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 |
|---|---|---|---|---|---|---|
| 29 Apr 2026, 11:43:08 UTC | 13F-HR | TriaGen Wealth Management LLC CIK 0001843848 | 2026 Q1 Open parsed portfolio | 171 | $366,047,784 | Open SEC source |
| 29 Apr 2026, 11:43:04 UTC | 13F-HR | Sunrise Financial Services, LLC CIK 0002110891 | 2026 Q1 Open parsed portfolio | 622 | $141,086,360 | Open SEC source |
| 29 Apr 2026, 11:38:06 UTC | 13F-HR | WATERS PARKERSON & CO., LLC CIK 0001222993 | 2026 Q1 Open parsed portfolio | 188 | $1,945,160,513 | Open SEC source |
| 29 Apr 2026, 11:35:33 UTC | 13F-HR | Birch Hill Investment Advisors LLC CIK 0001424177 | 2026 Q1 Open parsed portfolio | 195 | $2,227,829,243 | Open SEC source |
| 29 Apr 2026, 11:29:43 UTC | 13F-HR | Index Technologies Group LLC CIK 0002095322 | 2026 Q1 Open parsed portfolio | 135 | $91,783,371 | Open SEC source |
| 29 Apr 2026, 11:28:43 UTC | 13F-HR | Live Oak Investment Partners CIK 0001822262 | 2026 Q1 Open parsed portfolio | 93 | $169,413,643 | Open SEC source |
| 29 Apr 2026, 11:27:31 UTC | 13F-HR | Steele Capital Management, Inc. CIK 0001646695 | 2026 Q1 Open parsed portfolio | 86 | $2,414,178,876 | Open SEC source |
| 29 Apr 2026, 11:25:43 UTC | 13F-HR | Se Flossbach von Storch CIK 0001575677 | 2026 Q1 Open parsed portfolio | 108 | $21,434,622,574 | Open SEC source |
| 29 Apr 2026, 11:25:23 UTC | 13F-HR/A | SALEM INVESTMENT COUNSELORS INC CIK 0000884423 | 2026 Q1 - Restatement Open parsed portfolio | 1,236 | $3,407,668,448 | Open SEC source |
| 29 Apr 2026, 11:13:48 UTC | 13F-HR | Investment Insight Wealth Management, LLC CIK 0001737917 | 2026 Q1 Open parsed portfolio | 36 | $92,743,263 | Open SEC source |
| 29 Apr 2026, 11:12:29 UTC | 13F-HR | Solidarity Wealth, LLC CIK 0001906613 | 2026 Q1 Open parsed portfolio | 83 | $520,748,978 | Open SEC source |
| 29 Apr 2026, 11:11:06 UTC | 13F-HR | Compass Financial Group, INC/SD CIK 0001964835 | 2026 Q1 Open parsed portfolio | 105 | $714,783,182 | Open SEC source |
| 29 Apr 2026, 11:10:54 UTC | 13F-HR | CVA Family Office, LLC CIK 0001802084 | 2026 Q1 Open parsed portfolio | 1,839 | $949,646,119 | Open SEC source |
| 29 Apr 2026, 11:09:18 UTC | 13F-HR/A | True Link Financial Advisors, LLC CIK 0001846236 | 2026 Q1 - Restatement Open parsed portfolio | 418 | $1,619,303,954 | Open SEC source |
| 29 Apr 2026, 11:08:16 UTC | 13F-HR | Dilation Capital Management LP CIK 0001922880 | 2026 Q1 Open parsed portfolio | 20 | $199,158,889 | Open SEC source |
| 29 Apr 2026, 11:07:05 UTC | 13F-HR | BLUEFIN CAPITAL MANAGEMENT, LLC CIK 0001144208 | 2025 Q4 Open parsed portfolio | 129 | $356,126,104 | Open SEC source |
| 29 Apr 2026, 11:06:45 UTC | 13F-HR | BLUEFIN CAPITAL MANAGEMENT, LLC CIK 0001144208 | 2025 Q3 Open parsed portfolio | 56 | $231,693,873 | Open SEC source |
| 29 Apr 2026, 11:02:28 UTC | 13F-HR | Wesleyan Assurance Society CIK 0001773368 | 2026 Q1 Open parsed portfolio | 105 | $1,694,209,000 | Open SEC source |
| 29 Apr 2026, 10:56:16 UTC | 13F-HR | KLP KAPITALFORVALTNING AS CIK 0001717443 | 2026 Q1 Open parsed portfolio | 2,154 | $25,489,423,607 | Open SEC source |
| 29 Apr 2026, 10:54:25 UTC | 13F-HR | True Link Financial Advisors, LLC CIK 0001846236 | 2026 Q1 Open parsed portfolio | 418 | $1,619,303,954 | Open SEC source |
| 29 Apr 2026, 10:51:02 UTC | 13F-HR | Envestnet Portfolio Solutions, Inc. CIK 0001998033 | 2026 Q1 Open parsed portfolio | 1,286 | $18,068,533,050 | Open SEC source |
| 29 Apr 2026, 10:50:12 UTC | 13F-HR | Mondrian Investment Partners LTD CIK 0001317724 | 2026 Q1 Open parsed portfolio | 103 | $5,776,499,389 | Open SEC source |
| 29 Apr 2026, 10:49:19 UTC | 13F-HR | Bell Asset Management Ltd CIK 0001681004 | 2026 Q1 Open parsed portfolio | 61 | $339,793,139 | Open SEC source |
| 29 Apr 2026, 10:46:30 UTC | 13F-HR | CAMBRIDGE CAPITAL MANAGEMENT, LLC CIK 0002078994 | 2026 Q1 Open parsed portfolio | 44 | $232,118,371 | Open SEC source |
| 29 Apr 2026, 10:45:33 UTC | 13F-HR | Walker Financial Services, Inc. CIK 0001965479 | 2026 Q1 Open parsed portfolio | 43 | $292,340,097 | Open SEC source |
| 29 Apr 2026, 10:34:45 UTC | 13F-HR | THOMA BRAVO, L.P. CIK 0001450701 | 2026 Q1 Open parsed portfolio | 3 | $6,652,979,411 | Open SEC source |
| 29 Apr 2026, 10:33:11 UTC | 13F-HR | Hubbell Strickland Wealth Management, LLC CIK 0001791555 | 2026 Q1 Open parsed portfolio | 83 | $250,909,960 | Open SEC source |
| 29 Apr 2026, 10:24:29 UTC | 13F-HR | Strategic Blueprint, LLC CIK 0001767821 | 2026 Q1 Open parsed portfolio | 635 | $1,719,654,998 | Open SEC source |
| 29 Apr 2026, 10:22:44 UTC | 13F-HR | MYCIO WEALTH PARTNERS, LLC CIK 0001371726 | 2026 Q1 Open parsed portfolio | 49 | $501,709,298 | Open SEC source |
| 29 Apr 2026, 10:20:37 UTC | 13F-HR | Oldfield Partners LLP CIK 0001492815 | 2026 Q1 Open parsed portfolio | 18 | $393,345,717 | Open SEC source |
| 29 Apr 2026, 10:19:14 UTC | 13F-HR | Strid Group, LLC CIK 0001625800 | 2026 Q1 Open parsed portfolio | 85 | $806,889,126 | Open SEC source |
| 29 Apr 2026, 10:18:08 UTC | 13F-HR | Exane Asset Management CIK 0001666256 | 2026 Q1 Open parsed portfolio | 32 | $489,210,633 | Open SEC source |
| 29 Apr 2026, 10:03:15 UTC | 13F-HR | INVESTMENT HOUSE LLC CIK 0001566030 | 2026 Q1 Open parsed portfolio | 223 | $1,921,749,203 | Open SEC source |
| 29 Apr 2026, 09:58:12 UTC | 13F-HR | Odyssey Capital Advisors, Inc. CIK 0002104872 | 2026 Q1 Open parsed portfolio | 97 | $111,622,469 | Open SEC source |
| 29 Apr 2026, 09:54:20 UTC | 13F-HR | Powszechne Towarzystwo Emerytalne Allianz Polska S.A. CIK 0002053628 | 2026 Q1 Open parsed portfolio | 10 | $267,751,384 | Open SEC source |
| 29 Apr 2026, 09:52:08 UTC | 13F-HR | ROBERT WOOD JOHNSON FOUNDATION CIK 0000315157 | 2026 Q1 Open parsed portfolio | 2 | $124,812,170 | Open SEC source |
| 29 Apr 2026, 09:51:55 UTC | 13F-HR | CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 | 2026 Q1 Open parsed portfolio | 987 | $4,034,678,026 | Open SEC source |
| 29 Apr 2026, 09:48:46 UTC | 13F-HR | H Capital V GP, L.P. CIK 0001757491 | 2026 Q1 Open parsed portfolio | 1 | $74,075,228 | Open SEC source |
| 29 Apr 2026, 09:47:37 UTC | 13F-HR | AGMAN CAPITAL LLC CIK 0002107832 | 2026 Q1 Open parsed portfolio | 18 | $125,607,968 | Open SEC source |
| 29 Apr 2026, 09:47:14 UTC | 13F-HR | CARY STREET PARTNERS INVESTMENT ADVISORY LLC CIK 0001766904 | 2026 Q1 Open parsed portfolio | 689 | $391,536,004 | Open SEC source |
| 29 Apr 2026, 09:31:11 UTC | 13F-HR | Mithaq Capital SPC CIK 0001834600 | 2026 Q1 Open parsed portfolio | 4 | $165,931,661 | Open SEC source |
| 29 Apr 2026, 09:09:35 UTC | 13F-HR | Downshift Financial, LLC CIK 0002118380 | 2026 Q1 Open parsed portfolio | 77 | $188,209,342 | Open SEC source |
| 29 Apr 2026, 09:03:10 UTC | 13F-HR | Swedbank AB CIK 0000946431 | 2026 Q1 Open parsed portfolio | 684 | $95,148,529,369 | Open SEC source |
| 29 Apr 2026, 09:01:17 UTC | 13F-HR | Avory & Company, LLC CIK 0001842766 | 2026 Q1 Open parsed portfolio | 34 | $77,285,999 | Open SEC source |
| 29 Apr 2026, 08:59:54 UTC | 13F-HR | Resonant Capital Advisors, LLC CIK 0001803236 | 2026 Q1 Open parsed portfolio | 495 | $1,903,965,029 | Open SEC source |
| 29 Apr 2026, 08:58:14 UTC | 13F-HR | Global Strategic Investment Solutions, LLC CIK 0001760076 | 2026 Q1 Open parsed portfolio | 144 | $1,016,885,983 | Open SEC source |
| 29 Apr 2026, 08:56:57 UTC | 13F-HR | Great Hill Capital LLC CIK 0002096165 | 2026 Q1 Open parsed portfolio | 31 | $159,914,524 | Open SEC source |
| 29 Apr 2026, 08:55:07 UTC | 13F-HR | United Asset Strategies, Inc. CIK 0001539948 | 2026 Q1 Open parsed portfolio | 257 | $1,256,843,751 | Open SEC source |
| 29 Apr 2026, 08:54:04 UTC | 13F-HR | Northwest Wealth Advisors, LLC CIK 0002094564 | 2026 Q1 Open parsed portfolio | 64 | $140,005,693 | Open SEC source |
| 29 Apr 2026, 08:52:55 UTC | 13F-HR | Centerpoint Advisory Group CIK 0002054093 | 2026 Q1 Open parsed portfolio | 108 | $132,817,386 | Open SEC source |