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 |
|---|---|---|---|---|---|---|
| 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 |
| 24 Apr 2026, 16:35:52 UTC | 13F-HR | DELTEC ASSET MANAGEMENT LLC CIK 0001269950 | 2026 Q1 Open parsed portfolio | 235 | $545,373,687 | Open SEC source |
| 24 Apr 2026, 16:34:59 UTC | 13F-HR | SYNTAX RESEARCH, INC. CIK 0001999827 | 2026 Q1 Open parsed portfolio | 173 | $157,149,013 | Open SEC source |
| 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 |