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 |
|---|---|---|---|---|---|---|
| 05 May 2026, 16:49:44 UTC | 13F-HR | Regency Capital Management Inc.\DE CIK 0001863894 | 2026 Q1 Open parsed portfolio | 60 | $223,503,828 | Open SEC source |
| 05 May 2026, 16:42:19 UTC | 13F-HR | NOESIS CAPITAL MANGEMENT CORP CIK 0001262677 | 2026 Q1 Open parsed portfolio | 125 | $676,391,054 | Open SEC source |
| 05 May 2026, 16:37:19 UTC | 13F-HR | Ferguson Johnson Wealth Management Inc CIK 0002109387 | 2026 Q1 Open parsed portfolio | 34 | $123,229,000 | Open SEC source |
| 05 May 2026, 16:35:45 UTC | 13F-HR | DELTA FINANCIAL ADVISORS LLC CIK 0001790295 | 2026 Q1 Open parsed portfolio | 149 | $383,814,887 | Open SEC source |
| 05 May 2026, 16:33:18 UTC | 13F-HR | LANE BROTHERS & CO INC CIK 0001177416 | 2026 Q1 Open parsed portfolio | 83 | $137,219,792 | Open SEC source |
| 05 May 2026, 16:32:46 UTC | 13F-HR | Westover Capital Advisors, LLC CIK 0001483467 | 2026 Q1 Open parsed portfolio | 235 | $543,406,217 | Open SEC source |
| 05 May 2026, 16:31:29 UTC | 13F-HR | Versant Venture Management, LLC CIK 0001560009 | 2026 Q1 Open parsed portfolio | 8 | $141,410,507 | Open SEC source |
| 05 May 2026, 16:25:50 UTC | 13F-HR | Park Avenue Institutional Advisers LLC CIK 0001640801 | 2026 Q1 Open parsed portfolio | 5 | $199,215,911 | Open SEC source |
| 05 May 2026, 16:23:58 UTC | 13F-HR | Prairie Wealth Advisors, Inc. CIK 0002022783 | 2026 Q1 Open parsed portfolio | 0 | $0 | Open SEC source |
| 05 May 2026, 16:23:32 UTC | 13F-HR | DAHRING | CUSMANO LLC CIK 0002053669 | 2026 Q1 Open parsed portfolio | 58 | $162,657,282 | Open SEC source |
| 05 May 2026, 16:21:50 UTC | 13F-HR | Birchwood Financial Partners, Inc. CIK 0002110062 | 2026 Q1 Open parsed portfolio | 347 | $103,715,716 | Open SEC source |
| 05 May 2026, 16:21:25 UTC | 13F-HR | Helium Advisors LLC CIK 0002056653 | 2026 Q1 Open parsed portfolio | 92 | $104,758,013 | Open SEC source |
| 05 May 2026, 16:21:15 UTC | 13F-HR | Gaddis Premier Wealth Advisors LLC CIK 0002087873 | 2026 Q1 Open parsed portfolio | 84 | $135,272,918 | Open SEC source |
| 05 May 2026, 16:20:25 UTC | 13F-HR | Aware Super Pty Ltd as trustee of Aware Super CIK 0002012816 | 2026 Q1 Open parsed portfolio | 235 | $6,600,875,313 | Open SEC source |
| 05 May 2026, 16:19:40 UTC | 13F-HR | BCM ADVISORS, LLC CIK 0001373017 | 2026 Q1 Open parsed portfolio | 75 | $498,078,804 | Open SEC source |
| 05 May 2026, 16:14:18 UTC | 13F-HR | AMAZON COM INC CIK 0001018724 | 2026 Q1 Open parsed portfolio | 5 | $2,631,514,371 | Open SEC source |
| 05 May 2026, 16:13:21 UTC | 13F-HR | W.G. Shaheen & Associates DBA Whitney & Co CIK 0001577001 | 2026 Q1 Open parsed portfolio | 175 | $1,201,082,986 | Open SEC source |
| 05 May 2026, 16:13:14 UTC | 13F-HR | KESTREL INVESTMENT MANAGEMENT CORP CIK 0000917579 | 2026 Q1 Open parsed portfolio | 39 | $167,465,990 | Open SEC source |
| 05 May 2026, 16:07:43 UTC | 13F-HR | Quartz Partners, LLC CIK 0001659978 | 2026 Q1 Open parsed portfolio | 168 | $258,822,921 | Open SEC source |
| 05 May 2026, 16:06:52 UTC | 13F-HR | Bastion Asset Management Inc. CIK 0001977794 | 2026 Q1 Open parsed portfolio | 65 | $327,959,622 | Open SEC source |
| 05 May 2026, 16:05:13 UTC | 13F-HR | BCGM Wealth Management, LLC CIK 0001830467 | 2026 Q1 Open parsed portfolio | 178 | $398,108,480 | Open SEC source |
| 05 May 2026, 16:00:17 UTC | 13F-HR | INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 | 2026 Q1 Open parsed portfolio | 1,386 | $3,339,946,750 | Open SEC source |
| 05 May 2026, 15:59:15 UTC | 13F-HR | Bancreek Capital Management, LP CIK 0001852042 | 2026 Q1 Open parsed portfolio | 12 | $23,113,281 | Open SEC source |
| 05 May 2026, 15:53:40 UTC | 13F-HR | TOWERVIEW LLC CIK 0001166573 | 2026 Q1 Open parsed portfolio | 15 | $154,822,267 | Open SEC source |
| 05 May 2026, 15:52:30 UTC | 13F-HR | ENTERPRISE FINANCIAL SERVICES CORP CIK 0001025835 | 2026 Q1 Open parsed portfolio | 167 | $197,310,837 | Open SEC source |
| 05 May 2026, 15:52:22 UTC | 13F-HR | Advantage Trust Co CIK 0002009346 | 2026 Q1 Open parsed portfolio | 123 | $223,131,387 | Open SEC source |
| 05 May 2026, 15:45:49 UTC | 13F-HR | Prosperity Consulting Group, LLC CIK 0001910398 | 2026 Q1 Open parsed portfolio | 519 | $2,246,427,294 | Open SEC source |
| 05 May 2026, 15:45:40 UTC | 13F-HR | Smart Money Group LLC CIK 0001728866 | 2026 Q1 Open parsed portfolio | 84 | $343,713,089 | Open SEC source |
| 05 May 2026, 15:34:31 UTC | 13F-HR | Frazier Financial Advisors, LLC CIK 0002002745 | 2026 Q1 Open parsed portfolio | 835 | $179,704,134 | Open SEC source |
| 05 May 2026, 15:33:43 UTC | 13F-HR | GRITSTONE ASSET MANAGEMENT LLC CIK 0001964236 | 2026 Q1 Open parsed portfolio | 154 | $93,647,792 | Open SEC source |
| 05 May 2026, 15:33:02 UTC | 13F-HR | CPA Asset Management Group, LLC CIK 0001963967 | 2026 Q1 Open parsed portfolio | 99 | $298,160,377 | Open SEC source |
| 05 May 2026, 15:29:38 UTC | 13F-HR | GENTRY PRIVATE WEALTH, LLC CIK 0002022634 | 2026 Q1 Open parsed portfolio | 91 | $166,025,123 | Open SEC source |
| 05 May 2026, 15:29:03 UTC | 13F-HR | Collaborative Wealth Managment Inc. CIK 0001896419 | 2026 Q1 Open parsed portfolio | 160 | $217,089,528 | Open SEC source |
| 05 May 2026, 15:25:07 UTC | 13F-HR | Schwallier Wealth Management LLC CIK 0001934951 | 2026 Q1 Open parsed portfolio | 58 | $136,893,199 | Open SEC source |
| 05 May 2026, 15:21:30 UTC | 13F-HR | Journey Advisory Group, LLC CIK 0001840085 | 2026 Q1 Open parsed portfolio | 242 | $1,165,939,061 | Open SEC source |
| 05 May 2026, 15:17:23 UTC | 13F-HR | Robinson Value Management, Ltd. CIK 0001694283 | 2026 Q1 Open parsed portfolio | 73 | $179,651,859 | Open SEC source |
| 05 May 2026, 15:10:15 UTC | 13F-HR | Providence Wealth Advisors, LLC CIK 0001744955 | 2026 Q1 Open parsed portfolio | 81 | $153,045,540 | Open SEC source |
| 05 May 2026, 15:02:57 UTC | 13F-HR | PENINSULA ASSET MANAGEMENT INC CIK 0001091923 | 2026 Q1 Open parsed portfolio | 53 | $195,828,456 | Open SEC source |
| 05 May 2026, 15:01:29 UTC | 13F-HR | HARMONY ASSET MANAGEMENT LLC CIK 0002002815 | 2026 Q1 Open parsed portfolio | 195 | $327,245,707 | Open SEC source |
| 05 May 2026, 14:57:36 UTC | 13F-HR | Midwest Professional Planners, LTD. CIK 0001730575 | 2026 Q1 Open parsed portfolio | 137 | $424,529,366 | Open SEC source |
| 05 May 2026, 14:55:51 UTC | 13F-HR | Bank of New York Mellon Corp CIK 0001390777 | 2026 Q1 Open parsed portfolio | 4,216 | $543,784,981,694 | Open SEC source |
| 05 May 2026, 14:55:29 UTC | 13F-HR | Milestone Investment Advisors LLC CIK 0001967018 | 2026 Q1 Open parsed portfolio | 139 | $413,999,186 | Open SEC source |
| 05 May 2026, 14:54:56 UTC | 13F-HR | Blackhawk Capital Partners, LLC CIK 0001582561 | 2026 Q1 Open parsed portfolio | 141 | $272,529,336 | Open SEC source |
| 05 May 2026, 14:54:23 UTC | 13F-HR | Illinois Municipal Retirement Fund CIK 0001541910 | 2026 Q1 Open parsed portfolio | 1,127 | $7,859,285,301 | Open SEC source |
| 05 May 2026, 14:53:44 UTC | 13F-HR | Sherman Asset Management, Inc. CIK 0001736535 | 2026 Q1 Open parsed portfolio | 154 | $108,696,949 | Open SEC source |
| 05 May 2026, 14:52:02 UTC | 13F-HR | Seros Financial, LLC CIK 0002039918 | 2026 Q1 Open parsed portfolio | 58 | $157,114,633 | Open SEC source |
| 05 May 2026, 14:48:30 UTC | 13F-HR | Seafarer Capital Partners, LLC CIK 0001697721 | 2026 Q1 Open parsed portfolio | 9 | $435,807,143 | Open SEC source |
| 05 May 2026, 14:46:16 UTC | 13F-HR | Three Seasons Wealth, LLC CIK 0002044495 | 2026 Q1 Open parsed portfolio | 187 | $262,015,677 | Open SEC source |
| 05 May 2026, 14:41:15 UTC | 13F-HR | Pacific Wealth Management CIK 0001852338 | 2026 Q1 Open parsed portfolio | 20 | $185,920,233 | Open SEC source |
| 05 May 2026, 14:37:32 UTC | 13F-HR | truNorth Financial Services, Inc. CIK 0002108201 | 2026 Q1 Open parsed portfolio | 49 | $96,699,694 | Open SEC source |