 Open SEC source
06 Aug 2026, 14:10:46 UTC 13F-HR FIRST NATIONAL BANK & TRUST CO OF NEWTOWN CIK 0001339908 2026 Q2 Open parsed portfolio 156 $491,787,950 Open SEC source
06 Aug 2026, 14:10:06 UTC 13F-HR AMS Capital Ltda CIK 0001717977 2026 Q2 Open parsed portfolio 14 $290,896,000 Open SEC source
06 Aug 2026, 14:09:53 UTC 13F-HR WEALTHSPAN PARTNERS, LLC CIK 0001909805 2026 Q2 Open parsed portfolio 129 $317,283,991 Open SEC source
06 Aug 2026, 14:07:40 UTC 13F-HR Three Arch Wealth Management LLC CIK 0002109462 2026 Q2 Open parsed portfolio 69 $651,945,353 Open SEC source
06 Aug 2026, 14:07:12 UTC 13F-HR Old West Investment Management, LLC CIK 0001549358 2026 Q2 Open parsed portfolio 124 $944,172,985 Open SEC source
06 Aug 2026, 14:06:44 UTC 13F-HR CHASE INVESTMENT COUNSEL CORP CIK 0000019475 2026 Q2 Open parsed portfolio 137 $473,765,000 Open SEC source
06 Aug 2026, 14:04:59 UTC 13F-HR Edward P. Bass CIK 0001705622 2026 Q2 Open parsed portfolio 0 $0 Open SEC source
06 Aug 2026, 14:04:10 UTC 13F-HR RW Investment Management LLC CIK 0001631627 2026 Q2 Open parsed portfolio 115 $1,139,114,107 Open SEC source
06 Aug 2026, 14:02:42 UTC 13F-HR N.E.W. Advisory Services LLC CIK 0001803456 2026 Q2 Open parsed portfolio 980 $1,495,101,692 Open SEC source
06 Aug 2026, 13:56:22 UTC 13F-HR NovaPoint Capital, LLC CIK 0001815025 2026 Q2 Open parsed portfolio 161 $480,880,876 Open SEC source
06 Aug 2026, 13:55:26 UTC 13F-HR Geneos Wealth Management Inc. CIK 0001764754 2026 Q2 Open parsed portfolio 2,475 $4,901,205,757 Open SEC source
06 Aug 2026, 13:51:47 UTC 13F-HR Rock Point Advisors, LLC CIK 0001301540 2026 Q2 Open parsed portfolio 123 $408,909,239 Open SEC source
06 Aug 2026, 13:51:29 UTC 13F-HR ARBOR CAPITAL MANAGEMENT INC /ADV CIK 0001027570 2026 Q2 Open parsed portfolio 87 $101,528,037 Open SEC source
06 Aug 2026, 13:50:12 UTC 13F-HR FJ Investments, LLC CIK 0001903573 2026 Q2 Open parsed portfolio 6 $1,841,642,563 Open SEC source
06 Aug 2026, 13:47:48 UTC 13F-HR VERUS CAPITAL PARTNERS, LLC CIK 0001796874 2026 Q2 Open parsed portfolio 502 $1,846,946,477 Open SEC source
06 Aug 2026, 13:47:36 UTC 13F-HR AlphaCore Capital LLC CIK 0001713662 2026 Q2 Open parsed portfolio 1,476 $5,439,461,617 Open SEC source
06 Aug 2026, 13:46:06 UTC 13F-HR Call To Action Foundation CIK 0001981942 2026 Q2 Open parsed portfolio 1 $578,967,246 Open SEC source
06 Aug 2026, 13:43:37 UTC 13F-HR ALPINE ASSOCIATES MANAGEMENT INC. CIK 0001396835 2026 Q2 Open parsed portfolio 66 $1,597,653,628 Open SEC source
06 Aug 2026, 13:42:43 UTC 13F-HR Truffle Hound Capital, LLC CIK 0001595862 2026 Q2 Open parsed portfolio 46 $158,611,263 Open SEC source
06 Aug 2026, 13:41:47 UTC 13F-HR ArborFi Advisors, LLC CIK 0002054674 2026 Q2 Open parsed portfolio 45 $137,942,142 Open SEC source
06 Aug 2026, 13:40:17 UTC 13F-HR Spectrum Wealth Advisory Group, LLC CIK 0001776821 2026 Q2 Open parsed portfolio 543 $351,102,816 Open SEC source
06 Aug 2026, 13:38:38 UTC 13F-HR Financial Concepts Unlimited, Inc. CIK 0002112099 2026 Q2 Open parsed portfolio 44 $127,539,562 Open SEC source
06 Aug 2026, 13:27:29 UTC 13F-HR Athena Investment Management CIK 0001921093 2026 Q2 Open parsed portfolio 132 $168,671,649 Open SEC source
06 Aug 2026, 13:27:00 UTC 13F-HR Motley Fool Wealth Management, LLC CIK 0001607978 2026 Q2 Open parsed portfolio 19 $6,586,481 Open SEC source
06 Aug 2026, 13:26:17 UTC 13F-HR Motley Fool Asset Management LLC CIK 0001512814 2026 Q2 Open parsed portfolio 249 $2,592,743,360 Open SEC source
06 Aug 2026, 13:15:55 UTC 13F-HR Birchwood Financial Partners, Inc. CIK 0002110062 2026 Q2 Open parsed portfolio 351 $122,265,053 Open SEC source
06 Aug 2026, 13:13:31 UTC 13F-HR Legato Capital Management LLC CIK 0001442641 2026 Q2 Open parsed portfolio 678 $1,206,811,269 Open SEC source
06 Aug 2026, 13:10:24 UTC 13F-HR PANAGORA ASSET MANAGEMENT INC CIK 0000883677 2026 Q2 Open parsed portfolio 1,163 $32,604,826,811 Open SEC source
06 Aug 2026, 13:06:01 UTC 13F-HR ZEVIN ASSET MANAGEMENT LLC CIK 0001394096 2026 Q2 Open parsed portfolio 97 $712,689,661 Open SEC source
06 Aug 2026, 13:01:17 UTC 13F-HR THRYVE WEALTH MANAGEMENT LLC CIK 0002113283 2026 Q2 Open parsed portfolio 38 $178,910,167 Open SEC source
06 Aug 2026, 12:56:42 UTC 13F-HR CNB Bank CIK 0001732074 2026 Q2 Open parsed portfolio 518 $256,554,557 Open SEC source
06 Aug 2026, 12:51:44 UTC 13F-HR Ravenswood Partners LP CIK 0002015178 2026 Q2 Open parsed portfolio 36 $312,602,496 Open SEC source
06 Aug 2026, 12:51:00 UTC 13F-HR Berkeley Capital Partners, LLC CIK 0001667694 2026 Q2 Open parsed portfolio 203 $485,901,852 Open SEC source
06 Aug 2026, 12:47:24 UTC 13F-HR SHAPIRO CAPITAL MANAGEMENT LLC CIK 0001177244 2026 Q2 Open parsed portfolio 50 $1,649,639,467 Open SEC source
06 Aug 2026, 12:47:14 UTC 13F-HR Cypress Capital Management LLC (WY) CIK 0001633896 2026 Q2 Open parsed portfolio 213 $119,640,476 Open SEC source
06 Aug 2026, 12:46:49 UTC 13F-HR ALPHA CAPITAL ADVISORS INC /ADV CIK 0001027694 2026 Q2 Open parsed portfolio 34 $115,870,470 Open SEC source
06 Aug 2026, 12:44:17 UTC 13F-HR TD Capital Management LLC CIK 0001483824 2026 Q2 Open parsed portfolio 795 $1,223,500,731 Open SEC source
06 Aug 2026, 12:39:58 UTC 13F-HR Hobbs Wealth Management, LLC CIK 0002019202 2026 Q2 Open parsed portfolio 23 $118,321,018 Open SEC source
06 Aug 2026, 12:39:51 UTC 13F-HR Northern Lights Advisors, Inc. CIK 0002127798 2026 Q2 Open parsed portfolio 72 $183,767,180 Open SEC source
06 Aug 2026, 12:38:45 UTC 13F-HR Brick & Kyle, Associates CIK 0001632253 2026 Q2 Open parsed portfolio 96 $282,734,508 Open SEC source
06 Aug 2026, 12:33:07 UTC 13F-HR Kagan Cocozza Asset Management CIK 0002064489 2026 Q2 Open parsed portfolio 67 $159,574,666 Open SEC source
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