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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114

Recent 13F signals

Latest portfolio disclosures to inspect

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

13F portfolio

Retirement Planning Group, LLC

CIK 0001508195

13F-HR Q1 2026
CIK
0001508195
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
481 holdings / $3,227,427,971
Filed
04 May 2026, 16:12:13 UTC
Period
2026 Q1

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

13F portfolio

MATTERN CAPITAL MANAGEMENT, LLC

CIK 0001803227

13F-HR Q1 2026
CIK
0001803227
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
170 holdings / $834,888,369
Filed
04 May 2026, 16:12:02 UTC
Period
2026 Q1

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

13F portfolio

Sterling Group Wealth Management, LLC

CIK 0001852307

13F-HR Q1 2026
CIK
0001852307
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
58 holdings / $211,415,868
Filed
04 May 2026, 16:10:45 UTC
Period
2026 Q1

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

13F portfolio

Legacy Capital Group California, Inc.

CIK 0001977092

13F-HR Q1 2026
CIK
0001977092
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
277 holdings / $262,766,273
Filed
04 May 2026, 16:06:54 UTC
Period
2026 Q1

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

13F portfolio

University of Maryland Foundation, Inc.

CIK 0001624050

13F-HR Q1 2026
CIK
0001624050
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
2 holdings / $5,101,000
Filed
04 May 2026, 16:06:02 UTC
Period
2026 Q1

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

13F portfolio

Evernest Financial Advisors, LLC

CIK 0002009530

13F-HR Q1 2026
CIK
0002009530
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
180 holdings / $479,734,485
Filed
04 May 2026, 16:05:20 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
04 May 2026, 16:12:13 UTC 13F-HR Retirement Planning Group, LLC CIK 0001508195 2026 Q1 Open parsed portfolio 481 $3,227,427,971 Open SEC source
04 May 2026, 16:12:02 UTC 13F-HR MATTERN CAPITAL MANAGEMENT, LLC CIK 0001803227 2026 Q1 Open parsed portfolio 170 $834,888,369 Open SEC source
04 May 2026, 16:10:45 UTC 13F-HR Sterling Group Wealth Management, LLC CIK 0001852307 2026 Q1 Open parsed portfolio 58 $211,415,868 Open SEC source
04 May 2026, 16:06:54 UTC 13F-HR Legacy Capital Group California, Inc. CIK 0001977092 2026 Q1 Open parsed portfolio 277 $262,766,273 Open SEC source
04 May 2026, 16:06:02 UTC 13F-HR University of Maryland Foundation, Inc. CIK 0001624050 2026 Q1 Open parsed portfolio 2 $5,101,000 Open SEC source
04 May 2026, 16:05:20 UTC 13F-HR Evernest Financial Advisors, LLC CIK 0002009530 2026 Q1 Open parsed portfolio 180 $479,734,485 Open SEC source
04 May 2026, 16:02:56 UTC 13F-HR Blake Schutter Theil Wealth Advisors, LLC CIK 0002042011 2026 Q1 Open parsed portfolio 111 $122,688,730 Open SEC source
04 May 2026, 16:02:56 UTC 13F-HR/A DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main CIK 0001694217 2024 Q3 - Restatement Open parsed portfolio 962 $96,692,060,277 Open SEC source
04 May 2026, 16:02:33 UTC 13F-HR/A DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main CIK 0001694217 2024 Q2 - Restatement Open parsed portfolio 998 $91,001,585,765 Open SEC source
04 May 2026, 16:02:04 UTC 13F-HR/A DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main CIK 0001694217 2024 Q1 - Restatement Open parsed portfolio 1,003 $87,826,351,173 Open SEC source
04 May 2026, 16:01:43 UTC 13F-HR/A DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main CIK 0001694217 2023 Q4 - Restatement Open parsed portfolio 971 $75,529,216,329 Open SEC source
04 May 2026, 16:01:10 UTC 13F-HR/A DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main CIK 0001694217 2023 Q3 - Restatement Open parsed portfolio 959 $67,624,419,925 Open SEC source
04 May 2026, 16:00:43 UTC 13F-HR/A DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main CIK 0001694217 2023 Q2 - Restatement Open parsed portfolio 1,002 $64,029,517,764 Open SEC source
04 May 2026, 16:00:13 UTC 13F-HR/A DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main CIK 0001694217 2023 Q1 - New Holdings Open parsed portfolio 2 $232,339 Open SEC source
04 May 2026, 15:59:51 UTC 13F-HR/A DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main CIK 0001694217 2023 Q1 - Restatement Open parsed portfolio 1,016 $59,084,243,433 Open SEC source
04 May 2026, 15:59:22 UTC 13F-HR/A DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main CIK 0001694217 2022 Q4 - New Holdings Open parsed portfolio 5 $1,615,662 Open SEC source
04 May 2026, 15:59:01 UTC 13F-HR CLEAR INVESTMENT RESEARCH, LLC CIK 0001635523 2026 Q1 Open parsed portfolio 241 $63,891,584 Open SEC source
04 May 2026, 15:58:59 UTC 13F-HR/A DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main CIK 0001694217 2022 Q4 - Restatement Open parsed portfolio 1,015 $56,288,456,244 Open SEC source
04 May 2026, 15:58:23 UTC 13F-HR/A DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main CIK 0001694217 2022 Q3 - New Holdings Open parsed portfolio 6 $1,820,390 Open SEC source
04 May 2026, 15:58:12 UTC 13F-HR J.Safra Asset Management Corp CIK 0001535293 2026 Q1 Open parsed portfolio 615 $1,855,823,802 Open SEC source
04 May 2026, 15:57:48 UTC 13F-HR/A DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main CIK 0001694217 2022 Q3 - Restatement Open parsed portfolio 997 $51,722,589,734 Open SEC source
04 May 2026, 15:57:10 UTC 13F-HR/A DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main CIK 0001694217 2022 Q2 - New Holdings Open parsed portfolio 8 $11,348,757 Open SEC source
04 May 2026, 15:56:28 UTC 13F-HR/A DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main CIK 0001694217 2022 Q2 - Restatement Open parsed portfolio 994 $54,272,392,896 Open SEC source
04 May 2026, 15:56:00 UTC 13F-HR/A DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main CIK 0001694217 2022 Q1 - New Holdings Open parsed portfolio 8 $2,988,647 Open SEC source
04 May 2026, 15:55:39 UTC 13F-HR/A DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main CIK 0001694217 2022 Q1 - Restatement Open parsed portfolio 965 $65,264,361,432 Open SEC source
04 May 2026, 15:55:10 UTC 13F-HR/A DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main CIK 0001694217 2021 Q4 - New Holdings Open parsed portfolio 19 $19,318,890 Open SEC source
04 May 2026, 15:54:43 UTC 13F-HR/A DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main CIK 0001694217 2021 Q4 - Restatement Open parsed portfolio 965 $69,254,238,028 Open SEC source
04 May 2026, 15:54:14 UTC 13F-HR/A DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main CIK 0001694217 2021 Q3 - New Holdings Open parsed portfolio 6 $2,330,250 Open SEC source
04 May 2026, 15:53:50 UTC 13F-HR/A DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main CIK 0001694217 2021 Q3 - Restatement Open parsed portfolio 936 $61,945,312,908 Open SEC source
04 May 2026, 15:53:21 UTC 13F-HR/A DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main CIK 0001694217 2021 Q2 - New Holdings Open parsed portfolio 5 $2,168,761 Open SEC source
04 May 2026, 15:52:58 UTC 13F-HR/A DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main CIK 0001694217 2021 Q2 - Restatement Open parsed portfolio 914 $60,369,884,089 Open SEC source
04 May 2026, 15:52:29 UTC 13F-HR/A DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main CIK 0001694217 2021 Q1 - Restatement Open parsed portfolio 897 $53,339,674,056 Open SEC source
04 May 2026, 15:52:24 UTC 13F-HR MTC Wealth Management LLC CIK 0001821455 2026 Q1 Open parsed portfolio 13 $210,518,338 Open SEC source
04 May 2026, 15:52:04 UTC 13F-HR/A DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main CIK 0001694217 2020 Q4 - New Holdings Open parsed portfolio 6 $2,370,051 Open SEC source
04 May 2026, 15:51:42 UTC 13F-HR/A DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main CIK 0001694217 2020 Q4 - Restatement Open parsed portfolio 839 $46,202,810,465 Open SEC source
04 May 2026, 15:51:16 UTC 13F-HR/A DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main CIK 0001694217 2020 Q3 - New Holdings Open parsed portfolio 2 $1,165,899 Open SEC source
04 May 2026, 15:50:46 UTC 13F-HR/A DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main CIK 0001694217 2020 Q3 - Restatement Open parsed portfolio 815 $41,044,159,363 Open SEC source
04 May 2026, 15:50:27 UTC 13F-HR/A DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main CIK 0001694217 2020 Q2 - New Holdings Open parsed portfolio 2 $764,272 Open SEC source
04 May 2026, 15:49:51 UTC 13F-HR/A DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main CIK 0001694217 2020 Q2 - Restatement Open parsed portfolio 790 $35,929,248,356 Open SEC source
04 May 2026, 15:49:50 UTC 13F-HR Sterling Investment Advisors, Ltd. CIK 0001701132 2026 Q1 Open parsed portfolio 213 $521,608,842 Open SEC source
04 May 2026, 15:49:24 UTC 13F-HR/A DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main CIK 0001694217 2020 Q1 - New Holdings Open parsed portfolio 1 $392,988 Open SEC source
04 May 2026, 15:48:45 UTC 13F-HR/A DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main CIK 0001694217 2020 Q1 - Restatement Open parsed portfolio 793 $29,251,958,524 Open SEC source
04 May 2026, 15:48:19 UTC 13F-HR/A DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main CIK 0001694217 2019 Q4 - Restatement Open parsed portfolio 728 $37,830,237,877 Open SEC source
04 May 2026, 15:47:57 UTC 13F-HR/A DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main CIK 0001694217 2019 Q3 - New Holdings Open parsed portfolio 5 $1,272,184 Open SEC source
04 May 2026, 15:46:51 UTC 13F-HR ELLERSON GROUP INC /ADV CIK 0000935570 2026 Q1 Open parsed portfolio 61 $152,587,469 Open SEC source
04 May 2026, 15:44:51 UTC 13F-HR/A DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main CIK 0001694217 2019 Q3 - Restatement Open parsed portfolio 740 $33,280,306,760 Open SEC source
04 May 2026, 15:38:22 UTC 13F-HR Sigma Planning Corp CIK 0001449126 2026 Q1 Open parsed portfolio 1,302 $3,599,434,595 Open SEC source
04 May 2026, 15:36:07 UTC 13F-HR Cornerstone Advisory, LLC CIK 0001668189 2026 Q1 Open parsed portfolio 258 $1,055,636,032 Open SEC source
04 May 2026, 15:35:41 UTC 13F-HR CAMDEN NATIONAL BANK CIK 0001697855 2026 Q1 Open parsed portfolio 164 $739,303,381 Open SEC source
04 May 2026, 15:33:39 UTC 13F-HR Conservest Capital Advisors, Inc. CIK 0001705716 2026 Q1 Open parsed portfolio 127 $1,103,128,169 Open SEC source
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