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.

Insider activity 13D/G stakes 10-Q/K updates Investors
Rows shown
7,001-7,050 of 9,551
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Current page
141

Recent 13F signals

Latest portfolio disclosures to inspect

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

13F portfolio

Squire Investment Management Company, LLC

CIK 0002031291

13F-HR Q1 2026
CIK
0002031291
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
76 holdings / $359,772,423
Filed
24 Apr 2026, 14:50:58 UTC
Period
2026 Q1

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

View details Open source
13F portfolio

Merited Wealth, LLC

CIK 0002123943

13F-HR Q1 2026
CIK
0002123943
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
79 holdings / $120,604,398
Filed
24 Apr 2026, 14:45:13 UTC
Period
2026 Q1

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

View details Open source
13F portfolio

Palouse Capital Management, Inc.

CIK 0001056516

13F-HR Q1 2026
CIK
0001056516
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
135 holdings / $151,238,354
Filed
24 Apr 2026, 14:43:33 UTC
Period
2026 Q1

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

View details Open source
13F portfolio

Alaska Permanent Capital Management, LLC

CIK 0001426771

13F-HR Q1 2026
CIK
0001426771
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
39 holdings / $1,427,188,858
Filed
24 Apr 2026, 14:39:19 UTC
Period
2026 Q1

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

View details Open source
13F portfolio

Semus Wealth Partners LLC

CIK 0001964775

13F-HR Q1 2026
CIK
0001964775
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
110 holdings / $178,967,303
Filed
24 Apr 2026, 14:31:40 UTC
Period
2026 Q1

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

View details Open source
13F portfolio

Balentine LLC

CIK 0001586678

13F-HR Q1 2026
CIK
0001586678
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
219 holdings / $2,482,724,859
Filed
24 Apr 2026, 14:31:20 UTC
Period
2026 Q1

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

View details Open source
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, 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
24 Apr 2026, 14:22:11 UTC 13F-HR Crown Oak Advisors, LLC CIK 0002009273 2026 Q1 Open parsed portfolio 23 $199,355,941 Open SEC source
24 Apr 2026, 14:19:51 UTC 13F-HR Argent Advisors, Inc. CIK 0001426851 2026 Q1 Open parsed portfolio 173 $366,202,984 Open SEC source
24 Apr 2026, 14:11:33 UTC 13F-HR Newton One Investments LLC CIK 0001842787 2026 Q1 Open parsed portfolio 121 $368,493,399 Open SEC source
24 Apr 2026, 14:09:49 UTC 13F-HR Cane Capital Partners, LLC CIK 0002086121 2026 Q1 Open parsed portfolio 121 $226,615,829 Open SEC source
24 Apr 2026, 14:08:44 UTC 13F-HR JAMES INVESTMENT RESEARCH, INC. CIK 0000810384 2026 Q1 Open parsed portfolio 359 $891,144,816 Open SEC source
24 Apr 2026, 14:07:24 UTC 13F-HR SECURED RETIREMENT ADVISORS, LLC CIK 0002012356 2026 Q1 Open parsed portfolio 130 $176,690,279 Open SEC source
24 Apr 2026, 14:01:36 UTC 13F-HR Vertrix Wealth Management, LLC CIK 0002118328 2026 Q1 Open parsed portfolio 95 $271,519,375 Open SEC source
24 Apr 2026, 14:00:48 UTC 13F-HR MITCHELL & PAHL PRIVATE WEALTH, LLC CIK 0001836506 2026 Q1 Open parsed portfolio 145 $246,297,914 Open SEC source
24 Apr 2026, 13:59:52 UTC 13F-HR Sage Investment Counsel LLC CIK 0002055178 2026 Q1 Open parsed portfolio 127 $90,144,327 Open SEC source
24 Apr 2026, 13:59:49 UTC 13F-HR Royal Harbor Partners, LLC CIK 0001801876 2026 Q1 Open parsed portfolio 51 $295,370,328 Open SEC source
24 Apr 2026, 13:59:32 UTC 13F-HR STEVENS CAPITAL PARTNERS CIK 0001965176 2026 Q1 Open parsed portfolio 126 $415,884,415 Open SEC source
24 Apr 2026, 13:59:03 UTC 13F-HR SEAMOUNT FINANCIAL GROUP INC CIK 0002011267 2026 Q1 Open parsed portfolio 135 $221,855,398 Open SEC source
24 Apr 2026, 13:58:49 UTC 13F-HR Clarity Wealth Advisors, LLC CIK 0001767384 2026 Q1 Open parsed portfolio 107 $485,861,711 Open SEC source
24 Apr 2026, 13:58:17 UTC 13F-HR HERITAGE INVESTORS MANAGEMENT CORP CIK 0000937589 2026 Q1 Open parsed portfolio 249 $3,294,540,000 Open SEC source
24 Apr 2026, 13:51:49 UTC 13F-HR Physician Wealth Advisors, Inc. CIK 0001795173 2026 Q1 Open parsed portfolio 2,057 $718,524,639 Open SEC source
24 Apr 2026, 13:47:30 UTC 13F-HR rebel Financial LLC CIK 0002077940 2026 Q1 Open parsed portfolio 65 $230,613,076 Open SEC source
24 Apr 2026, 13:47:28 UTC 13F-HR Canton Hathaway, LLC CIK 0001755785 2026 Q1 Open parsed portfolio 268 $495,649,619 Open SEC source
24 Apr 2026, 13:44:35 UTC 13F-HR Lynch Asset Management, Inc. CIK 0001906719 2026 Q1 Open parsed portfolio 51 $298,194,854 Open SEC source
24 Apr 2026, 13:19:13 UTC 13F-HR Boston Trust Walden Corp CIK 0001534866 2026 Q1 Open parsed portfolio 388 $12,161,653,819 Open SEC source
24 Apr 2026, 13:14:43 UTC 13F-HR BAYSHORE ASSET MANAGEMENT, LLC CIK 0001906790 2026 Q1 Open parsed portfolio 40 $251,214,841 Open SEC source
24 Apr 2026, 13:14:40 UTC 13F-HR Livet Wealth, LLC CIK 0002111409 2026 Q1 Open parsed portfolio 117 $157,302,330 Open SEC source
24 Apr 2026, 13:11:12 UTC 13F-HR MAGNOLIA GROUP, LLC CIK 0001618376 2026 Q1 Open parsed portfolio 12 $537,507,390 Open SEC source
24 Apr 2026, 13:08:57 UTC 13F-HR KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 2026 Q1 Open parsed portfolio 1,235 $27,380,094,110 Open SEC source
24 Apr 2026, 13:01:56 UTC 13F-HR GPM Growth Investors, Inc. CIK 0001799367 2026 Q1 Open parsed portfolio 41 $237,823,308 Open SEC source
24 Apr 2026, 13:00:53 UTC 13F-HR Axis Wealth Partners, LLC CIK 0002052531 2026 Q1 Open parsed portfolio 174 $188,086,059 Open SEC source
24 Apr 2026, 12:59:25 UTC 13F-HR PURSUIT WEALTH STRATEGIES, LLC CIK 0002116904 2025 Q4 Open parsed portfolio 100 $71,279,477 Open SEC source
24 Apr 2026, 12:47:25 UTC 13F-HR Harrison Street Private Wealth LLC CIK 0001542826 2026 Q1 Open parsed portfolio 21 $75,532,738 Open SEC source
24 Apr 2026, 12:35:16 UTC 13F-HR Eagle Bay Advisors LLC CIK 0001862864 2026 Q1 Open parsed portfolio 127 $113,331,785 Open SEC source
24 Apr 2026, 12:29:13 UTC 13F-HR Investment Management Trust, LLC CIK 0002131759 2026 Q1 Open parsed portfolio 81 $102,597,151 Open SEC source
24 Apr 2026, 12:27:11 UTC 13F-HR Family Capital Trust Co CIK 0001123320 2026 Q1 Open parsed portfolio 87 $306,084,297 Open SEC source
24 Apr 2026, 12:25:50 UTC 13F-HR Franklin, Parlapiano, Turner & Welch, LLC CIK 0001707856 2026 Q1 Open parsed portfolio 55 $419,697,145 Open SEC source
24 Apr 2026, 12:23:39 UTC 13F-HR Black Swift Group, LLC CIK 0001704212 2026 Q1 Open parsed portfolio 117 $571,051,388 Open SEC source
24 Apr 2026, 12:21:52 UTC 13F-HR Greater Midwest Financial Group, LLC CIK 0002025409 2026 Q1 Open parsed portfolio 65 $186,132,412 Open SEC source
24 Apr 2026, 12:19:38 UTC 13F-HR Bull Street Advisors, LLC CIK 0001790837 2026 Q1 Open parsed portfolio 94 $200,527,000 Open SEC source
24 Apr 2026, 12:18:23 UTC 13F-HR Mann Financial Group, Inc. CIK 0002093991 2026 Q1 Open parsed portfolio 31 $106,208,280 Open SEC source
24 Apr 2026, 12:15:43 UTC 13F-HR Berkeley, Inc CIK 0002051965 2026 Q1 Open parsed portfolio 81 $298,055,575 Open SEC source
24 Apr 2026, 12:14:58 UTC 13F-HR Blue Capital, Inc. CIK 0002032856 2026 Q1 Open parsed portfolio 107 $153,110,485 Open SEC source
24 Apr 2026, 12:10:43 UTC 13F-HR SOL Capital Management CO CIK 0001339270 2026 Q1 Open parsed portfolio 52 $205,321,902 Open SEC source
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