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 |
|---|---|---|---|---|---|---|
| 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 |
| 30 Apr 2026, 13:29:09 UTC | 13F-HR | STONEBRIDGE ADVISORS LLC CIK 0001367441 | 2026 Q1 Open parsed portfolio | 2 | $84,546,258 | Open SEC source |
| 30 Apr 2026, 13:26:28 UTC | 13F-HR | Relyea Zuckerberg Hanson LLC CIK 0001793691 | 2026 Q1 Open parsed portfolio | 276 | $994,586,010 | Open SEC source |
| 30 Apr 2026, 13:19:33 UTC | 13F-HR | Summa Corp. CIK 0001954929 | 2026 Q1 Open parsed portfolio | 83 | $241,448,130 | Open SEC source |
| 30 Apr 2026, 13:18:00 UTC | 13F-HR | Fulcrum Capital LLC CIK 0001724090 | 2026 Q1 Open parsed portfolio | 101 | $460,641,255 | Open SEC source |
| 30 Apr 2026, 13:17:13 UTC | 13F-HR | ARGA Investment Management, LP CIK 0001556915 | 2026 Q1 Open parsed portfolio | 109 | $3,045,025,830 | Open SEC source |
| 30 Apr 2026, 13:11:09 UTC | 13F-HR | Beirne Wealth Consulting Services, LLC CIK 0001697303 | 2026 Q1 Open parsed portfolio | 105 | $353,592,457 | Open SEC source |
| 30 Apr 2026, 13:01:47 UTC | 13F-HR | WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC CIK 0001812177 | 2026 Q1 Open parsed portfolio | 136 | $340,285,083 | Open SEC source |
| 30 Apr 2026, 12:57:50 UTC | 13F-HR | Stegner Investment Associates Inc. CIK 0001907433 | 2026 Q1 Open parsed portfolio | 29 | $182,582,760 | Open SEC source |
| 30 Apr 2026, 12:56:57 UTC | 13F-HR | Verdence Capital Advisors LLC CIK 0001719305 | 2026 Q1 Open parsed portfolio | 638 | $1,714,524,954 | Open SEC source |
| 30 Apr 2026, 12:55:10 UTC | 13F-HR | TITLEIST ASSET MANAGEMENT, LLC CIK 0001977759 | 2026 Q1 Open parsed portfolio | 396 | $1,324,275,667 | Open SEC source |
| 30 Apr 2026, 12:52:24 UTC | 13F-HR | Shakespeare Wealth Management, LLC CIK 0001658509 | 2026 Q1 Open parsed portfolio | 97 | $422,329,676 | Open SEC source |
| 30 Apr 2026, 12:52:08 UTC | 13F-HR | PRIVATE TRUST CO NA CIK 0001277557 | 2026 Q1 Open parsed portfolio | 2,598 | $1,119,317,081 | Open SEC source |
| 30 Apr 2026, 12:51:02 UTC | 13F-HR | Socha Financial Group, LLC CIK 0001967966 | 2026 Q1 Open parsed portfolio | 14 | $197,152,986 | Open SEC source |
| 30 Apr 2026, 12:47:33 UTC | 13F-HR | Owen LaRue, LLC CIK 0001965328 | 2026 Q1 Open parsed portfolio | 128 | $260,526,254 | Open SEC source |
| 30 Apr 2026, 12:46:57 UTC | 13F-HR | PREVAIL INNOVATIVE WEALTH ADVISORS, LLC CIK 0001989941 | 2026 Q1 Open parsed portfolio | 178 | $594,132,203 | Open SEC source |
| 30 Apr 2026, 12:40:30 UTC | 13F-HR | Prepared Retirement Institute LLC CIK 0002056037 | 2026 Q1 Open parsed portfolio | 0 | $0 | Open SEC source |
| 30 Apr 2026, 12:38:11 UTC | 13F-HR | BAYPOINTE PARTNERS LLC CIK 0002044734 | 2026 Q1 Open parsed portfolio | 20 | $72,868,412 | Open SEC source |
| 30 Apr 2026, 12:36:57 UTC | 13F-HR | LRI Investments, LLC CIK 0002023325 | 2026 Q1 Open parsed portfolio | 1,432 | $1,099,467,810 | Open SEC source |
| 30 Apr 2026, 12:36:50 UTC | 13F-HR/A | S.c.a. Candriam CIK 0001537014 | 2025 Q4 - Restatement Open parsed portfolio | 685 | $19,972,175,039 | Open SEC source |
| 30 Apr 2026, 12:36:29 UTC | 13F-HR | Simplicity Wealth,LLC CIK 0001913243 | 2026 Q1 Open parsed portfolio | 748 | $1,764,533,090 | Open SEC source |
| 30 Apr 2026, 12:36:03 UTC | 13F-HR | S.c.a. Candriam CIK 0001537014 | 2026 Q1 Open parsed portfolio | 692 | $19,183,623,386 | Open SEC source |
| 30 Apr 2026, 12:35:26 UTC | 13F-HR | Beacon Harbor Wealth Advisors, Inc. CIK 0001784093 | 2026 Q1 Open parsed portfolio | 70 | $477,165,905 | Open SEC source |
| 30 Apr 2026, 12:34:02 UTC | 13F-HR | ACR Alpine Capital Research, LLC CIK 0001508822 | 2026 Q1 Open parsed portfolio | 36 | $6,698,443,239 | Open SEC source |
| 30 Apr 2026, 12:32:26 UTC | 13F-HR | CONNING INC. CIK 0000801051 | 2026 Q1 Open parsed portfolio | 311 | $3,008,851,809 | Open SEC source |
| 30 Apr 2026, 12:30:16 UTC | 13F-HR | Barnett & Company, Inc. CIK 0001426588 | 2026 Q1 Open parsed portfolio | 88 | $128,670,919 | Open SEC source |
| 30 Apr 2026, 12:27:39 UTC | 13F-HR | Petix & Botte Co CIK 0001803255 | 2026 Q1 Open parsed portfolio | 272 | $448,844,226 | Open SEC source |
| 30 Apr 2026, 12:25:36 UTC | 13F-HR | Sequoia Financial Advisors, LLC CIK 0001599900 | 2026 Q1 Open parsed portfolio | 1,885 | $17,832,693,384 | Open SEC source |
| 30 Apr 2026, 12:23:26 UTC | 13F-HR | Independence Bank of Kentucky CIK 0001730479 | 2026 Q1 Open parsed portfolio | 623 | $789,355,281 | Open SEC source |
| 30 Apr 2026, 12:19:27 UTC | 13F-HR | Mascoma Wealth Management LLC CIK 0001695664 | 2026 Q1 Open parsed portfolio | 514 | $483,809,851 | Open SEC source |
| 30 Apr 2026, 12:15:32 UTC | 13F-HR | WealthCare Asset Management, LLC CIK 0002034181 | 2026 Q1 Open parsed portfolio | 32 | $93,950,855 | Open SEC source |
| 30 Apr 2026, 12:11:44 UTC | 13F-HR | VILLERE ST DENIS J & CO LLC CIK 0001113629 | 2026 Q1 Open parsed portfolio | 76 | $906,922,534 | Open SEC source |
| 30 Apr 2026, 11:56:24 UTC | 13F-HR | Myriad Asset Management Advisors LLC CIK 0002069031 | 2026 Q1 Open parsed portfolio | 47 | $339,387,000 | Open SEC source |
| 30 Apr 2026, 11:51:30 UTC | 13F-HR | Nippon Life Global Investors Americas, Inc. CIK 0001040190 | 2026 Q1 Open parsed portfolio | 106 | $2,217,574,752 | Open SEC source |
| 30 Apr 2026, 11:48:58 UTC | 13F-HR | Cromwell Holdings LLC CIK 0001894712 | 2026 Q1 Open parsed portfolio | 1,036 | $177,774,039 | Open SEC source |
| 30 Apr 2026, 11:43:40 UTC | 13F-HR | Fortune Financial Advisors, LLC CIK 0001961828 | 2026 Q1 Open parsed portfolio | 148 | $196,213,953 | Open SEC source |
| 30 Apr 2026, 11:38:07 UTC | 13F-HR | Sollinda Capital Management LLC CIK 0002012034 | 2026 Q1 Open parsed portfolio | 75 | $411,438,106 | Open SEC source |
| 30 Apr 2026, 11:35:26 UTC | 13F-HR | RED CEDAR INVESTMENT MANAGEMENT, LLC CIK 0001734398 | 2026 Q1 Open parsed portfolio | 91 | $964,521,927 | Open SEC source |
| 30 Apr 2026, 11:31:51 UTC | 13F-HR | Nuveen, LLC CIK 0001871926 | 2026 Q1 Open parsed portfolio | 3,225 | $369,267,893,657 | Open SEC source |
| 30 Apr 2026, 11:27:14 UTC | 13F-HR | DONALDSON CAPITAL MANAGEMENT, LLC CIK 0001487438 | 2026 Q1 Open parsed portfolio | 233 | $3,085,922,590 | Open SEC source |
| 30 Apr 2026, 11:26:48 UTC | 13F-HR | ASR Vermogensbeheer N.V. CIK 0001916757 | 2026 Q1 Open parsed portfolio | 532 | $8,502,986,863 | Open SEC source |
| 30 Apr 2026, 11:22:07 UTC | 13F-HR | ETF Store, Inc. CIK 0001911470 | 2026 Q1 Open parsed portfolio | 100 | $102,680,971 | Open SEC source |
| 30 Apr 2026, 11:20:59 UTC | 13F-HR | AMANSA CAPITAL PTE. LTD. CIK 0001660773 | 2026 Q1 Open parsed portfolio | 2 | $186,651,878 | Open SEC source |
| 30 Apr 2026, 11:17:32 UTC | 13F-HR | OAK RIDGE INVESTMENTS LLC CIK 0001054554 | 2026 Q1 Open parsed portfolio | 181 | $1,510,129,524 | Open SEC source |
| 30 Apr 2026, 11:15:08 UTC | 13F-HR | Henson-Edgewater Management, LLC CIK 0002115631 | 2026 Q1 Open parsed portfolio | 66 | $157,208,857 | Open SEC source |
| 30 Apr 2026, 11:05:45 UTC | 13F-HR | Sompo Asset Management Co., Ltd. CIK 0001533504 | 2026 Q1 Open parsed portfolio | 180 | $544,748,762 | Open SEC source |
| 30 Apr 2026, 11:04:39 UTC | 13F-HR | COLTON GROOME FINANCIAL ADVISORS, LLC CIK 0001780330 | 2026 Q1 Open parsed portfolio | 137 | $351,242,224 | Open SEC source |
| 30 Apr 2026, 11:03:41 UTC | 13F-HR | MMBG INVESTMENT ADVISORS CO. CIK 0001765876 | 2026 Q1 Open parsed portfolio | 172 | $1,088,731,783 | Open SEC source |
| 30 Apr 2026, 11:02:44 UTC | 13F-HR | Wilmington Savings Fund Society, FSB CIK 0000900974 | 2026 Q1 Open parsed portfolio | 1,423 | $4,195,652,628 | Open SEC source |