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
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Current page
143

Recent 13F signals

Latest portfolio disclosures to inspect

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

13F portfolio

JCSD Capital, LLC

CIK 0001444055

13F-HR Q1 2026
CIK
0001444055
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
22 holdings / $64,151,122
Filed
23 Apr 2026, 17:51:13 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

AMERICAN NATIONAL BANK & TRUST

CIK 0001272164

13F-HR Q1 2026
CIK
0001272164
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
615 holdings / $1,047,506,749
Filed
23 Apr 2026, 17:49:16 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

RIA Advisory Group LLC

CIK 0001958384

13F-HR Q1 2026
CIK
0001958384
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
144 holdings / $408,786,005
Filed
23 Apr 2026, 17:47:09 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

CAPSTONE CAPITAL LLC

CIK 0001993327

13F-HR Q1 2026
CIK
0001993327
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
22 holdings / $155,259,743
Filed
23 Apr 2026, 17:46:16 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

Tarbox Family Office, Inc.

CIK 0001599603

13F-HR Q1 2026
CIK
0001599603
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
95 holdings / $615,760,554
Filed
23 Apr 2026, 17:44:49 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

AUCTUS ADVISORS LLC

CIK 0002042516

13F-HR Q1 2026
CIK
0002042516
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
29 holdings / $105,405,152
Filed
23 Apr 2026, 17:43:29 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
23 Apr 2026, 17:51:13 UTC 13F-HR JCSD Capital, LLC CIK 0001444055 2026 Q1 Open parsed portfolio 22 $64,151,122 Open SEC source
23 Apr 2026, 17:49:16 UTC 13F-HR AMERICAN NATIONAL BANK & TRUST CIK 0001272164 2026 Q1 Open parsed portfolio 615 $1,047,506,749 Open SEC source
23 Apr 2026, 17:47:09 UTC 13F-HR RIA Advisory Group LLC CIK 0001958384 2026 Q1 Open parsed portfolio 144 $408,786,005 Open SEC source
23 Apr 2026, 17:46:16 UTC 13F-HR CAPSTONE CAPITAL LLC CIK 0001993327 2026 Q1 Open parsed portfolio 22 $155,259,743 Open SEC source
23 Apr 2026, 17:44:49 UTC 13F-HR Tarbox Family Office, Inc. CIK 0001599603 2026 Q1 Open parsed portfolio 95 $615,760,554 Open SEC source
23 Apr 2026, 17:43:29 UTC 13F-HR AUCTUS ADVISORS LLC CIK 0002042516 2026 Q1 Open parsed portfolio 29 $105,405,152 Open SEC source
23 Apr 2026, 17:43:23 UTC 13F-HR BRIDGE GENERATIONS WEALTH MANAGEMENT LLC CIK 0002056071 2026 Q1 Open parsed portfolio 32 $174,435,551 Open SEC source
23 Apr 2026, 17:42:59 UTC 13F-HR LAZARI CAPITAL MANAGEMENT, INC. CIK 0001986389 2026 Q1 Open parsed portfolio 175 $287,453,125 Open SEC source
23 Apr 2026, 17:41:41 UTC 13F-HR URS Advisory LLC CIK 0002111352 2026 Q1 Open parsed portfolio 51 $136,725,593 Open SEC source
23 Apr 2026, 17:41:19 UTC 13F-HR Prosperity Advisers, LLC CIK 0002042930 2026 Q1 Open parsed portfolio 39 $120,331,294 Open SEC source
23 Apr 2026, 17:40:37 UTC 13F-HR Vest Financial, LLC CIK 0001709632 2026 Q1 Open parsed portfolio 414 $8,325,751,758 Open SEC source
23 Apr 2026, 17:40:09 UTC 13F-HR/A Stokes Capital Advisors, LLC CIK 0001734460 2026 Q1 - Restatement Open parsed portfolio 104 $446,010,239 Open SEC source
23 Apr 2026, 17:39:50 UTC 13F-HR Emerald Advisors, LLC CIK 0001802611 2026 Q1 Open parsed portfolio 117 $805,323,522 Open SEC source
23 Apr 2026, 17:39:18 UTC 13F-HR Cornerstone Wealth Management, LLC CIK 0001674117 2026 Q1 Open parsed portfolio 711 $1,999,068,458 Open SEC source
23 Apr 2026, 17:38:39 UTC 13F-HR Narwhal Capital Management CIK 0001461287 2026 Q1 Open parsed portfolio 168 $1,355,361,418 Open SEC source
23 Apr 2026, 17:38:16 UTC 13F-HR Elevate Capital Advisors, LLC CIK 0001909571 2026 Q1 Open parsed portfolio 72 $154,608,836 Open SEC source
23 Apr 2026, 17:37:45 UTC 13F-HR Triad Investment Management CIK 0001615717 2026 Q1 Open parsed portfolio 51 $271,308,281 Open SEC source
23 Apr 2026, 17:37:19 UTC 13F-HR Atlas Private Wealth Advisors CIK 0001814234 2026 Q1 Open parsed portfolio 132 $424,756,433 Open SEC source
23 Apr 2026, 17:35:12 UTC 13F-HR Petersen Hastings Wealth Advisors Inc. CIK 0002109614 2026 Q1 Open parsed portfolio 81 $1,091,613,545 Open SEC source
23 Apr 2026, 17:34:47 UTC 13F-HR OPPENHEIMER & CO INC CIK 0000822581 2026 Q1 Open parsed portfolio 1,683 $8,210,567,779 Open SEC source
23 Apr 2026, 17:33:49 UTC 13F-HR OPPENHEIMER ASSET MANAGEMENT INC. CIK 0001269119 2026 Q1 Open parsed portfolio 1,113 $8,761,531,351 Open SEC source
23 Apr 2026, 17:32:11 UTC 13F-HR WOODWARD DIVERSIFIED CAPITAL, LLC CIK 0001846177 2026 Q1 Open parsed portfolio 179 $219,420,869 Open SEC source
23 Apr 2026, 17:23:49 UTC 13F-HR Mayflower Financial Advisors, LLC CIK 0001852930 2026 Q1 Open parsed portfolio 442 $821,586,808 Open SEC source
23 Apr 2026, 17:22:23 UTC 13F-HR AMI ASSET MANAGEMENT CORP CIK 0001369702 2026 Q1 Open parsed portfolio 96 $1,566,057,206 Open SEC source
23 Apr 2026, 17:21:55 UTC 13F-HR 626 Financial, LLC CIK 0001911035 2026 Q1 Open parsed portfolio 120 $223,463,522 Open SEC source
23 Apr 2026, 17:21:46 UTC 13F-HR Powell Investment Advisors, LLC CIK 0001802195 2026 Q1 Open parsed portfolio 174 $290,101,688 Open SEC source
23 Apr 2026, 17:18:54 UTC 13F-HR Graver Capital Management, LLC CIK 0002056589 2026 Q1 Open parsed portfolio 25 $131,629,320 Open SEC source
23 Apr 2026, 17:17:25 UTC 13F-HR Pine Brook Road Advisors, L.P. CIK 0001630691 2026 Q1 Open parsed portfolio 1 $137,781,590 Open SEC source
23 Apr 2026, 17:14:54 UTC 13F-HR CONSCIOUS WEALTH INVESTMENTS, LLC CIK 0002011014 2026 Q1 Open parsed portfolio 58 $179,524,511 Open SEC source
23 Apr 2026, 17:12:40 UTC 13F-HR MEMBERS WEALTH LLC CIK 0002059574 2026 Q1 Open parsed portfolio 113 $163,139,404 Open SEC source
23 Apr 2026, 17:09:01 UTC 13F-HR BALANCED WEALTH GROUP LLC CIK 0002009783 2026 Q1 Open parsed portfolio 73 $279,414,022 Open SEC source
23 Apr 2026, 17:08:17 UTC 13F-HR FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC CIK 0000885415 2026 Q1 Open parsed portfolio 175 $1,119,527,313 Open SEC source
23 Apr 2026, 17:07:15 UTC 13F-HR SevenBridge Financial Group, LLC CIK 0001673954 2026 Q1 Open parsed portfolio 201 $637,174,144 Open SEC source
23 Apr 2026, 17:06:04 UTC 13F-HR Ironwood Wealth Management, LLC. CIK 0001692820 2026 Q1 Open parsed portfolio 47 $348,704,616 Open SEC source
23 Apr 2026, 17:05:14 UTC 13F-HR OakTrust Wealth Advisors, LLC CIK 0002113908 2026 Q1 Open parsed portfolio 68 $109,846,190 Open SEC source
23 Apr 2026, 17:02:06 UTC 13F-HR MASTER'S WEALTH MANAGEMENT INC. CIK 0002056521 2026 Q1 Open parsed portfolio 82 $295,250,558 Open SEC source
23 Apr 2026, 16:59:26 UTC 13F-HR Inman Jager Wealth Management, LLC CIK 0002052044 2026 Q1 Open parsed portfolio 84 $171,138,309 Open SEC source
23 Apr 2026, 16:42:55 UTC 13F-HR Cross Staff Investments Inc CIK 0001900406 2026 Q1 Open parsed portfolio 128 $151,803,589 Open SEC source
23 Apr 2026, 16:37:55 UTC 13F-HR CALIBER WEALTH MANAGEMENT, LLC / KS CIK 0002067120 2026 Q1 Open parsed portfolio 270 $913,909,760 Open SEC source
23 Apr 2026, 16:35:33 UTC 13F-HR GraniteShares Advisors LLC CIK 0001839545 2026 Q1 Open parsed portfolio 90 $138,834,807 Open SEC source
23 Apr 2026, 16:35:13 UTC 13F-HR Asset Planning,Inc CIK 0002048547 2026 Q1 Open parsed portfolio 300 $140,409,301 Open SEC source
23 Apr 2026, 16:26:57 UTC 13F-HR Salus Financial Advisors, LLC CIK 0002056601 2026 Q1 Open parsed portfolio 34 $171,490,177 Open SEC source
23 Apr 2026, 16:24:32 UTC 13F-HR Financial & Tax Architects, LLC CIK 0001758543 2026 Q1 Open parsed portfolio 108 $448,379,899 Open SEC source
23 Apr 2026, 16:23:21 UTC 13F-HR Summit Investment Advisory Services, LLC CIK 0001914395 2026 Q1 Open parsed portfolio 81 $269,190,002 Open SEC source
23 Apr 2026, 16:22:37 UTC 13F-HR MANCHESTER FINANCIAL INC CIK 0000866590 2026 Q1 Open parsed portfolio 136 $520,906,859 Open SEC source
23 Apr 2026, 16:21:22 UTC 13F-HR Traub Capital Management LLC CIK 0002079207 2026 Q1 Open parsed portfolio 130 $100,830,479 Open SEC source
23 Apr 2026, 16:17:03 UTC 13F-HR Daviman Financial, LLC CIK 0002104394 2026 Q1 Open parsed portfolio 84 $169,100,371 Open SEC source
23 Apr 2026, 16:15:53 UTC 13F-HR Premier Path Wealth Partners, LLC CIK 0001999925 2026 Q1 Open parsed portfolio 398 $767,375,977 Open SEC source
23 Apr 2026, 16:07:19 UTC 13F-HR Granite Harbor Advisors, Inc. CIK 0001967456 2026 Q1 Open parsed portfolio 129 $229,082,017 Open SEC source
23 Apr 2026, 16:05:06 UTC 13F-HR Foundry Financial Group, Inc. CIK 0002007960 2026 Q1 Open parsed portfolio 70 $201,554,562 Open SEC source
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