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Latest 13F Filings

Real-time tracker of newly submitted 13F filings from all institutions to the SEC

Filer Name
Report For
Filed At
AUM
Holdings
Form Type
LANE BROTHERS & CO INC
Q4 2025 03/13/2026 $138.19 M 83 13F-HR
Fund Advisors of America Inc/FL
Q4 2025 03/13/2026 $109.02 M 119 13F-HR
Thrive Capital Management, LLC
Q4 2025 03/13/2026 $352.09 M 4 13F-HR/A
Spear Advisors LLC
Q4 2025 03/13/2026 $142.69 M 21 13F-HR
DEMMING FINANCIAL SERVICES CORP /ADV
Q4 2025 03/13/2026 $133.01 M 35 13F-HR
ARP Global Capital Ltd
Q4 2025 03/12/2026 $331.42 M 28 13F-HR
World Investment Advisors
Q4 2025 03/12/2026 $6.16 B 1468 13F-HR/A
PEAK6 LLC
Q4 2025 03/12/2026 $53.76 B 2827 13F-HR/A
Vericrest Private Wealth
Q4 2025 03/12/2026 $112.52 M 47 13F-HR
Farmers National Bank
Q4 2025 03/12/2026 $448.01 M 251 13F-HR
Winthrop Partners - WNY, LLC
Q4 2025 03/12/2026 $185.69 M 84 13F-HR
Nalls Sherbakoff Group, LLC
Q4 2025 03/12/2026 $138.65 M 442 13F-HR
Bawa N Mallick Trust
Q4 2025 03/12/2026 $269.28 M 73 13F-HR
Eos Management, L.P.
Q4 2025 03/12/2026 $256.83 M 43 13F-HR/A
Meadowbrook Advisors Group, LLC
Q4 2025 03/11/2026 $178.39 M 132 13F-HR
DUTCH ASSET Corp
Q4 2025 03/11/2026 $129.85 M 85 13F-HR
Larry Mathis Financial Planning, LLC
Q4 2025 03/11/2026 $113.35 M 157 13F-HR
AG Campbell Advisory, LLC
Q4 2025 03/11/2026 $158.36 M 5 13F-HR/A
Green Ridge Wealth Planning LLC
Q4 2025 03/11/2026 $195.56 M 87 13F-HR
Downshift Financial, LLC
Q4 2025 03/11/2026 $162.17 M 68 13F-HR

Understanding 13F Filings

What are 13F Filings?

13F filings are quarterly reports that institutional investment managers with over $100 million in assets under management must file with the SEC.

  • Filed within 45 days of quarter end
  • 13F filings show long holdings in public securities by managers with over $100M in assets.
  • Provide transparency into institutional investing
  • Include number of shares and market value

Why 13F Data Matters

13F filings provide valuable insights into the investment strategies and portfolio changes of the world's most successful money managers.

  • Track smart money movements and trends
  • Identify popular stocks among institutions
  • Analyze portfolio concentration and diversification
  • Discover investment opportunities and risks

Filing Schedule

Due 45 days after quarter-end, adjusted for holidays

Reporting Threshold

$100M+ AUM required • $200K+ position minimum

Data Limitations

45-day lag • Long positions only • No derivatives