13F portfolio feed
Showing filings accepted since 01 Apr 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 |
|---|---|---|---|---|---|---|
| 21 Apr 2026, 13:25:41 UTC | 13F-HR | Pacific Park Financial, Inc. CIK 0002107255 | 2026 Q1 Open parsed portfolio | 73 | $153,180,599 | Open SEC source |
| 21 Apr 2026, 13:20:38 UTC | 13F-HR | LCM Capital Management Inc CIK 0001861752 | 2026 Q1 Open parsed portfolio | 110 | $199,305,154 | Open SEC source |
| 21 Apr 2026, 13:13:11 UTC | 13F-HR | DAVIDSON INVESTMENT ADVISORS CIK 0001140771 | 2026 Q1 Open parsed portfolio | 120 | $1,914,558,258 | Open SEC source |
| 21 Apr 2026, 13:11:31 UTC | 13F-HR | GFG Capital, LLC CIK 0001638520 | 2026 Q1 Open parsed portfolio | 88 | $313,015,702 | Open SEC source |
| 21 Apr 2026, 13:06:14 UTC | 13F-HR | Buttonwood Financial Advisors Inc. CIK 0001904033 | 2026 Q1 Open parsed portfolio | 108 | $298,828,431 | Open SEC source |
| 21 Apr 2026, 12:59:13 UTC | 13F-HR | FORTERIS WEALTH MANAGEMENT INC. CIK 0002107238 | 2026 Q1 Open parsed portfolio | 68 | $104,482,902 | Open SEC source |
| 21 Apr 2026, 12:55:55 UTC | 13F-HR | BENNETT SELBY INVESTMENTS LP CIK 0001840740 | 2026 Q1 Open parsed portfolio | 81 | $284,707,999 | Open SEC source |
| 21 Apr 2026, 12:55:21 UTC | 13F-HR | KIECKHEFER GROUP LLC CIK 0002051613 | 2026 Q1 Open parsed portfolio | 58 | $211,678,140 | Open SEC source |
| 21 Apr 2026, 12:51:03 UTC | 13F-HR | Div Capital Phoenix Assets Ltd CIK 0002089718 | 2026 Q1 Open parsed portfolio | 11 | $434,494,060 | Open SEC source |
| 21 Apr 2026, 12:50:09 UTC | 13F-HR | Refined Wealth Management CIK 0001724729 | 2026 Q1 Open parsed portfolio | 50 | $158,425,687 | Open SEC source |
| 21 Apr 2026, 12:47:17 UTC | 13F-HR | Ackerman Asset Management, LLC CIK 0002067071 | 2026 Q1 Open parsed portfolio | 35 | $143,318,330 | Open SEC source |
| 21 Apr 2026, 12:45:43 UTC | 13F-HR | Northland Capital Management LLC CIK 0001693032 | 2026 Q1 Open parsed portfolio | 31 | $182,885,966 | Open SEC source |
| 21 Apr 2026, 12:45:26 UTC | 13F-HR | HCR Wealth Advisors CIK 0001697715 | 2026 Q1 Open parsed portfolio | 241 | $964,356,583 | Open SEC source |
| 21 Apr 2026, 12:41:21 UTC | 13F-HR | Yoffe Investment Management, LLC CIK 0002056336 | 2026 Q1 Open parsed portfolio | 111 | $78,050,623 | Open SEC source |
| 21 Apr 2026, 12:37:06 UTC | 13F-HR | Altus Wealth Management, LLC CIK 0001802107 | 2026 Q1 Open parsed portfolio | 28 | $224,979,468 | Open SEC source |
| 21 Apr 2026, 12:31:11 UTC | 13F-HR | HARVEY INVESTMENT CO LLC CIK 0001162781 | 2026 Q1 Open parsed portfolio | 98 | $909,494,000 | Open SEC source |
| 21 Apr 2026, 12:21:26 UTC | 13F-HR | Guinness Atkinson Asset Management Inc CIK 0001409765 | 2026 Q1 Open parsed portfolio | 123 | $200,199,943 | Open SEC source |
| 21 Apr 2026, 12:20:33 UTC | 13F-HR | Worthington Financial Partners, LLC CIK 0002111427 | 2026 Q1 Open parsed portfolio | 105 | $116,397,591 | Open SEC source |
| 21 Apr 2026, 12:19:19 UTC | 13F-HR | Madson Wealth Advisors Inc CIK 0002129795 | 2026 Q1 Open parsed portfolio | 84 | $120,256,022 | Open SEC source |
| 21 Apr 2026, 12:18:22 UTC | 13F-HR | Grey Fox Wealth Advisors, LLC CIK 0001965362 | 2026 Q1 Open parsed portfolio | 140 | $517,920,718 | Open SEC source |
| 21 Apr 2026, 12:17:02 UTC | 13F-HR | Guinness Asset Management LTD CIK 0001409661 | 2026 Q1 Open parsed portfolio | 143 | $5,798,385,911 | Open SEC source |
| 21 Apr 2026, 12:13:04 UTC | 13F-HR | ALPINE ASSOCIATES MANAGEMENT INC. CIK 0001396835 | 2026 Q1 Open parsed portfolio | 70 | $1,696,306,150 | Open SEC source |
| 21 Apr 2026, 12:08:50 UTC | 13F-HR | Kane Co Wealth Management, Inc. CIK 0002109915 | 2026 Q1 Open parsed portfolio | 51 | $118,587,893 | Open SEC source |
| 21 Apr 2026, 12:02:31 UTC | 13F-HR | E&G Advisors, LP CIK 0001598550 | 2026 Q1 Open parsed portfolio | 236 | $449,241,082 | Open SEC source |
| 21 Apr 2026, 12:01:41 UTC | 13F-HR | SWS Partners CIK 0001731731 | 2026 Q1 Open parsed portfolio | 112 | $402,751,576 | Open SEC source |
| 21 Apr 2026, 11:59:43 UTC | 13F-HR | Flagship Capital Management Inc. CIK 0002106796 | 2026 Q1 Open parsed portfolio | 48 | $136,053,540 | Open SEC source |
| 21 Apr 2026, 11:58:38 UTC | 13F-HR | Mendel Capital Management LLC CIK 0001911384 | 2026 Q1 Open parsed portfolio | 97 | $198,868,272 | Open SEC source |
| 21 Apr 2026, 11:57:57 UTC | 13F-HR | TRITONPOINT WEALTH, LLC CIK 0002008171 | 2026 Q1 Open parsed portfolio | 268 | $933,964,526 | Open SEC source |
| 21 Apr 2026, 11:53:54 UTC | 13F-HR | Alpine Bank Wealth Management CIK 0001974910 | 2026 Q1 Open parsed portfolio | 161 | $687,776,295 | Open SEC source |
| 21 Apr 2026, 11:50:03 UTC | 13F-HR | Olstein Capital Management, L.P. CIK 0000947996 | 2026 Q1 Open parsed portfolio | 99 | $458,067,000 | Open SEC source |
| 21 Apr 2026, 11:49:28 UTC | 13F-HR | Dougherty & Associates, LLC CIK 0002109295 | 2026 Q1 Open parsed portfolio | 52 | $108,841,961 | Open SEC source |
| 21 Apr 2026, 11:48:25 UTC | 13F-HR | Founders Capital Management CIK 0001704300 | 2026 Q1 Open parsed portfolio | 390 | $204,829,577 | Open SEC source |
| 21 Apr 2026, 11:40:33 UTC | 13F-HR | North Forty Two & Co. CIK 0002055134 | 2026 Q1 Open parsed portfolio | 97 | $108,165,819 | Open SEC source |
| 21 Apr 2026, 11:39:57 UTC | 13F-HR | Roth Financial Partners LLC CIK 0001840888 | 2026 Q1 Open parsed portfolio | 31 | $292,870,508 | Open SEC source |
| 21 Apr 2026, 11:37:58 UTC | 13F-HR | Hippocratic Financial Advisors, LLC CIK 0002055803 | 2026 Q1 Open parsed portfolio | 33 | $227,993,859 | Open SEC source |
| 21 Apr 2026, 11:33:53 UTC | 13F-HR | ACCREDITED INVESTOR SERVICES, LLC CIK 0002028621 | 2026 Q1 Open parsed portfolio | 77 | $155,758,835 | Open SEC source |
| 21 Apr 2026, 11:33:37 UTC | 13F-HR | Compass Planning Associates Inc CIK 0002046823 | 2026 Q1 Open parsed portfolio | 30 | $156,363,543 | Open SEC source |
| 21 Apr 2026, 11:33:24 UTC | 13F-HR | SBE LLC DBA CEDAR COVE WEALTH PARTNERS CIK 0002111343 | 2026 Q1 Open parsed portfolio | 88 | $190,573,890 | Open SEC source |
| 21 Apr 2026, 11:29:12 UTC | 13F-HR | J.M. Arbour, LLC CIK 0002099154 | 2026 Q1 Open parsed portfolio | 119 | $104,171,864 | Open SEC source |
| 21 Apr 2026, 11:28:16 UTC | 13F-HR | Keystone Financial Services, LLC CIK 0002046033 | 2026 Q1 Open parsed portfolio | 58 | $148,665,594 | Open SEC source |
| 21 Apr 2026, 11:27:05 UTC | 13F-HR | Argo Wealth Advisory, LLC CIK 0002104895 | 2026 Q1 Open parsed portfolio | 48 | $170,387,951 | Open SEC source |
| 21 Apr 2026, 11:25:27 UTC | 13F-HR | Shepherd Street Advisors LLC CIK 0002110060 | 2026 Q1 Open parsed portfolio | 86 | $101,464,979 | Open SEC source |
| 21 Apr 2026, 11:24:48 UTC | 13F-HR | Northern Lights Advisors, Inc. CIK 0002127798 | 2026 Q1 Open parsed portfolio | 57 | $147,609,306 | Open SEC source |
| 21 Apr 2026, 11:23:44 UTC | 13F-HR | Strategic Equity Management CIK 0001843578 | 2026 Q1 Open parsed portfolio | 70 | $266,044,494 | Open SEC source |
| 21 Apr 2026, 11:23:17 UTC | 13F-HR | MAYPORT, LLC CIK 0001922875 | 2026 Q1 Open parsed portfolio | 130 | $537,956,271 | Open SEC source |
| 21 Apr 2026, 11:21:26 UTC | 13F-HR | CFM WEALTH PARTNERS LLC CIK 0001801097 | 2026 Q1 Open parsed portfolio | 143 | $667,236,463 | Open SEC source |
| 21 Apr 2026, 11:19:47 UTC | 13F-HR | Pallas Capital Advisors LLC CIK 0001862282 | 2026 Q1 Open parsed portfolio | 862 | $2,658,069,745 | Open SEC source |
| 21 Apr 2026, 11:18:53 UTC | 13F-HR | SLT Holdings LLC CIK 0002052222 | 2026 Q1 Open parsed portfolio | 130 | $141,692,933 | Open SEC source |
| 21 Apr 2026, 11:17:39 UTC | 13F-HR | EVERPAR ADVISORS LLC CIK 0002010410 | 2026 Q1 Open parsed portfolio | 282 | $290,414,856 | Open SEC source |
| 21 Apr 2026, 11:14:45 UTC | 13F-HR | Claro Advisors Inc. CIK 0001764386 | 2026 Q1 Open parsed portfolio | 506 | $830,119,370 | Open SEC source |