13F portfolio feed

Latest 13F Portfolio Filings

Showing filings accepted since 01 Oct 2026. Each row links to the manager profile, parsed portfolio, and original SEC source.

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Recent 13F signals

Latest portfolio disclosures to inspect

Each card links to the parsed portfolio and original SEC filing.

13F portfolio

Yorktown Management & Research Co Inc

CIK 0001313559

13F-HR Q3 2026
CIK
0001313559
Source
SEC 13F-HR
Action
13F-HR accepted
Value
252 holdings / $149,682,310
Filed
28 Oct 2026, 10:33:42 UTC
Period
2026 Q3

Review the newly filed portfolio, top holdings, and source evidence before comparing the manager with other ownership signals.

13F portfolio

CULLEN/FROST BANKERS, INC.

CIK 0000039263

13F-HR Q3 2026
CIK
0000039263
Source
SEC 13F-HR
Action
13F-HR accepted
Value
holdings / $10,215,112,707
Filed
28 Oct 2026, 10:27:12 UTC
Period
2026 Q3

Review the newly filed portfolio, top holdings, and source evidence before comparing the manager with other ownership signals.

13F portfolio

Convergence Investment Partners, LLC

CIK 0001456133

13F-HR Q3 2026
CIK
0001456133
Source
SEC 13F-HR
Action
13F-HR accepted
Value
232 holdings / $1,347,353,421
Filed
28 Oct 2026, 10:20:53 UTC
Period
2026 Q3

Review the newly filed portfolio, top holdings, and source evidence before comparing the manager with other ownership signals.

13F portfolio

Reflection Asset Management

CIK 0002108398

13F-HR Q3 2026
CIK
0002108398
Source
SEC 13F-HR
Action
13F-HR accepted
Value
154 holdings / $240,999,463
Filed
28 Oct 2026, 10:12:32 UTC
Period
2026 Q3

Review the newly filed portfolio, top holdings, and source evidence before comparing the manager with other ownership signals.

13F portfolio

MEYER HANDELMAN CO

CIK 0000045319

13F-HR Q3 2026
CIK
0000045319
Source
SEC 13F-HR
Action
13F-HR accepted
Value
275 holdings / $3,493,976,535
Filed
28 Oct 2026, 10:11:17 UTC
Period
2026 Q3

Review the newly filed portfolio, top holdings, and source evidence before comparing the manager with other ownership signals.

13F portfolio

DUMONT & BLAKE INVESTMENT ADVISORS LLC

CIK 0001287618

13F-HR Q3 2026
CIK
0001287618
Source
SEC 13F-HR
Action
13F-HR accepted
Value
180 holdings / $398,093,408
Filed
28 Oct 2026, 10:05:33 UTC
Period
2026 Q3

Review the newly filed portfolio, top holdings, and source evidence before comparing the manager with other ownership signals.

Latest SEC Form 13F filings with manager, report period, holdings count, reported value, and source actions.
SEC accepted Form Manager / CIK Filing report Reported holdings Reported value Actions
28 Oct 2026, 10:33:42 UTC 13F-HR Yorktown Management & Research Co Inc CIK 0001313559 2026 Q3 Open parsed portfolio 252 $149,682,310 Open SEC source
28 Oct 2026, 10:27:12 UTC 13F-HR CULLEN/FROST BANKERS, INC. CIK 0000039263 2026 Q3 Open parsed portfolio $10,215,112,707 Open SEC source
28 Oct 2026, 10:20:53 UTC 13F-HR Convergence Investment Partners, LLC CIK 0001456133 2026 Q3 Open parsed portfolio 232 $1,347,353,421 Open SEC source
28 Oct 2026, 10:12:32 UTC 13F-HR Reflection Asset Management CIK 0002108398 2026 Q3 Open parsed portfolio 154 $240,999,463 Open SEC source
28 Oct 2026, 10:11:17 UTC 13F-HR MEYER HANDELMAN CO CIK 0000045319 2026 Q3 Open parsed portfolio 275 $3,493,976,535 Open SEC source
28 Oct 2026, 10:05:33 UTC 13F-HR DUMONT & BLAKE INVESTMENT ADVISORS LLC CIK 0001287618 2026 Q3 Open parsed portfolio 180 $398,093,408 Open SEC source
28 Oct 2026, 10:04:10 UTC 13F-HR Atlas Venture Advisors, Inc. CIK 0001767432 2026 Q3 Open parsed portfolio 3 $111,191,095 Open SEC source
28 Oct 2026, 10:01:05 UTC 13F-HR Mastercard Foundation Asset Management Corp CIK 0002006397 2026 Q3 Open parsed portfolio 3 $32,688,743,873 Open SEC source
28 Oct 2026, 09:57:49 UTC 13F-HR WT Asset Management Ltd CIK 0001780365 2026 Q3 Open parsed portfolio 44 $6,184,009,198 Open SEC source
28 Oct 2026, 09:57:06 UTC 13F-HR AAF Wealth Management, LLC CIK 0001726609 2026 Q3 Open parsed portfolio 59 $275,147,318 Open SEC source
28 Oct 2026, 09:56:20 UTC 13F-HR Vested Financial Planning, LLC CIK 0002044679 2026 Q3 Open parsed portfolio 30 $143,004,728 Open SEC source
28 Oct 2026, 09:55:27 UTC 13F-HR Aljian Capital Management, LLC CIK 0001731260 2026 Q3 Open parsed portfolio 130 $552,673,875 Open SEC source
28 Oct 2026, 09:54:40 UTC 13F-HR Donor Advised Charitable Giving, Inc. CIK 0001535839 2026 Q3 Open parsed portfolio 36 $5,158,086,659 Open SEC source
28 Oct 2026, 09:54:28 UTC 13F-HR SkyOak Wealth, LLC CIK 0001800379 2026 Q3 Open parsed portfolio 239 $615,625,855 Open SEC source
28 Oct 2026, 09:53:18 UTC 13F-HR RBA Wealth Management, LLC CIK 0001776296 2026 Q3 Open parsed portfolio 119 $315,791,782 Open SEC source
28 Oct 2026, 09:52:57 UTC 13F-HR Evergreen Advisors, LLC CIK 0001762294 2026 Q3 Open parsed portfolio 31 $465,923,875 Open SEC source
28 Oct 2026, 09:52:39 UTC 13F-HR Navigation Group, LLC CIK 0002132497 2026 Q3 Open parsed portfolio 123 $501,369,360 Open SEC source
28 Oct 2026, 09:44:17 UTC 13F-HR Diversified Investment Strategies, LLC CIK 0001427196 2026 Q3 Open parsed portfolio 56 $154,120,195 Open SEC source
28 Oct 2026, 09:37:14 UTC 13F-HR Towne Trust Company, N.A CIK 0001102256 2026 Q3 Open parsed portfolio $340,507,140 Open SEC source
28 Oct 2026, 09:35:47 UTC 13F-HR Vert Asset Management LLC CIK 0001904664 2026 Q3 Open parsed portfolio 47 $338,230,409 Open SEC source
28 Oct 2026, 09:31:38 UTC 13F-HR Clear Creek Financial Management, LLC CIK 0001784235 2026 Q3 Open parsed portfolio 617 $1,325,295,863 Open SEC source
28 Oct 2026, 09:27:16 UTC 13F-HR NIPPON LIFE INSURANCE CO CIK 0000905591 2026 Q3 Open parsed portfolio 4 $6,602,876,000 Open SEC source
28 Oct 2026, 09:16:48 UTC 13F-HR Cove Private Wealth, LLC CIK 0002015131 2026 Q3 Open parsed portfolio 212 $570,007,734 Open SEC source
28 Oct 2026, 09:14:45 UTC 13F-HR Verde Capital Management CIK 0001802891 2026 Q3 Open parsed portfolio 73 $572,741,078 Open SEC source
28 Oct 2026, 08:58:39 UTC 13F-HR Waterway Wealth Management, LLC CIK 0001992193 2026 Q3 Open parsed portfolio 109 $527,834,404 Open SEC source
28 Oct 2026, 08:56:27 UTC 13F-HR Sidoxia Capital Management, LLC CIK 0002132534 2026 Q3 Open parsed portfolio 86 $142,493,085 Open SEC source
28 Oct 2026, 08:55:39 UTC 13F-HR CUTLER INVESTMENT COUNSEL LLC CIK 0001285973 2026 Q3 Open parsed portfolio 156 $1,055,217,018 Open SEC source
28 Oct 2026, 08:54:49 UTC 13F-HR Park Edge Advisors, LLC CIK 0001965659 2026 Q3 Open parsed portfolio 152 $468,198,220 Open SEC source
28 Oct 2026, 08:53:26 UTC 13F-HR PRIMORIS WEALTH ADVISORS, LLC CIK 0001909619 2026 Q3 Open parsed portfolio 126 $214,709,468 Open SEC source
28 Oct 2026, 08:52:09 UTC 13F-HR LFG Wealth Partners, LLC CIK 0002044171 2026 Q3 Open parsed portfolio 105 $239,770,485 Open SEC source
28 Oct 2026, 08:49:42 UTC 13F-HR Gilbert Capital Group, Inc. CIK 0002035854 2026 Q3 Open parsed portfolio 60 $142,369,023 Open SEC source
28 Oct 2026, 08:49:00 UTC 13F-HR Collar Capital Management, LLC CIK 0002056719 2026 Q3 Open parsed portfolio 68 $167,215,463 Open SEC source
28 Oct 2026, 08:48:56 UTC 13F-HR Jones Kertz & Associates, Inc. CIK 0002104438 2026 Q3 Open parsed portfolio 66 $202,384,218 Open SEC source
28 Oct 2026, 08:44:23 UTC 13F-HR WMG Financial Advisors, LLC CIK 0001906711 2026 Q3 Open parsed portfolio 105 $262,817,635 Open SEC source
28 Oct 2026, 08:36:37 UTC 13F-HR United Community Bank CIK 0002000314 2026 Q3 Open parsed portfolio $335,928,952 Open SEC source
28 Oct 2026, 07:53:41 UTC 13F-HR Raiffeisen Bank International AG CIK 0002044885 2026 Q3 Open parsed portfolio $8,659,773,143 Open SEC source
28 Oct 2026, 07:43:46 UTC 13F-HR Alliance Wealth Advisors, LLC /UT CIK 0001893261 2026 Q3 Open parsed portfolio 224 $548,403,291 Open SEC source
28 Oct 2026, 07:19:57 UTC 13F-HR Temasek Holdings (Private) Ltd CIK 0001021944 2026 Q3 Open parsed portfolio 179 $36,397,341,872 Open SEC source
28 Oct 2026, 07:12:26 UTC 13F-HR Intesa Sanpaolo Wealth Management CIK 0002110902 2026 Q3 Open parsed portfolio $591,972,963 Open SEC source
28 Oct 2026, 06:15:05 UTC 13F-HR Nationwide Fund Advisors CIK 0001097218 2026 Q3 Open parsed portfolio 8 $2,312,821,176 Open SEC source
28 Oct 2026, 06:08:30 UTC 13F-HR Dynamic Financial Group CIK 0002061178 2026 Q3 Open parsed portfolio 78 $137,511,832 Open SEC source
28 Oct 2026, 06:07:04 UTC 13F-HR HOWARD WEALTH MANAGEMENT, LLC CIK 0001766286 2026 Q3 Open parsed portfolio 150 $276,858,657 Open SEC source
28 Oct 2026, 06:00:43 UTC 13F-HR Crystal Rock Capital Management CIK 0001510668 2026 Q3 Open parsed portfolio 34 $190,117,987 Open SEC source
27 Oct 2026, 21:58:35 UTC 13F-HR China Universal Asset Management Co., Ltd. CIK 0001906594 2026 Q3 Open parsed portfolio 522 $1,918,365,201 Open SEC source
27 Oct 2026, 21:02:27 UTC 13F-HR Ironwood Wealth Management, LLC. CIK 0001692820 2026 Q3 Open parsed portfolio 50 $463,387,746 Open SEC source
27 Oct 2026, 19:39:19 UTC 13F-HR TOWER TRUST & INVESTMENT Co CIK 0002067591 2026 Q3 Open parsed portfolio 217 $174,251,198 Open SEC source
27 Oct 2026, 18:34:06 UTC 13F-HR Hoffman, Alan N Investment Management CIK 0001848530 2026 Q3 Open parsed portfolio 14 $185,958,969 Open SEC source
27 Oct 2026, 18:22:29 UTC 13F-HR CHILDRESS CAPITAL ADVISORS, LLC CIK 0001849561 2026 Q3 Open parsed portfolio 406 $645,770,661 Open SEC source
27 Oct 2026, 18:21:39 UTC 13F-HR Shakespeare Wealth Management, LLC CIK 0001658509 2026 Q3 Open parsed portfolio 111 $517,456,779 Open SEC source
27 Oct 2026, 18:17:10 UTC 13F-HR MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd CIK 0001058231 2026 Q3 Open parsed portfolio 67 $1,023,481,000 Open SEC source
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