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
149

Recent 13F signals

Latest portfolio disclosures to inspect

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

13F portfolio

Gunderson Capital Management LLC

CIK 0001792397

13F-HR Q1 2026
CIK
0001792397
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
46 holdings / $239,174,610
Filed
22 Apr 2026, 17:03:23 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

StoryOne LLC

CIK 0002079652

13F-HR Q1 2026
CIK
0002079652
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
1 holdings / $837,607
Filed
22 Apr 2026, 17:02:13 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

Red Tree Management, LLC

CIK 0002055980

13F-HR Q1 2026
CIK
0002055980
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
3 holdings / $111,825,533
Filed
22 Apr 2026, 16:45:50 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

TVL Management Corp

CIK 0001290448

13F-HR Q1 2026
CIK
0001290448
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
0 holdings / $0
Filed
22 Apr 2026, 16:44:42 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

RPM Capital Partners, LLC

CIK 0001555433

13F-HR Q1 2026
CIK
0001555433
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
1 holdings / $3,343,704
Filed
22 Apr 2026, 16:43:17 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

Seneca Financial Advisors LLC

CIK 0002082922

13F-HR Q1 2026
CIK
0002082922
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
64 holdings / $341,266,529
Filed
22 Apr 2026, 16:39:49 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
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
22 Apr 2026, 17:03:23 UTC 13F-HR Gunderson Capital Management LLC CIK 0001792397 2026 Q1 Open parsed portfolio 46 $239,174,610 Open SEC source
22 Apr 2026, 17:02:13 UTC 13F-HR StoryOne LLC CIK 0002079652 2026 Q1 Open parsed portfolio 1 $837,607 Open SEC source
22 Apr 2026, 16:45:50 UTC 13F-HR Red Tree Management, LLC CIK 0002055980 2026 Q1 Open parsed portfolio 3 $111,825,533 Open SEC source
22 Apr 2026, 16:44:42 UTC 13F-HR TVL Management Corp CIK 0001290448 2026 Q1 Open parsed portfolio 0 $0 Open SEC source
22 Apr 2026, 16:43:17 UTC 13F-HR RPM Capital Partners, LLC CIK 0001555433 2026 Q1 Open parsed portfolio 1 $3,343,704 Open SEC source
22 Apr 2026, 16:39:49 UTC 13F-HR Seneca Financial Advisors LLC CIK 0002082922 2026 Q1 Open parsed portfolio 64 $341,266,529 Open SEC source
22 Apr 2026, 16:33:13 UTC 13F-HR MATRIX ASSET ADVISORS INC/NY CIK 0001016287 2026 Q1 Open parsed portfolio 105 $1,090,209,468 Open SEC source
22 Apr 2026, 16:32:47 UTC 13F-HR Millburn Ridgefield LLC /DE/ CIK 0001294571 2026 Q1 Open parsed portfolio 39 $4,648,260,782 Open SEC source
22 Apr 2026, 16:31:05 UTC 13F-HR PATTON FUND MANAGEMENT, INC. CIK 0001689232 2026 Q1 Open parsed portfolio 488 $588,747,002 Open SEC source
22 Apr 2026, 16:27:55 UTC 13F-HR DDFG, Inc CIK 0001967640 2026 Q1 Open parsed portfolio 86 $463,998,835 Open SEC source
22 Apr 2026, 16:26:59 UTC 13F-HR Independence Asset Advisors, LLC CIK 0002010929 2026 Q1 Open parsed portfolio 24 $276,598,067 Open SEC source
22 Apr 2026, 16:26:21 UTC 13F-HR Red Door Wealth Management, LLC CIK 0001783599 2026 Q1 Open parsed portfolio 306 $961,464,284 Open SEC source
22 Apr 2026, 16:26:21 UTC 13F-HR ABSOLUTE INVESTMENT ADVISERS, LLC CIK 0001316187 2026 Q1 Open parsed portfolio 122 $852,099,358 Open SEC source
22 Apr 2026, 16:24:47 UTC 13F-HR Hurlow Wealth Management Group, Inc. CIK 0001747749 2026 Q1 Open parsed portfolio 120 $420,086,205 Open SEC source
22 Apr 2026, 16:19:43 UTC 13F-HR Bay Capital Advisors, LLC CIK 0002055414 2026 Q1 Open parsed portfolio 107 $162,237,984 Open SEC source
22 Apr 2026, 16:17:30 UTC 13F-HR Ifrah Financial Services, Inc. CIK 0001382646 2026 Q1 Open parsed portfolio 200 $378,277,904 Open SEC source
22 Apr 2026, 16:14:46 UTC 13F-HR LifeSteps Financial, Inc. CIK 0001801373 2026 Q1 Open parsed portfolio 97 $157,899,537 Open SEC source
22 Apr 2026, 16:11:28 UTC 13F-HR Hartmann Taylor Wealth Management, LLC CIK 0002058267 2026 Q1 Open parsed portfolio 54 $151,210,924 Open SEC source
22 Apr 2026, 16:10:49 UTC 13F-HR Princeton Global Asset Management LLC CIK 0001767349 2026 Q1 Open parsed portfolio 829 $612,934,569 Open SEC source
22 Apr 2026, 16:09:01 UTC 13F-HR Wallington Asset Management, LLC CIK 0001426754 2026 Q1 Open parsed portfolio 61 $752,329,169 Open SEC source
22 Apr 2026, 16:02:52 UTC 13F-HR TPG Advisors LLC CIK 0002033388 2026 Q1 Open parsed portfolio 109 $160,464,108 Open SEC source
22 Apr 2026, 16:01:11 UTC 13F-HR Avalon Advisory Group CIK 0001802119 2026 Q1 Open parsed portfolio 12 $247,852,011 Open SEC source
22 Apr 2026, 16:01:04 UTC 13F-HR Aspire Private Capital, LLC CIK 0001767340 2026 Q1 Open parsed portfolio 170 $443,053,980 Open SEC source
22 Apr 2026, 16:00:03 UTC 13F-HR Gray Foundation CIK 0002011602 2026 Q1 Open parsed portfolio 11 $396,758,714 Open SEC source
22 Apr 2026, 15:58:32 UTC 13F-HR Constellation Investments, Inc. CIK 0001573575 2026 Q1 Open parsed portfolio 19 $3,012,694,337 Open SEC source
22 Apr 2026, 15:56:21 UTC 13F-HR Riverbend Wealth Management, LLC CIK 0002055570 2026 Q1 Open parsed portfolio 149 $160,808,933 Open SEC source
22 Apr 2026, 15:54:03 UTC 13F-HR Canoe Financial LP CIK 0001908219 2026 Q1 Open parsed portfolio 119 $7,322,350,633 Open SEC source
22 Apr 2026, 15:53:09 UTC 13F-HR Formidable Asset Management, LLC CIK 0001592613 2026 Q1 Open parsed portfolio 381 $646,378,794 Open SEC source
22 Apr 2026, 15:50:30 UTC 13F-HR Yelin Lapidot Holdings Management Ltd. CIK 0001590495 2026 Q1 Open parsed portfolio 83 $480,137,752 Open SEC source
22 Apr 2026, 15:49:53 UTC 13F-HR PENNEY FINANCIAL, LLC CIK 0002049857 2026 Q1 Open parsed portfolio 48 $260,638,024 Open SEC source
22 Apr 2026, 15:49:35 UTC 13F-HR/A Orange Investment Advisors, Inc. CIK 0000943442 2026 Q1 - Restatement Open parsed portfolio 145 $771,505,219 Open SEC source
22 Apr 2026, 15:43:35 UTC 13F-HR WETZEL INVESTMENT ADVISORS, INC. CIK 0002009211 2026 Q1 Open parsed portfolio 131 $251,525,416 Open SEC source
22 Apr 2026, 15:40:51 UTC 13F-HR First Financial Group Corp CIK 0002054920 2026 Q1 Open parsed portfolio 80 $122,461,776 Open SEC source
22 Apr 2026, 15:29:59 UTC 13F-HR AUA CAPITAL MANAGEMENT, LLC CIK 0001706915 2026 Q1 Open parsed portfolio 80 $195,728,531 Open SEC source
22 Apr 2026, 15:23:38 UTC 13F-HR ADAMS NATURAL RESOURCES FUND, INC. CIK 0000216851 2026 Q1 Open parsed portfolio 54 $862,623,328 Open SEC source
22 Apr 2026, 15:22:59 UTC 13F-HR AGH Wealth Advisors, LLC CIK 0002061010 2026 Q1 Open parsed portfolio 123 $135,869,161 Open SEC source
22 Apr 2026, 15:21:07 UTC 13F-HR ADAMS DIVERSIFIED EQUITY FUND, INC. CIK 0000002230 2026 Q1 Open parsed portfolio 99 $2,837,152,835 Open SEC source
22 Apr 2026, 15:17:19 UTC 13F-HR BKM Wealth Management, LLC CIK 0002007263 2026 Q1 Open parsed portfolio 148 $273,870,369 Open SEC source
22 Apr 2026, 15:17:18 UTC 13F-HR 1492 Capital Management LLC CIK 0001584087 2026 Q1 Open parsed portfolio 130 $262,637,681 Open SEC source
22 Apr 2026, 15:17:13 UTC 13F-HR Wernau Asset Management Inc. CIK 0002053236 2026 Q1 Open parsed portfolio 47 $96,136,879 Open SEC source
22 Apr 2026, 15:15:26 UTC 13F-HR Cornerstone Wealth Group, LLC CIK 0001774879 2026 Q1 Open parsed portfolio 441 $1,536,086,804 Open SEC source
22 Apr 2026, 15:14:38 UTC 13F-HR Nicholas Wealth, LLC. CIK 0001911391 2026 Q1 Open parsed portfolio 111 $144,891,228 Open SEC source
22 Apr 2026, 15:03:27 UTC 13F-HR Onyx Bridge Wealth Group LLC CIK 0001819476 2026 Q1 Open parsed portfolio 373 $930,018,910 Open SEC source
22 Apr 2026, 15:02:45 UTC 13F-HR Goodman Advisory Group, LLC CIK 0001864123 2026 Q1 Open parsed portfolio 183 $385,446,082 Open SEC source
22 Apr 2026, 14:57:06 UTC 13F-HR LOUISBOURG INVESTMENTS INC. CIK 0002053050 2026 Q1 Open parsed portfolio 216 $528,818,288 Open SEC source
22 Apr 2026, 14:55:04 UTC 13F-HR apricus wealth, LLC CIK 0001913842 2026 Q1 Open parsed portfolio 120 $205,225,954 Open SEC source
22 Apr 2026, 14:53:47 UTC 13F-HR MRA Advisory Group CIK 0001841816 2026 Q1 Open parsed portfolio 140 $244,967,306 Open SEC source
22 Apr 2026, 14:47:46 UTC 13F-HR J. L. Bainbridge & Co., Inc. CIK 0001742315 2026 Q1 Open parsed portfolio 103 $1,109,505,481 Open SEC source
22 Apr 2026, 14:39:52 UTC 13F-HR CrossGen Wealth, LLC CIK 0002112179 2026 Q1 Open parsed portfolio 200 $113,872,411 Open SEC source
22 Apr 2026, 14:39:10 UTC 13F-HR Nicholson Meyer Capital Management, Inc. CIK 0002065771 2026 Q1 Open parsed portfolio 43 $130,396,144 Open SEC source
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