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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
Anchor Investment Management, LLC
Q2 2026 09/15/2026 $1.33 B 1207 13F-HR
Reynders McVeigh Capital Management, LLC
Q2 2026 09/15/2026 $2.26 B 196 13F-HR
Arbiter Partners Capital Management LLC
Q2 2026 09/15/2026 $196.55 M 44 13F-HR/A
Cherry Tree Wealth Management, LLC
Q2 2026 09/15/2026 $531.51 M 594 13F-HR
SkyView Investment Advisors, LLC
Q2 2026 09/14/2026 $127.7 M 278 13F-HR
Revere Asset Management, Inc
Q2 2026 09/14/2026 $260.58 M 37 13F-HR
Talon Private Wealth, LLC
Q2 2026 09/11/2026 $854.91 M 405 13F-HR
SMITH CHAS P & ASSOCIATES PA CPAS
Q2 2026 09/11/2026 $1.97 B 199 13F-HR
Bullseye Investment Management, LLC
Q2 2026 09/11/2026 $203.47 M 321 13F-HR
Marathon Wealth Advisors LLC
Q2 2026 09/11/2026 $292.41 M 76 13F-HR
MENLO ADVISORS LLC
Q2 2026 09/10/2026 $227.92 M 30 13F-HR
ABS Direct Equity Fund LLC
Q2 2026 09/10/2026 $0 1 13F-HR/A
U S WEALTH GROUP, LLC.
Q2 2026 09/10/2026 $167.03 M 47 13F-HR
BASS LEE M /TX/
Q2 2026 09/10/2026 $0 0 13F-HR/A
Knoll Capital Management, LLC
Q2 2026 09/10/2026 $214.31 M 37 13F-HR/A
MANUFACTURERS LIFE INSURANCE COMPANY, THE
Q2 2026 09/09/2026 $128.15 B 2872 13F-HR/A
Palogic Value Management, L.P.
Q2 2026 09/09/2026 $306.15 M 198 13F-HR/A
MIRAMONTES CAPITAL, LLC
Q2 2026 09/09/2026 $321.31 M 141 13F-HR
Core Capital Management & Research, inc.
Q2 2026 09/09/2026 $190.27 M 286 13F-HR
Lotus Asset Management LLC
Q2 2026 09/09/2026 $113.01 M 43 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