13F portfolio feed

Latest 13F Portfolio Filings

Showing filings accepted since 01 Oct 2026. Each row links to the manager profile, parsed portfolio, and original SEC source.

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Recent 13F signals

Latest portfolio disclosures to inspect

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

13F portfolio

True Wind Capital Management, L.P.

CIK 0001824827

13F-HR Q3 2026
CIK
0001824827
Source
SEC 13F-HR
Action
13F-HR accepted
Value
1 holdings / $156,074,939
Filed
27 Oct 2026, 16:05:02 UTC
Period
2026 Q3

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

13F portfolio

AK GLOBAL ASSET MANAGEMENT, LLC

CIK 0002105908

13F-HR Q3 2026
CIK
0002105908
Source
SEC 13F-HR
Action
13F-HR accepted
Value
26 holdings / $121,498,867
Filed
27 Oct 2026, 15:58:10 UTC
Period
2026 Q3

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

13F portfolio

VestGen Advisors, LLC

CIK 0002050130

13F-HR Q3 2026
CIK
0002050130
Source
SEC 13F-HR
Action
13F-HR accepted
Value
1,030 holdings / $3,241,546,265
Filed
27 Oct 2026, 15:58:07 UTC
Period
2026 Q3

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

13F portfolio

Heritage Wealth Management, Inc. /CA/

CIK 0002012170

13F-HR Q3 2026
CIK
0002012170
Source
SEC 13F-HR
Action
13F-HR accepted
Value
100 holdings / $221,514,957
Filed
27 Oct 2026, 15:56:32 UTC
Period
2026 Q3

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

13F portfolio

VAQUERO PRIVATE WEALTH, LTD

CIK 0002052555

13F-HR Q3 2026
CIK
0002052555
Source
SEC 13F-HR
Action
13F-HR accepted
Value
202 holdings / $476,966,472
Filed
27 Oct 2026, 15:50:36 UTC
Period
2026 Q3

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

13F portfolio

Beacon Bank & Trust

CIK 0001831984

13F-HR Q3 2026
CIK
0001831984
Source
SEC 13F-HR
Action
13F-HR accepted
Value
154 holdings / $515,663,303
Filed
27 Oct 2026, 15:45:24 UTC
Period
2026 Q3

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 Oct 2026, 16:05:02 UTC 13F-HR True Wind Capital Management, L.P. CIK 0001824827 2026 Q3 Open parsed portfolio 1 $156,074,939 Open SEC source
27 Oct 2026, 15:58:10 UTC 13F-HR AK GLOBAL ASSET MANAGEMENT, LLC CIK 0002105908 2026 Q3 Open parsed portfolio 26 $121,498,867 Open SEC source
27 Oct 2026, 15:58:07 UTC 13F-HR VestGen Advisors, LLC CIK 0002050130 2026 Q3 Open parsed portfolio 1,030 $3,241,546,265 Open SEC source
27 Oct 2026, 15:56:32 UTC 13F-HR Heritage Wealth Management, Inc. /CA/ CIK 0002012170 2026 Q3 Open parsed portfolio 100 $221,514,957 Open SEC source
27 Oct 2026, 15:50:36 UTC 13F-HR VAQUERO PRIVATE WEALTH, LTD CIK 0002052555 2026 Q3 Open parsed portfolio 202 $476,966,472 Open SEC source
27 Oct 2026, 15:45:24 UTC 13F-HR Beacon Bank & Trust CIK 0001831984 2026 Q3 Open parsed portfolio 154 $515,663,303 Open SEC source
27 Oct 2026, 15:41:51 UTC 13F-HR Simplify Asset Management Inc. CIK 0001846368 2026 Q3 Open parsed portfolio 111 $5,885,522,345 Open SEC source
27 Oct 2026, 15:39:18 UTC 13F-HR Maj Invest Holding A/S CIK 0001730525 2026 Q3 Open parsed portfolio 40 $2,264,120,000 Open SEC source
27 Oct 2026, 15:35:06 UTC 13F-HR Vantage Investment Partners, LLC CIK 0001534561 2026 Q3 Open parsed portfolio 67 $1,658,112,365 Open SEC source
27 Oct 2026, 15:31:28 UTC 13F-HR CORRADO ADVISORS, LLC CIK 0001482611 2026 Q3 Open parsed portfolio 112 $203,107,387 Open SEC source
27 Oct 2026, 15:31:19 UTC 13F-HR Lynx Investment Advisory CIK 0002028812 2026 Q3 Open parsed portfolio 228 $302,822,257 Open SEC source
27 Oct 2026, 15:30:34 UTC 13F-HR BEACON ADVISORS HOLDINGS, LLC CIK 0002114314 2026 Q3 Open parsed portfolio 38 $207,154,278 Open SEC source
27 Oct 2026, 15:26:53 UTC 13F-HR Transmarket Holdings LP CIK 0002134828 2026 Q3 Open parsed portfolio 50 $179,128,805 Open SEC source
27 Oct 2026, 15:25:42 UTC 13F-HR WPG Advisers, LLC CIK 0002067343 2026 Q3 Open parsed portfolio 1,602 $184,468,140 Open SEC source
27 Oct 2026, 15:25:07 UTC 13F-HR LaFleur & Godfrey LLC CIK 0001387458 2026 Q3 Open parsed portfolio 144 $831,802,071 Open SEC source
27 Oct 2026, 15:19:25 UTC 13F-HR Pinnacle Wealth Planning Services, Inc. CIK 0001726752 2026 Q3 Open parsed portfolio 2,847 $1,026,285,447 Open SEC source
27 Oct 2026, 15:19:23 UTC 13F-HR MAD RIVER INVESTORS CIK 0001384484 2026 Q3 Open parsed portfolio 30 $245,252,819 Open SEC source
27 Oct 2026, 15:14:33 UTC 13F-HR/A Neuberger Berman Group LLC CIK 0001465109 2025 Q4 - Restatement Open parsed portfolio $134,385,340,624 Open SEC source
27 Oct 2026, 15:11:48 UTC 13F-HR True Link Financial Advisors, LLC CIK 0001846236 2026 Q3 Open parsed portfolio 100 $1,738,842,853 Open SEC source
27 Oct 2026, 15:10:16 UTC 13F-HR North Dakota State Investment Board CIK 0002064039 2026 Q3 Open parsed portfolio 811 $2,549,874,052 Open SEC source
27 Oct 2026, 15:04:47 UTC 13F-HR/A Neuberger Berman Group LLC CIK 0001465109 2026 Q2 - Restatement Open parsed portfolio $149,942,901,193 Open SEC source
27 Oct 2026, 15:03:31 UTC 13F-HR North Star Investment Management Corp. CIK 0001342857 2026 Q3 Open parsed portfolio 1,748 $1,852,565,787 Open SEC source
27 Oct 2026, 15:02:55 UTC 13F-HR Aspen Private Advisors, LLC CIK 0002143677 2026 Q3 Open parsed portfolio 17 $100,894,874 Open SEC source
27 Oct 2026, 15:02:37 UTC 13F-HR Viewpoint Capital Management LLC CIK 0001906223 2026 Q3 Open parsed portfolio 136 $214,060,406 Open SEC source
27 Oct 2026, 15:02:37 UTC 13F-HR PIPER SANDLER & CO. CIK 0000724683 2026 Q3 Open parsed portfolio 15 $97,646,405 Open SEC source
27 Oct 2026, 14:58:49 UTC 13F-HR/A Neuberger Berman Group LLC CIK 0001465109 2026 Q1 - Restatement Open parsed portfolio $131,450,335,635 Open SEC source
27 Oct 2026, 14:55:59 UTC 13F-HR Spear Advisors LLC CIK 0002119894 2026 Q3 Open parsed portfolio 30 $229,558,477 Open SEC source
27 Oct 2026, 14:53:43 UTC 13F-HR/A Neuberger Berman Group LLC CIK 0001465109 2025 Q3 - Restatement Open parsed portfolio $136,881,926,385 Open SEC source
27 Oct 2026, 14:50:41 UTC 13F-HR LEE DANNER & BASS INC CIK 0000939219 2026 Q3 Open parsed portfolio 247 $1,707,623,903 Open SEC source
27 Oct 2026, 14:46:26 UTC 13F-HR/A Neuberger Berman Group LLC CIK 0001465109 2025 Q3 - Restatement Open parsed portfolio 2,030 $136,881,926,385 Open SEC source
27 Oct 2026, 14:44:37 UTC 13F-HR Trust Point Inc. CIK 0001635633 2026 Q3 Open parsed portfolio 513 $1,334,862,981 Open SEC source
27 Oct 2026, 14:41:06 UTC 13F-HR/A Neuberger Berman Group LLC CIK 0001465109 2025 Q2 - Restatement Open parsed portfolio 2,048 $130,005,830,265 Open SEC source
27 Oct 2026, 14:35:42 UTC 13F-HR/A Neuberger Berman Group LLC CIK 0001465109 2025 Q1 - Restatement Open parsed portfolio 1,968 $119,442,864,783 Open SEC source
27 Oct 2026, 14:32:48 UTC 13F-HR/A Neuberger Berman Group LLC CIK 0001465109 2024 Q4 - New Holdings Open parsed portfolio $61,847,103 Open SEC source
27 Oct 2026, 14:31:52 UTC 13F-HR Essential Investment Partners LLC CIK 0002145170 2026 Q3 Open parsed portfolio 456 $147,762,643 Open SEC source
27 Oct 2026, 14:31:32 UTC 13F-HR GARRISON BRADFORD & ASSOCIATES INC CIK 0001056488 2026 Q3 Open parsed portfolio 31 $88,098,666 Open SEC source
27 Oct 2026, 14:29:43 UTC 13F-HR/A Neuberger Berman Group LLC CIK 0001465109 2024 Q3 - New Holdings Open parsed portfolio $3,340,553 Open SEC source
27 Oct 2026, 14:26:56 UTC 13F-HR/A Neuberger Berman Group LLC CIK 0001465109 2024 Q2 - New Holdings Open parsed portfolio $2,903,427 Open SEC source
27 Oct 2026, 14:26:29 UTC 13F-HR Na Bokf CIK 0000009634 2026 Q3 Open parsed portfolio 1,110 $6,692,448,093 Open SEC source
27 Oct 2026, 14:25:55 UTC 13F-HR ICW Investment Advisors LLC CIK 0001794820 2026 Q3 Open parsed portfolio 143 $280,975,754 Open SEC source
27 Oct 2026, 14:23:20 UTC 13F-HR/A Neuberger Berman Group LLC CIK 0001465109 2024 Q1 - New Holdings Open parsed portfolio $2,944,045 Open SEC source
27 Oct 2026, 14:19:26 UTC 13F-HR/A Neuberger Berman Group LLC CIK 0001465109 2023 Q4 - New Holdings Open parsed portfolio $2,990,860 Open SEC source
27 Oct 2026, 14:13:49 UTC 13F-HR Redmond Asset Management, LLC CIK 0001567890 2026 Q3 Open parsed portfolio 186 $338,090,830 Open SEC source
27 Oct 2026, 14:12:02 UTC 13F-HR Ativo Capital Management LLC CIK 0001423065 2026 Q3 Open parsed portfolio 55 $129,365,044 Open SEC source
27 Oct 2026, 14:09:42 UTC 13F-HR/A SEGRA CAPITAL MANAGEMENT, LLC CIK 0001607512 2026 Q3 - Restatement Open parsed portfolio 10 $495,829,998 Open SEC source
27 Oct 2026, 14:09:17 UTC 13F-HR Motley Fool Asset Management LLC CIK 0001512814 2026 Q3 Open parsed portfolio 256 $2,644,019,934 Open SEC source
27 Oct 2026, 14:08:45 UTC 13F-HR Rosenthal | Henry Capital Advisors, Inc. CIK 0001697539 2026 Q3 Open parsed portfolio 49 $106,439,149 Open SEC source
27 Oct 2026, 14:06:21 UTC 13F-HR/A HANSEATIC MANAGEMENT SERVICES INC CIK 0001128074 2026 Q3 - Restatement Open parsed portfolio 91 $122,060,907 Open SEC source
27 Oct 2026, 13:57:37 UTC 13F-HR STERLING INVESTMENT ADVISORS LLC /ADV CIK 0001009198 2026 Q3 Open parsed portfolio 39 $227,527,696 Open SEC source
27 Oct 2026, 13:56:24 UTC 13F-HR DecisionPoint Financial, LLC CIK 0001938514 2026 Q3 Open parsed portfolio 1,419 $573,859,974 Open SEC source
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