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 |
|---|---|---|---|---|---|---|
| 01 May 2026, 16:23:32 UTC | 13F-HR | CULLINAN ASSOCIATES INC CIK 0001161670 | 2026 Q1 Open parsed portfolio | 207 | $1,235,610,422 | Open SEC source |
| 01 May 2026, 16:18:24 UTC | 13F-HR | Capital Squared Financial LLC CIK 0002128691 | 2026 Q1 Open parsed portfolio | 85 | $130,957,877 | Open SEC source |
| 01 May 2026, 16:05:03 UTC | 13F-HR | Greylock XIV GP LLC CIK 0001660424 | 2026 Q1 Open parsed portfolio | 1 | $1,235,006,516 | Open SEC source |
| 01 May 2026, 16:03:45 UTC | 13F-HR | CITIZENS FINANCIAL GROUP INC/RI CIK 0000759944 | 2026 Q1 Open parsed portfolio | 837 | $7,186,090,377 | Open SEC source |
| 01 May 2026, 16:02:43 UTC | 13F-HR | Midwest Trust Co CIK 0002077080 | 2026 Q1 Open parsed portfolio | 593 | $8,017,724,375 | Open SEC source |
| 01 May 2026, 16:01:35 UTC | 13F-HR | FIFTH THIRD BANCORP CIK 0000035527 | 2026 Q1 Open parsed portfolio | 4,298 | $54,719,956,145 | Open SEC source |
| 01 May 2026, 16:01:02 UTC | 13F-HR | BANYAN CAPITAL MANAGEMENT, INC. CIK 0000846600 | 2026 Q1 Open parsed portfolio | 55 | $232,055,485 | Open SEC source |
| 01 May 2026, 15:56:11 UTC | 13F-HR | Global Assets Advisory, LLC CIK 0001942932 | 2026 Q1 Open parsed portfolio | 489 | $307,932,288 | Open SEC source |
| 01 May 2026, 15:54:12 UTC | 13F-HR | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 | 2026 Q1 Open parsed portfolio | 2,250 | $1,388,001,793 | Open SEC source |
| 01 May 2026, 15:50:26 UTC | 13F-HR | Trifecta Capital Advisors, LLC CIK 0001962615 | 2026 Q1 Open parsed portfolio | 274 | $646,020,125 | Open SEC source |
| 01 May 2026, 15:47:55 UTC | 13F-HR | Anchor Investment Management, LLC CIK 0001634149 | 2026 Q1 Open parsed portfolio | 1,066 | $1,198,679,957 | Open SEC source |
| 01 May 2026, 15:44:19 UTC | 13F-HR | Castleview Partners, LLC CIK 0001737088 | 2026 Q1 Open parsed portfolio | 200 | $195,075,071 | Open SEC source |
| 01 May 2026, 15:44:04 UTC | 13F-HR | Navigoe, LLC CIK 0002056100 | 2026 Q1 Open parsed portfolio | 214 | $169,324,000 | Open SEC source |
| 01 May 2026, 15:39:43 UTC | 13F-HR | Silver Oak Advisory Group, Inc. CIK 0001906937 | 2026 Q1 Open parsed portfolio | 80 | $231,847,000 | Open SEC source |
| 01 May 2026, 15:36:29 UTC | 13F-HR | ASSOCIATED BANC-CORP CIK 0000007789 | 2026 Q1 Open parsed portfolio | 331 | $3,776,924,834 | Open SEC source |
| 01 May 2026, 15:36:24 UTC | 13F-HR | Arlington Capital Management, Inc. CIK 0001606507 | 2026 Q1 Open parsed portfolio | 111 | $177,291,955 | Open SEC source |
| 01 May 2026, 15:34:13 UTC | 13F-HR | Keener Financial Planning LLC CIK 0002004495 | 2026 Q1 Open parsed portfolio | 58 | $237,919,000 | Open SEC source |
| 01 May 2026, 15:33:16 UTC | 13F-HR | United Bank CIK 0001697791 | 2026 Q1 Open parsed portfolio | 124 | $300,643,866 | Open SEC source |
| 01 May 2026, 15:29:01 UTC | 13F-HR | Strategic Wealth Advisors LLC CIK 0002107449 | 2026 Q1 Open parsed portfolio | 260 | $124,674,000 | Open SEC source |
| 01 May 2026, 15:24:47 UTC | 13F-HR | ARQ WEALTH ADVISORS, LLC CIK 0001811827 | 2026 Q1 Open parsed portfolio | 191 | $554,790,099 | Open SEC source |
| 01 May 2026, 15:24:05 UTC | 13F-HR | Financial Alternatives, Inc CIK 0001967227 | 2026 Q1 Open parsed portfolio | 79 | $185,495,467 | Open SEC source |
| 01 May 2026, 15:22:21 UTC | 13F-HR | DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 | 2026 Q1 Open parsed portfolio | 1,137 | $5,428,386,833 | Open SEC source |
| 01 May 2026, 15:21:59 UTC | 13F-HR | Towercrest Capital Management CIK 0001633288 | 2026 Q1 Open parsed portfolio | 103 | $640,813,759 | Open SEC source |
| 01 May 2026, 15:21:35 UTC | 13F-HR | Valmark Advisers, Inc. CIK 0001380443 | 2026 Q1 Open parsed portfolio | 675 | $8,415,793,020 | Open SEC source |
| 01 May 2026, 15:21:26 UTC | 13F-HR | PITTENGER & ANDERSON INC CIK 0001034886 | 2026 Q1 Open parsed portfolio | 522 | $2,512,814,105 | Open SEC source |
| 01 May 2026, 15:21:02 UTC | 13F-HR | R. W. Roge & Company, Inc. CIK 0001800745 | 2026 Q1 Open parsed portfolio | 65 | $209,659,000 | Open SEC source |
| 01 May 2026, 15:21:01 UTC | 13F-HR | AF Advisors, Inc. CIK 0001818044 | 2026 Q1 Open parsed portfolio | 26 | $180,853,116 | Open SEC source |
| 01 May 2026, 15:17:52 UTC | 13F-HR | Vestment Financial LLC CIK 0002056705 | 2026 Q1 Open parsed portfolio | 42 | $212,330,883 | Open SEC source |
| 01 May 2026, 15:16:55 UTC | 13F-HR | GABLES CAPITAL MANAGEMENT INC. CIK 0001740839 | 2026 Q1 Open parsed portfolio | 472 | $235,820,426 | Open SEC source |
| 01 May 2026, 15:16:14 UTC | 13F-HR | Clientfirst Wealth Management, LLC CIK 0001915494 | 2026 Q1 Open parsed portfolio | 50 | $118,486,226 | Open SEC source |
| 01 May 2026, 15:15:30 UTC | 13F-HR | Carnegie Investment Counsel CIK 0001511506 | 2026 Q1 Open parsed portfolio | 559 | $5,130,490,298 | Open SEC source |
| 01 May 2026, 15:14:50 UTC | 13F-HR | SFE Investment Counsel CIK 0001317784 | 2026 Q1 Open parsed portfolio | 140 | $624,231,225 | Open SEC source |
| 01 May 2026, 15:13:19 UTC | 13F-HR | Merrithew & Thorsten Inc CIK 0002107460 | 2026 Q1 Open parsed portfolio | 110 | $106,044,000 | Open SEC source |
| 01 May 2026, 15:12:31 UTC | 13F-HR | UNIVEST FINANCIAL Corp CIK 0000102212 | 2026 Q1 Open parsed portfolio | 254 | $1,780,741,205 | Open SEC source |
| 01 May 2026, 15:11:31 UTC | 13F-HR | Kaizen Financial Strategies CIK 0001842013 | 2026 Q1 Open parsed portfolio | 170 | $235,471,979 | Open SEC source |
| 01 May 2026, 15:09:49 UTC | 13F-HR | 180 WEALTH ADVISORS, LLC CIK 0001730817 | 2026 Q1 Open parsed portfolio | 472 | $879,695,361 | Open SEC source |
| 01 May 2026, 15:09:05 UTC | 13F-HR | WELCH & FORBES LLC CIK 0000105495 | 2026 Q1 Open parsed portfolio | 368 | $7,734,743,701 | Open SEC source |
| 01 May 2026, 15:08:18 UTC | 13F-HR | Seneca House Advisors CIK 0001731359 | 2026 Q1 Open parsed portfolio | 96 | $251,697,725 | Open SEC source |
| 01 May 2026, 15:06:54 UTC | 13F-HR | Seaside Wealth Management, Inc. CIK 0001929977 | 2026 Q1 Open parsed portfolio | 65 | $355,552,595 | Open SEC source |
| 01 May 2026, 15:04:41 UTC | 13F-HR | Lincoln Capital LLC CIK 0001633862 | 2026 Q1 Open parsed portfolio | 135 | $527,779,515 | Open SEC source |
| 01 May 2026, 15:03:49 UTC | 13F-HR | Luminvest Wealth Management LLC CIK 0002036517 | 2026 Q1 Open parsed portfolio | 55 | $382,465,272 | Open SEC source |
| 01 May 2026, 15:02:02 UTC | 13F-HR | CASTLE WEALTH MANAGEMENT LLC CIK 0001936420 | 2026 Q1 Open parsed portfolio | 132 | $308,554,093 | Open SEC source |
| 01 May 2026, 14:59:35 UTC | 13F-HR | S. R. Schill & Associates CIK 0001616004 | 2026 Q1 Open parsed portfolio | 29 | $148,034,476 | Open SEC source |
| 01 May 2026, 14:56:58 UTC | 13F-HR | Summit Financial Strategies, Inc. CIK 0001625246 | 2026 Q1 Open parsed portfolio | 169 | $1,268,961,153 | Open SEC source |
| 01 May 2026, 14:56:25 UTC | 13F-HR | DROMS STRAUSS ADVISORS INC /MO/ /ADV CIK 0001053292 | 2026 Q1 Open parsed portfolio | 77 | $382,560,175 | Open SEC source |
| 01 May 2026, 14:53:57 UTC | 13F-HR | Ball & Co Wealth Management Inc. CIK 0002057075 | 2026 Q1 Open parsed portfolio | 72 | $119,506,000 | Open SEC source |
| 01 May 2026, 14:42:23 UTC | 13F-HR | Oakwell Private Wealth Management, LLC CIK 0001844024 | 2026 Q1 Open parsed portfolio | 79 | $560,202,644 | Open SEC source |
| 01 May 2026, 14:40:18 UTC | 13F-HR | Sachetta, LLC CIK 0002010574 | 2026 Q1 Open parsed portfolio | 1,071 | $184,416,346 | Open SEC source |
| 01 May 2026, 14:37:22 UTC | 13F-HR | FINANCIAL COUNSELORS INC CIK 0000949623 | 2026 Q1 Open parsed portfolio | 12 | $70,859,454 | Open SEC source |
| 01 May 2026, 14:37:08 UTC | 13F-HR | BCR Wealth Strategies, LLC CIK 0001908380 | 2026 Q1 Open parsed portfolio | 36 | $319,088,000 | Open SEC source |