13F portfolio feed
Showing filings accepted since 01 Oct 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 |
|---|---|---|---|---|---|---|
| 27 Oct 2026, 13:38:11 UTC | 13F-HR | REIK & CO., LLC CIK 0001388028 | 2026 Q3 Open parsed portfolio | 60 | $355,526,679 | Open SEC source |
| 27 Oct 2026, 13:37:04 UTC | 13F-HR | CJM Wealth Advisers, Ltd. CIK 0001992748 | 2026 Q3 Open parsed portfolio | 84 | $378,876,933 | Open SEC source |
| 27 Oct 2026, 13:37:00 UTC | 13F-HR | First American Bank CIK 0001291422 | 2026 Q3 Open parsed portfolio | 211 | $1,811,816,459 | Open SEC source |
| 27 Oct 2026, 13:29:37 UTC | 13F-HR | Baron Wealth Management LLC CIK 0001968507 | 2026 Q3 Open parsed portfolio | 306 | $388,819,361 | Open SEC source |
| 27 Oct 2026, 13:28:39 UTC | 13F-HR | Cornerstone Planning, LLC CIK 0001802105 | 2026 Q3 Open parsed portfolio | 143 | $486,208,230 | Open SEC source |
| 27 Oct 2026, 13:25:09 UTC | 13F-HR | RIVULET CAPITAL, LLC CIK 0001566691 | 2026 Q3 Open parsed portfolio | Open SEC source | ||
| 27 Oct 2026, 13:22:34 UTC | 13F-HR | Crestwood Advisors Group, LLC CIK 0001426853 | 2026 Q3 Open parsed portfolio | 919 | $6,761,216,776 | Open SEC source |
| 27 Oct 2026, 13:18:51 UTC | 13F-HR | SAYBROOK CAPITAL /NC CIK 0001044924 | 2026 Q3 Open parsed portfolio | $403,319,864 | Open SEC source | |
| 27 Oct 2026, 12:59:26 UTC | 13F-HR | Gibraltar Capital Management, Inc. CIK 0001625986 | 2026 Q3 Open parsed portfolio | 129 | $660,070,612 | Open SEC source |
| 27 Oct 2026, 12:55:55 UTC | 13F-HR | Empirical Capital Management, LLC CIK 0001642274 | 2026 Q3 Open parsed portfolio | 19 | $336,445,000 | Open SEC source |
| 27 Oct 2026, 12:47:06 UTC | 13F-HR | Haven Private, LLC CIK 0002053665 | 2026 Q3 Open parsed portfolio | 170 | $253,489,132 | Open SEC source |
| 27 Oct 2026, 12:45:58 UTC | 13F-HR | Coquina Private Wealth LLC CIK 0002103792 | 2026 Q3 Open parsed portfolio | 101 | $149,503,386 | Open SEC source |
| 27 Oct 2026, 12:36:59 UTC | 13F-HR | BROWN CAPITAL MANAGEMENT LLC CIK 0000885062 | 2026 Q3 Open parsed portfolio | 55 | $526,887,535 | Open SEC source |
| 27 Oct 2026, 12:35:18 UTC | 13F-HR | JLB & ASSOCIATES INC CIK 0001085227 | 2026 Q3 Open parsed portfolio | 68 | $629,718,576 | Open SEC source |
| 27 Oct 2026, 12:33:29 UTC | 13F-HR | PECAUT & CO. CIK 0001597200 | 2026 Q3 Open parsed portfolio | 69 | $345,664,744 | Open SEC source |
| 27 Oct 2026, 12:27:41 UTC | 13F-HR | First City Capital Management, Inc. CIK 0001427350 | 2026 Q3 Open parsed portfolio | 161 | $203,627,206 | Open SEC source |
| 27 Oct 2026, 12:26:48 UTC | 13F-HR | Allen Capital Group, LLC CIK 0001601384 | 2026 Q3 Open parsed portfolio | 313 | $1,238,936,213 | Open SEC source |
| 27 Oct 2026, 12:23:55 UTC | 13F-HR | Philip James Wealth Mangement, LLC CIK 0002002630 | 2026 Q3 Open parsed portfolio | 147 | $905,648,136 | Open SEC source |
| 27 Oct 2026, 12:22:46 UTC | 13F-HR | Rossmore Private Capital CIK 0001733082 | 2026 Q3 Open parsed portfolio | 346 | $1,309,152,604 | Open SEC source |
| 27 Oct 2026, 12:21:11 UTC | 13F-HR | TLW Wealth Management, LLC CIK 0001767217 | 2026 Q3 Open parsed portfolio | 23 | $181,841,777 | Open SEC source |
| 27 Oct 2026, 12:20:10 UTC | 13F-HR | Fire Capital Management LLC CIK 0002059571 | 2026 Q3 Open parsed portfolio | 149 | $384,275,389 | Open SEC source |
| 27 Oct 2026, 12:18:45 UTC | 13F-HR | CENTRAL VALLEY ADVISORS, LLC CIK 0002010698 | 2026 Q3 Open parsed portfolio | 161 | $372,170,147 | Open SEC source |
| 27 Oct 2026, 12:17:59 UTC | 13F-HR | OPPENHEIMER ASSET MANAGEMENT INC. CIK 0001269119 | 2026 Q3 Open parsed portfolio | 1,124 | $9,513,387,762 | Open SEC source |
| 27 Oct 2026, 12:17:41 UTC | 13F-HR | Bullish CIK 0001872195 | 2026 Q3 Open parsed portfolio | 3 | $257,381,866 | Open SEC source |
| 27 Oct 2026, 12:16:58 UTC | 13F-HR | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 | 2026 Q3 Open parsed portfolio | 1,133 | $7,302,369,839 | Open SEC source |
| 27 Oct 2026, 12:16:48 UTC | 13F-HR | SANTA MONICA PARTNERS LP CIK 0000904793 | 2026 Q3 Open parsed portfolio | 13 | $167,009,000 | Open SEC source |
| 27 Oct 2026, 12:12:49 UTC | 13F-HR | PRENTISS SMITH & CO INC CIK 0001134687 | 2026 Q3 Open parsed portfolio | 70 | $176,610,103 | Open SEC source |
| 27 Oct 2026, 12:10:47 UTC | 13F-HR | Barton Investment Management CIK 0001387818 | 2026 Q3 Open parsed portfolio | 58 | $806,588,593 | Open SEC source |
| 27 Oct 2026, 12:07:32 UTC | 13F-HR | Graetz Wealth LLC CIK 0002053877 | 2026 Q3 Open parsed portfolio | 84 | $126,818,972 | Open SEC source |
| 27 Oct 2026, 12:07:27 UTC | 13F-HR | GREENWOOD CAPITAL ASSOCIATES LLC CIK 0001161822 | 2026 Q3 Open parsed portfolio | 267 | $1,027,081,895 | Open SEC source |
| 27 Oct 2026, 12:02:13 UTC | 13F-HR | Mirabaud & Cie SA CIK 0001869685 | 2026 Q3 Open parsed portfolio | 52 | $258,531,879 | Open SEC source |
| 27 Oct 2026, 12:01:37 UTC | 13F-HR | DELTA FINANCIAL ADVISORS LLC CIK 0001790295 | 2026 Q3 Open parsed portfolio | 151 | $425,480,088 | Open SEC source |
| 27 Oct 2026, 11:58:21 UTC | 13F-HR | Investmark Advisory Group LLC CIK 0001926349 | 2026 Q3 Open parsed portfolio | 171 | $308,205,669 | Open SEC source |
| 27 Oct 2026, 11:57:45 UTC | 13F-HR | Birch Capital Management, LLC CIK 0001799859 | 2026 Q3 Open parsed portfolio | 82 | $213,230,343 | Open SEC source |
| 27 Oct 2026, 11:47:12 UTC | 13F-HR | WENDELL DAVID ASSOCIATES INC CIK 0000878228 | 2026 Q3 Open parsed portfolio | 151 | $958,285,000 | Open SEC source |
| 27 Oct 2026, 11:41:14 UTC | 13F-HR | Sterling Investment Advisors, Ltd. CIK 0001701132 | 2026 Q3 Open parsed portfolio | 231 | $571,929,535 | Open SEC source |
| 27 Oct 2026, 11:40:39 UTC | 13F-HR | Elyxium Wealth, LLC CIK 0002043538 | 2026 Q3 Open parsed portfolio | $989,016,398 | Open SEC source | |
| 27 Oct 2026, 11:36:33 UTC | 13F-HR | Clearwave Capital, LLC CIK 0002111821 | 2026 Q3 Open parsed portfolio | 176 | $190,380,120 | Open SEC source |
| 27 Oct 2026, 11:36:13 UTC | 13F-HR | ALBERT D MASON INC CIK 0001169318 | 2026 Q3 Open parsed portfolio | $165,789,091 | Open SEC source | |
| 27 Oct 2026, 11:35:33 UTC | 13F-HR | TODD ASSET MANAGEMENT LLC CIK 0001071483 | 2026 Q3 Open parsed portfolio | 177 | $5,514,873,723 | Open SEC source |
| 27 Oct 2026, 11:31:52 UTC | 13F-HR/A | INTREPID CAPITAL MANAGEMENT INC CIK 0001092838 | 2026 Q2 - New Holdings Open parsed portfolio | $0 | Open SEC source | |
| 27 Oct 2026, 11:26:13 UTC | 13F-HR | Capital Advisors, Ltd. LLC CIK 0001597878 | 2026 Q3 Open parsed portfolio | $987,369,000 | Open SEC source | |
| 27 Oct 2026, 11:25:42 UTC | 13F-HR | Thrive Capital Management, LLC CIK 0001845943 | 2026 Q3 Open parsed portfolio | 180 | $165,838,660 | Open SEC source |
| 27 Oct 2026, 11:22:43 UTC | 13F-HR | Silphium Asset Management Ltd CIK 0001758440 | 2026 Q3 Open parsed portfolio | 54 | $305,153,623 | Open SEC source |
| 27 Oct 2026, 11:14:40 UTC | 13F-HR | Clarity Capital Advisors, LLC CIK 0002011219 | 2026 Q3 Open parsed portfolio | 94 | $239,971,891 | Open SEC source |
| 27 Oct 2026, 11:13:15 UTC | 13F-HR | Friedenthal Financial CIK 0001598611 | 2026 Q3 Open parsed portfolio | $230,325,753 | Open SEC source | |
| 27 Oct 2026, 11:11:50 UTC | 13F-HR | Cassaday & Co Wealth Management LLC CIK 0001963612 | 2026 Q3 Open parsed portfolio | $5,652,617,454 | Open SEC source | |
| 27 Oct 2026, 11:01:49 UTC | 13F-HR | Kerusso Capital Management LLC CIK 0002029597 | 2026 Q3 Open parsed portfolio | 59 | $306,197,620 | Open SEC source |
| 27 Oct 2026, 10:51:05 UTC | 13F-HR | Pacific Excel Wealth Advisors, Inc. CIK 0002110884 | 2026 Q3 Open parsed portfolio | 116 | $90,091,813 | Open SEC source |
| 27 Oct 2026, 10:48:50 UTC | 13F-HR | HMV Wealth Advisors, LLC CIK 0002054904 | 2026 Q3 Open parsed portfolio | 92 | $263,732,032 | Open SEC source |