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
6,101-6,150 of 9,549
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Current page
123

Recent 13F signals

Latest portfolio disclosures to inspect

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

13F portfolio

CHANNING GLOBAL ADVISORS, LLC

CIK 0001901222

13F-HR Q1 2026
CIK
0001901222
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
47 holdings / $171,050,215
Filed
30 Apr 2026, 15:37:46 UTC
Period
2026 Q1

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

13F portfolio

Stronghold Wealth Management L.L.C.

CIK 0002107257

13F-HR Q1 2026
CIK
0002107257
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
119 holdings / $66,170,107
Filed
30 Apr 2026, 15:30:20 UTC
Period
2026 Q1

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

13F portfolio

Kestra Advisory Services, LLC

CIK 0001830819

13F-HR Q1 2026
CIK
0001830819
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
3,105 holdings / $26,417,950,710
Filed
30 Apr 2026, 15:26:06 UTC
Period
2026 Q1

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

13F portfolio

MONEY CONCEPTS CAPITAL CORP

CIK 0000716851

13F-HR Q1 2026
CIK
0000716851
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
567 holdings / $1,808,404,647
Filed
30 Apr 2026, 15:21:42 UTC
Period
2026 Q1

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

13F portfolio

FIDELITY D & D BANCORP INC

CIK 0001098151

13F-HR Q1 2026
CIK
0001098151
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
106 holdings / $249,441,971
Filed
30 Apr 2026, 15:16:36 UTC
Period
2026 Q1

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

13F portfolio

AZZAD ASSET MANAGEMENT INC /ADV

CIK 0001121914

13F-HR Q1 2026
CIK
0001121914
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
331 holdings / $989,016,723
Filed
30 Apr 2026, 15:14:54 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
30 Apr 2026, 15:37:46 UTC 13F-HR CHANNING GLOBAL ADVISORS, LLC CIK 0001901222 2026 Q1 Open parsed portfolio 47 $171,050,215 Open SEC source
30 Apr 2026, 15:30:20 UTC 13F-HR Stronghold Wealth Management L.L.C. CIK 0002107257 2026 Q1 Open parsed portfolio 119 $66,170,107 Open SEC source
30 Apr 2026, 15:26:06 UTC 13F-HR Kestra Advisory Services, LLC CIK 0001830819 2026 Q1 Open parsed portfolio 3,105 $26,417,950,710 Open SEC source
30 Apr 2026, 15:21:42 UTC 13F-HR MONEY CONCEPTS CAPITAL CORP CIK 0000716851 2026 Q1 Open parsed portfolio 567 $1,808,404,647 Open SEC source
30 Apr 2026, 15:16:36 UTC 13F-HR FIDELITY D & D BANCORP INC CIK 0001098151 2026 Q1 Open parsed portfolio 106 $249,441,971 Open SEC source
30 Apr 2026, 15:14:54 UTC 13F-HR AZZAD ASSET MANAGEMENT INC /ADV CIK 0001121914 2026 Q1 Open parsed portfolio 331 $989,016,723 Open SEC source
30 Apr 2026, 15:12:56 UTC 13F-HR Granite Investment Partners, LLC CIK 0001542266 2026 Q1 Open parsed portfolio 263 $1,626,337,061 Open SEC source
30 Apr 2026, 15:04:59 UTC 13F-HR Summit Portfolio Management, LTD. CIK 0002132683 2026 Q1 Open parsed portfolio 24 $155,448,713 Open SEC source
30 Apr 2026, 14:55:42 UTC 13F-HR Main Street Research LLC CIK 0001513211 2026 Q1 Open parsed portfolio 148 $1,718,527,602 Open SEC source
30 Apr 2026, 14:55:32 UTC 13F-HR FIRST HORIZON CORP CIK 0000036966 2026 Q1 Open parsed portfolio 1,465 $2,391,724,443 Open SEC source
30 Apr 2026, 14:50:54 UTC 13F-HR Cherry Creek Investment Advisors, Inc. CIK 0001877829 2026 Q1 Open parsed portfolio 124 $230,124,141 Open SEC source
30 Apr 2026, 14:48:43 UTC 13F-HR Valued Wealth Advisors LLC CIK 0002007175 2026 Q1 Open parsed portfolio 746 $246,744,823 Open SEC source
30 Apr 2026, 14:48:41 UTC 13F-HR Triune Financial Partners, LLC CIK 0002040393 2026 Q1 Open parsed portfolio 47 $420,520,266 Open SEC source
30 Apr 2026, 14:47:12 UTC 13F-HR ATX Financial Planning, LLC CIK 0002111013 2026 Q1 Open parsed portfolio 81 $131,631,442 Open SEC source
30 Apr 2026, 14:47:04 UTC 13F-HR MOSAIC FAMILY WEALTH PARTNERS, LLC CIK 0001965241 2026 Q1 Open parsed portfolio 286 $976,996,786 Open SEC source
30 Apr 2026, 14:46:24 UTC 13F-HR IBEX WEALTH ADVISORS CIK 0001686242 2026 Q1 Open parsed portfolio 203 $1,073,946,225 Open SEC source
30 Apr 2026, 14:45:34 UTC 13F-HR Pearl Planning LLC CIK 0002100519 2026 Q1 Open parsed portfolio 52 $187,100,702 Open SEC source
30 Apr 2026, 14:44:48 UTC 13F-HR North Capital, Inc. CIK 0002065938 2026 Q1 Open parsed portfolio 93 $118,051,032 Open SEC source
30 Apr 2026, 14:44:24 UTC 13F-HR Horrell Capital Management, Inc. CIK 0001385925 2026 Q1 Open parsed portfolio 194 $219,281,682 Open SEC source
30 Apr 2026, 14:39:11 UTC 13F-HR Harold Davidson & Associates Inc. CIK 0001430022 2026 Q1 Open parsed portfolio 60 $205,915,418 Open SEC source
30 Apr 2026, 14:32:18 UTC 13F-HR Jordan Park Trust Co LLC CIK 0002051108 2026 Q1 Open parsed portfolio 14 $131,028,524 Open SEC source
30 Apr 2026, 14:27:34 UTC 13F-HR MANNING & NAPIER ADVISORS LLC CIK 0000062039 2026 Q1 Open parsed portfolio 611 $7,092,705,310 Open SEC source
30 Apr 2026, 14:25:41 UTC 13F-HR Carmel Capital Partners, LLC CIK 0001900481 2026 Q1 Open parsed portfolio 118 $277,058,727 Open SEC source
30 Apr 2026, 14:18:51 UTC 13F-HR DMC Group, LLC CIK 0001893403 2026 Q1 Open parsed portfolio 141 $148,012,304 Open SEC source
30 Apr 2026, 14:18:15 UTC 13F-HR Costello Asset Management, INC CIK 0001760145 2026 Q1 Open parsed portfolio 685 $289,231,312 Open SEC source
30 Apr 2026, 14:17:40 UTC 13F-HR Torren Management, LLC CIK 0002096203 2026 Q1 Open parsed portfolio 983 $200,836,739 Open SEC source
30 Apr 2026, 14:17:28 UTC 13F-HR ROBINSON SMITH WEALTH ADVISORS LLC CIK 0002008554 2026 Q1 Open parsed portfolio 84 $147,812,287 Open SEC source
30 Apr 2026, 14:15:10 UTC 13F-HR Hegarty Advisors, LLC CIK 0002107727 2026 Q1 Open parsed portfolio 57 $126,843,025 Open SEC source
30 Apr 2026, 14:14:19 UTC 13F-HR AlphaQuest LLC CIK 0001883897 2026 Q1 Open parsed portfolio 0 $0 Open SEC source
30 Apr 2026, 14:13:37 UTC 13F-HR SkyOak Wealth, LLC CIK 0001800379 2026 Q1 Open parsed portfolio 255 $546,069,714 Open SEC source
30 Apr 2026, 14:11:44 UTC 13F-HR GRIFFIN ASSET MANAGEMENT, INC. CIK 0000883803 2026 Q1 Open parsed portfolio 228 $886,608,813 Open SEC source
30 Apr 2026, 14:10:41 UTC 13F-HR Naria Inc. CIK 0002012185 2026 Q1 Open parsed portfolio 1 $556,476,222 Open SEC source
30 Apr 2026, 14:10:37 UTC 13F-HR Millstone Evans Group, LLC CIK 0002041943 2026 Q1 Open parsed portfolio 856 $166,644,144 Open SEC source
30 Apr 2026, 14:07:01 UTC 13F-HR Team Hewins, LLC CIK 0001964760 2026 Q1 Open parsed portfolio 41 $336,506,354 Open SEC source
30 Apr 2026, 14:06:16 UTC 13F-HR BEACON FINANCIAL GROUP CIK 0001591379 2026 Q1 Open parsed portfolio 348 $1,002,561,035 Open SEC source
30 Apr 2026, 14:03:19 UTC 13F-HR GENWORTH FINANCIAL INC CIK 0001276520 2026 Q1 Open parsed portfolio 2 $427,736,917 Open SEC source
30 Apr 2026, 14:01:09 UTC 13F-HR Forza Wealth Management, LLC CIK 0001963030 2026 Q1 Open parsed portfolio 188 $287,466,200 Open SEC source
30 Apr 2026, 14:00:23 UTC 13F-HR AlpenGlobal Capital LLC CIK 0002062492 2026 Q1 Open parsed portfolio 36 $150,883,034 Open SEC source
30 Apr 2026, 13:55:37 UTC 13F-HR Warm Springs Advisors Inc. CIK 0002057078 2026 Q1 Open parsed portfolio 48 $117,766,499 Open SEC source
30 Apr 2026, 13:54:05 UTC 13F-HR/A First Citizens Asset Management, Inc. CIK 0001964116 2022 Q4 - Restatement Open parsed portfolio 45 $178,186,236 Open SEC source
30 Apr 2026, 13:53:29 UTC 13F-HR OMC Financial Services LTD CIK 0002026391 2026 Q1 Open parsed portfolio 64 $257,949,602 Open SEC source
30 Apr 2026, 13:47:13 UTC 13F-HR KLCM Advisors, Inc. CIK 0001166620 2026 Q1 Open parsed portfolio 256 $1,148,977,956 Open SEC source
30 Apr 2026, 13:45:53 UTC 13F-HR CORRADO ADVISORS, LLC CIK 0001482611 2026 Q1 Open parsed portfolio 115 $191,681,422 Open SEC source
30 Apr 2026, 13:41:14 UTC 13F-HR ARBOR CAPITAL MANAGEMENT INC /ADV CIK 0001027570 2026 Q1 Open parsed portfolio 101 $122,597,114 Open SEC source
30 Apr 2026, 13:40:00 UTC 13F-HR BLODGETT WEALTH ADVISORS, LLC CIK 0001907826 2026 Q1 Open parsed portfolio 64 $126,185,536 Open SEC source
30 Apr 2026, 13:36:36 UTC 13F-HR KORNITZER CAPITAL MANAGEMENT INC /KS CIK 0000898358 2026 Q1 Open parsed portfolio 505 $4,648,380,478 Open SEC source
30 Apr 2026, 13:35:41 UTC 13F-HR Paladin Advisory Group, LLC CIK 0001899703 2026 Q1 Open parsed portfolio 241 $131,479,680 Open SEC source
30 Apr 2026, 13:34:24 UTC 13F-HR Cedar Mountain Advisors, LLC CIK 0001798986 2026 Q1 Open parsed portfolio 1,152 $511,378,412 Open SEC source
30 Apr 2026, 13:33:06 UTC 13F-HR Diversified Investment Strategies, LLC CIK 0001427196 2026 Q1 Open parsed portfolio 55 $156,541,906 Open SEC source
30 Apr 2026, 13:29:53 UTC 13F-HR William Howard & Co Financial Advisors Inc CIK 0002023493 2026 Q1 Open parsed portfolio 54 $115,784,695 Open SEC source
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