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 |
|---|---|---|---|---|---|---|
| 04 May 2026, 15:33:29 UTC | 13F-HR | Members Trust Co CIK 0001677560 | 2026 Q1 Open parsed portfolio | 154 | $3,009,401,137 | Open SEC source |
| 04 May 2026, 15:30:33 UTC | 13F-HR | SFAM, LLC CIK 0001713286 | 2026 Q1 Open parsed portfolio | 268 | $107,819,764 | Open SEC source |
| 04 May 2026, 15:30:11 UTC | 13F-HR | Citizens National Bank Trust Department CIK 0001806425 | 2026 Q1 Open parsed portfolio | 382 | $600,591,687 | Open SEC source |
| 04 May 2026, 15:26:50 UTC | 13F-HR | Bedel Financial Consulting, Inc. CIK 0001730511 | 2026 Q1 Open parsed portfolio | 293 | $869,955,210 | Open SEC source |
| 04 May 2026, 15:25:08 UTC | 13F-HR | First Growth Capital LLC CIK 0002112081 | 2026 Q1 Open parsed portfolio | 128 | $110,146,999 | Open SEC source |
| 04 May 2026, 15:19:59 UTC | 13F-HR | Chicago Partners Investment Group LLC CIK 0001563525 | 2026 Q1 Open parsed portfolio | 1,443 | $4,258,745,730 | Open SEC source |
| 04 May 2026, 15:18:33 UTC | 13F-HR | Gratus Wealth Advisors, LLC CIK 0002022161 | 2026 Q1 Open parsed portfolio | 138 | $691,356,964 | Open SEC source |
| 04 May 2026, 15:18:23 UTC | 13F-HR | ABSHER WEALTH MANAGEMENT, LLC CIK 0001802534 | 2026 Q1 Open parsed portfolio | 70 | $852,907,298 | Open SEC source |
| 04 May 2026, 15:16:45 UTC | 13F-HR | Kellett Wealth Advisors, LLC CIK 0001910381 | 2026 Q1 Open parsed portfolio | 79 | $184,490,582 | Open SEC source |
| 04 May 2026, 15:09:36 UTC | 13F-HR | SCHNIEDERS CAPITAL MANAGEMENT, LLC. CIK 0002057056 | 2026 Q1 Open parsed portfolio | 206 | $629,159,570 | Open SEC source |
| 04 May 2026, 15:08:54 UTC | 13F-HR | One Wealth Map LLC CIK 0001802635 | 2026 Q1 Open parsed portfolio | 84 | $204,471,363 | Open SEC source |
| 04 May 2026, 15:08:41 UTC | 13F-HR | Verbena Value LP CIK 0002082932 | 2026 Q1 Open parsed portfolio | 26 | $610,952,723 | Open SEC source |
| 04 May 2026, 15:05:07 UTC | 13F-HR | IFC Advisors LLC CIK 0002053348 | 2026 Q1 Open parsed portfolio | 158 | $698,938,612 | Open SEC source |
| 04 May 2026, 15:03:31 UTC | 13F-HR | MATTHEWS INTERNATIONAL CAPITAL MANAGEMENT LLC CIK 0001028074 | 2026 Q1 Open parsed portfolio | 37 | $246,494,264 | Open SEC source |
| 04 May 2026, 15:01:40 UTC | 13F-HR | PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC CIK 0002026926 | 2026 Q1 Open parsed portfolio | 214 | $762,905,361 | Open SEC source |
| 04 May 2026, 14:44:58 UTC | 13F-HR | STATE OF MICHIGAN RETIREMENT SYSTEM CIK 0000762152 | 2026 Q1 Open parsed portfolio | 941 | $18,932,550,360 | Open SEC source |
| 04 May 2026, 14:43:06 UTC | 13F-HR | NWF Advisory Services Inc. CIK 0002045735 | 2026 Q1 Open parsed portfolio | 407 | $885,456,482 | Open SEC source |
| 04 May 2026, 14:42:41 UTC | 13F-HR | Nadler Financial Group, Inc. CIK 0001541787 | 2026 Q1 Open parsed portfolio | 135 | $1,037,495,791 | Open SEC source |
| 04 May 2026, 14:39:30 UTC | 13F-HR | TFR Capital, LLC. CIK 0002059325 | 2026 Q1 Open parsed portfolio | 164 | $325,149,379 | Open SEC source |
| 04 May 2026, 14:37:51 UTC | 13F-HR | PRINCIPAL FINANCIAL GROUP INC CIK 0001126328 | 2026 Q1 Open parsed portfolio | 2,177 | $187,242,031,343 | Open SEC source |
| 04 May 2026, 14:36:22 UTC | 13F-HR | SCHWARTZ INVESTMENT COUNSEL INC CIK 0000909151 | 2026 Q1 Open parsed portfolio | 129 | $2,815,006,256 | Open SEC source |
| 04 May 2026, 14:35:11 UTC | 13F-HR | Spectrum Asset Management, Inc. CIK 0001318293 | 2026 Q1 Open parsed portfolio | 4 | $50,045,260 | Open SEC source |
| 04 May 2026, 14:29:13 UTC | 13F-HR | WJ Financial Advisors LLC CIK 0002095682 | 2026 Q1 Open parsed portfolio | 128 | $123,835,122 | Open SEC source |
| 04 May 2026, 14:28:20 UTC | 13F-HR | BIRINYI ASSOCIATES INC CIK 0001079738 | 2026 Q1 Open parsed portfolio | 60 | $367,168,000 | Open SEC source |
| 04 May 2026, 14:20:23 UTC | 13F-HR | Center for Financial Planning, Inc. CIK 0001803557 | 2026 Q1 Open parsed portfolio | 657 | $958,010,185 | Open SEC source |
| 04 May 2026, 14:14:36 UTC | 13F-HR | HBW ADVISORY SERVICES LLC CIK 0001790525 | 2026 Q1 Open parsed portfolio | 444 | $948,793,207 | Open SEC source |
| 04 May 2026, 14:11:10 UTC | 13F-HR | NORTHLAND SECURITIES, INC. CIK 0001006938 | 2026 Q1 Open parsed portfolio | 107 | $105,047,760 | Open SEC source |
| 04 May 2026, 14:01:55 UTC | 13F-HR/A | GHE, LLC CIK 0001910179 | 2026 Q1 - Restatement Open parsed portfolio | 55 | $240,674,791 | Open SEC source |
| 04 May 2026, 13:54:15 UTC | 13F-HR | 1 NORTH WEALTH SERVICES LLC CIK 0001641761 | 2026 Q1 Open parsed portfolio | 268 | $276,917,076 | Open SEC source |
| 04 May 2026, 13:52:30 UTC | 13F-HR | Legacy Financial Group LLC CIK 0001834011 | 2026 Q1 Open parsed portfolio | 121 | $795,078,685 | Open SEC source |
| 04 May 2026, 13:51:56 UTC | 13F-HR | Element Wealth, LLC CIK 0001802743 | 2026 Q1 Open parsed portfolio | 206 | $241,445,539 | Open SEC source |
| 04 May 2026, 13:48:09 UTC | 13F-HR | Bretton Capital Management, LLC CIK 0002043671 | 2026 Q1 Open parsed portfolio | 18 | $109,327,882 | Open SEC source |
| 04 May 2026, 13:41:29 UTC | 13F-HR | MML INVESTORS SERVICES, LLC CIK 0000701059 | 2026 Q1 Open parsed portfolio | 2,995 | $36,058,228,958 | Open SEC source |
| 04 May 2026, 13:40:07 UTC | 13F-HR | Archer Investment Corp CIK 0001803804 | 2026 Q1 Open parsed portfolio | 1,218 | $469,109,962 | Open SEC source |
| 04 May 2026, 13:37:54 UTC | 13F-HR | Illumine Investment Management, LLC CIK 0002052970 | 2026 Q1 Open parsed portfolio | 92 | $130,093,539 | Open SEC source |
| 04 May 2026, 13:33:54 UTC | 13F-HR | V2 Financial group LLC CIK 0002022843 | 2026 Q1 Open parsed portfolio | 108 | $214,703,808 | Open SEC source |
| 04 May 2026, 13:33:18 UTC | 13F-HR | CAPITAL MANAGEMENT ASSOCIATES /NY/ CIK 0000825293 | 2026 Q1 Open parsed portfolio | 36 | $60,225,511 | Open SEC source |
| 04 May 2026, 13:30:49 UTC | 13F-HR | Prudent Man Investment Management, Inc. CIK 0002054263 | 2026 Q1 Open parsed portfolio | 169 | $297,244,301 | Open SEC source |
| 04 May 2026, 13:28:59 UTC | 13F-HR | Financial Security Advisor, Inc. CIK 0001997602 | 2026 Q1 Open parsed portfolio | 160 | $544,450,648 | Open SEC source |
| 04 May 2026, 13:27:18 UTC | 13F-HR | Genesis Wealth Advisors, LLC CIK 0001637241 | 2026 Q1 Open parsed portfolio | 64 | $149,825,544 | Open SEC source |
| 04 May 2026, 13:27:15 UTC | 13F-HR | Wellington Shields & Co., LLC CIK 0001506073 | 2026 Q1 Open parsed portfolio | 321 | $392,383,485 | Open SEC source |
| 04 May 2026, 13:22:40 UTC | 13F-HR | Pacific Point Advisors, LLC CIK 0002056976 | 2026 Q1 Open parsed portfolio | 133 | $189,523,810 | Open SEC source |
| 04 May 2026, 13:21:44 UTC | 13F-HR | Souders Financial Advisors CIK 0001811240 | 2026 Q1 Open parsed portfolio | 216 | $876,433,949 | Open SEC source |
| 04 May 2026, 13:20:27 UTC | 13F-HR | Wellington Shields Capital Management, LLC CIK 0001506071 | 2026 Q1 Open parsed portfolio | 325 | $666,157,927 | Open SEC source |
| 04 May 2026, 13:17:28 UTC | 13F-HR | MAGNOLIA CAPITAL MANAGEMENT LTD CIK 0001802361 | 2026 Q1 Open parsed portfolio | 74 | $148,333,000 | Open SEC source |
| 04 May 2026, 13:14:11 UTC | 13F-HR | Purkiss Capital Advisors LLC CIK 0002053150 | 2026 Q1 Open parsed portfolio | 168 | $227,438,210 | Open SEC source |
| 04 May 2026, 13:10:55 UTC | 13F-HR | FIRST FOUNDATION ADVISORS CIK 0001086763 | 2026 Q1 Open parsed portfolio | 334 | $2,481,415,980 | Open SEC source |
| 04 May 2026, 13:09:16 UTC | 13F-HR | Carrera Capital Advisors CIK 0002035329 | 2026 Q1 Open parsed portfolio | 188 | $649,141,858 | Open SEC source |
| 04 May 2026, 13:07:31 UTC | 13F-HR | Chapman Investment Management, LLC CIK 0001751006 | 2026 Q1 Open parsed portfolio | 26 | $121,191,036 | Open SEC source |
| 04 May 2026, 13:02:55 UTC | 13F-HR | STEGINSKY CAPITAL LLC CIK 0001120048 | 2026 Q1 Open parsed portfolio | 8 | $605,073,000 | Open SEC source |