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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7,501-7,550 of 9,496
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Current page
151

Recent 13F signals

Latest portfolio disclosures to inspect

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

13F portfolio

Monument Group Wealth Advisors, LLC

CIK 0001965665

13F-HR Q1 2026
CIK
0001965665
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
43 holdings / $180,200,850
Filed
22 Apr 2026, 10:47:24 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

SUTTON PLACE INVESTORS LLC

CIK 0001930301

13F-HR Q1 2026
CIK
0001930301
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
136 holdings / $182,833,127
Filed
22 Apr 2026, 10:47:21 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

Arcataur Capital Management LLC

CIK 0001987321

13F-HR Q1 2026
CIK
0001987321
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
103 holdings / $359,402,035
Filed
22 Apr 2026, 10:46:44 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

Evensky & Katz LLC

CIK 0001357867

13F-HR Q1 2026
CIK
0001357867
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
72 holdings / $1,758,147,000
Filed
22 Apr 2026, 10:44:08 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

Employees Provident Fund Board

CIK 0001600177

13F-HR Q2 2008
CIK
0001600177
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
17 holdings / $148,901,550
Filed
22 Apr 2026, 10:43:48 UTC
Period
2008 Q2

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

View details Open source
13F portfolio

Stone House Investment Management, LLC

CIK 0001696497

13F-HR Q1 2026
CIK
0001696497
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
1,067 holdings / $558,054,222
Filed
22 Apr 2026, 10:41:42 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
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, 10:47:24 UTC 13F-HR Monument Group Wealth Advisors, LLC CIK 0001965665 2026 Q1 Open parsed portfolio 43 $180,200,850 Open SEC source
22 Apr 2026, 10:47:21 UTC 13F-HR SUTTON PLACE INVESTORS LLC CIK 0001930301 2026 Q1 Open parsed portfolio 136 $182,833,127 Open SEC source
22 Apr 2026, 10:46:44 UTC 13F-HR Arcataur Capital Management LLC CIK 0001987321 2026 Q1 Open parsed portfolio 103 $359,402,035 Open SEC source
22 Apr 2026, 10:44:08 UTC 13F-HR Evensky & Katz LLC CIK 0001357867 2026 Q1 Open parsed portfolio 72 $1,758,147,000 Open SEC source
22 Apr 2026, 10:43:48 UTC 13F-HR Employees Provident Fund Board CIK 0001600177 2008 Q2 Open parsed portfolio 17 $148,901,550 Open SEC source
22 Apr 2026, 10:41:42 UTC 13F-HR Stone House Investment Management, LLC CIK 0001696497 2026 Q1 Open parsed portfolio 1,067 $558,054,222 Open SEC source
22 Apr 2026, 10:38:56 UTC 13F-HR RMR Wealth Builders CIK 0001803848 2026 Q1 Open parsed portfolio 277 $1,269,917,201 Open SEC source
22 Apr 2026, 10:38:38 UTC 13F-HR Employees Provident Fund Board CIK 0001600177 2008 Q3 Open parsed portfolio 17 $186,313,976 Open SEC source
22 Apr 2026, 10:38:21 UTC 13F-HR MINDSET WEALTH MANAGEMENT, LLC CIK 0002044232 2026 Q1 Open parsed portfolio 176 $372,497,467 Open SEC source
22 Apr 2026, 10:33:45 UTC 13F-HR Employees Provident Fund Board CIK 0001600177 2008 Q4 Open parsed portfolio 20 $418,408,102 Open SEC source
22 Apr 2026, 10:30:13 UTC 13F-HR CORNERSTONE ENTERPRISES, LLC CIK 0001987314 2026 Q1 Open parsed portfolio 35 $201,073,377 Open SEC source
22 Apr 2026, 10:28:00 UTC 13F-HR Freedom Investment Management, Inc. CIK 0001566653 2026 Q1 Open parsed portfolio 106 $336,951,030 Open SEC source
22 Apr 2026, 10:25:04 UTC 13F-HR MOTCO CIK 0001306333 2026 Q1 Open parsed portfolio 598 $1,080,948,688 Open SEC source
22 Apr 2026, 10:23:52 UTC 13F-HR Aspire Capital Advisors LLC CIK 0001906014 2026 Q1 Open parsed portfolio 122 $444,134,775 Open SEC source
22 Apr 2026, 10:23:49 UTC 13F-HR Crew Capital Management, Ltd CIK 0001835669 2026 Q1 Open parsed portfolio 109 $150,774,870 Open SEC source
22 Apr 2026, 10:21:33 UTC 13F-HR Sendero Wealth Management, LLC CIK 0001639375 2026 Q1 Open parsed portfolio 205 $904,080,537 Open SEC source
22 Apr 2026, 10:20:48 UTC 13F-HR RAINEY & RANDALL WEALTH ADVISORS INC. CIK 0001728355 2026 Q1 Open parsed portfolio 76 $615,622,128 Open SEC source
22 Apr 2026, 10:20:08 UTC 13F-HR Genesee Capital Advisors, LLC CIK 0001652348 2026 Q1 Open parsed portfolio 138 $238,636,877 Open SEC source
22 Apr 2026, 10:17:29 UTC 13F-HR Rolek Wealth Management LLC CIK 0002051339 2026 Q1 Open parsed portfolio 22 $139,401,959 Open SEC source
22 Apr 2026, 10:15:06 UTC 13F-HR Barnes Dennig Private Wealth Management LLC CIK 0002058270 2026 Q1 Open parsed portfolio 307 $100,957,049 Open SEC source
22 Apr 2026, 10:14:55 UTC 13F-HR Bluesphere Advisors LLC CIK 0001844108 2026 Q1 Open parsed portfolio 121 $281,314,527 Open SEC source
22 Apr 2026, 10:14:00 UTC 13F-HR Storen Legacy Partners, LLC CIK 0002116061 2026 Q1 Open parsed portfolio 102 $318,989,917 Open SEC source
22 Apr 2026, 10:10:55 UTC 13F-HR KENNEDY INVESTMENT GROUP, INC. CIK 0001978005 2026 Q1 Open parsed portfolio 135 $255,348,012 Open SEC source
22 Apr 2026, 10:07:56 UTC 13F-HR J. Team Financial, Inc. CIK 0002107629 2026 Q1 Open parsed portfolio 83 $89,146,752 Open SEC source
22 Apr 2026, 10:07:45 UTC 13F-HR Avantra Family Wealth, Inc. CIK 0001774744 2026 Q1 Open parsed portfolio 158 $134,356,623 Open SEC source
22 Apr 2026, 10:04:32 UTC 13F-HR Kapstone Financial Advisors LLC CIK 0001966087 2026 Q1 Open parsed portfolio 154 $204,148,547 Open SEC source
22 Apr 2026, 10:04:04 UTC 13F-HR Grove Street Fiduciary, LLC CIK 0002054682 2026 Q1 Open parsed portfolio 74 $227,011,701 Open SEC source
22 Apr 2026, 10:01:26 UTC 13F-HR Aureum Wealth Management, LLC CIK 0002093444 2026 Q1 Open parsed portfolio 60 $143,698,824 Open SEC source
22 Apr 2026, 09:59:20 UTC 13F-HR Atlantic Edge Private Wealth Management, LLC CIK 0002011145 2026 Q1 Open parsed portfolio 592 $405,772,276 Open SEC source
22 Apr 2026, 09:48:13 UTC 13F-HR James Hambro & Partners LLP CIK 0001731152 2026 Q1 Open parsed portfolio 57 $2,550,586,849 Open SEC source
22 Apr 2026, 09:42:20 UTC 13F-HR Quintet Private Bank (Europe) S.A. CIK 0001977290 2026 Q1 Open parsed portfolio 187 $1,491,738,283 Open SEC source
22 Apr 2026, 09:40:16 UTC 13F-HR MATAURO, LLC CIK 0002052964 2026 Q1 Open parsed portfolio 145 $692,023,270 Open SEC source
22 Apr 2026, 09:37:39 UTC 13F-HR NORRIS PERNE & FRENCH LLP/MI CIK 0001092290 2026 Q1 Open parsed portfolio 139 $1,495,291,071 Open SEC source
22 Apr 2026, 09:28:30 UTC 13F-HR BRAUN STACEY ASSOCIATES INC CIK 0000872080 2026 Q1 Open parsed portfolio 112 $3,008,039,254 Open SEC source
22 Apr 2026, 09:26:05 UTC 13F-HR Employees Provident Fund Board CIK 0001600177 2009 Q1 Open parsed portfolio 20 $389,361,862 Open SEC source
22 Apr 2026, 09:23:34 UTC 13F-HR ABN AMRO Bank N.V. CIK 0001561082 2026 Q1 Open parsed portfolio 228 $9,273,517,595 Open SEC source
22 Apr 2026, 09:21:39 UTC 13F-HR Traveka Wealth, LLC CIK 0002009176 2026 Q1 Open parsed portfolio 186 $261,965,898 Open SEC source
22 Apr 2026, 09:18:42 UTC 13F-HR Employees Provident Fund Board CIK 0001600177 2009 Q2 Open parsed portfolio 20 $510,317,224 Open SEC source
22 Apr 2026, 09:14:16 UTC 13F-HR Harbor Asset Planning, Inc. CIK 0002077050 2026 Q1 Open parsed portfolio 421 $118,851,868 Open SEC source
22 Apr 2026, 09:13:12 UTC 13F-HR Employees Provident Fund Board CIK 0001600177 2009 Q3 Open parsed portfolio 20 $663,277,209 Open SEC source
22 Apr 2026, 09:09:18 UTC 13F-HR Realta Investment Advisors CIK 0001776792 2026 Q1 Open parsed portfolio 364 $288,294,600 Open SEC source
22 Apr 2026, 09:08:50 UTC 13F-HR Union Bancaire Privee, UBP SA CIK 0001716607 2026 Q1 Open parsed portfolio 485 $5,249,765,337 Open SEC source
22 Apr 2026, 09:07:01 UTC 13F-HR Employees Provident Fund Board CIK 0001600177 2009 Q4 Open parsed portfolio 23 $694,148,682 Open SEC source
22 Apr 2026, 09:06:07 UTC 13F-HR JIM SAULNIER & ASSOCIATES, LLC CIK 0002044420 2026 Q1 Open parsed portfolio 139 $205,483,298 Open SEC source
22 Apr 2026, 09:03:23 UTC 13F-HR Sterling Capital Management LLC CIK 0001329883 2026 Q1 Open parsed portfolio 3,208 $5,276,558,733 Open SEC source
22 Apr 2026, 09:00:46 UTC 13F-HR Summerhill Capital Management lnc. CIK 0002017598 2026 Q1 Open parsed portfolio 35 $114,601,701 Open SEC source
22 Apr 2026, 08:46:32 UTC 13F-HR Towne Trust Company, N.A CIK 0001102256 2026 Q1 Open parsed portfolio 316 $311,364,584 Open SEC source
22 Apr 2026, 08:29:33 UTC 13F-HR Pictet Asset Management Holding SA CIK 0001993888 2026 Q1 Open parsed portfolio 2,095 $94,736,512,726 Open SEC source
22 Apr 2026, 08:28:13 UTC 13F-HR WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST CIK 0001026720 2026 Q1 Open parsed portfolio 21 $8,094,248,900 Open SEC source
22 Apr 2026, 08:26:50 UTC 13F-HR Yoder Wealth Management, Inc. CIK 0001973967 2026 Q1 Open parsed portfolio 124 $219,354,113 Open SEC source
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