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
6,901-6,950 of 9,489
Per page
50
Current page
139

Recent 13F signals

Latest portfolio disclosures to inspect

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

13F portfolio

Trust Investment Advisors

CIK 0001597690

13F-HR Q1 2026
CIK
0001597690
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
89 holdings / $170,931,235
Filed
24 Apr 2026, 16:33:00 UTC
Period
2026 Q1

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

13F portfolio

Root Financial Partners, LLC

CIK 0001977181

13F-HR Q1 2026
CIK
0001977181
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
3,463 holdings / $2,162,276,667
Filed
24 Apr 2026, 16:26:52 UTC
Period
2026 Q1

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

13F portfolio

Petros Family Wealth, LLC

CIK 0002004963

13F-HR Q1 2026
CIK
0002004963
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
131 holdings / $140,305,781
Filed
24 Apr 2026, 16:17:10 UTC
Period
2026 Q1

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

13F portfolio

Canaan Partners XI LLC

CIK 0001850694

13F-HR Q1 2026
CIK
0001850694
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
3 holdings / $76,067,385
Filed
24 Apr 2026, 16:15:02 UTC
Period
2026 Q1

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

13F portfolio

STOCK YARDS BANK & TRUST CO

CIK 0000741073

13F-HR Q1 2026
CIK
0000741073
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
396 holdings / $3,214,394,072
Filed
24 Apr 2026, 16:10:48 UTC
Period
2026 Q1

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

13F portfolio

TWIN CITY PRIVATE WEALTH, LLC

CIK 0002021982

13F-HR Q1 2026
CIK
0002021982
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
96 holdings / $131,835,248
Filed
24 Apr 2026, 16:08:17 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
24 Apr 2026, 16:33:00 UTC 13F-HR Trust Investment Advisors CIK 0001597690 2026 Q1 Open parsed portfolio 89 $170,931,235 Open SEC source
24 Apr 2026, 16:26:52 UTC 13F-HR Root Financial Partners, LLC CIK 0001977181 2026 Q1 Open parsed portfolio 3,463 $2,162,276,667 Open SEC source
24 Apr 2026, 16:17:10 UTC 13F-HR Petros Family Wealth, LLC CIK 0002004963 2026 Q1 Open parsed portfolio 131 $140,305,781 Open SEC source
24 Apr 2026, 16:15:02 UTC 13F-HR Canaan Partners XI LLC CIK 0001850694 2026 Q1 Open parsed portfolio 3 $76,067,385 Open SEC source
24 Apr 2026, 16:10:48 UTC 13F-HR STOCK YARDS BANK & TRUST CO CIK 0000741073 2026 Q1 Open parsed portfolio 396 $3,214,394,072 Open SEC source
24 Apr 2026, 16:08:17 UTC 13F-HR TWIN CITY PRIVATE WEALTH, LLC CIK 0002021982 2026 Q1 Open parsed portfolio 96 $131,835,248 Open SEC source
24 Apr 2026, 16:07:25 UTC 13F-HR hemming& Wealth Management, Inc. CIK 0001782624 2026 Q1 Open parsed portfolio 15 $143,227,476 Open SEC source
24 Apr 2026, 16:06:28 UTC 13F-HR KEB ASSET MANAGEMENT, LLC CIK 0001903035 2026 Q1 Open parsed portfolio 97 $521,951,409 Open SEC source
24 Apr 2026, 16:05:16 UTC 13F-HR Jacobsen Capital Management CIK 0001782491 2026 Q1 Open parsed portfolio 124 $296,123,716 Open SEC source
24 Apr 2026, 16:04:24 UTC 13F-HR Horizon Wealth Management, LLC CIK 0001815123 2026 Q1 Open parsed portfolio 137 $682,192,662 Open SEC source
24 Apr 2026, 16:02:33 UTC 13F-HR LETSON INVESTMENT MANAGEMENT, INC. CIK 0002078069 2026 Q1 Open parsed portfolio 101 $260,269,667 Open SEC source
24 Apr 2026, 16:01:57 UTC 13F-HR LB Partners LLC CIK 0002007877 2026 Q1 Open parsed portfolio 37 $111,544,207 Open SEC source
24 Apr 2026, 16:00:48 UTC 13F-HR Able Wealth Management LLC CIK 0002011908 2026 Q1 Open parsed portfolio 138 $373,996,638 Open SEC source
24 Apr 2026, 16:00:34 UTC 13F-HR PZENA INVESTMENT MANAGEMENT LLC CIK 0001027796 2026 Q1 Open parsed portfolio 158 $30,796,447,662 Open SEC source
24 Apr 2026, 15:59:18 UTC 13F-HR Randolph Co Inc CIK 0001475150 2026 Q1 Open parsed portfolio 43 $1,046,894,497 Open SEC source
24 Apr 2026, 15:58:45 UTC 13F-HR Kropog Financial Group, LLC CIK 0002084205 2026 Q1 Open parsed portfolio 33 $123,087,043 Open SEC source
24 Apr 2026, 15:57:31 UTC 13F-HR Northwest Financial Advisors CIK 0002010635 2026 Q1 Open parsed portfolio 66 $51,818,590 Open SEC source
24 Apr 2026, 15:56:00 UTC 13F-HR NavPoint Financial, Inc. CIK 0002009813 2026 Q1 Open parsed portfolio 71 $247,303,494 Open SEC source
24 Apr 2026, 15:55:40 UTC 13F-HR HERITAGE OAK WEALTH ADVISORS LLC CIK 0002035533 2026 Q1 Open parsed portfolio 73 $314,660,044 Open SEC source
24 Apr 2026, 15:54:33 UTC 13F-HR TSG Advice Partners, LLC CIK 0002111347 2026 Q1 Open parsed portfolio 135 $667,385,606 Open SEC source
24 Apr 2026, 15:53:08 UTC 13F-HR KPP Advisory Services LLC CIK 0001989349 2026 Q1 Open parsed portfolio 349 $688,594,733 Open SEC source
24 Apr 2026, 15:51:51 UTC 13F-HR Center for Wealth Management Advisory CIK 0002121390 2026 Q1 Open parsed portfolio 62 $138,866,139 Open SEC source
24 Apr 2026, 15:50:13 UTC 13F-HR SMITHBRIDGE ASSET MANAGEMENT INC/DE CIK 0001103245 2026 Q1 Open parsed portfolio 183 $674,196,955 Open SEC source
24 Apr 2026, 15:47:47 UTC 13F-HR BetterWealth, LLC CIK 0001911702 2026 Q1 Open parsed portfolio 85 $509,760,915 Open SEC source
24 Apr 2026, 15:45:57 UTC 13F-HR Eagle Bluffs Wealth Management LLC CIK 0001906547 2026 Q1 Open parsed portfolio 80 $256,672,727 Open SEC source
24 Apr 2026, 15:42:13 UTC 13F-HR Vision Capital Management, Inc. CIK 0001417889 2026 Q1 Open parsed portfolio 150 $791,865,927 Open SEC source
24 Apr 2026, 15:41:13 UTC 13F-HR Innova Wealth Partners CIK 0001888831 2026 Q1 Open parsed portfolio 157 $210,319,816 Open SEC source
24 Apr 2026, 15:36:27 UTC 13F-HR Reliant Investment Management, LLC CIK 0001517429 2026 Q1 Open parsed portfolio 53 $207,488,405 Open SEC source
24 Apr 2026, 15:31:29 UTC 13F-HR 4Thought Financial Group Inc. CIK 0001840261 2026 Q1 Open parsed portfolio 99 $202,218,843 Open SEC source
24 Apr 2026, 15:29:02 UTC 13F-HR Whelan Financial CIK 0001894921 2026 Q1 Open parsed portfolio 88 $322,108,330 Open SEC source
24 Apr 2026, 15:26:11 UTC 13F-HR Essex LLC CIK 0001889147 2026 Q1 Open parsed portfolio 175 $566,463,715 Open SEC source
24 Apr 2026, 15:22:55 UTC 13F-HR LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA CIK 0001089707 2026 Q1 Open parsed portfolio 83 $141,186,000 Open SEC source
24 Apr 2026, 15:22:16 UTC 13F-HR Financial Life Planners CIK 0002053368 2026 Q1 Open parsed portfolio 361 $130,443,696 Open SEC source
24 Apr 2026, 15:20:20 UTC 13F-HR Williams Financial, LLC CIK 0001846923 2026 Q1 Open parsed portfolio 25 $171,791,479 Open SEC source
24 Apr 2026, 15:08:48 UTC 13F-HR VERUS WEALTH MANAGEMENT, LLC CIK 0002042938 2026 Q1 Open parsed portfolio 49 $107,718,071 Open SEC source
24 Apr 2026, 15:07:11 UTC 13F-HR USS Investment Management Ltd CIK 0001587381 2026 Q1 Open parsed portfolio 512 $23,536,479,506 Open SEC source
24 Apr 2026, 14:53:13 UTC 13F-HR Alaska Wealth Advisors, LLC CIK 0001731601 2026 Q1 Open parsed portfolio 85 $832,814,254 Open SEC source
24 Apr 2026, 14:53:12 UTC 13F-HR Keystone Global Partners, LLC CIK 0001764057 2026 Q1 Open parsed portfolio 54 $225,305,822 Open SEC source
24 Apr 2026, 14:50:58 UTC 13F-HR Squire Investment Management Company, LLC CIK 0002031291 2026 Q1 Open parsed portfolio 76 $359,772,423 Open SEC source
24 Apr 2026, 14:45:13 UTC 13F-HR Merited Wealth, LLC CIK 0002123943 2026 Q1 Open parsed portfolio 79 $120,604,398 Open SEC source
24 Apr 2026, 14:43:33 UTC 13F-HR Palouse Capital Management, Inc. CIK 0001056516 2026 Q1 Open parsed portfolio 135 $151,238,354 Open SEC source
24 Apr 2026, 14:39:19 UTC 13F-HR Alaska Permanent Capital Management, LLC CIK 0001426771 2026 Q1 Open parsed portfolio 39 $1,427,188,858 Open SEC source
24 Apr 2026, 14:31:40 UTC 13F-HR Semus Wealth Partners LLC CIK 0001964775 2026 Q1 Open parsed portfolio 110 $178,967,303 Open SEC source
24 Apr 2026, 14:31:20 UTC 13F-HR Balentine LLC CIK 0001586678 2026 Q1 Open parsed portfolio 219 $2,482,724,859 Open SEC source
24 Apr 2026, 14:29:44 UTC 13F-HR FULTON BANK, N.A. CIK 0000883782 2026 Q1 Open parsed portfolio 656 $2,837,027,494 Open SEC source
24 Apr 2026, 14:29:19 UTC 13F-HR Rosenthal | Henry Capital Advisors, Inc. CIK 0001697539 2026 Q1 Open parsed portfolio 42 $102,212,552 Open SEC source
24 Apr 2026, 14:27:50 UTC 13F-HR DEPRINCE RACE & ZOLLO INC CIK 0001008894 2026 Q1 Open parsed portfolio 184 $5,293,762,789 Open SEC source
24 Apr 2026, 14:26:06 UTC 13F-HR TRUE BLUE FINANCIAL, LLC CIK 0002010212 2026 Q1 Open parsed portfolio 52 $126,863,176 Open SEC source
24 Apr 2026, 14:25:10 UTC 13F-HR SCHOOL EMPLOYEES RETIREMENT BOARD OF OHIO CIK 0000315024 2026 Q1 Open parsed portfolio 6 $245,282,645 Open SEC source
24 Apr 2026, 14:24:34 UTC 13F-HR TKG Advisors, LLC CIK 0001843275 2026 Q1 Open parsed portfolio 89 $241,885,981 Open SEC source
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