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
98

Recent 13F signals

Latest portfolio disclosures to inspect

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

13F portfolio

WILKINS INVESTMENT COUNSEL INC

CIK 0001276853

13F-HR Q2 2026
CIK
0001276853
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
119 holdings / $741,974,363
Filed
06 Aug 2026, 12:32:50 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

Tudor Financial Inc.

CIK 0002045307

13F-HR Q2 2026
CIK
0002045307
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
151 holdings / $46,733,108
Filed
06 Aug 2026, 12:30:56 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

SouthState Bank Corp

CIK 0000764038

13F-HR Q2 2026
CIK
0000764038
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
1,311 holdings / $2,397,011,408
Filed
06 Aug 2026, 12:29:53 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

Freedom Financial Partners LLC

CIK 0002054598

13F-HR Q2 2026
CIK
0002054598
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
89 holdings / $306,940,253
Filed
06 Aug 2026, 12:28:05 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

Madrid Financial Services

CIK 0002135336

13F-HR Q2 2026
CIK
0002135336
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
26 holdings / $188,985,672
Filed
06 Aug 2026, 12:27:04 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

Simcoe Capital LLC

CIK 0002109203

13F-HR Q2 2026
CIK
0002109203
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
36 holdings / $164,032,283
Filed
06 Aug 2026, 12:21:39 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, 12:32:50 UTC 13F-HR WILKINS INVESTMENT COUNSEL INC CIK 0001276853 2026 Q2 Open parsed portfolio 119 $741,974,363 Open SEC source
06 Aug 2026, 12:30:56 UTC 13F-HR Tudor Financial Inc. CIK 0002045307 2026 Q2 Open parsed portfolio 151 $46,733,108 Open SEC source
06 Aug 2026, 12:29:53 UTC 13F-HR SouthState Bank Corp CIK 0000764038 2026 Q2 Open parsed portfolio 1,311 $2,397,011,408 Open SEC source
06 Aug 2026, 12:28:05 UTC 13F-HR Freedom Financial Partners LLC CIK 0002054598 2026 Q2 Open parsed portfolio 89 $306,940,253 Open SEC source
06 Aug 2026, 12:27:04 UTC 13F-HR Madrid Financial Services CIK 0002135336 2026 Q2 Open parsed portfolio 26 $188,985,672 Open SEC source
06 Aug 2026, 12:21:39 UTC 13F-HR Simcoe Capital LLC CIK 0002109203 2026 Q2 Open parsed portfolio 36 $164,032,283 Open SEC source
06 Aug 2026, 12:16:18 UTC 13F-HR James J. Burns & Company, LLC CIK 0001949059 2026 Q2 Open parsed portfolio 163 $923,529,611 Open SEC source
06 Aug 2026, 12:15:11 UTC 13F-HR NICOLA WEALTH MANAGEMENT LTD. CIK 0001734493 2026 Q2 Open parsed portfolio 61 $868,419,947 Open SEC source
06 Aug 2026, 12:07:26 UTC 13F-HR AXQ CAPITAL, LP CIK 0001916908 2026 Q2 Open parsed portfolio 960 $919,686,706 Open SEC source
06 Aug 2026, 12:05:48 UTC 13F-HR Lynch Asset Management, Inc. CIK 0001906719 2026 Q2 Open parsed portfolio 52 $365,718,314 Open SEC source
06 Aug 2026, 12:03:18 UTC 13F-HR Dodds Wealth, LLC CIK 0001973728 2026 Q2 Open parsed portfolio 56 $444,568,976 Open SEC source
06 Aug 2026, 11:59:31 UTC 13F-HR SCS Capital Management LLC CIK 0001303159 2026 Q2 Open parsed portfolio 485 $10,585,998,438 Open SEC source
06 Aug 2026, 11:58:23 UTC 13F-HR IAG Wealth Partners, LLC CIK 0001827261 2026 Q2 Open parsed portfolio 508 $1,010,374,214 Open SEC source
06 Aug 2026, 11:58:18 UTC 13F-HR GENEVA CAPITAL MANAGEMENT LLC CIK 0001009232 2026 Q2 Open parsed portfolio 119 $4,361,950,619 Open SEC source
06 Aug 2026, 11:54:26 UTC 13F-HR CORDA Investment Management, LLC. CIK 0001545812 2026 Q2 Open parsed portfolio 85 $1,629,967,141 Open SEC source
06 Aug 2026, 11:54:17 UTC 13F-HR STONEHAVEN WEALTH & TAX SOLUTIONS, LLC CIK 0002056591 2026 Q2 Open parsed portfolio 93 $124,850,151 Open SEC source
06 Aug 2026, 11:51:47 UTC 13F-HR Sound Portfolio Advisors, LLC CIK 0002109204 2026 Q2 Open parsed portfolio 48 $140,916,981 Open SEC source
06 Aug 2026, 11:48:15 UTC 13F-HR SILVERLAKE WEALTH MANAGEMENT LLC CIK 0001966026 2026 Q2 Open parsed portfolio 391 $522,967,598 Open SEC source
06 Aug 2026, 11:46:50 UTC 13F-HR M3 Wealth Management, LLC CIK 0002109365 2026 Q2 Open parsed portfolio 35 $154,120,767 Open SEC source
06 Aug 2026, 11:46:17 UTC 13F-HR Salus Financial Advisors, LLC CIK 0002056601 2026 Q2 Open parsed portfolio 39 $202,843,331 Open SEC source
06 Aug 2026, 11:45:11 UTC 13F-HR Bank of New York Mellon Corp CIK 0001390777 2026 Q2 Open parsed portfolio 4,303 $609,257,006,159 Open SEC source
06 Aug 2026, 11:42:33 UTC 13F-HR Concentrum Wealth Management CIK 0001765387 2026 Q2 Open parsed portfolio 127 $417,834,834 Open SEC source
06 Aug 2026, 11:40:59 UTC 13F-HR SBI Holdings USA, Inc. CIK 0002107413 2026 Q2 Open parsed portfolio 1 $101,084,820 Open SEC source
06 Aug 2026, 11:40:12 UTC 13F-HR Sandro Wealth Management LLC CIK 0002107860 2026 Q2 Open parsed portfolio 103 $138,392,495 Open SEC source
06 Aug 2026, 11:38:05 UTC 13F-HR Roberts Financial Services LLC CIK 0001767602 2026 Q2 Open parsed portfolio 33 $341,471,200 Open SEC source
06 Aug 2026, 11:37:44 UTC 13F-HR PARADIGM ASSET MANAGEMENT CO LLC CIK 0001034549 2026 Q2 Open parsed portfolio 418 $468,079,829 Open SEC source
06 Aug 2026, 11:36:15 UTC 13F-HR CLEAR WAVE WEALTH MANAGEMENT LLC CIK 0002113615 2026 Q2 Open parsed portfolio 182 $449,848,509 Open SEC source
06 Aug 2026, 11:34:03 UTC 13F-HR Riverstone Advisors, LLC CIK 0001763404 2026 Q2 Open parsed portfolio 85 $241,147,421 Open SEC source
06 Aug 2026, 11:31:50 UTC 13F-HR Leeward Financial Partners, LLC CIK 0001735201 2026 Q2 Open parsed portfolio 108 $381,157,007 Open SEC source
06 Aug 2026, 11:31:02 UTC 13F-HR PTM WEALTH MANAGEMENT, LLC CIK 0002061027 2026 Q2 Open parsed portfolio 61 $222,001,081 Open SEC source
06 Aug 2026, 11:30:51 UTC 13F-HR FARLEY CAPITAL L.P. CIK 0001479465 2026 Q2 Open parsed portfolio 15 $127,397,379 Open SEC source
06 Aug 2026, 11:29:26 UTC 13F-HR Centric Wealth Management CIK 0001752761 2026 Q2 Open parsed portfolio 209 $636,168,131 Open SEC source
06 Aug 2026, 11:28:21 UTC 13F-HR Prospect Hill Management, LLC CIK 0001837320 2026 Q2 Open parsed portfolio 14 $257,489,064 Open SEC source
06 Aug 2026, 11:28:19 UTC 13F-HR Prospect Financial Services LLC CIK 0002012519 2026 Q2 Open parsed portfolio 115 $197,430,919 Open SEC source
06 Aug 2026, 11:25:08 UTC 13F-HR Private Advisory Group LLC CIK 0001632965 2026 Q2 Open parsed portfolio 287 $1,799,517,683 Open SEC source
06 Aug 2026, 11:24:04 UTC 13F-HR Focus Advisor Solutions, LLC CIK 0001868872 2026 Q2 Open parsed portfolio 1,243 $11,796,972,384 Open SEC source
06 Aug 2026, 11:23:03 UTC 13F-HR Frontier Asset Management, LLC CIK 0001910146 2026 Q2 Open parsed portfolio 90 $558,317,818 Open SEC source
06 Aug 2026, 11:20:30 UTC 13F-HR State of Wyoming CIK 0001821626 2026 Q2 Open parsed portfolio 1,869 $989,132,330 Open SEC source
06 Aug 2026, 11:20:22 UTC 13F-HR PW ADVISORS, LLC \ FL CIK 0002095919 2026 Q2 Open parsed portfolio 36 $149,830,359 Open SEC source
06 Aug 2026, 11:19:55 UTC 13F-HR CINCINNATI FINANCIAL CORP CIK 0000020286 2026 Q2 Open parsed portfolio 56 $5,232,201,412 Open SEC source
06 Aug 2026, 11:18:17 UTC 13F-HR Plante Moran Financial Advisors, LLC CIK 0001424717 2026 Q2 Open parsed portfolio 1,589 $2,149,803,805 Open SEC source
06 Aug 2026, 11:17:53 UTC 13F-HR United Financial Planning Group LLC CIK 0002088337 2026 Q2 Open parsed portfolio 465 $196,938,382 Open SEC source
06 Aug 2026, 11:15:42 UTC 13F-HR LSV ASSET MANAGEMENT CIK 0001050470 2026 Q2 Open parsed portfolio 877 $55,104,325,000 Open SEC source
06 Aug 2026, 11:15:21 UTC 13F-HR O'Brien Greene & Co. Inc CIK 0001768635 2026 Q2 Open parsed portfolio 141 $362,402,279 Open SEC source
06 Aug 2026, 11:14:32 UTC 13F-HR ACORN CREEK CAPITAL LLC CIK 0001994827 2026 Q2 Open parsed portfolio 87 $299,200,016 Open SEC source
06 Aug 2026, 11:14:15 UTC 13F-HR CSU Producer Resources, Inc. CIK 0001534469 2026 Q2 Open parsed portfolio 22 $30,360,297 Open SEC source
06 Aug 2026, 11:12:38 UTC 13F-HR Pettee Investors, Inc. CIK 0001596901 2026 Q2 Open parsed portfolio 115 $203,220,310 Open SEC source
06 Aug 2026, 11:11:53 UTC 13F-HR Cincinnati Specialty Underwriters Insurance CO CIK 0001426763 2026 Q2 Open parsed portfolio 45 $448,986,174 Open SEC source
06 Aug 2026, 11:11:32 UTC 13F-HR Clearwater Capital Advisors, LLC CIK 0001690531 2026 Q2 Open parsed portfolio 189 $1,364,573,533 Open SEC source
06 Aug 2026, 11:10:15 UTC 13F-HR CINCINNATI INDEMNITY CO CIK 0001279886 2026 Q2 Open parsed portfolio 11 $41,068,040 Open SEC source
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