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.

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Current page
157

Recent 13F signals

Latest portfolio disclosures to inspect

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

13F portfolio

FOUNDATION RESOURCE MANAGEMENT INC

CIK 0001179232

13F-HR Q1 2026
CIK
0001179232
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
55 holdings / $888,521,880
Filed
21 Apr 2026, 11:02:14 UTC
Period
2026 Q1

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

13F portfolio

VALLEY FORGE INVESTMENT CONSULTANTS INC ADV

CIK 0000920655

13F-HR Q1 2026
CIK
0000920655
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
83 holdings / $333,641,651
Filed
21 Apr 2026, 11:01:56 UTC
Period
2026 Q1

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

13F portfolio

Willow Financial LLC

CIK 0002077046

13F-HR Q1 2026
CIK
0002077046
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
37 holdings / $98,699,638
Filed
21 Apr 2026, 11:01:30 UTC
Period
2026 Q1

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

13F portfolio

Huntleigh Advisors, Inc.

CIK 0001367653

13F-HR Q1 2026
CIK
0001367653
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
282 holdings / $584,899,812
Filed
21 Apr 2026, 11:01:01 UTC
Period
2026 Q1

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

13F portfolio

GILPIN WEALTH MANAGEMENT, LLC

CIK 0002058144

13F-HR Q1 2026
CIK
0002058144
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
997 holdings / $126,255,212
Filed
21 Apr 2026, 10:54:12 UTC
Period
2026 Q1

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

13F portfolio

Marietta Wealth Management, LLC

CIK 0001697847

13F-HR Q1 2026
CIK
0001697847
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
129 holdings / $841,427,815
Filed
21 Apr 2026, 10:54:08 UTC
Period
2026 Q1

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

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
21 Apr 2026, 11:02:14 UTC 13F-HR FOUNDATION RESOURCE MANAGEMENT INC CIK 0001179232 2026 Q1 Open parsed portfolio 55 $888,521,880 Open SEC source
21 Apr 2026, 11:01:56 UTC 13F-HR VALLEY FORGE INVESTMENT CONSULTANTS INC ADV CIK 0000920655 2026 Q1 Open parsed portfolio 83 $333,641,651 Open SEC source
21 Apr 2026, 11:01:30 UTC 13F-HR Willow Financial LLC CIK 0002077046 2026 Q1 Open parsed portfolio 37 $98,699,638 Open SEC source
21 Apr 2026, 11:01:01 UTC 13F-HR Huntleigh Advisors, Inc. CIK 0001367653 2026 Q1 Open parsed portfolio 282 $584,899,812 Open SEC source
21 Apr 2026, 10:54:12 UTC 13F-HR GILPIN WEALTH MANAGEMENT, LLC CIK 0002058144 2026 Q1 Open parsed portfolio 997 $126,255,212 Open SEC source
21 Apr 2026, 10:54:08 UTC 13F-HR Marietta Wealth Management, LLC CIK 0001697847 2026 Q1 Open parsed portfolio 129 $841,427,815 Open SEC source
21 Apr 2026, 10:52:12 UTC 13F-HR Curat Global, LLC CIK 0002063003 2026 Q1 Open parsed portfolio 264 $101,496,834 Open SEC source
21 Apr 2026, 10:47:20 UTC 13F-HR J.E. Simmons & Co., P.C. CIK 0002111381 2026 Q1 Open parsed portfolio 66 $149,512,303 Open SEC source
21 Apr 2026, 10:46:46 UTC 13F-HR Gutierrez Wealth Advisory, LLC CIK 0001965923 2026 Q1 Open parsed portfolio 70 $160,953,538 Open SEC source
21 Apr 2026, 10:46:44 UTC 13F-HR Aurdan Capital Management, LLC CIK 0002057382 2026 Q1 Open parsed portfolio 88 $333,181,201 Open SEC source
21 Apr 2026, 10:41:26 UTC 13F-HR Savior LLC CIK 0001790723 2026 Q1 Open parsed portfolio 18 $28,029,359 Open SEC source
21 Apr 2026, 10:40:40 UTC 13F-HR PATTON ALBERTSON MILLER GROUP, LLC CIK 0001511037 2026 Q1 Open parsed portfolio 212 $842,319,203 Open SEC source
21 Apr 2026, 10:32:48 UTC 13F-HR Hudson Oak Wealth Advisory LLC CIK 0002088700 2026 Q1 Open parsed portfolio 52 $115,092,885 Open SEC source
21 Apr 2026, 10:30:53 UTC 13F-HR Aerodigm Wealth, LLC CIK 0001927705 2026 Q1 Open parsed portfolio 86 $265,719,509 Open SEC source
21 Apr 2026, 10:24:09 UTC 13F-HR Kingsman Wealth Management, Inc. CIK 0002066184 2026 Q1 Open parsed portfolio 70 $178,198,794 Open SEC source
21 Apr 2026, 10:23:48 UTC 13F-HR/A Aerodigm Wealth, LLC CIK 0001927705 2025 Q4 - Restatement Open parsed portfolio 95 $259,052,323 Open SEC source
21 Apr 2026, 10:21:50 UTC 13F-HR HENNESSY ADVISORS INC CIK 0001145255 2026 Q1 Open parsed portfolio 278 $2,769,080,087 Open SEC source
21 Apr 2026, 10:14:43 UTC 13F-HR McGlone Suttner Wealth Management, Inc. CIK 0001964819 2026 Q1 Open parsed portfolio 189 $755,161,672 Open SEC source
21 Apr 2026, 10:13:22 UTC 13F-HR Financial Planning Hawaii, Inc. CIK 0002105146 2026 Q1 Open parsed portfolio 123 $169,586,028 Open SEC source
21 Apr 2026, 10:10:14 UTC 13F-HR Hosking Partners LLP CIK 0001650135 2026 Q1 Open parsed portfolio 99 $2,792,020,787 Open SEC source
21 Apr 2026, 10:04:59 UTC 13F-HR Employees Provident Fund Board CIK 0001600177 2011 Q1 Open parsed portfolio 30 $1,247,079,789 Open SEC source
21 Apr 2026, 10:02:56 UTC 13F-HR October Effect Ltd CIK 0002078353 2026 Q1 Open parsed portfolio 64 $86,835,445 Open SEC source
21 Apr 2026, 10:02:14 UTC 13F-HR Centennial Advisors, LLC CIK 0001951376 2026 Q1 Open parsed portfolio 83 $78,605,009 Open SEC source
21 Apr 2026, 10:01:34 UTC 13F-HR Employees Provident Fund Board CIK 0001600177 2011 Q2 Open parsed portfolio 30 $1,286,741,985 Open SEC source
21 Apr 2026, 09:57:32 UTC 13F-HR Employees Provident Fund Board CIK 0001600177 2011 Q3 Open parsed portfolio 30 $1,333,712,136 Open SEC source
21 Apr 2026, 09:57:21 UTC 13F-HR INSTRUMENTAL WEALTH, LLC CIK 0001976010 2026 Q1 Open parsed portfolio 73 $162,669,014 Open SEC source
21 Apr 2026, 09:53:42 UTC 13F-HR Employees Provident Fund Board CIK 0001600177 2011 Q4 Open parsed portfolio 30 $1,516,813,279 Open SEC source
21 Apr 2026, 09:37:43 UTC 13F-HR MOSELEY INVESTMENT MANAGEMENT INC CIK 0000906396 2026 Q1 Open parsed portfolio 162 $313,696,939 Open SEC source
21 Apr 2026, 09:32:37 UTC 13F-HR Ivory Union Consulting Ltd CIK 0002065347 2025 Q4 Open parsed portfolio 4 $141,250,093 Open SEC source
21 Apr 2026, 09:25:04 UTC 13F-HR MASECO LLP CIK 0002074052 2026 Q1 Open parsed portfolio 391 $3,189,119,659 Open SEC source
21 Apr 2026, 09:20:09 UTC 13F-HR OLD NATIONAL BANCORP /IN/ CIK 0000707179 2026 Q1 Open parsed portfolio 615 $5,968,436,687 Open SEC source
21 Apr 2026, 09:17:15 UTC 13F-HR Artesa Financial Group, LLC CIK 0002109808 2026 Q1 Open parsed portfolio 55 $104,905,286 Open SEC source
21 Apr 2026, 08:59:38 UTC 13F-HR Clio Asset Management LLC CIK 0001986196 2026 Q1 Open parsed portfolio 16 $119,322,762 Open SEC source
21 Apr 2026, 08:58:26 UTC 13F-HR Aaron Wealth Advisors LLC CIK 0001812198 2026 Q1 Open parsed portfolio 690 $1,730,881,337 Open SEC source
21 Apr 2026, 08:57:00 UTC 13F-HR FOSTER & MOTLEY INC CIK 0001163902 2026 Q1 Open parsed portfolio 395 $1,938,164,000 Open SEC source
21 Apr 2026, 08:49:29 UTC 13F-HR bLong Financial, LLC CIK 0001943004 2026 Q1 Open parsed portfolio 76 $132,219,432 Open SEC source
21 Apr 2026, 08:47:32 UTC 13F-HR Urban Wealth Management, LLC CIK 0001845521 2026 Q1 Open parsed portfolio 93 $97,684,082 Open SEC source
21 Apr 2026, 08:44:46 UTC 13F-HR AEGON USA Investment Management, LLC CIK 0001454937 2026 Q1 Open parsed portfolio 41 $127,813,338 Open SEC source
21 Apr 2026, 08:42:25 UTC 13F-HR Berkshire Money Management, Inc. CIK 0001535172 2026 Q1 Open parsed portfolio 52 $976,419,432 Open SEC source
21 Apr 2026, 07:36:02 UTC 13F-HR WealthNavi Inc. CIK 0001774552 2026 Q1 Open parsed portfolio 11 $11,537,561,000 Open SEC source
21 Apr 2026, 07:02:12 UTC 13F-HR Employees Provident Fund Board CIK 0001600177 2012 Q1 Open parsed portfolio 30 $1,502,838,582 Open SEC source
21 Apr 2026, 06:56:10 UTC 13F-HR Employees Provident Fund Board CIK 0001600177 2012 Q2 Open parsed portfolio 31 $1,635,416,042 Open SEC source
21 Apr 2026, 06:50:55 UTC 13F-HR Employees Provident Fund Board CIK 0001600177 2012 Q3 Open parsed portfolio 31 $1,730,566,698 Open SEC source
21 Apr 2026, 06:35:28 UTC 13F-HR Employees Provident Fund Board CIK 0001600177 2012 Q4 Open parsed portfolio 41 $1,979,124,882 Open SEC source
21 Apr 2026, 06:29:06 UTC 13F-HR OP Asset Management Ltd CIK 0002097005 2025 Q4 Open parsed portfolio 776 $8,416,831,825 Open SEC source
21 Apr 2026, 06:19:20 UTC 13F-HR Generali Investments Towarzystwo Funduszy Inwestycyjnych CIK 0002043130 2026 Q1 Open parsed portfolio 146 $193,731,471 Open SEC source
21 Apr 2026, 06:16:23 UTC 13F-HR Powszechne Towarzystwo Emerytalne Generali CIK 0002042955 2026 Q1 Open parsed portfolio 28 $565,568,900 Open SEC source
21 Apr 2026, 06:01:32 UTC 13F-HR GHP Investment Advisors, Inc. CIK 0001401561 2026 Q1 Open parsed portfolio 1,437 $2,430,417,630 Open SEC source
20 Apr 2026, 21:48:09 UTC 13F-HR James Reed Financial Services, Inc. CIK 0001911052 2026 Q1 Open parsed portfolio 17 $115,512,810 Open SEC source
20 Apr 2026, 21:47:26 UTC 13F-HR SmartHarvest Portfolios, LLC CIK 0002066604 2026 Q1 Open parsed portfolio 387 $239,706,731 Open SEC source
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