SEC form type
13F-HR· Institutional holdings
Quarterly disclosure of equity holdings by institutional investment managers with $100M+ AUM.
- Cadence
- Quarterly
- Audience
- investor
New to 13F-HR? Read the plain-English explainer — what it is, who files it, and how to read one.
13F-HR explained →Recent filings · 23 indexed
- Vertex Investment Solutions Co., Ltd.0000898432-26-000299
- Munich Reinsurance Co Stock Corp in Munich0001019056-26-000084
- GreatBanc Trust CO0001427099-26-000004
- CORRADO ADVISORS, LLC0001482611-26-000002
- Accredited Investors Inc.0001518364-26-000003
- Csenge Advisory Group0001715593-26-000002
- Range Financial Group LLC0001928635-26-000003
- COMMONS CAPITAL, LLC0001951757-26-000761
- Financial Freedom, LLC0001965484-26-000002
- Socha Financial Group, LLC0001967966-26-000002
- BERNZOTT CAPITAL ADVISORS0002000324-26-001790
- Sollinda Capital Management LLC0002012034-26-000002
- Jordan Park Trust Co LLC0002051108-26-000004
- Alessandra Capital Management, LLC0002085853-26-000541
- ES4, LLC0002095578-26-000004
- Walker Financial Services, Inc.0001172661-26-001556
- Steele Capital Management, Inc.0001646695-26-000002
- BFSG, LLC0001706836-26-000002
- HARTLINE INVESTMENT CORP/0001754960-26-000342
- AM INVESTMENT STRATEGIES LLC0001818897-26-000002
- David Kennon Inc0001954126-26-000002
- Northwest Wealth Advisors, LLC0002085853-26-000523
- Downshift Financial, LLC0002118380-26-000002
Frequently asked
- What is a 13F-HR filing?
- Quarterly disclosure of equity holdings by institutional investment managers with $100M+ AUM.
- How often is a 13F-HR filed?
- 13F-HR filings are filed on a quarterly cadence.
- Who reads 13F-HR filings?
- 13F-HR filings are primarily relevant to investors and analysts.
- Where can I read 13F-HR filings?
- Every 13F-HR filing is public and filed with the U.S. SEC through EDGAR. SecFilingDex indexes 23 recent 13F-HR filings, each linking back to its original EDGAR source.
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Source: SEC EDGAR. SecFilingDex is independently operated and not affiliated with the U.S. Securities and Exchange Commission. EDGAR is the authoritative source for all filings.
Sister property: HoldLens — applied-analysis surface for tracked superinvestors. Where SecFilingDex catalogs every filing, HoldLens reads the 13F-HR filings of 30 tracked managers on a −100..+100 ConvictionScore.