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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
Diversified Enterprises, LLC
Q2 2026 07/31/2026 $2.07 B 425 13F-HR
Navigoe, LLC
Q2 2026 07/31/2026 $191,236 1224 13F-HR
CASTLE WEALTH MANAGEMENT LLC
Q2 2026 07/31/2026 $337.57 M 143 13F-HR
Harfst & Associates, Inc.
Q2 2026 07/31/2026 $643.4 M 124 13F-HR
Simmons Bank
Q2 2026 07/31/2026 $1.75 B 832 13F-HR
Jacobi Capital Management LLC
Q2 2026 07/31/2026 $2.04 B 644 13F-HR
Linscomb Wealth, Inc.
Q2 2026 07/31/2026 $2.31 B 311 13F-HR
CAMBIAR INVESTORS LLC
Q2 2026 07/31/2026 $2.3 B 150 13F-HR
West Tower Group, LLC
Q2 2026 07/31/2026 $35.62 M 47 13F-HR
Garde Capital, Inc.
Q2 2026 07/31/2026 $2.23 B 252 13F-HR
NATURAL INVESTMENTS, LLC
Q2 2026 07/31/2026 $455.25 M 301 13F-HR
MARKEL GROUP INC.
Q2 2026 07/31/2026 $13.13 B 205 13F-HR
Lakeshore Capital Group, Inc.
Q2 2026 07/31/2026 $135.09 M 89 13F-HR
Bannerstone Capital Management, LLC
Q2 2026 07/31/2026 $119.11 M 113 13F-HR
Belvedere Trading LLC
Q2 2026 07/31/2026 $87.61 B 1038 13F-HR
Evergreen Wealth Management, LLC
Q2 2026 07/31/2026 $213.28 M 55 13F-HR
Powers Advisory Group, LLC
Q2 2026 07/31/2026 $319.09 M 130 13F-HR
CAMDEN NATIONAL BANK
Q2 2026 07/31/2026 $767.48 M 283 13F-HR
Manuka Financial, LLC
Q2 2026 07/31/2026 $192.62 M 55 13F-HR
Providence Financial Advisors, LLC
Q2 2026 07/31/2026 $175.81 M 60 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