What is the latest quarterly 13F reporting period?

The most recent quarter with processed 13F filings is 2026-06-30. Across that period, tracked institutions reported $13.0T in aggregate buys and $6.4T in aggregate sells, with 8713 institutions filing updates.

Which institutions made the most notable moves this quarter?

Ranked by total buy + sell activity, the most active institutions this quarter were: 1. American Assets Capital Advisers, LLC — bought $13.0M, sold $157.2M 2. Integrated Wealth Management — bought $34.8M, sold $33.5M 3. Geremia Financial Services, LLC — bought $1.6M, sold $61.7M

What counts as a "notable move" in a portfolio update?

A notable move is any new position opened, existing position added to or trimmed, or position fully exited between two consecutive 13F reporting quarters — as opposed to positions whose weight stayed effectively unchanged.

Where does this data come from and how often is it updated?

All position changes are derived from SEC Form 13F filings via SEC EDGAR, comparing each institution's holdings between consecutive reporting quarters. Data refreshes as each quarter's filings are processed.

Portfolio Updates

Market Overview

Sector Rotations

Inkwell Capital LLC

John & Kathleen Schreiber Foundation

Fortress Financial Solutions, LLC

One Wealth Management Investment & Advisory Services, LLC

Aip, LLC

Formulate Financial LLC

American Assets Capital Advisers, LLC

Capitol Family Office, Inc.

Integrated Wealth Management

Prism Planning Partners LLC

Geremia Financial Services, LLC

In-Depth Partners, LLC

Frequently Asked Questions