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
144

Recent 13F signals

Latest portfolio disclosures to inspect

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

13F portfolio

Triad Investment Management

CIK 0001615717

13F-HR Q1 2026
CIK
0001615717
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
51 holdings / $271,308,281
Filed
23 Apr 2026, 17:37:45 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

Atlas Private Wealth Advisors

CIK 0001814234

13F-HR Q1 2026
CIK
0001814234
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
132 holdings / $424,756,433
Filed
23 Apr 2026, 17:37:19 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

Petersen Hastings Wealth Advisors Inc.

CIK 0002109614

13F-HR Q1 2026
CIK
0002109614
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
81 holdings / $1,091,613,545
Filed
23 Apr 2026, 17:35:12 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

OPPENHEIMER & CO INC

CIK 0000822581

13F-HR Q1 2026
CIK
0000822581
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
1,683 holdings / $8,210,567,779
Filed
23 Apr 2026, 17:34:47 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

OPPENHEIMER ASSET MANAGEMENT INC.

CIK 0001269119

13F-HR Q1 2026
CIK
0001269119
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
1,113 holdings / $8,761,531,351
Filed
23 Apr 2026, 17:33:49 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

WOODWARD DIVERSIFIED CAPITAL, LLC

CIK 0001846177

13F-HR Q1 2026
CIK
0001846177
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
179 holdings / $219,420,869
Filed
23 Apr 2026, 17:32:11 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, 17:37:45 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
23 Apr 2026, 16:00:04 UTC 13F-HR St. Clair Advisors, LLC CIK 0002056292 2026 Q1 Open parsed portfolio 82 $375,847,208 Open SEC source
23 Apr 2026, 15:56:09 UTC 13F-HR Fairman Group, LLC CIK 0002016719 2026 Q1 Open parsed portfolio 325 $116,979,390 Open SEC source
23 Apr 2026, 15:55:38 UTC 13F-HR SHIKIAR ASSET MANAGEMENT INC CIK 0001058022 2026 Q1 Open parsed portfolio 103 $346,802,000 Open SEC source
23 Apr 2026, 15:52:58 UTC 13F-HR/A Sarver Vrooman Wealth Advisors CIK 0002076215 2025 Q4 - Restatement Open parsed portfolio 137 $157,312,349 Open SEC source
23 Apr 2026, 15:48:12 UTC 13F-HR Ferguson Shapiro LLC CIK 0001767433 2026 Q1 Open parsed portfolio 84 $328,283,169 Open SEC source
23 Apr 2026, 15:48:04 UTC 13F-HR SUMMER ROAD LLC CIK 0001604873 2026 Q1 Open parsed portfolio 24 $142,033,858 Open SEC source
23 Apr 2026, 15:46:45 UTC 13F-HR PERKINS CAPITAL MANAGEMENT INC CIK 0000884300 2026 Q1 Open parsed portfolio 86 $106,699,166 Open SEC source
23 Apr 2026, 15:45:35 UTC 13F-HR SMART Wealth LLC CIK 0002044723 2026 Q1 Open parsed portfolio 207 $341,486,683 Open SEC source
23 Apr 2026, 15:39:27 UTC 13F-HR Lighthouse Wealth Management Inc. CIK 0002042810 2026 Q1 Open parsed portfolio 43 $147,170,143 Open SEC source
23 Apr 2026, 15:38:33 UTC 13F-HR Strategic Point Investment Advisors, LLC CIK 0001295044 2026 Q1 Open parsed portfolio 35 $687,997,851 Open SEC source
23 Apr 2026, 15:33:34 UTC 13F-HR KOM Wealth Management Group, LLC CIK 0001804116 2026 Q1 Open parsed portfolio 89 $146,668,076 Open SEC source
23 Apr 2026, 15:33:23 UTC 13F-HR Kohmann Bosshard Financial Services, LLC CIK 0001696615 2026 Q1 Open parsed portfolio 1,052 $1,179,131,050 Open SEC source
23 Apr 2026, 15:29:24 UTC 13F-HR Brown Miller Wealth Management, LLC CIK 0001840084 2026 Q1 Open parsed portfolio 191 $351,861,788 Open SEC source
23 Apr 2026, 15:27:54 UTC 13F-HR Intrua Financial, LLC CIK 0001812792 2026 Q1 Open parsed portfolio 456 $936,014,292 Open SEC source
23 Apr 2026, 15:25:57 UTC 13F-HR Sippican Capital Advisors CIK 0001557406 2026 Q1 Open parsed portfolio 107 $146,128,539 Open SEC source
23 Apr 2026, 15:22:27 UTC 13F-HR EWA, LLC CIK 0001835252 2026 Q1 Open parsed portfolio 281 $440,935,785 Open SEC source
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