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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5,101-5,150 of 9,551
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Current page
103

Recent 13F signals

Latest portfolio disclosures to inspect

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

13F portfolio

Lexington Partners L.P.

CIK 0001621157

13F-HR Q1 2026
CIK
0001621157
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
3 holdings / $366,402,054
Filed
06 May 2026, 17:22:42 UTC
Period
2026 Q1

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

13F portfolio

ECLIPSE OPERATIONS, LLC

CIK 0001908066

13F-HR Q1 2026
CIK
0001908066
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
1 holdings / $39,582,292
Filed
06 May 2026, 17:20:06 UTC
Period
2026 Q1

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

13F portfolio

BARTLETT & CO. WEALTH MANAGEMENT LLC

CIK 0002010186

13F-HR Q1 2026
CIK
0002010186
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
1,277 holdings / $7,779,001,995
Filed
06 May 2026, 17:19:08 UTC
Period
2026 Q1

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

13F portfolio

MTM Investment Management, LLC

CIK 0001831416

13F-HR Q1 2026
CIK
0001831416
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
709 holdings / $315,651,326
Filed
06 May 2026, 17:11:30 UTC
Period
2026 Q1

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

13F portfolio

Ranch Capital Advisors Inc.

CIK 0001793269

13F-HR Q1 2026
CIK
0001793269
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
153 holdings / $273,523,731
Filed
06 May 2026, 17:09:26 UTC
Period
2026 Q1

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

13F portfolio

Kesler, Norman & Wride, LLC

CIK 0001840455

13F-HR Q1 2026
CIK
0001840455
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
245 holdings / $580,741,247
Filed
06 May 2026, 17:03:17 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
06 May 2026, 17:22:42 UTC 13F-HR Lexington Partners L.P. CIK 0001621157 2026 Q1 Open parsed portfolio 3 $366,402,054 Open SEC source
06 May 2026, 17:20:06 UTC 13F-HR ECLIPSE OPERATIONS, LLC CIK 0001908066 2026 Q1 Open parsed portfolio 1 $39,582,292 Open SEC source
06 May 2026, 17:19:08 UTC 13F-HR BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 2026 Q1 Open parsed portfolio 1,277 $7,779,001,995 Open SEC source
06 May 2026, 17:11:30 UTC 13F-HR MTM Investment Management, LLC CIK 0001831416 2026 Q1 Open parsed portfolio 709 $315,651,326 Open SEC source
06 May 2026, 17:09:26 UTC 13F-HR Ranch Capital Advisors Inc. CIK 0001793269 2026 Q1 Open parsed portfolio 153 $273,523,731 Open SEC source
06 May 2026, 17:03:17 UTC 13F-HR Kesler, Norman & Wride, LLC CIK 0001840455 2026 Q1 Open parsed portfolio 245 $580,741,247 Open SEC source
06 May 2026, 17:02:16 UTC 13F-HR Watershed Asset Management, L.L.C. CIK 0001315926 2026 Q1 Open parsed portfolio 118 $96,497,563 Open SEC source
06 May 2026, 17:00:52 UTC 13F-HR Freemont Management S.A. CIK 0001609120 2026 Q1 Open parsed portfolio 119 $535,285,640 Open SEC source
06 May 2026, 16:52:12 UTC 13F-HR Sterling Financial Planning, Inc. CIK 0001844278 2026 Q1 Open parsed portfolio 117 $337,262,733 Open SEC source
06 May 2026, 16:50:37 UTC 13F-HR BENNINGFIELD FINANCIAL ADVISORS, LLC CIK 0002053653 2026 Q1 Open parsed portfolio 18 $126,730,103 Open SEC source
06 May 2026, 16:50:05 UTC 13F-HR JENNISON ASSOCIATES LLC CIK 0000053417 2026 Q1 Open parsed portfolio 562 $145,414,174,219 Open SEC source
06 May 2026, 16:49:16 UTC 13F-HR Aviance Capital Partners, LLC CIK 0001542383 2026 Q1 Open parsed portfolio 368 $853,968,110 Open SEC source
06 May 2026, 16:48:31 UTC 13F-HR Aurora Investment Counsel CIK 0001316397 2026 Q1 Open parsed portfolio 106 $180,316,957 Open SEC source
06 May 2026, 16:46:06 UTC 13F-HR/A McAlvany Wealth Management LLC CIK 0002123857 2026 Q1 - Restatement Open parsed portfolio 41 $148,479,594 Open SEC source
06 May 2026, 16:45:49 UTC 13F-HR Annis Gardner Whiting Capital Advisors, LLC CIK 0001998414 2026 Q1 Open parsed portfolio 1,330 $624,519,414 Open SEC source
06 May 2026, 16:45:47 UTC 13F-HR True Wind Capital Management, L.P. CIK 0001824827 2026 Q1 Open parsed portfolio 2 $200,436,106 Open SEC source
06 May 2026, 16:44:03 UTC 13F-HR Pavion Blue Capital, LLC CIK 0001792565 2026 Q1 Open parsed portfolio 108 $230,202,339 Open SEC source
06 May 2026, 16:43:16 UTC 13F-HR GatePass Capital, LLC CIK 0002087399 2026 Q1 Open parsed portfolio 170 $205,684,798 Open SEC source
06 May 2026, 16:42:57 UTC 13F-HR GERMAN AMERICAN BANCORP, INC. CIK 0000714395 2026 Q1 Open parsed portfolio 148 $1,163,103,122 Open SEC source
06 May 2026, 16:38:33 UTC 13F-HR IMA Advisory Services, Inc. CIK 0001455495 2026 Q1 Open parsed portfolio 1,028 $1,024,291,898 Open SEC source
06 May 2026, 16:37:46 UTC 13F-HR Dorsey Wright & Associates CIK 0001376772 2026 Q1 Open parsed portfolio 158 $806,962,232 Open SEC source
06 May 2026, 16:37:41 UTC 13F-HR CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 2026 Q1 Open parsed portfolio 1,063 $162,486,869,017 Open SEC source
06 May 2026, 16:36:39 UTC 13F-HR CEERA INVESTMENTS, LLC CIK 0001860698 2026 Q1 Open parsed portfolio 93 $227,984,026 Open SEC source
06 May 2026, 16:35:42 UTC 13F-HR Cabot-Wellington, LLC CIK 0001353198 2026 Q1 Open parsed portfolio 5 $338,068,251 Open SEC source
06 May 2026, 16:31:22 UTC 13F-HR Audent Global Asset Management, LLC CIK 0001834874 2026 Q1 Open parsed portfolio 51 $96,225,025 Open SEC source
06 May 2026, 16:29:27 UTC 13F-HR Arjuna Capital CIK 0001703208 2026 Q1 Open parsed portfolio 109 $393,273,506 Open SEC source
06 May 2026, 16:29:04 UTC 13F-HR WealthTrust Asset Management, LLC CIK 0001867894 2026 Q1 Open parsed portfolio 98 $167,492,595 Open SEC source
06 May 2026, 16:28:44 UTC 13F-HR Tandem Wealth Advisors LLC CIK 0001842557 2026 Q1 Open parsed portfolio 47 $224,295,085 Open SEC source
06 May 2026, 16:23:23 UTC 13F-HR ANB BANK CIK 0002067126 2026 Q1 Open parsed portfolio 128 $247,263,738 Open SEC source
06 May 2026, 16:19:27 UTC 13F-HR Crescent Grove Advisors, LLC CIK 0001713520 2026 Q1 Open parsed portfolio 300 $1,009,237,275 Open SEC source
06 May 2026, 16:17:05 UTC 13F-HR Ascent Wealth Partners, LLC CIK 0001546865 2026 Q1 Open parsed portfolio 188 $860,327,659 Open SEC source
06 May 2026, 16:14:42 UTC 13F-HR Galileo (PTC) Ltd CIK 0001740858 2026 Q1 Open parsed portfolio 3 $1,020,263,876 Open SEC source
06 May 2026, 16:11:11 UTC 13F-HR Kinsale Capital Group, Inc. CIK 0001669162 2026 Q1 Open parsed portfolio 41 $623,868,244 Open SEC source
06 May 2026, 16:10:38 UTC 13F-HR HEARTLAND ADVISORS INC CIK 0000937394 2026 Q1 Open parsed portfolio 244 $1,960,472,856 Open SEC source
06 May 2026, 16:07:32 UTC 13F-HR PACES FERRY WEALTH ADVISORS, LLC CIK 0001819919 2026 Q1 Open parsed portfolio 127 $239,977,587 Open SEC source
06 May 2026, 16:06:26 UTC 13F-HR Orland Properties Ltd CIK 0001550093 2026 Q1 Open parsed portfolio 10 $266,799,631 Open SEC source
06 May 2026, 16:06:02 UTC 13F-HR Stilwell Value LLC CIK 0001397076 2026 Q1 Open parsed portfolio 25 $166,855,554 Open SEC source
06 May 2026, 16:05:56 UTC 13F-HR Hershey Financial Advisers, LLC CIK 0002034214 2026 Q1 Open parsed portfolio 80 $115,799,771 Open SEC source
06 May 2026, 16:01:52 UTC 13F-HR Laidlaw Wealth Management LLC CIK 0001800608 2026 Q1 Open parsed portfolio 47 $28,808,529 Open SEC source
06 May 2026, 16:01:12 UTC 13F-HR Sparta 24 Ltd. CIK 0001967706 2026 Q1 Open parsed portfolio 10 $87,480,838 Open SEC source
06 May 2026, 16:00:27 UTC 13F-HR Windward Private Wealth Management Inc. CIK 0001835866 2026 Q1 Open parsed portfolio 44 $289,282,380 Open SEC source
06 May 2026, 15:57:51 UTC 13F-HR Legacy Wealth Advisors, LLC CIK 0002111463 2026 Q1 Open parsed portfolio 109 $195,964,583 Open SEC source
06 May 2026, 15:56:55 UTC 13F-HR MORGAN DEMPSEY CAPITAL MANAGEMENT LLC CIK 0001050463 2026 Q1 Open parsed portfolio 123 $219,382,336 Open SEC source
06 May 2026, 15:54:25 UTC 13F-HR Performa Ltd (US), LLC CIK 0001650303 2026 Q1 Open parsed portfolio 47 $441,950,125 Open SEC source
06 May 2026, 15:53:07 UTC 13F-HR Mediolanum International Funds Ltd CIK 0002022028 2026 Q1 Open parsed portfolio 431 $9,408,034,670 Open SEC source
06 May 2026, 15:52:29 UTC 13F-HR Roubaix Capital, LLC CIK 0001769700 2026 Q1 Open parsed portfolio 43 $214,277,479 Open SEC source
06 May 2026, 15:52:06 UTC 13F-HR Finhabits Advisors LLC CIK 0002106949 2026 Q1 Open parsed portfolio 15 $108,377,519 Open SEC source
06 May 2026, 15:49:17 UTC 13F-HR Spartan Wealth Advisory Services LLC CIK 0002075193 2026 Q1 Open parsed portfolio 310 $1,144,614,802 Open SEC source
06 May 2026, 15:47:11 UTC 13F-HR White & Co Financial Planning Inc CIK 0002039300 2026 Q1 Open parsed portfolio 20 $142,228,285 Open SEC source
06 May 2026, 15:44:43 UTC 13F-HR Drystone LLC CIK 0001910462 2026 Q1 Open parsed portfolio 18 $110,938,669 Open SEC source
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