13F portfolio feed

Latest 13F Portfolio Filings

Showing filings accepted since 01 Oct 2026. Each row links to the manager profile, parsed portfolio, and original SEC source.

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Recent 13F signals

Latest portfolio disclosures to inspect

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

13F portfolio

SOFI WEALTH, LLC

CIK 0001925582

13F-HR Q3 2026
CIK
0001925582
Source
SEC 13F-HR
Action
13F-HR accepted
Value
61 holdings / $2,586,606,675
Filed
27 Oct 2026, 10:44:56 UTC
Period
2026 Q3

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

13F portfolio

Parkside Financial Bank & Trust

CIK 0001455267

13F-HR Q3 2026
CIK
0001455267
Source
SEC 13F-HR
Action
13F-HR accepted
Value
holdings / $1,510,669,305
Filed
27 Oct 2026, 10:42:43 UTC
Period
2026 Q3

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

13F portfolio

Nexus Investment Management ULC

CIK 0001476329

13F-HR Q3 2026
CIK
0001476329
Source
SEC 13F-HR
Action
13F-HR accepted
Value
73 holdings / $807,933,134
Filed
27 Oct 2026, 10:34:48 UTC
Period
2026 Q3

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

13F portfolio

GR FINANCIAL GROUP, LLC

CIK 0002011751

13F-HR Q3 2026
CIK
0002011751
Source
SEC 13F-HR
Action
13F-HR accepted
Value
45 holdings / $754,509,843
Filed
27 Oct 2026, 10:34:28 UTC
Period
2026 Q3

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

13F portfolio

DUNCKER STREETT & CO INC

CIK 0001020585

13F-HR Q3 2026
CIK
0001020585
Source
SEC 13F-HR
Action
13F-HR accepted
Value
504 holdings / $597,961,854
Filed
27 Oct 2026, 10:33:30 UTC
Period
2026 Q3

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

13F portfolio

Lingotto Investment Management LLP

CIK 0001732768

13F-HR Q3 2026
CIK
0001732768
Source
SEC 13F-HR
Action
13F-HR accepted
Value
39 holdings / $5,740,904,894
Filed
27 Oct 2026, 10:32:43 UTC
Period
2026 Q3

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
27 Oct 2026, 10:44:56 UTC 13F-HR SOFI WEALTH, LLC CIK 0001925582 2026 Q3 Open parsed portfolio 61 $2,586,606,675 Open SEC source
27 Oct 2026, 10:42:43 UTC 13F-HR Parkside Financial Bank & Trust CIK 0001455267 2026 Q3 Open parsed portfolio $1,510,669,305 Open SEC source
27 Oct 2026, 10:34:48 UTC 13F-HR Nexus Investment Management ULC CIK 0001476329 2026 Q3 Open parsed portfolio 73 $807,933,134 Open SEC source
27 Oct 2026, 10:34:28 UTC 13F-HR GR FINANCIAL GROUP, LLC CIK 0002011751 2026 Q3 Open parsed portfolio 45 $754,509,843 Open SEC source
27 Oct 2026, 10:33:30 UTC 13F-HR DUNCKER STREETT & CO INC CIK 0001020585 2026 Q3 Open parsed portfolio 504 $597,961,854 Open SEC source
27 Oct 2026, 10:32:43 UTC 13F-HR Lingotto Investment Management LLP CIK 0001732768 2026 Q3 Open parsed portfolio 39 $5,740,904,894 Open SEC source
27 Oct 2026, 10:32:08 UTC 13F-HR KCM INVESTMENT ADVISORS LLC CIK 0001109228 2026 Q3 Open parsed portfolio 411 $3,361,234,250 Open SEC source
27 Oct 2026, 10:23:38 UTC 13F-HR PRINCETON CAPITAL MANAGEMENT LLC CIK 0001167026 2026 Q3 Open parsed portfolio 144 $466,635,420 Open SEC source
27 Oct 2026, 10:21:19 UTC 13F-HR HOWARD BAILEY SECURITIES, LLC CIK 0002043986 2026 Q3 Open parsed portfolio $259,070,518 Open SEC source
27 Oct 2026, 10:20:43 UTC 13F-HR Brummer Multi-Strategy AB CIK 0002003159 2026 Q3 Open parsed portfolio 8 $15,391,013 Open SEC source
27 Oct 2026, 10:19:18 UTC 13F-HR ADKINS SEALE CAPITAL MANAGEMENT LLC CIK 0002147212 2026 Q3 Open parsed portfolio 237 $121,309,281 Open SEC source
27 Oct 2026, 10:16:41 UTC 13F-HR Swedbank AB CIK 0000946431 2026 Q3 Open parsed portfolio 691 $117,735,825,071 Open SEC source
27 Oct 2026, 10:11:54 UTC 13F-HR ALTFEST L J & CO INC CIK 0000712050 2026 Q3 Open parsed portfolio 318 $1,007,433,901 Open SEC source
27 Oct 2026, 10:11:43 UTC 13F-HR Katamaran Capital LLP CIK 0002025353 2026 Q3 Open parsed portfolio 32 $88,344,536 Open SEC source
27 Oct 2026, 10:09:58 UTC 13F-HR/A Retirement Solution LLC CIK 0001914606 2026 Q3 - Restatement Open parsed portfolio $453,660,921 Open SEC source
27 Oct 2026, 10:06:10 UTC 13F-HR/A Retirement Solution LLC CIK 0001914606 2026 Q2 - Restatement Open parsed portfolio $224,417,162 Open SEC source
27 Oct 2026, 10:00:41 UTC 13F-HR/A San Luis Wealth Advisors LLC CIK 0001844709 2026 Q3 - Restatement Open parsed portfolio 183 $685,181,867 Open SEC source
27 Oct 2026, 09:57:33 UTC 13F-HR BIRCH FINANCIAL GROUP, LLC CIK 0002083592 2026 Q3 Open parsed portfolio $213,740,490 Open SEC source
27 Oct 2026, 09:57:05 UTC 13F-HR Comprehensive Financial Planning, Inc./PA CIK 0002044855 2026 Q3 Open parsed portfolio $185,409,416 Open SEC source
27 Oct 2026, 09:56:32 UTC 13F-HR FSM Wealth Advisors, LLC CIK 0001942548 2026 Q3 Open parsed portfolio 343 $967,255,605 Open SEC source
27 Oct 2026, 09:51:54 UTC 13F-HR Juno Financial Group LLC CIK 0002106874 2026 Q3 Open parsed portfolio 72 $286,091,418 Open SEC source
27 Oct 2026, 09:39:01 UTC 13F-HR High Note Wealth, LLC CIK 0001807283 2026 Q3 Open parsed portfolio 975 $609,565,451 Open SEC source
27 Oct 2026, 09:37:00 UTC 13F-HR Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies CIK 0002106763 2026 Q3 Open parsed portfolio 67 $132,041,088 Open SEC source
27 Oct 2026, 09:32:41 UTC 13F-HR Schneider Downs Wealth Management Advisors, LP CIK 0001665359 2026 Q3 Open parsed portfolio 181 $1,076,845,088 Open SEC source
27 Oct 2026, 09:32:21 UTC 13F-HR ALTERNA WEALTH MANAGEMENT, INC CIK 0001767699 2026 Q3 Open parsed portfolio 109 $180,313,733 Open SEC source
27 Oct 2026, 09:32:13 UTC 13F-HR Coronation Fund Managers Ltd. CIK 0001594320 2026 Q3 Open parsed portfolio 49 $2,594,992,404 Open SEC source
27 Oct 2026, 09:30:23 UTC 13F-HR Smith & Howard Wealth Management, LLC CIK 0001543991 2026 Q3 Open parsed portfolio 93 $509,974,423 Open SEC source
27 Oct 2026, 09:19:47 UTC 13F-HR POWER WEALTH MANAGEMENT LLC CIK 0002001039 2026 Q3 Open parsed portfolio 129 $295,438,140 Open SEC source
27 Oct 2026, 09:18:39 UTC 13F-HR Tortuga Wealth Management, Inc CIK 0002118051 2026 Q3 Open parsed portfolio 141 $140,824,630 Open SEC source
27 Oct 2026, 09:16:16 UTC 13F-HR Eos Management, L.P. CIK 0001548882 2026 Q3 Open parsed portfolio 35 $254,471,768 Open SEC source
27 Oct 2026, 09:16:11 UTC 13F-HR Deutsche Girozentrale DekaBank CIK 0001456228 2026 Q3 Open parsed portfolio $87,766,210,000 Open SEC source
27 Oct 2026, 09:15:48 UTC 13F-HR Symmetry Partners, LLC CIK 0001697493 2026 Q3 Open parsed portfolio 358 $1,957,537,726 Open SEC source
27 Oct 2026, 09:07:56 UTC 13F-HR FAI Advisors, Inc. CIK 0002156516 2026 Q3 Open parsed portfolio 182 $257,178,339 Open SEC source
27 Oct 2026, 09:05:43 UTC 13F-HR FAI Advisors, Inc. CIK 0002156516 2026 Q2 Open parsed portfolio 184 $254,606,236 Open SEC source
27 Oct 2026, 09:04:14 UTC 13F-HR FAI Advisors, Inc. CIK 0002156516 2026 Q1 Open parsed portfolio 166 $224,366,002 Open SEC source
27 Oct 2026, 09:02:39 UTC 13F-HR FAI Advisors, Inc. CIK 0002156516 2025 Q4 Open parsed portfolio 165 $226,557,135 Open SEC source
27 Oct 2026, 09:00:51 UTC 13F-HR FAI Advisors, Inc. CIK 0002156516 2025 Q3 Open parsed portfolio 168 $221,300,623 Open SEC source
27 Oct 2026, 08:57:05 UTC 13F-HR FAI Advisors, Inc. CIK 0002156516 2025 Q2 Open parsed portfolio 159 $203,264,291 Open SEC source
27 Oct 2026, 08:55:21 UTC 13F-HR FAI Advisors, Inc. CIK 0002156516 2025 Q1 Open parsed portfolio 158 $187,718,329 Open SEC source
27 Oct 2026, 08:51:16 UTC 13F-HR FAI Advisors, Inc. CIK 0002156516 2024 Q4 Open parsed portfolio 171 $222,931,178 Open SEC source
27 Oct 2026, 08:46:31 UTC 13F-HR GLOBALT Investments LLC / GA CIK 0002011891 2026 Q3 Open parsed portfolio 212 $2,904,587,738 Open SEC source
27 Oct 2026, 08:46:17 UTC 13F-HR STATE OF MICHIGAN RETIREMENT SYSTEM CIK 0000762152 2026 Q3 Open parsed portfolio 966 $22,595,236,086 Open SEC source
27 Oct 2026, 08:45:52 UTC 13F-HR Independent Wealth Advisors LLC CIK 0002136099 2026 Q3 Open parsed portfolio 79 $120,721,740 Open SEC source
27 Oct 2026, 08:44:59 UTC 13F-HR Seek First Inc. CIK 0002060504 2026 Q3 Open parsed portfolio 63 $155,290,557 Open SEC source
27 Oct 2026, 08:44:14 UTC 13F-HR Etesian Wealth Advisors, Inc. CIK 0001997586 2026 Q3 Open parsed portfolio 141 $344,044,819 Open SEC source
27 Oct 2026, 08:43:22 UTC 13F-HR Vivid Wealth Management, LLC CIK 0002007281 2026 Q3 Open parsed portfolio 73 $279,843,573 Open SEC source
27 Oct 2026, 08:42:49 UTC 13F-HR MASECO LLP CIK 0002074052 2026 Q3 Open parsed portfolio 673 $3,654,590,086 Open SEC source
27 Oct 2026, 08:42:41 UTC 13F-HR McGrath & Associates, Inc. CIK 0002054701 2026 Q3 Open parsed portfolio 44 $89,827,670 Open SEC source
27 Oct 2026, 08:41:48 UTC 13F-HR Rockwood Wealth Management, LLC CIK 0001983670 2026 Q3 Open parsed portfolio 133 $1,664,580,330 Open SEC source
27 Oct 2026, 08:40:38 UTC 13F-HR Northwest Financial Advisors CIK 0002010635 2026 Q3 Open parsed portfolio 95 $743,267,786 Open SEC source
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