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
6,851-6,900 of 9,491
Per page
50
Current page
138

Recent 13F signals

Latest portfolio disclosures to inspect

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

13F portfolio

Sound Income Strategies, LLC

CIK 0001730960

13F-HR Q1 2026
CIK
0001730960
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
2,584 holdings / $2,070,531,254
Filed
27 Apr 2026, 09:16:24 UTC
Period
2026 Q1

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

13F portfolio

JAMISON PRIVATE WEALTH MANAGEMENT, INC.

CIK 0002006637

13F-HR Q1 2026
CIK
0002006637
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
214 holdings / $822,222,284
Filed
27 Apr 2026, 09:13:27 UTC
Period
2026 Q1

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

13F portfolio

Prasad Wealth Partners, LLC

CIK 0002048885

13F-HR Q1 2026
CIK
0002048885
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
146 holdings / $367,398,512
Filed
27 Apr 2026, 09:12:03 UTC
Period
2026 Q1

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

13F portfolio

FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.

CIK 0001280487

13F-HR Q1 2026
CIK
0001280487
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
462 holdings / $2,845,480,302
Filed
27 Apr 2026, 09:06:58 UTC
Period
2026 Q1

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

13F portfolio

Leonteq Securities AG

CIK 0001535950

13F-HR Q1 2026
CIK
0001535950
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
1,192 holdings / $1,648,313,419
Filed
27 Apr 2026, 08:48:33 UTC
Period
2026 Q1

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

13F portfolio

BSN Capital Partners Ltd

CIK 0001911876

13F-HR Q1 2026
CIK
0001911876
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
24 holdings / $2,060,725,591
Filed
27 Apr 2026, 08:47:59 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
27 Apr 2026, 09:16:24 UTC 13F-HR Sound Income Strategies, LLC CIK 0001730960 2026 Q1 Open parsed portfolio 2,584 $2,070,531,254 Open SEC source
27 Apr 2026, 09:13:27 UTC 13F-HR JAMISON PRIVATE WEALTH MANAGEMENT, INC. CIK 0002006637 2026 Q1 Open parsed portfolio 214 $822,222,284 Open SEC source
27 Apr 2026, 09:12:03 UTC 13F-HR Prasad Wealth Partners, LLC CIK 0002048885 2026 Q1 Open parsed portfolio 146 $367,398,512 Open SEC source
27 Apr 2026, 09:06:58 UTC 13F-HR FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. CIK 0001280487 2026 Q1 Open parsed portfolio 462 $2,845,480,302 Open SEC source
27 Apr 2026, 08:48:33 UTC 13F-HR Leonteq Securities AG CIK 0001535950 2026 Q1 Open parsed portfolio 1,192 $1,648,313,419 Open SEC source
27 Apr 2026, 08:47:59 UTC 13F-HR BSN Capital Partners Ltd CIK 0001911876 2026 Q1 Open parsed portfolio 24 $2,060,725,591 Open SEC source
27 Apr 2026, 08:44:18 UTC 13F-HR FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND CIK 0001540880 2026 Q1 Open parsed portfolio 538 $18,343,152,577 Open SEC source
27 Apr 2026, 08:37:42 UTC 13F-HR HEFFERNAN ADVISORY, INC CIK 0001536230 2026 Q1 Open parsed portfolio 24 $107,796,607 Open SEC source
27 Apr 2026, 08:29:56 UTC 13F-HR/A General Pension Society PZU Joint Stock Co CIK 0002057421 2026 Q1 - Restatement Open parsed portfolio 15 $654,245,761 Open SEC source
27 Apr 2026, 08:29:46 UTC 13F-HR Trademark Financial Management, LLC CIK 0002011736 2026 Q1 Open parsed portfolio 102 $204,142,961 Open SEC source
27 Apr 2026, 08:28:18 UTC 13F-HR Three Cord True Wealth Management, LLC CIK 0002056001 2026 Q1 Open parsed portfolio 39 $179,958,111 Open SEC source
27 Apr 2026, 08:27:11 UTC 13F-HR VAUGHAN & Co SECURITIES, INC. CIK 0000805870 2026 Q1 Open parsed portfolio 57 $191,384,714 Open SEC source
27 Apr 2026, 08:12:27 UTC 13F-HR Bronte Capital Management Pty Ltd. CIK 0001471085 2026 Q1 Open parsed portfolio 51 $940,921,358 Open SEC source
27 Apr 2026, 08:02:26 UTC 13F-HR General Pension Society PZU Joint Stock Co CIK 0002057421 2026 Q1 Open parsed portfolio 15 $406,699,662 Open SEC source
27 Apr 2026, 07:47:19 UTC 13F-HR Banka Slovenska Narodna CIK 0002126778 2026 Q1 Open parsed portfolio 3 $3,001,815,664 Open SEC source
27 Apr 2026, 06:36:09 UTC 13F-HR Elemental Capital Partners LLC CIK 0001860672 2026 Q1 Open parsed portfolio 12 $234,854,275 Open SEC source
27 Apr 2026, 06:25:13 UTC 13F-HR DeDora Capital, Inc. CIK 0001717658 2026 Q1 Open parsed portfolio 123 $407,849,681 Open SEC source
27 Apr 2026, 06:24:52 UTC 13F-HR Y-Intercept (Hong Kong) Ltd CIK 0001772875 2026 Q1 Open parsed portfolio 1,496 $5,274,758,272 Open SEC source
27 Apr 2026, 06:01:08 UTC 13F-HR Glencore plc CIK 0001521365 2026 Q1 Open parsed portfolio 2 $5,915,483,602 Open SEC source
24 Apr 2026, 19:17:39 UTC 13F-HR Financial Plan, Inc. CIK 0002107584 2026 Q1 Open parsed portfolio 94 $932,938,470 Open SEC source
24 Apr 2026, 17:53:31 UTC 13F-HR NDWM LLC CIK 0001818386 2026 Q1 Open parsed portfolio 37 $154,211,794 Open SEC source
24 Apr 2026, 17:51:15 UTC 13F-HR WASHINGTON CAPITAL MANAGEMENT, INC CIK 0000928566 2026 Q1 Open parsed portfolio 102 $118,398,266 Open SEC source
24 Apr 2026, 17:42:33 UTC 13F-HR ProShare Advisors LLC CIK 0001357955 2026 Q1 Open parsed portfolio 1,865 $67,535,558,474 Open SEC source
24 Apr 2026, 17:41:25 UTC 13F-HR PROFUND ADVISORS LLC CIK 0001129919 2026 Q1 Open parsed portfolio 1,092 $2,723,714,829 Open SEC source
24 Apr 2026, 17:40:38 UTC 13F-HR B. Riley Wealth Advisors, Inc. CIK 0001464811 2026 Q1 Open parsed portfolio 803 $1,547,355,376 Open SEC source
24 Apr 2026, 17:39:50 UTC 13F-HR CABOT WEALTH MANAGEMENT INC CIK 0001016683 2026 Q1 Open parsed portfolio 139 $869,479,250 Open SEC source
24 Apr 2026, 17:38:39 UTC 13F-HR Brown Financial Advisory CIK 0001843853 2026 Q1 Open parsed portfolio 49 $201,644,295 Open SEC source
24 Apr 2026, 17:38:09 UTC 13F-HR MACKAY SHIELDS LLC CIK 0000061227 2026 Q1 Open parsed portfolio 111 $2,727,560,466 Open SEC source
24 Apr 2026, 17:36:39 UTC 13F-HR Courage Miller Partners, LLC CIK 0001482106 2026 Q1 Open parsed portfolio 92 $354,238,454 Open SEC source
24 Apr 2026, 17:36:20 UTC 13F-HR Bedminster, LLC CIK 0002087564 2026 Q1 Open parsed portfolio 53 $107,483,458 Open SEC source
24 Apr 2026, 17:32:57 UTC 13F-HR Private Advisor Group, LLC CIK 0001567755 2026 Q1 Open parsed portfolio 2,617 $21,324,420,388 Open SEC source
24 Apr 2026, 17:31:51 UTC 13F-HR Client First Capital LLC CIK 0001822065 2026 Q1 Open parsed portfolio 26 $227,387,278 Open SEC source
24 Apr 2026, 17:31:29 UTC 13F-HR Optas, LLC CIK 0001802961 2026 Q1 Open parsed portfolio 482 $660,868,108 Open SEC source
24 Apr 2026, 17:31:02 UTC 13F-HR MOR Wealth Management, LLC CIK 0002092389 2026 Q1 Open parsed portfolio 103 $218,006,399 Open SEC source
24 Apr 2026, 17:30:37 UTC 13F-HR RKL Wealth Management LLC CIK 0001604723 2026 Q1 Open parsed portfolio 179 $1,111,367,385 Open SEC source
24 Apr 2026, 17:30:18 UTC 13F-HR Stegent Equity Advisors, Inc. CIK 0001908976 2026 Q1 Open parsed portfolio 101 $117,347,950 Open SEC source
24 Apr 2026, 17:10:46 UTC 13F-HR TSP Capital Management Group, LLC CIK 0001317208 2026 Q1 Open parsed portfolio 45 $409,835,551 Open SEC source
24 Apr 2026, 17:10:30 UTC 13F-HR BARNES PETTEY FINANCIAL ADVISORS, LLC CIK 0001908288 2026 Q1 Open parsed portfolio 156 $229,446,679 Open SEC source
24 Apr 2026, 17:07:30 UTC 13F-HR Conestoga Capital Advisors, LLC CIK 0001163744 2026 Q1 Open parsed portfolio 114 $5,007,661,991 Open SEC source
24 Apr 2026, 17:07:08 UTC 13F-HR Lindsell Train Ltd CIK 0001484150 2026 Q1 Open parsed portfolio 27 $3,136,812,519 Open SEC source
24 Apr 2026, 17:00:16 UTC 13F-HR Midwest Capital Advisors, LLC CIK 0002026480 2026 Q1 Open parsed portfolio 199 $213,997,546 Open SEC source
24 Apr 2026, 16:59:07 UTC 13F-HR Capital Asset Advisory Services LLC CIK 0001666024 2026 Q1 Open parsed portfolio 299 $2,526,600,251 Open SEC source
24 Apr 2026, 16:54:40 UTC 13F-HR Prospect Financial Services LLC CIK 0002012519 2026 Q1 Open parsed portfolio 104 $163,795,852 Open SEC source
24 Apr 2026, 16:54:20 UTC 13F-HR BELLEVUE ASSET MANAGEMENT, LLC CIK 0001801619 2026 Q1 Open parsed portfolio 369 $199,843,212 Open SEC source
24 Apr 2026, 16:53:24 UTC 13F-HR WD RUTHERFORD LLC CIK 0001841015 2026 Q1 Open parsed portfolio 71 $223,715,451 Open SEC source
24 Apr 2026, 16:53:22 UTC 13F-HR EJMK Ventures LLC CIK 0002113915 2026 Q1 Open parsed portfolio 167 $179,022,027 Open SEC source
24 Apr 2026, 16:52:42 UTC 13F-HR Essex Financial Services, Inc. CIK 0001315785 2026 Q1 Open parsed portfolio 794 $1,782,458,754 Open SEC source
24 Apr 2026, 16:50:43 UTC 13F-HR CHICAGO TRUST Co NA CIK 0001601539 2026 Q1 Open parsed portfolio 375 $619,309,852 Open SEC source
24 Apr 2026, 16:49:03 UTC 13F-HR Cassia Capital Partners, LLC CIK 0001844897 2026 Q1 Open parsed portfolio 67 $194,427,992 Open SEC source
24 Apr 2026, 16:47:07 UTC 13F-HR PW ADVISORS, LLC \ FL CIK 0002095919 2026 Q1 Open parsed portfolio 35 $133,492,602 Open SEC source
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