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, 12:58:31 UTC | 13F-HR | Lodestone Wealth Management LLC CIK 0001950158 | 2026 Q1 Open parsed portfolio | 778 | $252,333,500 | Open SEC source |
| 01 May 2026, 12:52:42 UTC | 13F-HR | Summit Place Financial Advisors, LLC CIK 0001801413 | 2026 Q1 Open parsed portfolio | 106 | $208,244,344 | Open SEC source |
| 01 May 2026, 12:49:58 UTC | 13F-HR | First Fiduciary Investment Counsel, Inc. CIK 0001072843 | 2026 Q1 Open parsed portfolio | 66 | $497,142,000 | Open SEC source |
| 01 May 2026, 12:42:36 UTC | 13F-HR | Mowery & Schoenfeld Wealth Management, LLC CIK 0002019946 | 2026 Q1 Open parsed portfolio | 351 | $65,453,993 | Open SEC source |
| 01 May 2026, 12:39:40 UTC | 13F-HR | Hills Bank & Trust Co CIK 0001309148 | 2026 Q1 Open parsed portfolio | 355 | $2,068,702,051 | Open SEC source |
| 01 May 2026, 12:37:55 UTC | 13F-HR | Monetary Solutions, Ltd CIK 0002112370 | 2026 Q1 Open parsed portfolio | 318 | $103,473,166 | Open SEC source |
| 01 May 2026, 12:37:14 UTC | 13F-HR | Smart Portfolios, LLC CIK 0001513227 | 2026 Q1 Open parsed portfolio | 99 | $100,287,568 | Open SEC source |
| 01 May 2026, 12:35:00 UTC | 13F-HR | Wingate Wealth Advisors, Inc. CIK 0002041800 | 2026 Q1 Open parsed portfolio | 121 | $187,127,583 | Open SEC source |
| 01 May 2026, 12:29:17 UTC | 13F-HR | Guardian Wealth Advisors, LLC CIK 0001858828 | 2026 Q1 Open parsed portfolio | 64 | $173,922,848 | Open SEC source |
| 01 May 2026, 12:27:34 UTC | 13F-HR | PATTEN & PATTEN INC/TN CIK 0001044905 | 2026 Q1 Open parsed portfolio | 338 | $1,656,620,656 | Open SEC source |
| 01 May 2026, 12:27:21 UTC | 13F-HR | Rakuten Securities, Inc. CIK 0002009539 | 2026 Q1 Open parsed portfolio | 879 | $240,746,865 | Open SEC source |
| 01 May 2026, 12:26:52 UTC | 13F-HR | Steadview Capital Management LLC CIK 0001844008 | 2026 Q1 Open parsed portfolio | 12 | $226,619,666 | Open SEC source |
| 01 May 2026, 12:25:32 UTC | 13F-HR | MILLER WEALTH ADVISORS, LLC CIK 0001908158 | 2026 Q1 Open parsed portfolio | 114 | $259,728,026 | Open SEC source |
| 01 May 2026, 12:25:00 UTC | 13F-HR | CMG Global Holdings, LLC CIK 0001839445 | 2026 Q1 Open parsed portfolio | 96 | $209,919,462 | Open SEC source |
| 01 May 2026, 12:24:02 UTC | 13F-HR | Savoir Faire Capital Management, L.P. CIK 0001710593 | 2026 Q1 Open parsed portfolio | 44 | $165,610,802 | Open SEC source |
| 01 May 2026, 12:19:16 UTC | 13F-HR | FDx Advisors, Inc. CIK 0001566601 | 2026 Q1 Open parsed portfolio | 183 | $313,229,000 | Open SEC source |
| 01 May 2026, 12:17:17 UTC | 13F-HR | Concord Asset Management, LLC/VA CIK 0002031885 | 2026 Q1 Open parsed portfolio | 117 | $591,826,186 | Open SEC source |
| 01 May 2026, 12:16:50 UTC | 13F-HR | New Republic Capital, LLC CIK 0001989988 | 2026 Q1 Open parsed portfolio | 312 | $296,689,597 | Open SEC source |
| 01 May 2026, 12:14:18 UTC | 13F-HR | NORTHCAPE WEALTH MANAGEMENT, LLC CIK 0001902806 | 2026 Q1 Open parsed portfolio | 141 | $366,835,674 | Open SEC source |
| 01 May 2026, 12:11:26 UTC | 13F-HR | Strategic Financial Partners, Ltd. CIK 0002027921 | 2026 Q1 Open parsed portfolio | 81 | $231,502,154 | Open SEC source |
| 01 May 2026, 12:05:22 UTC | 13F-HR | Blume Capital Management, Inc. CIK 0001587192 | 2026 Q1 Open parsed portfolio | 336 | $587,317,035 | Open SEC source |
| 01 May 2026, 12:04:24 UTC | 13F-HR | MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV CIK 0000354201 | 2026 Q1 Open parsed portfolio | 98 | $114,597,853 | Open SEC source |
| 01 May 2026, 12:03:55 UTC | 13F-HR | CAMPBELL CAPITAL MANAGEMENT INC CIK 0000826794 | 2026 Q1 Open parsed portfolio | 31 | $209,147,000 | Open SEC source |
| 01 May 2026, 12:03:35 UTC | 13F-HR | GENERAL ELECTRIC CO CIK 0000040545 | 2026 Q1 Open parsed portfolio | 2 | $308,242,983 | Open SEC source |
| 01 May 2026, 12:02:27 UTC | 13F-HR | FOURPATH CAPITAL MANAGEMENT, LLC CIK 0001894484 | 2026 Q1 Open parsed portfolio | 217 | $697,002,823 | Open SEC source |
| 01 May 2026, 11:59:43 UTC | 13F-HR | Liquid Strategies, LLC CIK 0001774727 | 2026 Q1 Open parsed portfolio | 9 | $465,478,830 | Open SEC source |
| 01 May 2026, 08:31:53 UTC | 13F-HR | Praxis Capital Management LLC CIK 0001791253 | 2026 Q1 Open parsed portfolio | 39 | $42,810,707 | Open SEC source |
| 01 May 2026, 08:22:00 UTC | 13F-HR | CV Advisors LLC CIK 0001872254 | 2026 Q1 Open parsed portfolio | 46 | $366,250,818 | Open SEC source |
| 01 May 2026, 08:17:50 UTC | 13F-HR | CenterStar Asset Management, LLC CIK 0001722053 | 2026 Q1 Open parsed portfolio | 87 | $103,632,190 | Open SEC source |
| 01 May 2026, 08:14:52 UTC | 13F-HR | Maj Invest Holding A/S CIK 0001730525 | 2026 Q1 Open parsed portfolio | 38 | $2,272,151,000 | Open SEC source |
| 01 May 2026, 11:47:57 UTC | 13F-HR | YACKTMAN ASSET MANAGEMENT LP CIK 0000905567 | 2026 Q1 Open parsed portfolio | 76 | $7,499,157,453 | Open SEC source |
| 01 May 2026, 11:41:43 UTC | 13F-HR | TLW Wealth Management, LLC CIK 0001767217 | 2026 Q1 Open parsed portfolio | 16 | $170,740,051 | Open SEC source |
| 01 May 2026, 11:30:52 UTC | 13F-HR | Mountain Hill Investment Partners Corp. CIK 0002055557 | 2026 Q1 Open parsed portfolio | 204 | $168,991,349 | Open SEC source |
| 01 May 2026, 11:26:11 UTC | 13F-HR | Spider Management Company, LLC CIK 0001791621 | 2026 Q1 Open parsed portfolio | 5 | $350,569,178 | Open SEC source |
| 01 May 2026, 11:24:39 UTC | 13F-HR | HANTZ FINANCIAL SERVICES, INC. CIK 0001071061 | 2026 Q1 Open parsed portfolio | 2,443 | $6,557,847,000 | Open SEC source |
| 01 May 2026, 11:18:09 UTC | 13F-HR | Kraft, Davis & Associates, LLC CIK 0001919438 | 2026 Q1 Open parsed portfolio | 151 | $452,004,747 | Open SEC source |
| 01 May 2026, 11:16:37 UTC | 13F-HR/A | MFN Partners Management, LP CIK 0001732811 | 2025 Q4 - New Holdings Open parsed portfolio | 2 | $24,920,000 | Open SEC source |
| 01 May 2026, 11:15:08 UTC | 13F-HR | Global Wealth Management Investment Advisory, Inc. CIK 0001767855 | 2026 Q1 Open parsed portfolio | 158 | $638,446,887 | Open SEC source |
| 01 May 2026, 11:07:30 UTC | 13F-HR | Mueller Wealth, LLC CIK 0002110608 | 2026 Q1 Open parsed portfolio | 17 | $125,394,619 | Open SEC source |
| 01 May 2026, 10:56:35 UTC | 13F-HR | HFM Investment Advisors, LLC CIK 0002067972 | 2026 Q1 Open parsed portfolio | 1,204 | $260,049,930 | Open SEC source |
| 01 May 2026, 10:55:58 UTC | 13F-HR | CAPITAL CITY TRUST CO/FL CIK 0001095836 | 2026 Q1 Open parsed portfolio | 114 | $437,436,873 | Open SEC source |
| 01 May 2026, 10:38:40 UTC | 13F-HR | Ativo Capital Management LLC CIK 0001423065 | 2026 Q1 Open parsed portfolio | 55 | $114,953,422 | Open SEC source |
| 01 May 2026, 10:37:28 UTC | 13F-HR | WIN ADVISORS, INC CIK 0001897144 | 2026 Q1 Open parsed portfolio | 78 | $218,625,258 | Open SEC source |
| 01 May 2026, 10:32:29 UTC | 13F-HR | Heritage Investment Group, Inc. CIK 0001876811 | 2026 Q1 Open parsed portfolio | 123 | $660,807,031 | Open SEC source |
| 01 May 2026, 10:32:02 UTC | 13F-HR | Strategic Investment Solutions, Inc. /IL CIK 0001960144 | 2026 Q1 Open parsed portfolio | 669 | $410,311,115 | Open SEC source |
| 01 May 2026, 10:29:06 UTC | 13F-HR | Atlas Venture Advisors, Inc. CIK 0001767432 | 2026 Q1 Open parsed portfolio | 3 | $121,605,310 | Open SEC source |
| 01 May 2026, 10:28:57 UTC | 13F-HR | Advisors Capital Management, LLC CIK 0001345576 | 2026 Q1 Open parsed portfolio | 566 | $8,581,449,970 | Open SEC source |
| 01 May 2026, 10:24:16 UTC | 13F-HR | MilWealth Group LLC CIK 0001972750 | 2026 Q1 Open parsed portfolio | 81 | $420,115,398 | Open SEC source |
| 01 May 2026, 10:23:02 UTC | 13F-HR | Supplemental Annuity Collective Trust of NJ CIK 0001483065 | 2026 Q1 Open parsed portfolio | 297 | $354,852,511 | Open SEC source |
| 01 May 2026, 10:22:09 UTC | 13F-HR | ROYAL LONDON ASSET MANAGEMENT LTD CIK 0000863748 | 2026 Q1 Open parsed portfolio | 688 | $47,558,599,628 | Open SEC source |