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
5,501-5,550 of 9,551
Per page
50
Current page
111

Recent 13F signals

Latest portfolio disclosures to inspect

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

13F portfolio

KEYVANTAGE WEALTH, LLC

CIK 0002050555

13F-HR Q1 2026
CIK
0002050555
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
91 holdings / $226,963,270
Filed
05 May 2026, 10:56:58 UTC
Period
2026 Q1

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

13F portfolio

Grey Rock Energy Management, LLC

CIK 0002053459

13F-HR Q1 2026
CIK
0002053459
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
1 holdings / $324,411,232
Filed
05 May 2026, 10:56:44 UTC
Period
2026 Q1

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

13F portfolio

Generations Wealth, LLC

CIK 0002070529

13F-HR Q1 2026
CIK
0002070529
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
29 holdings / $102,992,681
Filed
05 May 2026, 10:54:19 UTC
Period
2026 Q1

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

13F portfolio

Aspiring Ventures, LLC

CIK 0001738640

13F-HR Q1 2026
CIK
0001738640
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
78 holdings / $302,412,492
Filed
05 May 2026, 10:51:27 UTC
Period
2026 Q1

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

13F portfolio

SFI Advisors, LLC

CIK 0001911308

13F-HR Q1 2026
CIK
0001911308
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
48 holdings / $95,233,229
Filed
05 May 2026, 10:48:54 UTC
Period
2026 Q1

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

13F portfolio

CULLEN/FROST BANKERS, INC.

CIK 0000039263

13F-HR Q1 2026
CIK
0000039263
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
1,369 holdings / $8,805,425,151
Filed
05 May 2026, 10:47:40 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, 10:56:58 UTC 13F-HR KEYVANTAGE WEALTH, LLC CIK 0002050555 2026 Q1 Open parsed portfolio 91 $226,963,270 Open SEC source
05 May 2026, 10:56:44 UTC 13F-HR Grey Rock Energy Management, LLC CIK 0002053459 2026 Q1 Open parsed portfolio 1 $324,411,232 Open SEC source
05 May 2026, 10:54:19 UTC 13F-HR Generations Wealth, LLC CIK 0002070529 2026 Q1 Open parsed portfolio 29 $102,992,681 Open SEC source
05 May 2026, 10:51:27 UTC 13F-HR Aspiring Ventures, LLC CIK 0001738640 2026 Q1 Open parsed portfolio 78 $302,412,492 Open SEC source
05 May 2026, 10:48:54 UTC 13F-HR SFI Advisors, LLC CIK 0001911308 2026 Q1 Open parsed portfolio 48 $95,233,229 Open SEC source
05 May 2026, 10:47:40 UTC 13F-HR CULLEN/FROST BANKERS, INC. CIK 0000039263 2026 Q1 Open parsed portfolio 1,369 $8,805,425,151 Open SEC source
05 May 2026, 10:46:29 UTC 13F-HR Willis Investment Counsel CIK 0001310929 2026 Q1 Open parsed portfolio 123 $1,831,288,166 Open SEC source
05 May 2026, 10:45:07 UTC 13F-HR Wagner Wealth Management, Corp CIK 0002109867 2026 Q1 Open parsed portfolio 103 $111,399,492 Open SEC source
05 May 2026, 10:42:40 UTC 13F-HR DUDLEY CAPITAL MANAGEMENT, LLC CIK 0001965760 2026 Q1 Open parsed portfolio 139 $226,722,873 Open SEC source
05 May 2026, 10:39:18 UTC 13F-HR Aisling Capital Management LP CIK 0001766721 2026 Q1 Open parsed portfolio 13 $476,288,954 Open SEC source
05 May 2026, 10:38:21 UTC 13F-HR Advisory Advocates, LLC CIK 0002111697 2026 Q1 Open parsed portfolio 160 $97,926,583 Open SEC source
05 May 2026, 10:36:18 UTC 13F-HR Gruss & Co., LLC CIK 0001103738 2026 Q1 Open parsed portfolio 35 $42,810,226 Open SEC source
05 May 2026, 10:35:42 UTC 13F-HR WINSLOW ASSET MANAGEMENT INC CIK 0001286534 2026 Q1 Open parsed portfolio 78 $514,698,000 Open SEC source
05 May 2026, 10:35:28 UTC 13F-HR Donalies Financial Planning, LLC CIK 0002111587 2026 Q1 Open parsed portfolio 74 $117,318,243 Open SEC source
05 May 2026, 10:34:13 UTC 13F-HR STRATEGIC INVESTMENT MANAGEMENT, LLC CIK 0000846633 2026 Q1 Open parsed portfolio 14 $239,458,266 Open SEC source
05 May 2026, 10:33:14 UTC 13F-HR Michael Salzhauer CIK 0001059543 2026 Q1 Open parsed portfolio 75 $176,492,751 Open SEC source
05 May 2026, 10:32:11 UTC 13F-HR Solutions 4 Wealth, Ltd CIK 0002006405 2026 Q1 Open parsed portfolio 55 $66,487,808 Open SEC source
05 May 2026, 10:31:21 UTC 13F-HR BLUEDOOR PRIVATE WEALTH, LLC CIK 0002110994 2026 Q1 Open parsed portfolio 147 $215,863,102 Open SEC source
05 May 2026, 10:30:10 UTC 13F-HR STOREBRAND ASSET MANAGEMENT AS CIK 0001685676 2026 Q1 Open parsed portfolio 773 $34,792,008,948 Open SEC source
05 May 2026, 10:29:11 UTC 13F-HR Price Capital Management, Inc. CIK 0001633624 2026 Q1 Open parsed portfolio 2 $7,046,800 Open SEC source
05 May 2026, 10:27:36 UTC 13F-HR Burkett Asset Management Ltd CIK 0002109360 2026 Q1 Open parsed portfolio 61 $101,454,706 Open SEC source
05 May 2026, 10:24:22 UTC 13F-HR Torrey-Payne Wealth Management, LLC CIK 0002112151 2026 Q1 Open parsed portfolio 40 $109,026,417 Open SEC source
05 May 2026, 10:23:19 UTC 13F-HR Bank Julius Baer & Co. Ltd, Zurich CIK 0001544599 2026 Q1 Open parsed portfolio 678 $33,153,163,575 Open SEC source
05 May 2026, 10:23:13 UTC 13F-HR Cedarwood Wealth LLC CIK 0002114448 2026 Q1 Open parsed portfolio 81 $99,002,563 Open SEC source
05 May 2026, 10:22:28 UTC 13F-HR Covestor Ltd CIK 0001909846 2026 Q1 Open parsed portfolio 2,190 $144,253,000 Open SEC source
05 May 2026, 10:16:07 UTC 13F-HR CORRECT CAPITAL WEALTH MANAGEMENT CIK 0001844835 2026 Q1 Open parsed portfolio 109 $535,685,088 Open SEC source
05 May 2026, 10:16:02 UTC 13F-HR State of New Jersey Common Pension Fund D CIK 0001483066 2026 Q1 Open parsed portfolio 1,549 $25,927,076,128 Open SEC source
05 May 2026, 10:15:12 UTC 13F-HR 93 Financial Group, LLC CIK 0002112320 2026 Q1 Open parsed portfolio 9 $224,267,731 Open SEC source
05 May 2026, 10:13:46 UTC 13F-HR Advisory Advocates, LLC CIK 0002111697 2025 Q4 Open parsed portfolio 168 $100,556,067 Open SEC source
05 May 2026, 10:12:50 UTC 13F-HR Freedom Day Solutions, LLC CIK 0001467517 2026 Q1 Open parsed portfolio 96 $372,672,559 Open SEC source
05 May 2026, 10:12:44 UTC 13F-HR Eos Management, L.P. CIK 0001548882 2026 Q1 Open parsed portfolio 41 $232,792,554 Open SEC source
05 May 2026, 10:11:57 UTC 13F-HR MARINER INVESTMENT GROUP LLC CIK 0001096978 2026 Q1 Open parsed portfolio 55 $329,885,088 Open SEC source
05 May 2026, 10:10:29 UTC 13F-HR Jackson Creek Investment Advisors LLC CIK 0001831003 2026 Q1 Open parsed portfolio 293 $339,522,000 Open SEC source
05 May 2026, 10:10:25 UTC 13F-HR WEDGEWOOD INVESTORS INC /PA/ CIK 0001125243 2026 Q1 Open parsed portfolio 99 $87,211,298 Open SEC source
05 May 2026, 10:06:42 UTC 13F-HR Local Pensions Partnership Investment Ltd CIK 0001698810 2026 Q1 Open parsed portfolio 32 $4,628,774,910 Open SEC source
05 May 2026, 10:04:15 UTC 13F-HR Western Standard LLC CIK 0001517666 2026 Q1 Open parsed portfolio 23 $190,157,477 Open SEC source
05 May 2026, 10:04:11 UTC 13F-HR Napier Financial, LLC CIK 0002086579 2026 Q1 Open parsed portfolio 609 $436,018,518 Open SEC source
05 May 2026, 10:01:37 UTC 13F-HR Progressive Investment Management Corp CIK 0001353318 2026 Q1 Open parsed portfolio 58 $378,742,730 Open SEC source
05 May 2026, 10:00:41 UTC 13F-HR Crestwood Advisors Group, LLC CIK 0001426853 2026 Q1 Open parsed portfolio 765 $5,944,198,834 Open SEC source
05 May 2026, 09:54:39 UTC 13F-HR Mount Lucas Management LP CIK 0001185072 2026 Q1 Open parsed portfolio 165 $270,804,449 Open SEC source
05 May 2026, 09:52:45 UTC 13F-HR Truxt Investmentos Ltda. CIK 0001721168 2026 Q1 Open parsed portfolio 29 $152,871,789 Open SEC source
05 May 2026, 09:51:43 UTC 13F-HR Beacon Bridge Wealth Partners, LLC CIK 0001965468 2026 Q1 Open parsed portfolio 101 $298,759,154 Open SEC source
05 May 2026, 09:45:41 UTC 13F-HR Sandy Cove Advisors, LLC CIK 0001908217 2026 Q1 Open parsed portfolio 144 $334,069,212 Open SEC source
05 May 2026, 09:45:26 UTC 13F-HR Settian Capital LP CIK 0001911113 2026 Q1 Open parsed portfolio 26 $142,809,835 Open SEC source
05 May 2026, 09:44:30 UTC 13F-HR Portfolio Strategies, Inc. CIK 0001753271 2026 Q1 Open parsed portfolio 75 $811,090,941 Open SEC source
05 May 2026, 09:42:44 UTC 13F-HR Midwestern Financial, LLC /IA CIK 0002083276 2026 Q1 Open parsed portfolio 54 $127,120,355 Open SEC source
05 May 2026, 09:41:04 UTC 13F-HR Mirabaud & Cie SA CIK 0001869685 2026 Q1 Open parsed portfolio 54 $245,690,260 Open SEC source
05 May 2026, 09:40:08 UTC 13F-HR PRAIRIEVIEW WEALTH PARTNERS, LLC CIK 0002011194 2026 Q1 Open parsed portfolio 30 $121,983,058 Open SEC source
05 May 2026, 09:38:07 UTC 13F-HR Coquina Private Wealth LLC CIK 0002103792 2026 Q1 Open parsed portfolio 96 $124,325,174 Open SEC source
05 May 2026, 09:32:54 UTC 13F-HR Black Diamond Financial, LLC CIK 0001759236 2026 Q1 Open parsed portfolio 185 $916,473,188 Open SEC source
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