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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
PVG ASSET MANAGEMENT CORP
Q1 2026 06/16/2026 $169.38 M 125 13F-HR
Empowered Funds, LLC
Q1 2026 06/15/2026 $15.67 B 8620 13F-HR/A
Steelhead Wealth Management LLC
Q1 2026 06/15/2026 $197.26 M 84 13F-HR
J. R. Prunier Capital Management LLC
Q1 2026 06/15/2026 $235.24 M 67 13F-HR
Lombard Odier Asset Management (Europe) Ltd
Q1 2026 06/15/2026 $14.02 M 1 13F-HR/A
ZAZOVE ASSOCIATES LLC
Q1 2026 06/15/2026 $1.16 B 171 13F-HR
Carmignac Gestion
Q1 2026 06/15/2026 $6.51 B 112 13F-HR
LANDESBANK BADEN-WUERTTEMBERG
Q1 2026 06/12/2026 $489.83 M 7 13F-HR
SHARIAPORTFOLIO, INC.
Q1 2026 06/12/2026 $225.85 M 40 13F-HR
Defilade Capital Management, L.P.
Q1 2026 06/12/2026 $712.18 M 31 13F-HR/A
Militia Capital Management LLC
Q1 2026 06/12/2026 $454.06 M 267 13F-HR/A
S&A Financial Services, Inc.
Q1 2026 06/11/2026 $145.56 M 87 13F-HR
E-Wealth Partners, LLC
Q1 2026 06/11/2026 $123.83 M 56 13F-HR
Three Bearings Fiduciary Advisors, Inc.
Q1 2026 06/11/2026 $103.34 M 329 13F-HR
LFG Wealth Partners, LLC
Q1 2026 06/11/2026 $165.8 M 89 13F-HR
Brandywine Financial Group
Q1 2026 06/10/2026 $117.79 M 36 13F-HR
Curry Webb Wealth Management LLC
Q1 2026 06/10/2026 $211.62 M 63 13F-HR
US Asset Management LLC
Q1 2026 06/10/2026 $115.42 M 117 13F-HR
Lifeyrissjodur verzlunarmanna (Pension Fund of Commerce)
Q1 2026 06/10/2026 $204 M 1 13F-HR
Dakota Community Bank & Trust NA
Q1 2026 06/10/2026 $295.6 M 96 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