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.

Rows shown
5,251-5,300 of 9,551
Per page
50
Current page
106

Recent 13F signals

Latest portfolio disclosures to inspect

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

13F portfolio

Berbice Capital Management LLC

CIK 0002051605

13F-HR Q1 2026
CIK
0002051605
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
159 holdings / $152,867,614
Filed
06 May 2026, 10:53:58 UTC
Period
2026 Q1

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

13F portfolio

DecisionPoint Financial, LLC

CIK 0001938514

13F-HR Q1 2026
CIK
0001938514
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
678 holdings / $463,889,843
Filed
06 May 2026, 10:47:29 UTC
Period
2026 Q1

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

13F portfolio

HWG Holdings LP

CIK 0001599390

13F-HR Q1 2026
CIK
0001599390
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
53 holdings / $379,120,864
Filed
06 May 2026, 10:47:06 UTC
Period
2026 Q1

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

13F portfolio

Great Lakes Retirement, Inc.

CIK 0001801667

13F-HR Q1 2026
CIK
0001801667
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
219 holdings / $966,738,775
Filed
06 May 2026, 10:40:30 UTC
Period
2026 Q1

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

13F portfolio

Clearstead Advisors, LLC

CIK 0000842775

13F-HR Q1 2026
CIK
0000842775
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
2,230 holdings / $10,940,930,168
Filed
06 May 2026, 10:40:01 UTC
Period
2026 Q1

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

13F portfolio

Hurley Capital, LLC

CIK 0001632844

13F-HR Q1 2026
CIK
0001632844
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
624 holdings / $186,422,824
Filed
06 May 2026, 10:34:42 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, 10:53:58 UTC 13F-HR Berbice Capital Management LLC CIK 0002051605 2026 Q1 Open parsed portfolio 159 $152,867,614 Open SEC source
06 May 2026, 10:47:29 UTC 13F-HR DecisionPoint Financial, LLC CIK 0001938514 2026 Q1 Open parsed portfolio 678 $463,889,843 Open SEC source
06 May 2026, 10:47:06 UTC 13F-HR HWG Holdings LP CIK 0001599390 2026 Q1 Open parsed portfolio 53 $379,120,864 Open SEC source
06 May 2026, 10:40:30 UTC 13F-HR Great Lakes Retirement, Inc. CIK 0001801667 2026 Q1 Open parsed portfolio 219 $966,738,775 Open SEC source
06 May 2026, 10:40:01 UTC 13F-HR Clearstead Advisors, LLC CIK 0000842775 2026 Q1 Open parsed portfolio 2,230 $10,940,930,168 Open SEC source
06 May 2026, 10:34:42 UTC 13F-HR Hurley Capital, LLC CIK 0001632844 2026 Q1 Open parsed portfolio 624 $186,422,824 Open SEC source
06 May 2026, 10:32:09 UTC 13F-HR Drummond Knight Asset Management Pty Ltd CIK 0001808029 2026 Q1 Open parsed portfolio 14 $282,719,298 Open SEC source
06 May 2026, 10:30:25 UTC 13F-HR Rothschild Wealth LLC CIK 0001811345 2026 Q1 Open parsed portfolio 596 $1,106,511,436 Open SEC source
06 May 2026, 10:30:11 UTC 13F-HR Patrick Mauro Investment Advisor, INC. CIK 0001953787 2026 Q1 Open parsed portfolio 40 $198,935,029 Open SEC source
06 May 2026, 10:24:13 UTC 13F-HR Fort Sheridan Advisors LLC CIK 0001606666 2026 Q1 Open parsed portfolio 282 $827,634,377 Open SEC source
06 May 2026, 10:24:04 UTC 13F-HR INTRUST BANK NA CIK 0001034771 2026 Q1 Open parsed portfolio 407 $1,227,346,811 Open SEC source
06 May 2026, 10:19:14 UTC 13F-HR Diversified Portfolios, Inc. CIK 0001634212 2026 Q1 Open parsed portfolio 174 $1,216,946,536 Open SEC source
06 May 2026, 10:18:09 UTC 13F-HR Dunhill Financial, LLC CIK 0001948904 2026 Q1 Open parsed portfolio 1,857 $423,707,999 Open SEC source
06 May 2026, 10:18:05 UTC 13F-HR Florin Court Capital LLP CIK 0001696263 2026 Q1 Open parsed portfolio 19 $26,499,125 Open SEC source
06 May 2026, 10:15:39 UTC 13F-HR Mercuria Capital Strategies, LLC CIK 0002048079 2026 Q1 Open parsed portfolio 31 $261,630,585 Open SEC source
06 May 2026, 10:13:25 UTC 13F-HR 71 West Capital Partners CIK 0002111530 2026 Q1 Open parsed portfolio 313 $2,273,634,142 Open SEC source
06 May 2026, 10:11:33 UTC 13F-HR Heritage Wealth Management, Inc./Texas CIK 0001966400 2026 Q1 Open parsed portfolio 41 $233,992,471 Open SEC source
06 May 2026, 10:09:35 UTC 13F-HR Shared Vision Wealth Group LLC CIK 0002008178 2026 Q1 Open parsed portfolio 95 $245,155,573 Open SEC source
06 May 2026, 10:08:19 UTC 13F-HR Trailhead Planners LLC CIK 0002109534 2026 Q1 Open parsed portfolio 49 $104,192,722 Open SEC source
06 May 2026, 10:07:11 UTC 13F-HR Meixler Investment Management, Ltd. CIK 0001911615 2026 Q1 Open parsed portfolio 88 $185,804,643 Open SEC source
06 May 2026, 10:06:25 UTC 13F-HR KITCHING PARTNERS, LLC CIK 0002010145 2026 Q1 Open parsed portfolio 40 $108,687,381 Open SEC source
06 May 2026, 10:05:42 UTC 13F-HR EQ LLC CIK 0001757605 2026 Q1 Open parsed portfolio 74 $354,974,763 Open SEC source
06 May 2026, 10:05:21 UTC 13F-HR STONERIDGE INVESTMENT PARTNERS LLC CIK 0001108831 2026 Q1 Open parsed portfolio 128 $138,271,000 Open SEC source
06 May 2026, 10:03:06 UTC 13F-HR Broyhill Asset Management, LLC CIK 0001966057 2026 Q1 Open parsed portfolio 73 $101,858,984 Open SEC source
06 May 2026, 09:50:21 UTC 13F-HR PROFFITT & GOODSON INC CIK 0001123812 2026 Q1 Open parsed portfolio 287 $648,791,869 Open SEC source
06 May 2026, 09:49:17 UTC 13F-HR M. Kulyk & Associates, LLC CIK 0001842370 2026 Q1 Open parsed portfolio 119 $535,799,974 Open SEC source
06 May 2026, 09:45:37 UTC 13F-HR Sound View Wealth Advisors Group, LLC CIK 0001784777 2026 Q1 Open parsed portfolio 422 $1,470,087,544 Open SEC source
06 May 2026, 09:39:13 UTC 13F-HR Ritter Daniher Financial Advisory LLC / DE CIK 0001936603 2026 Q1 Open parsed portfolio 590 $589,407,017 Open SEC source
06 May 2026, 09:31:21 UTC 13F-HR Kiker Wealth Management, LLC CIK 0002042502 2026 Q1 Open parsed portfolio 132 $209,439,761 Open SEC source
06 May 2026, 09:27:07 UTC 13F-HR Financiere des Professionnels - Fonds d'investissement inc. CIK 0001996846 2026 Q1 Open parsed portfolio 343 $1,705,858,164 Open SEC source
06 May 2026, 09:26:42 UTC 13F-HR Bauman Advisory Group, LLC CIK 0002111802 2026 Q1 Open parsed portfolio 63 $142,681,733 Open SEC source
06 May 2026, 09:25:23 UTC 13F-HR Goodman Financial Corp CIK 0001382303 2026 Q1 Open parsed portfolio 77 $581,901,471 Open SEC source
06 May 2026, 09:23:25 UTC 13F-HR BESSEMER GROUP INC CIK 0001054074 2026 Q1 Open parsed portfolio 2,503 $63,619,125,000 Open SEC source
06 May 2026, 09:05:09 UTC 13F-HR JAG CAPITAL MANAGEMENT, LLC CIK 0001080374 2026 Q1 Open parsed portfolio 137 $886,587,034 Open SEC source
06 May 2026, 09:03:24 UTC 13F-HR B&I Capital AG CIK 0001843527 2026 Q1 Open parsed portfolio 24 $294,073,024 Open SEC source
06 May 2026, 09:01:29 UTC 13F-HR Avalon Trust Co CIK 0001798150 2026 Q1 Open parsed portfolio 458 $1,451,460,757 Open SEC source
06 May 2026, 08:58:51 UTC 13F-HR WIT Partners Advisory Pte. Ltd. CIK 0002000043 2026 Q1 Open parsed portfolio 16 $342,123,153 Open SEC source
06 May 2026, 08:55:52 UTC 13F-HR C WorldWide Group Holding A/S CIK 0001625244 2026 Q1 Open parsed portfolio 97 $4,658,947,000 Open SEC source
06 May 2026, 08:51:38 UTC 13F-HR Clearstead Trust, LLC CIK 0001708001 2026 Q1 Open parsed portfolio 981 $613,411,357 Open SEC source
06 May 2026, 08:30:38 UTC 13F-HR AFLAC INC CIK 0000004977 2026 Q1 Open parsed portfolio 4 $94,756,867 Open SEC source
06 May 2026, 08:25:48 UTC 13F-HR Lightrock Netherlands B.V. CIK 0002041485 2026 Q1 Open parsed portfolio 39 $389,776,948 Open SEC source
06 May 2026, 08:22:05 UTC 13F-HR Renesas Electronics America Inc. CIK 0000703361 2026 Q1 Open parsed portfolio 1 $275,030,711 Open SEC source
06 May 2026, 08:14:36 UTC 13F-HR ANGELES WEALTH MANAGEMENT, LLC CIK 0001929170 2026 Q1 Open parsed portfolio 524 $1,837,927,368 Open SEC source
06 May 2026, 08:08:30 UTC 13F-HR Fiscal Wisdom Wealth Management, LLC CIK 0002053757 2026 Q1 Open parsed portfolio 90 $104,156,216 Open SEC source
06 May 2026, 08:07:29 UTC 13F-HR AXS Investments LLC CIK 0001801467 2026 Q1 Open parsed portfolio 189 $247,643,940 Open SEC source
06 May 2026, 08:05:38 UTC 13F-HR Brown Shipley& Co Ltd CIK 0001912970 2026 Q1 Open parsed portfolio 78 $166,517,473 Open SEC source
06 May 2026, 07:33:22 UTC 13F-HR Windmill Hill Asset Management Ltd CIK 0001831132 2026 Q1 Open parsed portfolio 23 $320,686,606 Open SEC source
06 May 2026, 07:30:26 UTC 13F-HR Main Street Group, LTD CIK 0001965796 2026 Q1 Open parsed portfolio 846 $340,431,780 Open SEC source
06 May 2026, 07:20:32 UTC 13F-HR Graphene Investments SAS CIK 0001965776 2026 Q1 Open parsed portfolio 44 $148,999,453 Open SEC source
06 May 2026, 07:14:48 UTC 13F-HR BARINGS LLC CIK 0000009015 2026 Q1 Open parsed portfolio 179 $6,192,371,362 Open SEC source
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