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 |
|---|---|---|---|---|---|---|
| 28 Apr 2026, 13:08:09 UTC | 13F-HR | Halter Ferguson Financial Inc. CIK 0001842665 | 2026 Q1 Open parsed portfolio | 36 | $452,281,678 | Open SEC source |
| 28 Apr 2026, 13:01:27 UTC | 13F-HR | SHELTON WEALTH MANAGEMENT, LLC CIK 0001903883 | 2026 Q1 Open parsed portfolio | 124 | $227,003,178 | Open SEC source |
| 28 Apr 2026, 12:50:33 UTC | 13F-HR | ALTFEST L J & CO INC CIK 0000712050 | 2026 Q1 Open parsed portfolio | 326 | $934,894,323 | Open SEC source |
| 28 Apr 2026, 12:48:22 UTC | 13F-HR | Split Rock Private Trading & Wealth Management, LLC CIK 0002095884 | 2026 Q1 Open parsed portfolio | 46 | $129,161,169 | Open SEC source |
| 28 Apr 2026, 12:48:20 UTC | 13F-HR | MBL Wealth, LLC CIK 0001845785 | 2026 Q1 Open parsed portfolio | 331 | $1,319,946,060 | Open SEC source |
| 28 Apr 2026, 12:42:31 UTC | 13F-HR | Angeles Investment Advisors, LLC CIK 0001535695 | 2026 Q1 Open parsed portfolio | 31 | $1,487,654,947 | Open SEC source |
| 28 Apr 2026, 12:41:15 UTC | 13F-HR | Golden State Wealth Management, LLC CIK 0001776033 | 2026 Q1 Open parsed portfolio | 1,609 | $914,803,005 | Open SEC source |
| 28 Apr 2026, 12:38:12 UTC | 13F-HR | NTV ASSET MANAGEMENT LLC CIK 0001284208 | 2026 Q1 Open parsed portfolio | 311 | $909,739,510 | Open SEC source |
| 28 Apr 2026, 12:32:08 UTC | 13F-HR | SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI CIK 0001033974 | 2026 Q1 Open parsed portfolio | 158 | $1,308,517,700 | Open SEC source |
| 28 Apr 2026, 12:32:00 UTC | 13F-HR | DUFF & PHELPS INVESTMENT MANAGEMENT CO CIK 0000765443 | 2026 Q1 Open parsed portfolio | 148 | $9,629,907,082 | Open SEC source |
| 28 Apr 2026, 12:21:59 UTC | 13F-HR | Oriental Harbor Investment Master Fund CIK 0002046333 | 2026 Q1 Open parsed portfolio | 12 | $1,133,091,137 | Open SEC source |
| 28 Apr 2026, 12:12:21 UTC | 13F-HR | WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV CIK 0000771118 | 2026 Q1 Open parsed portfolio | 172 | $624,587,283 | Open SEC source |
| 28 Apr 2026, 12:08:41 UTC | 13F-HR | Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies CIK 0002106763 | 2026 Q1 Open parsed portfolio | 63 | $111,280,867 | Open SEC source |
| 28 Apr 2026, 12:03:01 UTC | 13F-HR | Philip James Wealth Mangement, LLC CIK 0002002630 | 2026 Q1 Open parsed portfolio | 157 | $869,654,204 | Open SEC source |
| 28 Apr 2026, 12:01:02 UTC | 13F-HR | Belpointe Asset Management LLC CIK 0001721242 | 2026 Q1 Open parsed portfolio | 1,066 | $2,739,496,098 | Open SEC source |
| 28 Apr 2026, 11:59:31 UTC | 13F-HR | Antonelli Financial Advisors, LLC CIK 0002055364 | 2026 Q1 Open parsed portfolio | 52 | $144,709,000 | Open SEC source |
| 28 Apr 2026, 11:56:57 UTC | 13F-HR | Brickwood Asset Management LLP CIK 0002056939 | 2026 Q1 Open parsed portfolio | 10 | $133,261,023 | Open SEC source |
| 28 Apr 2026, 11:56:55 UTC | 13F-HR | Ascentis Wealth Management, LLC CIK 0002032602 | 2026 Q1 Open parsed portfolio | 656 | $508,072,053 | Open SEC source |
| 28 Apr 2026, 11:52:43 UTC | 13F-HR | Fortis Capital Advisors, LLC CIK 0001959790 | 2026 Q1 Open parsed portfolio | 371 | $763,435,247 | Open SEC source |
| 28 Apr 2026, 11:50:17 UTC | 13F-HR | Spurstone Advisory Services, LLC CIK 0002056079 | 2026 Q1 Open parsed portfolio | 76 | $5,842,208 | Open SEC source |
| 28 Apr 2026, 11:34:25 UTC | 13F-HR | Robertson Stephens Wealth Management, LLC CIK 0001767307 | 2026 Q1 Open parsed portfolio | 615 | $3,569,320,164 | Open SEC source |
| 28 Apr 2026, 11:21:42 UTC | 13F-HR | DDD Partners, LLC CIK 0001729673 | 2026 Q1 Open parsed portfolio | 134 | $1,441,584,045 | Open SEC source |
| 28 Apr 2026, 11:12:41 UTC | 13F-HR | TritonPoint Partners, LLC CIK 0002111167 | 2026 Q1 Open parsed portfolio | 200 | $271,659,604 | Open SEC source |
| 28 Apr 2026, 11:10:46 UTC | 13F-HR | Harbour Trust & Investment Management Co CIK 0002003557 | 2026 Q1 Open parsed portfolio | 155 | $942,785,401 | Open SEC source |
| 28 Apr 2026, 11:07:52 UTC | 13F-HR | Encompass More Asset Management CIK 0002011218 | 2026 Q1 Open parsed portfolio | 239 | $592,601,300 | Open SEC source |
| 28 Apr 2026, 11:04:33 UTC | 13F-HR | RW Investment Management LLC CIK 0001631627 | 2026 Q1 Open parsed portfolio | 113 | $1,033,174,433 | Open SEC source |
| 28 Apr 2026, 11:01:12 UTC | 13F-HR | INVESTMENT MANAGEMENT CORP /VA/ /ADV CIK 0000789307 | 2026 Q1 Open parsed portfolio | 52 | $116,425,322 | Open SEC source |
| 28 Apr 2026, 10:56:28 UTC | 13F-HR | Blue Sky Capital Consultants Group, Inc. CIK 0002057054 | 2026 Q1 Open parsed portfolio | 76 | $209,666,287 | Open SEC source |
| 28 Apr 2026, 10:49:42 UTC | 13F-HR | Timber Creek Capital Management LLC CIK 0001510848 | 2026 Q1 Open parsed portfolio | 78 | $412,464,515 | Open SEC source |
| 28 Apr 2026, 10:46:36 UTC | 13F-HR | National Mutual Insurance Federation of Agricultural Cooperatives CIK 0001542927 | 2026 Q1 Open parsed portfolio | 41 | $12,986,336,769 | Open SEC source |
| 28 Apr 2026, 10:44:47 UTC | 13F-HR | South Shore Capital Advisors CIK 0001852993 | 2026 Q1 Open parsed portfolio | 139 | $136,377,976 | Open SEC source |
| 28 Apr 2026, 10:36:21 UTC | 13F-HR | GOANNA CAPITAL MANAGEMENT LLC CIK 0002130895 | 2025 Q4 Open parsed portfolio | 3 | $11,551,144 | Open SEC source |
| 28 Apr 2026, 10:35:59 UTC | 13F-HR | SOUTHERN MICHIGAN BANK & TRUST CIK 0001173227 | 2026 Q1 Open parsed portfolio | 424 | $260,597,033 | Open SEC source |
| 28 Apr 2026, 10:35:12 UTC | 13F-HR | Titan Investment Management LLC CIK 0002112547 | 2026 Q1 Open parsed portfolio | 37 | $113,318,329 | Open SEC source |
| 28 Apr 2026, 10:33:24 UTC | 13F-HR | Stratos Wealth Partners, LTD. CIK 0001612865 | 2026 Q1 Open parsed portfolio | 1,619 | $8,796,456,530 | Open SEC source |
| 28 Apr 2026, 10:33:02 UTC | 13F-HR | Stratos Wealth Advisors, LLC CIK 0001707202 | 2026 Q1 Open parsed portfolio | 609 | $1,629,242,440 | Open SEC source |
| 28 Apr 2026, 10:32:13 UTC | 13F-HR | Stratos Investment Management, LLC CIK 0001707206 | 2026 Q1 Open parsed portfolio | 371 | $2,493,752,780 | Open SEC source |
| 28 Apr 2026, 10:27:31 UTC | 13F-HR | Clarity Retirement & Wealth, LLC CIK 0002103352 | 2026 Q1 Open parsed portfolio | 26 | $124,003,330 | Open SEC source |
| 28 Apr 2026, 10:26:06 UTC | 13F-HR | CAP Partners, LLC CIK 0002006870 | 2026 Q1 Open parsed portfolio | 146 | $177,050,421 | Open SEC source |
| 28 Apr 2026, 10:21:57 UTC | 13F-HR | LGT Financial Advisors LLC CIK 0001965191 | 2026 Q1 Open parsed portfolio | 251 | $19,511,446 | Open SEC source |
| 28 Apr 2026, 10:21:42 UTC | 13F-HR | Hobbs Wealth Management, LLC CIK 0002019202 | 2026 Q1 Open parsed portfolio | 23 | $101,053,257 | Open SEC source |
| 28 Apr 2026, 10:18:19 UTC | 13F-HR | Argyle Capital Management, LLC CIK 0001321194 | 2026 Q1 Open parsed portfolio | 137 | $307,719,674 | Open SEC source |
| 28 Apr 2026, 10:12:19 UTC | 13F-HR | W.H. Cornerstone Investments Inc. CIK 0001940823 | 2026 Q1 Open parsed portfolio | 129 | $159,967,664 | Open SEC source |
| 28 Apr 2026, 10:09:52 UTC | 13F-HR | STRATEGIC VALUE BANK PARTNERS LLC CIK 0001904067 | 2026 Q1 Open parsed portfolio | 14 | $186,074,270 | Open SEC source |
| 28 Apr 2026, 10:09:17 UTC | 13F-HR | KANAWHA CAPITAL MANAGEMENT LLC CIK 0001164478 | 2026 Q1 Open parsed portfolio | 221 | $1,419,030,522 | Open SEC source |
| 28 Apr 2026, 10:06:53 UTC | 13F-HR | KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 | 2026 Q1 Open parsed portfolio | 924 | $2,107,105,934 | Open SEC source |
| 28 Apr 2026, 10:04:30 UTC | 13F-HR | HARBOR CAPITAL ADVISORS, INC. CIK 0001039128 | 2026 Q1 Open parsed portfolio | 1,211 | $1,234,950,000 | Open SEC source |
| 28 Apr 2026, 10:00:10 UTC | 13F-HR | McGinn Penninger Investment Management, Inc. CIK 0001845031 | 2026 Q1 Open parsed portfolio | 34 | $152,733,000 | Open SEC source |
| 28 Apr 2026, 09:54:41 UTC | 13F-HR | Handelsbanken Fonder AB CIK 0001398318 | 2026 Q1 Open parsed portfolio | 1,491 | $30,001,084,000 | Open SEC source |
| 28 Apr 2026, 09:52:43 UTC | 13F-HR | ATTICUS WEALTH MANAGEMENT, LLC CIK 0001800234 | 2026 Q1 Open parsed portfolio | 181 | $368,910,160 | Open SEC source |