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

Mraz, Amerine & Associates, Inc.

CIK 0001542324

13F-HR Q1 2026
CIK
0001542324
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
190 holdings / $678,245,399
Filed
05 May 2026, 12:57:57 UTC
Period
2026 Q1

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

13F portfolio

Atria Investments, Inc

CIK 0001535865

13F-HR Q1 2026
CIK
0001535865
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
2,028 holdings / $8,937,171,197
Filed
05 May 2026, 12:53:27 UTC
Period
2026 Q1

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

13F portfolio

WASHINGTON STATE INVESTMENT BOARD

CIK 0000943712

13F-HR Q1 2026
CIK
0000943712
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
2 holdings / $251,236,423
Filed
05 May 2026, 12:50:39 UTC
Period
2026 Q1

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

13F portfolio

Clear Harbor Asset Management, LLC

CIK 0001511857

13F-HR Q1 2026
CIK
0001511857
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
438 holdings / $1,443,541,436
Filed
05 May 2026, 12:48:14 UTC
Period
2026 Q1

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

13F portfolio

Ackerman Capital Advisors, LLC

CIK 0001699506

13F-HR Q1 2026
CIK
0001699506
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
114 holdings / $487,980,076
Filed
05 May 2026, 12:46:29 UTC
Period
2026 Q1

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

13F portfolio

FinDec Wealth Services, Inc.

CIK 0001916066

13F-HR Q1 2026
CIK
0001916066
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
30 holdings / $81,781,962
Filed
05 May 2026, 12:41:10 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
05 May 2026, 12:57:57 UTC 13F-HR Mraz, Amerine & Associates, Inc. CIK 0001542324 2026 Q1 Open parsed portfolio 190 $678,245,399 Open SEC source
05 May 2026, 12:53:27 UTC 13F-HR Atria Investments, Inc CIK 0001535865 2026 Q1 Open parsed portfolio 2,028 $8,937,171,197 Open SEC source
05 May 2026, 12:50:39 UTC 13F-HR WASHINGTON STATE INVESTMENT BOARD CIK 0000943712 2026 Q1 Open parsed portfolio 2 $251,236,423 Open SEC source
05 May 2026, 12:48:14 UTC 13F-HR Clear Harbor Asset Management, LLC CIK 0001511857 2026 Q1 Open parsed portfolio 438 $1,443,541,436 Open SEC source
05 May 2026, 12:46:29 UTC 13F-HR Ackerman Capital Advisors, LLC CIK 0001699506 2026 Q1 Open parsed portfolio 114 $487,980,076 Open SEC source
05 May 2026, 12:41:10 UTC 13F-HR FinDec Wealth Services, Inc. CIK 0001916066 2026 Q1 Open parsed portfolio 30 $81,781,962 Open SEC source
05 May 2026, 12:34:04 UTC 13F-HR Philadelphia Investment Partners, LLC CIK 0002131511 2026 Q1 Open parsed portfolio 183 $146,991,003 Open SEC source
05 May 2026, 12:28:55 UTC 13F-HR KICKSTAND VENTURES, LLC. CIK 0002000355 2026 Q1 Open parsed portfolio 130 $475,014,414 Open SEC source
05 May 2026, 12:22:17 UTC 13F-HR SMITH, MOORE & CO. CIK 0000200724 2026 Q1 Open parsed portfolio 558 $1,374,851,389 Open SEC source
05 May 2026, 12:21:14 UTC 13F-HR LOM Asset Management Ltd CIK 0002077907 2026 Q1 Open parsed portfolio 277 $347,852,904 Open SEC source
05 May 2026, 12:14:34 UTC 13F-HR Silphium Asset Management Ltd CIK 0001758440 2026 Q1 Open parsed portfolio 48 $263,981,353 Open SEC source
05 May 2026, 12:12:23 UTC 13F-HR Rollins Financial Advisors, LLC CIK 0001884018 2026 Q1 Open parsed portfolio 158 $632,364,347 Open SEC source
05 May 2026, 12:10:04 UTC 13F-HR Financial Concepts Unlimited, Inc. CIK 0002112099 2026 Q1 Open parsed portfolio 43 $111,591,628 Open SEC source
05 May 2026, 12:07:24 UTC 13F-HR Altium Investment Strategies LLC CIK 0002131949 2026 Q1 Open parsed portfolio 13 $34,012,387 Open SEC source
05 May 2026, 12:04:24 UTC 13F-HR Legacy CG, LLC CIK 0001904825 2026 Q1 Open parsed portfolio 45 $360,049,329 Open SEC source
05 May 2026, 12:03:21 UTC 13F-HR Varma Mutual Pension Insurance Co CIK 0001698484 2026 Q1 Open parsed portfolio 319 $16,977,469,973 Open SEC source
05 May 2026, 11:56:14 UTC 13F-HR MCDANIEL TERRY & CO CIK 0001104366 2026 Q1 Open parsed portfolio 81 $1,177,174,373 Open SEC source
05 May 2026, 11:54:35 UTC 13F-HR OFI INVEST ASSET MANAGEMENT CIK 0001977602 2026 Q1 Open parsed portfolio 347 $7,562,479,695 Open SEC source
05 May 2026, 11:54:09 UTC 13F-HR UBS Group AG CIK 0001610520 2026 Q1 Open parsed portfolio 9,105 $563,521,654,357 Open SEC source
05 May 2026, 11:48:34 UTC 13F-HR Duncan Williams Asset Management, LLC CIK 0002011771 2026 Q1 Open parsed portfolio 154 $360,684,738 Open SEC source
05 May 2026, 11:48:31 UTC 13F-HR Privium Fund Management (UK) Ltd CIK 0001845773 2026 Q1 Open parsed portfolio 20 $197,371,899 Open SEC source
05 May 2026, 11:46:26 UTC 13F-HR Alta Fundamental Advisers LLC CIK 0001641604 2026 Q1 Open parsed portfolio 21 $254,062,559 Open SEC source
05 May 2026, 11:45:22 UTC 13F-HR Blue Water Asset Management CIK 0002033384 2026 Q1 Open parsed portfolio 103 $289,384,864 Open SEC source
05 May 2026, 11:44:48 UTC 13F-HR Privium Fund Management B.V. CIK 0001795097 2026 Q1 Open parsed portfolio 60 $480,306,781 Open SEC source
05 May 2026, 11:39:10 UTC 13F-HR Net Worth Advisory Group CIK 0001791998 2026 Q1 Open parsed portfolio 436 $482,356,370 Open SEC source
05 May 2026, 11:37:11 UTC 13F-HR Cherry Tree Wealth Management, LLC CIK 0001985414 2026 Q1 Open parsed portfolio 582 $472,723,168 Open SEC source
05 May 2026, 11:34:57 UTC 13F-HR Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors CIK 0001748861 2026 Q1 Open parsed portfolio 489 $818,281,429 Open SEC source
05 May 2026, 11:33:45 UTC 13F-HR Plante Moran Financial Advisors, LLC CIK 0001424717 2026 Q1 Open parsed portfolio 717 $1,546,040,865 Open SEC source
05 May 2026, 11:32:21 UTC 13F-HR JENSEN INVESTMENT MANAGEMENT INC CIK 0001106129 2026 Q1 Open parsed portfolio 84 $5,072,800,848 Open SEC source
05 May 2026, 11:31:46 UTC 13F-HR ANTIPODES PARTNERS Ltd CIK 0001652442 2026 Q1 Open parsed portfolio 126 $5,193,419,800 Open SEC source
05 May 2026, 11:31:44 UTC 13F-HR Fisher Asset Management, LLC CIK 0000850529 2026 Q1 Open parsed portfolio 1,015 $294,892,645,875 Open SEC source
05 May 2026, 11:28:08 UTC 13F-HR 4J Wealth Management LLC CIK 0001840775 2026 Q1 Open parsed portfolio 101 $175,947,039 Open SEC source
05 May 2026, 11:26:11 UTC 13F-HR Altrius Capital Management Inc CIK 0001940646 2026 Q1 Open parsed portfolio 87 $502,508,819 Open SEC source
05 May 2026, 11:23:38 UTC 13F-HR Williams Jones Wealth Management, LLC. CIK 0001788587 2026 Q1 Open parsed portfolio 512 $8,138,375,130 Open SEC source
05 May 2026, 11:22:15 UTC 13F-HR Aikya Investment Management Ltd CIK 0002005403 2026 Q1 Open parsed portfolio 4 $344,744,432 Open SEC source
05 May 2026, 11:22:10 UTC 13F-HR Holistic Financial Partners CIK 0001729304 2026 Q1 Open parsed portfolio 146 $269,034,831 Open SEC source
05 May 2026, 11:21:10 UTC 13F-HR Leo Wealth, LLC CIK 0001912202 2026 Q1 Open parsed portfolio 452 $1,377,120,463 Open SEC source
05 May 2026, 11:21:04 UTC 13F-HR Landing Point Financial Group, LLC CIK 0002025964 2026 Q1 Open parsed portfolio 93 $206,064,209 Open SEC source
05 May 2026, 11:20:05 UTC 13F-HR MJP ASSOCIATES INC /ADV CIK 0000715113 2026 Q1 Open parsed portfolio 228 $823,225,018 Open SEC source
05 May 2026, 11:11:30 UTC 13F-HR Gilbert & Cook, Inc. CIK 0001675762 2026 Q1 Open parsed portfolio 221 $774,222,835 Open SEC source
05 May 2026, 11:09:09 UTC 13F-HR Capital Investment Advisory Services, LLC CIK 0001659203 2026 Q1 Open parsed portfolio 1,206 $1,371,140,948 Open SEC source
05 May 2026, 11:07:34 UTC 13F-HR Eukles Asset Management CIK 0001632553 2026 Q1 Open parsed portfolio 238 $224,316,186 Open SEC source
05 May 2026, 11:04:48 UTC 13F-HR CenterBook Partners LP CIK 0001872738 2026 Q1 Open parsed portfolio 628 $1,861,214,227 Open SEC source
05 May 2026, 11:04:33 UTC 13F-HR Zeit Capital LLC CIK 0001808163 2026 Q1 Open parsed portfolio 53 $149,008,944 Open SEC source
05 May 2026, 11:04:31 UTC 13F-HR Alan B Lancz & Associates, Inc. CIK 0001897835 2026 Q1 Open parsed portfolio 129 $103,046,171 Open SEC source
05 May 2026, 11:03:57 UTC 13F-HR Trail Ridge Investment Advisors, LLC CIK 0001911013 2026 Q1 Open parsed portfolio 99 $230,063,525 Open SEC source
05 May 2026, 11:02:54 UTC 13F-HR CapWealth Advisors, LLC CIK 0001531809 2026 Q1 Open parsed portfolio 118 $1,347,199,834 Open SEC source
05 May 2026, 11:00:18 UTC 13F-HR MADDEN SECURITIES Corp CIK 0001803566 2026 Q1 Open parsed portfolio 113 $332,583,438 Open SEC source
05 May 2026, 10:59:37 UTC 13F-HR HC Advisors, LLC CIK 0001803295 2026 Q1 Open parsed portfolio 60 $149,412,030 Open SEC source
05 May 2026, 10:57:42 UTC 13F-HR Generali Asset Management SPA SGR CIK 0002046751 2026 Q1 Open parsed portfolio 484 $4,794,229,524 Open SEC source
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