13F portfolio feed

Latest 13F Portfolio Filings

Showing filings accepted since 01 Apr 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

Disciplina Capital Management LLC

CIK 0001993404

13F-HR Q1 2026
CIK
0001993404
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
68 holdings / $923,668,109
Filed
07 May 2026, 11:56:56 UTC
Period
2026 Q1

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

13F portfolio

EULAV Asset Management

CIK 0001540826

13F-HR Q1 2026
CIK
0001540826
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
133 holdings / $3,124,194,368
Filed
07 May 2026, 11:56:10 UTC
Period
2026 Q1

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

13F portfolio

SUMMITPOINT CAPITAL MANAGEMENT

CIK 0002108283

13F-HR Q1 2026
CIK
0002108283
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
35 holdings / $78,766,120
Filed
07 May 2026, 11:52:52 UTC
Period
2026 Q1

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

13F portfolio

MA Private Wealth

CIK 0001767474

13F-HR Q1 2026
CIK
0001767474
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
86 holdings / $591,369,890
Filed
07 May 2026, 11:51:43 UTC
Period
2026 Q1

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

13F portfolio

Centerpoint Advisors, LLC

CIK 0001733788

13F-HR Q1 2026
CIK
0001733788
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
392 holdings / $307,334,000
Filed
07 May 2026, 11:50:15 UTC
Period
2026 Q1

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

13F portfolio

LEGACY CAPITAL WEALTH MANAGEMENT, LLC

CIK 0002071183

13F-HR Q1 2026
CIK
0002071183
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
61 holdings / $171,051,922
Filed
07 May 2026, 11:49:14 UTC
Period
2026 Q1

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
07 May 2026, 11:56:56 UTC 13F-HR Disciplina Capital Management LLC CIK 0001993404 2026 Q1 Open parsed portfolio 68 $923,668,109 Open SEC source
07 May 2026, 11:56:10 UTC 13F-HR EULAV Asset Management CIK 0001540826 2026 Q1 Open parsed portfolio 133 $3,124,194,368 Open SEC source
07 May 2026, 11:52:52 UTC 13F-HR SUMMITPOINT CAPITAL MANAGEMENT CIK 0002108283 2026 Q1 Open parsed portfolio 35 $78,766,120 Open SEC source
07 May 2026, 11:51:43 UTC 13F-HR MA Private Wealth CIK 0001767474 2026 Q1 Open parsed portfolio 86 $591,369,890 Open SEC source
07 May 2026, 11:50:15 UTC 13F-HR Centerpoint Advisors, LLC CIK 0001733788 2026 Q1 Open parsed portfolio 392 $307,334,000 Open SEC source
07 May 2026, 11:49:14 UTC 13F-HR LEGACY CAPITAL WEALTH MANAGEMENT, LLC CIK 0002071183 2026 Q1 Open parsed portfolio 61 $171,051,922 Open SEC source
07 May 2026, 11:43:56 UTC 13F-HR BAHL & GAYNOR INC CIK 0000872259 2026 Q1 Open parsed portfolio 327 $19,829,955,637 Open SEC source
07 May 2026, 11:43:13 UTC 13F-HR ACTION POINT FINANCIAL PLANNING, LLC CIK 0002116119 2026 Q1 Open parsed portfolio 69 $112,097,117 Open SEC source
07 May 2026, 11:39:11 UTC 13F-HR DIAMOND HILL CAPITAL MANAGEMENT INC CIK 0001217541 2026 Q1 Open parsed portfolio 187 $15,988,087,836 Open SEC source
07 May 2026, 11:35:58 UTC 13F-HR Gamma As Sector CIK 0001475373 2026 Q1 Open parsed portfolio 42 $423,489,426 Open SEC source
07 May 2026, 11:34:56 UTC 13F-HR AustralianSuper Pty Ltd CIK 0001694164 2026 Q1 Open parsed portfolio 277 $19,185,515,546 Open SEC source
07 May 2026, 11:34:27 UTC 13F-HR Robert Bosch GmbH CIK 0001882360 2026 Q1 Open parsed portfolio 3 $160,356,805 Open SEC source
07 May 2026, 11:31:51 UTC 13F-HR PATRICK M SWEENEY & ASSOCIATES, INC CIK 0002010453 2026 Q1 Open parsed portfolio 164 $155,993,964 Open SEC source
07 May 2026, 11:30:56 UTC 13F-HR ALLIUM FINANCIAL ADVISORS, LLC CIK 0002067277 2026 Q1 Open parsed portfolio 79 $124,709,776 Open SEC source
07 May 2026, 11:29:19 UTC 13F-HR CFG Wealth Management Services, Inc. CIK 0002133547 2026 Q1 Open parsed portfolio 152 $110,112,683 Open SEC source
07 May 2026, 11:20:18 UTC 13F-HR Intellus Advisors LLC CIK 0002055137 2026 Q1 Open parsed portfolio 125 $731,807,044 Open SEC source
07 May 2026, 11:19:31 UTC 13F-HR CFG Wealth Management Services, Inc. CIK 0002133547 2025 Q4 Open parsed portfolio 157 $109,651,846 Open SEC source
07 May 2026, 11:18:18 UTC 13F-HR Beck Bode, LLC CIK 0001790548 2026 Q1 Open parsed portfolio 92 $590,615,885 Open SEC source
07 May 2026, 11:16:46 UTC 13F-HR INSIGHT 2811, INC. CIK 0001334952 2026 Q1 Open parsed portfolio 98 $230,010,179 Open SEC source
07 May 2026, 11:16:29 UTC 13F-HR HARBOR ADVISORY CORP /MA/ CIK 0001100710 2026 Q1 Open parsed portfolio 79 $332,774,480 Open SEC source
07 May 2026, 11:11:40 UTC 13F-HR FourThought Financial Partners, LLC CIK 0001956790 2026 Q1 Open parsed portfolio 384 $1,158,909,055 Open SEC source
07 May 2026, 11:11:30 UTC 13F-HR Robeco Schweiz AG CIK 0001418427 2026 Q1 Open parsed portfolio 126 $4,728,551,952 Open SEC source
07 May 2026, 11:10:54 UTC 13F-HR BRUNI J V & CO /CO CIK 0001078841 2026 Q1 Open parsed portfolio 31 $957,756,329 Open SEC source
07 May 2026, 11:10:48 UTC 13F-HR T3 Companies, LLC CIK 0002052441 2026 Q1 Open parsed portfolio 103 $73,288,594 Open SEC source
07 May 2026, 11:10:26 UTC 13F-HR WT Asset Management Ltd CIK 0001780365 2026 Q1 Open parsed portfolio 32 $4,764,052,688 Open SEC source
07 May 2026, 11:08:21 UTC 13F-HR Blind Man Capital, LLC CIK 0002111811 2026 Q1 Open parsed portfolio 0 $0 Open SEC source
07 May 2026, 11:08:06 UTC 13F-HR DAVIS SELECTED ADVISERS CIK 0001036325 2026 Q1 Open parsed portfolio 112 $21,781,443,023 Open SEC source
07 May 2026, 11:08:03 UTC 13F-HR Fi3 FINANCIAL ADVISORS, LLC CIK 0001862427 2026 Q1 Open parsed portfolio 218 $346,442,282 Open SEC source
07 May 2026, 11:05:43 UTC 13F-HR Tacita Capital Inc CIK 0001846287 2026 Q1 Open parsed portfolio 238 $168,908,513 Open SEC source
07 May 2026, 11:03:43 UTC 13F-HR Warberg Asset Management LLC CIK 0001597506 2026 Q1 Open parsed portfolio 166 $337,827,128 Open SEC source
07 May 2026, 11:03:12 UTC 13F-HR Lazard Freres Gestion S.A.S. CIK 0001426748 2026 Q1 Open parsed portfolio 123 $5,071,148,000 Open SEC source
07 May 2026, 11:00:16 UTC 13F-HR WILKINS INVESTMENT COUNSEL INC CIK 0001276853 2026 Q1 Open parsed portfolio 119 $698,182,626 Open SEC source
07 May 2026, 10:58:26 UTC 13F-HR STEEL GROVE CAPITAL ADVISORS, LLC CIK 0001166308 2026 Q1 Open parsed portfolio 218 $947,794,938 Open SEC source
07 May 2026, 10:58:02 UTC 13F-HR Richard Young Associates, Ltd. CIK 0002107563 2026 Q1 Open parsed portfolio 25 $131,701,948 Open SEC source
07 May 2026, 10:57:51 UTC 13F-HR Key Capital Management, INC CIK 0002107249 2026 Q1 Open parsed portfolio 686 $151,429,900 Open SEC source
07 May 2026, 10:57:25 UTC 13F-HR BlueStem Wealth Partners, LLC CIK 0001977465 2026 Q1 Open parsed portfolio 124 $899,867,340 Open SEC source
07 May 2026, 10:55:44 UTC 13F-HR Oak Barrel Wealth Advisory LLC CIK 0002116315 2025 Q4 Open parsed portfolio 79 $167,302,444 Open SEC source
07 May 2026, 10:55:12 UTC 13F-HR FIRST NATIONAL TRUST CO CIK 0001277303 2026 Q1 Open parsed portfolio 405 $2,934,984,667 Open SEC source
07 May 2026, 10:53:38 UTC 13F-HR BEARING POINT CAPITAL, LLC CIK 0002052916 2026 Q1 Open parsed portfolio 166 $638,373,556 Open SEC source
07 May 2026, 10:53:05 UTC 13F-HR SAGE FINANCIAL GROUP INC CIK 0000882119 2026 Q1 Open parsed portfolio 107 $1,537,100,494 Open SEC source
07 May 2026, 10:52:36 UTC 13F-HR LYELL WEALTH MANAGEMENT, LP CIK 0001686444 2026 Q1 Open parsed portfolio 216 $1,360,780,626 Open SEC source
07 May 2026, 10:51:23 UTC 13F-HR WULFF, HANSEN & CO. CIK 0000108634 2026 Q1 Open parsed portfolio 98 $97,908,772 Open SEC source
07 May 2026, 10:48:01 UTC 13F-HR Applied Capital LLC/FL CIK 0001965393 2026 Q1 Open parsed portfolio 91 $137,452,309 Open SEC source
07 May 2026, 10:47:09 UTC 13F-HR DOHENY ASSET MANAGEMENT /CA CIK 0000936936 2026 Q1 Open parsed portfolio 60 $153,403,000 Open SEC source
07 May 2026, 10:44:25 UTC 13F-HR Lakeshore Financial Planning, Inc. CIK 0002000571 2026 Q1 Open parsed portfolio 85 $275,847,888 Open SEC source
07 May 2026, 10:39:44 UTC 13F-HR Virtue Capital Management, LLC CIK 0001729985 2026 Q1 Open parsed portfolio 323 $650,494,180 Open SEC source
07 May 2026, 10:35:00 UTC 13F-HR Tidemark, LLC CIK 0002009591 2026 Q1 Open parsed portfolio 901 $393,473,995 Open SEC source
07 May 2026, 10:34:14 UTC 13F-HR Hoya Capital Real Estate, LLC CIK 0001756985 2026 Q1 Open parsed portfolio 9 $5,538,114 Open SEC source
07 May 2026, 10:27:54 UTC 13F-HR EPG Wealth Management LLC CIK 0001803058 2026 Q1 Open parsed portfolio 321 $368,111,284 Open SEC source
07 May 2026, 10:27:48 UTC 13F-HR Santori & Peters, Inc. CIK 0001730959 2026 Q1 Open parsed portfolio 79 $321,254,336 Open SEC source
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