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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
CFG Wealth Management Services, Inc.
Q1 2026 05/07/2026 $110.19 M 152 13F-HR
Intellus Advisors LLC
Q1 2026 05/07/2026 $731.81 M 125 13F-HR
Beck Bode, LLC
Q1 2026 05/07/2026 $590.95 M 100 13F-HR
INSIGHT 2811, INC.
Q1 2026 05/07/2026 $239.1 M 113 13F-HR
HARBOR ADVISORY CORP /MA/
Q1 2026 05/07/2026 $332.77 M 79 13F-HR
FourThought Financial Partners, LLC
Q1 2026 05/07/2026 $1.16 B 384 13F-HR
Robeco Schweiz AG
Q1 2026 05/07/2026 $4.73 B 126 13F-HR
BRUNI J V & CO /CO
Q1 2026 05/07/2026 $957.76 M 31 13F-HR
T3 Companies, LLC
Q1 2026 05/07/2026 $76.8 M 161 13F-HR
WT Asset Management Ltd
Q1 2026 05/07/2026 $4.77 B 32 13F-HR
Blind Man Capital, LLC
Q1 2026 05/07/2026 $0 0 13F-HR
DAVIS SELECTED ADVISERS
Q1 2026 05/07/2026 $21.78 B 112 13F-HR
Fi3 FINANCIAL ADVISORS, LLC
Q1 2026 05/07/2026 $346.44 M 218 13F-HR
Tacita Capital Inc
Q1 2026 05/07/2026 $168.91 M 238 13F-HR
Warberg Asset Management LLC
Q1 2026 05/07/2026 $599.63 M 192 13F-HR
Lazard Freres Gestion S.A.S.
Q1 2026 05/07/2026 $5.07 B 123 13F-HR
WILKINS INVESTMENT COUNSEL INC
Q1 2026 05/07/2026 $698.18 M 119 13F-HR
STEEL GROVE CAPITAL ADVISORS, LLC
Q1 2026 05/07/2026 $949.22 M 221 13F-HR
Richard Young Associates, Ltd.
Q1 2026 05/07/2026 $131.7 M 25 13F-HR
Key Capital Management, INC
Q1 2026 05/07/2026 $151.43 M 687 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