13F portfolio feed
Showing filings accepted since 01 Apr 2026. Each row links to the manager profile, parsed portfolio, and original SEC source.
Recent 13F signals
Each card links to the parsed portfolio and original SEC filing.
Review the newly filed portfolio, top holdings, and source evidence before comparing the manager with other ownership signals.
Review the newly filed portfolio, top holdings, and source evidence before comparing the manager with other ownership signals.
Review the newly filed portfolio, top holdings, and source evidence before comparing the manager with other ownership signals.
Review the newly filed portfolio, top holdings, and source evidence before comparing the manager with other ownership signals.
Review the newly filed portfolio, top holdings, and source evidence before comparing the manager with other ownership signals.
Review the newly filed portfolio, top holdings, and source evidence before comparing the manager with other ownership signals.
| SEC accepted | Form | Manager / CIK | Filing report | Reported holdings | Reported value | Actions |
|---|---|---|---|---|---|---|
| 06 May 2026, 15:35:14 UTC | 13F-HR | PALLADIEM, LLC CIK 0001629271 | 2026 Q1 Open parsed portfolio | 159 | $104,495,663 | Open SEC source |
| 06 May 2026, 15:31:44 UTC | 13F-HR | SPX Gestao de Recursos Ltda CIK 0001589176 | 2026 Q1 Open parsed portfolio | 69 | $1,200,230,894 | Open SEC source |
| 06 May 2026, 15:29:44 UTC | 13F-HR | Arcus Capital Partners, LLC CIK 0001651960 | 2026 Q1 Open parsed portfolio | 121 | $278,246,869 | Open SEC source |
| 06 May 2026, 15:25:52 UTC | 13F-HR | DURANTE & WATERS, LLC CIK 0001666582 | 2026 Q1 Open parsed portfolio | 31 | $138,156,752 | Open SEC source |
| 06 May 2026, 15:19:59 UTC | 13F-HR | Copeland Capital Management, LLC CIK 0001541743 | 2026 Q1 Open parsed portfolio | 257 | $4,496,753,573 | Open SEC source |
| 06 May 2026, 15:19:41 UTC | 13F-HR | Hamilton Point Investment Advisors, LLC CIK 0001599746 | 2026 Q1 Open parsed portfolio | 185 | $649,140,164 | Open SEC source |
| 06 May 2026, 15:17:38 UTC | 13F-HR | Modera Wealth Management, LLC CIK 0001542143 | 2026 Q1 Open parsed portfolio | 634 | $8,344,887,848 | Open SEC source |
| 06 May 2026, 15:17:00 UTC | 13F-HR | TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV CIK 0000709089 | 2026 Q1 Open parsed portfolio | 187 | $276,711,783 | Open SEC source |
| 06 May 2026, 15:13:46 UTC | 13F-HR | Juno Financial Group LLC CIK 0002106874 | 2026 Q1 Open parsed portfolio | 70 | $255,081,560 | Open SEC source |
| 06 May 2026, 15:13:15 UTC | 13F-HR | Arcus Capital Partners, LLC CIK 0001651960 | 2025 Q4 Open parsed portfolio | 144 | $278,559,006 | Open SEC source |
| 06 May 2026, 15:12:44 UTC | 13F-HR | ADVISORTRUST PARTNERS, LLC CIK 0002115523 | 2026 Q1 Open parsed portfolio | 255 | $240,437,926 | Open SEC source |
| 06 May 2026, 15:11:38 UTC | 13F-HR | Morling Financial Advisors, LLC CIK 0001905198 | 2026 Q1 Open parsed portfolio | 107 | $324,442,985 | Open SEC source |
| 06 May 2026, 15:11:06 UTC | 13F-HR | Astra Wealth Partners LLC CIK 0002054825 | 2026 Q1 Open parsed portfolio | 85 | $158,516,634 | Open SEC source |
| 06 May 2026, 15:08:53 UTC | 13F-HR | Catalyst Capital Advisors LLC CIK 0001549275 | 2026 Q1 Open parsed portfolio | 365 | $5,367,375,581 | Open SEC source |
| 06 May 2026, 15:08:44 UTC | 13F-HR | Forty-three Eighteen Advisors, LLC CIK 0002116323 | 2026 Q1 Open parsed portfolio | 75 | $132,792,858 | Open SEC source |
| 06 May 2026, 15:07:22 UTC | 13F-HR | ASSETMARK, INC CIK 0001344551 | 2026 Q1 Open parsed portfolio | 3,436 | $49,039,977,608 | Open SEC source |
| 06 May 2026, 15:05:23 UTC | 13F-HR | NovaPoint Capital, LLC CIK 0001815025 | 2026 Q1 Open parsed portfolio | 79 | $398,594,784 | Open SEC source |
| 06 May 2026, 14:57:19 UTC | 13F-HR | JOHN G ULLMAN & ASSOCIATES INC CIK 0000919530 | 2026 Q1 Open parsed portfolio | 174 | $754,289,032 | Open SEC source |
| 06 May 2026, 14:48:52 UTC | 13F-HR | Kera Capital Partners, Inc. CIK 0002040353 | 2026 Q1 Open parsed portfolio | 569 | $814,703,048 | Open SEC source |
| 06 May 2026, 14:48:30 UTC | 13F-HR | Alpha Zero LLC CIK 0002079032 | 2025 Q4 Open parsed portfolio | 64 | $183,028,204 | Open SEC source |
| 06 May 2026, 14:44:39 UTC | 13F-HR | Patriot Financial Partners GP II, L.P. CIK 0002061817 | 2026 Q1 Open parsed portfolio | 12 | $388,326,607 | Open SEC source |
| 06 May 2026, 14:44:27 UTC | 13F-HR | SK Wealth Management, LLC CIK 0001867958 | 2026 Q1 Open parsed portfolio | 77 | $360,467,239 | Open SEC source |
| 06 May 2026, 14:38:40 UTC | 13F-HR | GS Investments, Inc. CIK 0001714590 | 2026 Q1 Open parsed portfolio | 134 | $174,597,960 | Open SEC source |
| 06 May 2026, 14:31:32 UTC | 13F-HR | Cornerstone Planning Group LLC CIK 0001822587 | 2026 Q1 Open parsed portfolio | 1,818 | $744,569,974 | Open SEC source |
| 06 May 2026, 14:31:28 UTC | 13F-HR | Gryphon Financial Partners LLC CIK 0001729094 | 2026 Q1 Open parsed portfolio | 360 | $954,307,614 | Open SEC source |
| 06 May 2026, 14:28:49 UTC | 13F-HR | Heartland Bank & Trust Co CIK 0001866040 | 2026 Q1 Open parsed portfolio | 206 | $442,367,337 | Open SEC source |
| 06 May 2026, 14:25:09 UTC | 13F-HR | Zhang Financial LLC CIK 0001776290 | 2026 Q1 Open parsed portfolio | 367 | $2,892,186,546 | Open SEC source |
| 06 May 2026, 14:24:48 UTC | 13F-HR | Centennial Bank/AR/ CIK 0001994744 | 2026 Q1 Open parsed portfolio | 322 | $278,666,868 | Open SEC source |
| 06 May 2026, 14:23:13 UTC | 13F-HR | Atlas Wealth LLC CIK 0001964106 | 2026 Q1 Open parsed portfolio | 115 | $168,497,978 | Open SEC source |
| 06 May 2026, 14:09:08 UTC | 13F-HR | Frontier Asset Management, LLC CIK 0001910146 | 2026 Q1 Open parsed portfolio | 91 | $476,985,083 | Open SEC source |
| 06 May 2026, 14:06:28 UTC | 13F-HR | SIMON QUICK ADVISORS, LLC CIK 0001692038 | 2026 Q1 Open parsed portfolio | 378 | $2,185,616,096 | Open SEC source |
| 06 May 2026, 14:05:43 UTC | 13F-HR | FSA Advisors, Inc. CIK 0001905627 | 2026 Q1 Open parsed portfolio | 192 | $151,706,221 | Open SEC source |
| 06 May 2026, 14:02:26 UTC | 13F-HR | Future Fund LLC CIK 0001911970 | 2026 Q1 Open parsed portfolio | 127 | $284,363,618 | Open SEC source |
| 06 May 2026, 14:01:08 UTC | 13F-HR | AIRE ADVISORS, LLC CIK 0001908177 | 2026 Q1 Open parsed portfolio | 167 | $546,648,041 | Open SEC source |
| 06 May 2026, 13:59:15 UTC | 13F-HR | Keystone Financial Services CIK 0001865158 | 2026 Q1 Open parsed portfolio | 119 | $340,743,375 | Open SEC source |
| 06 May 2026, 13:53:21 UTC | 13F-HR | OXFORD FINANCIAL GROUP, LTD. LLC CIK 0001245862 | 2026 Q1 Open parsed portfolio | 302 | $1,857,042,749 | Open SEC source |
| 06 May 2026, 13:49:33 UTC | 13F-HR | BOCHK Asset Management Ltd CIK 0002010854 | 2026 Q1 Open parsed portfolio | 117 | $483,268,803 | Open SEC source |
| 06 May 2026, 13:48:15 UTC | 13F-HR | WORLD EQUITY GROUP, INC. CIK 0000878770 | 2026 Q1 Open parsed portfolio | 368 | $386,103,586 | Open SEC source |
| 06 May 2026, 13:43:09 UTC | 13F-HR | Precision Wealth Strategies, LLC CIK 0001844197 | 2026 Q1 Open parsed portfolio | 156 | $301,449,745 | Open SEC source |
| 06 May 2026, 13:41:55 UTC | 13F-HR | HANSEATIC MANAGEMENT SERVICES INC CIK 0001128074 | 2026 Q1 Open parsed portfolio | 80 | $104,467,015 | Open SEC source |
| 06 May 2026, 13:41:03 UTC | 13F-HR | VALLEY WEALTH MANAGERS, INC. CIK 0000924166 | 2026 Q1 Open parsed portfolio | 313 | $1,552,966,559 | Open SEC source |
| 06 May 2026, 13:32:23 UTC | 13F-HR | AIA Group Ltd CIK 0001522877 | 2026 Q1 Open parsed portfolio | 325 | $6,879,224,539 | Open SEC source |
| 06 May 2026, 13:30:47 UTC | 13F-HR | Spectrum Wealth Advisory Group, LLC CIK 0001776821 | 2026 Q1 Open parsed portfolio | 58 | $268,945,948 | Open SEC source |
| 06 May 2026, 13:29:36 UTC | 13F-HR | Brio Consultants, LLC CIK 0001747799 | 2026 Q1 Open parsed portfolio | 152 | $802,177,754 | Open SEC source |
| 06 May 2026, 13:27:27 UTC | 13F-HR | Value Base Ltd. CIK 0001992355 | 2026 Q1 Open parsed portfolio | 7 | $126,874,603 | Open SEC source |
| 06 May 2026, 13:27:19 UTC | 13F-HR | LEUTHOLD GROUP, LLC CIK 0001170152 | 2026 Q1 Open parsed portfolio | 211 | $938,748,734 | Open SEC source |
| 06 May 2026, 13:26:08 UTC | 13F-HR | Tweedy, Browne Co LLC CIK 0000732905 | 2026 Q1 Open parsed portfolio | 93 | $1,258,817,374 | Open SEC source |
| 06 May 2026, 13:19:02 UTC | 13F-HR | Independent Order of Foresters CIK 0001538037 | 2026 Q1 Open parsed portfolio | 2 | $101,868,860 | Open SEC source |
| 06 May 2026, 13:11:52 UTC | 13F-HR | Aspetuck Financial Management LLC CIK 0002048608 | 2026 Q1 Open parsed portfolio | 75 | $145,959,922 | Open SEC source |
| 06 May 2026, 13:11:40 UTC | 13F-HR | Kelsey Financial, LLC CIK 0002022609 | 2026 Q1 Open parsed portfolio | 63 | $114,350,478 | Open SEC source |