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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Current page
160

Recent 13F signals

Latest portfolio disclosures to inspect

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

13F portfolio

DELPHI MANAGEMENT INC /MA/

CIK 0000767684

13F-HR Q1 2026
CIK
0000767684
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
79 holdings / $83,570,000
Filed
20 Apr 2026, 13:03:50 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

PENOBSCOT WEALTH MANAGEMENT

CIK 0001875768

13F-HR Q1 2026
CIK
0001875768
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
107 holdings / $338,387,930
Filed
20 Apr 2026, 12:55:48 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

Boston Standard Wealth Management, LLC

CIK 0001630939

13F-HR Q1 2026
CIK
0001630939
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
56 holdings / $610,855,679
Filed
20 Apr 2026, 12:54:58 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

Aegis Wealth Management, Inc.

CIK 0002096565

13F-HR Q1 2026
CIK
0002096565
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
111 holdings / $127,258,948
Filed
20 Apr 2026, 12:46:10 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

CONTRAVISORY INVESTMENT MANAGEMENT, INC.

CIK 0001365707

13F-HR Q1 2026
CIK
0001365707
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
366 holdings / $488,063,857
Filed
20 Apr 2026, 12:41:58 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

Factor Wealth Management LTD

CIK 0002055816

13F-HR Q1 2026
CIK
0002055816
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
162 holdings / $531,667,489
Filed
20 Apr 2026, 12:36:25 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
20 Apr 2026, 13:03:50 UTC 13F-HR DELPHI MANAGEMENT INC /MA/ CIK 0000767684 2026 Q1 Open parsed portfolio 79 $83,570,000 Open SEC source
20 Apr 2026, 12:55:48 UTC 13F-HR PENOBSCOT WEALTH MANAGEMENT CIK 0001875768 2026 Q1 Open parsed portfolio 107 $338,387,930 Open SEC source
20 Apr 2026, 12:54:58 UTC 13F-HR Boston Standard Wealth Management, LLC CIK 0001630939 2026 Q1 Open parsed portfolio 56 $610,855,679 Open SEC source
20 Apr 2026, 12:46:10 UTC 13F-HR Aegis Wealth Management, Inc. CIK 0002096565 2026 Q1 Open parsed portfolio 111 $127,258,948 Open SEC source
20 Apr 2026, 12:41:58 UTC 13F-HR CONTRAVISORY INVESTMENT MANAGEMENT, INC. CIK 0001365707 2026 Q1 Open parsed portfolio 366 $488,063,857 Open SEC source
20 Apr 2026, 12:36:25 UTC 13F-HR Factor Wealth Management LTD CIK 0002055816 2026 Q1 Open parsed portfolio 162 $531,667,489 Open SEC source
20 Apr 2026, 12:36:10 UTC 13F-HR Auour Investments LLC CIK 0001789310 2026 Q1 Open parsed portfolio 91 $317,928,480 Open SEC source
20 Apr 2026, 12:34:31 UTC 13F-HR MBM WEALTH CONSULTANTS, LLC CIK 0001762068 2026 Q1 Open parsed portfolio 387 $435,597,704 Open SEC source
20 Apr 2026, 12:30:37 UTC 13F-HR Balance Wealth, LLC CIK 0002065247 2026 Q1 Open parsed portfolio 149 $322,075,545 Open SEC source
20 Apr 2026, 12:27:23 UTC 13F-HR ICG Advisors, LLC CIK 0002089727 2026 Q1 Open parsed portfolio 4 $25,596,169 Open SEC source
20 Apr 2026, 12:26:56 UTC 13F-HR DAVIDSON TRUST CO CIK 0001133119 2026 Q1 Open parsed portfolio 176 $231,969,005 Open SEC source
20 Apr 2026, 12:26:33 UTC 13F-HR Chronos Wealth Management, LLC CIK 0001801792 2026 Q1 Open parsed portfolio 38 $206,739,672 Open SEC source
20 Apr 2026, 12:23:07 UTC 13F-HR MEYER HANDELMAN CO CIK 0000045319 2026 Q1 Open parsed portfolio 220 $3,216,493,719 Open SEC source
20 Apr 2026, 12:21:45 UTC 13F-HR Haven Capital Group, Inc. CIK 0002055804 2026 Q1 Open parsed portfolio 37 $107,754,691 Open SEC source
20 Apr 2026, 12:20:20 UTC 13F-HR Trust Asset Management LLC CIK 0001608376 2026 Q1 Open parsed portfolio 225 $1,396,232,441 Open SEC source
20 Apr 2026, 12:18:12 UTC 13F-HR Cottage Street Advisors LLC CIK 0001665302 2026 Q1 Open parsed portfolio 138 $231,147,262 Open SEC source
20 Apr 2026, 12:16:02 UTC 13F-HR THREADGILL FINANCIAL, LLC CIK 0001814104 2026 Q1 Open parsed portfolio 44 $344,206,485 Open SEC source
20 Apr 2026, 12:12:39 UTC 13F-HR Louisiana State Employees Retirement System CIK 0001537191 2026 Q1 Open parsed portfolio 1,517 $5,704,793,091 Open SEC source
20 Apr 2026, 12:12:12 UTC 13F-HR Barton Investment Management CIK 0001387818 2026 Q1 Open parsed portfolio 54 $797,326,082 Open SEC source
20 Apr 2026, 12:06:56 UTC 13F-HR Wall Capital Group, Inc. CIK 0001699803 2026 Q1 Open parsed portfolio 23 $93,667,393 Open SEC source
20 Apr 2026, 12:06:23 UTC 13F-HR Payne Capital LLC CIK 0002094426 2026 Q1 Open parsed portfolio 55 $108,919,203 Open SEC source
20 Apr 2026, 12:04:49 UTC 13F-HR Parkway Wealth Management Group, LLC CIK 0002065679 2026 Q1 Open parsed portfolio 137 $790,529,078 Open SEC source
20 Apr 2026, 11:56:35 UTC 13F-HR KENNICOTT CAPITAL MANAGEMENT LLC CIK 0001863265 2026 Q1 Open parsed portfolio 46 $183,104,615 Open SEC source
20 Apr 2026, 11:53:11 UTC 13F-HR State of Alaska, Department of Revenue CIK 0001370102 2026 Q1 Open parsed portfolio 2,192 $9,247,946,000 Open SEC source
20 Apr 2026, 11:50:49 UTC 13F-HR Sowell Financial Services LLC CIK 0001633697 2026 Q1 Open parsed portfolio 1,123 $2,704,030,870 Open SEC source
20 Apr 2026, 11:50:21 UTC 13F-HR North of South Capital LLP CIK 0002033334 2026 Q1 Open parsed portfolio 29 $1,113,115,444 Open SEC source
20 Apr 2026, 11:41:34 UTC 13F-HR Samson Rock Capital LLP CIK 0001788558 2026 Q1 Open parsed portfolio 2 $84,299,141 Open SEC source
20 Apr 2026, 11:38:49 UTC 13F-HR Eagle Strategies LLC CIK 0001907666 2026 Q1 Open parsed portfolio 258 $837,082,415 Open SEC source
20 Apr 2026, 11:38:28 UTC 13F-HR City State Bank CIK 0001910666 2026 Q1 Open parsed portfolio 784 $385,296,543 Open SEC source
20 Apr 2026, 11:35:23 UTC 13F-HR Morangie Management LLC CIK 0002056670 2026 Q1 Open parsed portfolio 33 $108,639,194 Open SEC source
20 Apr 2026, 11:32:31 UTC 13F-HR CHERRYDALE WEALTH MANAGEMENT, LLC CIK 0001907327 2026 Q1 Open parsed portfolio 77 $323,668,014 Open SEC source
20 Apr 2026, 11:20:36 UTC 13F-HR Manitou Investment Management Ltd. CIK 0001657428 2026 Q1 Open parsed portfolio 52 $505,594,847 Open SEC source
20 Apr 2026, 11:20:29 UTC 13F-HR Skyline Advisors, Inc. CIK 0001843832 2026 Q1 Open parsed portfolio 120 $286,639,445 Open SEC source
20 Apr 2026, 11:19:37 UTC 13F-HR McKinley Carter Wealth Services, Inc. CIK 0001484265 2026 Q1 Open parsed portfolio 300 $1,731,873,027 Open SEC source
20 Apr 2026, 11:18:47 UTC 13F-HR MOODY ALDRICH PARTNERS LLC CIK 0000936941 2026 Q1 Open parsed portfolio 190 $554,520,535 Open SEC source
20 Apr 2026, 11:17:52 UTC 13F-HR MBA Advisors LLC CIK 0001848704 2026 Q1 Open parsed portfolio 146 $260,296,301 Open SEC source
20 Apr 2026, 11:17:10 UTC 13F-HR Fonville Wealth Management LLC CIK 0002008703 2026 Q1 Open parsed portfolio 138 $525,312,259 Open SEC source
20 Apr 2026, 11:15:30 UTC 13F-HR New Hampshire Trust CIK 0001961742 2026 Q1 Open parsed portfolio 156 $495,840,077 Open SEC source
20 Apr 2026, 10:58:27 UTC 13F-HR Appian Way Asset Management LP CIK 0001795816 2026 Q1 Open parsed portfolio 0 $0 Open SEC source
20 Apr 2026, 10:55:03 UTC 13F-HR El Puerto de Liverpool, S.A.B. de C.V. CIK 0001946901 2026 Q1 Open parsed portfolio 0 $0 Open SEC source
20 Apr 2026, 10:51:04 UTC 13F-HR Lancaster Investment Management CIK 0001630064 2026 Q1 Open parsed portfolio 8 $179,732,000 Open SEC source
20 Apr 2026, 10:44:56 UTC 13F-HR Longview Financial Advisors LLC CIK 0002076077 2026 Q1 Open parsed portfolio 157 $184,038,286 Open SEC source
20 Apr 2026, 10:40:51 UTC 13F-HR Axecap Investments, LLC CIK 0002030036 2026 Q1 Open parsed portfolio 69 $145,349,083 Open SEC source
20 Apr 2026, 10:36:14 UTC 13F-HR First Bancorp, Inc /ME/ CIK 0000765207 2026 Q1 Open parsed portfolio 132 $201,212,132 Open SEC source
20 Apr 2026, 10:31:34 UTC 13F-HR TFB Advisors LLC CIK 0001965201 2026 Q1 Open parsed portfolio 180 $191,024,290 Open SEC source
20 Apr 2026, 10:28:45 UTC 13F-HR Nexus Investment Management ULC CIK 0001476329 2026 Q1 Open parsed portfolio 70 $715,100,529 Open SEC source
20 Apr 2026, 10:22:05 UTC 13F-HR Northern Lights Advisors, Inc. CIK 0002127798 2025 Q4 Open parsed portfolio 54 $145,760,662 Open SEC source
20 Apr 2026, 10:20:45 UTC 13F-HR COURIER CAPITAL LLC CIK 0001015247 2026 Q1 Open parsed portfolio 385 $1,788,988,042 Open SEC source
20 Apr 2026, 10:14:55 UTC 13F-HR YANKCOM Partnership CIK 0002036975 2026 Q1 Open parsed portfolio 368 $243,216,445 Open SEC source
20 Apr 2026, 10:14:40 UTC 13F-HR Inscription Capital, LLC CIK 0001767868 2026 Q1 Open parsed portfolio 714 $951,110,494 Open SEC source
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