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 |
|---|---|---|---|---|---|---|
| 17 Apr 2026, 14:28:12 UTC | 13F-HR | Athena Wealth Management, LLC CIK 0002128243 | 2025 Q4 Open parsed portfolio | 106 | $102,897,895 | Open SEC source |
| 17 Apr 2026, 14:24:24 UTC | 13F-HR | Discipline Wealth Solutions, LLC CIK 0002010507 | 2026 Q1 Open parsed portfolio | 192 | $949,858,177 | Open SEC source |
| 17 Apr 2026, 14:24:19 UTC | 13F-HR | Viewpoint Capital Management LLC CIK 0001906223 | 2026 Q1 Open parsed portfolio | 135 | $213,998,275 | Open SEC source |
| 17 Apr 2026, 14:23:41 UTC | 13F-HR | AdvisorNet Financial, Inc CIK 0001409362 | 2026 Q1 Open parsed portfolio | 2,250 | $1,931,438,576 | Open SEC source |
| 17 Apr 2026, 14:12:31 UTC | 13F-HR | Ballentine Capital Advisors, Inc CIK 0002011580 | 2026 Q1 Open parsed portfolio | 27 | $241,559,658 | Open SEC source |
| 17 Apr 2026, 14:08:45 UTC | 13F-HR | Community Bank & Trust, Waco, Texas CIK 0001654847 | 2026 Q1 Open parsed portfolio | 161 | $495,288,000 | Open SEC source |
| 17 Apr 2026, 14:06:47 UTC | 13F-HR | DEFINED WEALTH MANAGEMENT, LLC CIK 0001849518 | 2026 Q1 Open parsed portfolio | 109 | $170,743,213 | Open SEC source |
| 17 Apr 2026, 13:46:05 UTC | 13F-HR | Verde Servicos Internacionais S.A. CIK 0001629290 | 2026 Q1 Open parsed portfolio | 44 | $326,416,000 | Open SEC source |
| 17 Apr 2026, 13:44:14 UTC | 13F-HR | Krilogy Financial LLC CIK 0001659047 | 2026 Q1 Open parsed portfolio | 975 | $3,096,502,895 | Open SEC source |
| 17 Apr 2026, 13:43:50 UTC | 13F-HR | KIRR MARBACH & CO LLC /IN/ CIK 0000764112 | 2026 Q1 Open parsed portfolio | 57 | $548,726,082 | Open SEC source |
| 17 Apr 2026, 13:36:56 UTC | 13F-HR | Andina Capital Management, LLC CIK 0001919158 | 2026 Q1 Open parsed portfolio | 119 | $113,060,080 | Open SEC source |
| 17 Apr 2026, 13:21:26 UTC | 13F-HR | Kennebec Savings Bank CIK 0002043536 | 2026 Q1 Open parsed portfolio | 249 | $111,385,048 | Open SEC source |
| 17 Apr 2026, 13:11:55 UTC | 13F-HR | Sara-Bay Financial CIK 0001816444 | 2026 Q1 Open parsed portfolio | 81 | $323,470,265 | Open SEC source |
| 17 Apr 2026, 13:07:47 UTC | 13F-HR | A. D. Beadell Investment Counsel, Inc. CIK 0001569102 | 2026 Q1 Open parsed portfolio | 100 | $155,248,000 | Open SEC source |
| 17 Apr 2026, 13:06:02 UTC | 13F-HR | HENDLEY & CO INC CIK 0001084207 | 2026 Q1 Open parsed portfolio | 45 | $270,296,000 | Open SEC source |
| 17 Apr 2026, 12:59:36 UTC | 13F-HR | Western Pacific Wealth Management, LP CIK 0001907320 | 2026 Q1 Open parsed portfolio | 197 | $98,354,583 | Open SEC source |
| 17 Apr 2026, 12:42:37 UTC | 13F-HR | Great Waters Wealth Management CIK 0001964535 | 2026 Q1 Open parsed portfolio | 121 | $944,877,801 | Open SEC source |
| 17 Apr 2026, 12:31:22 UTC | 13F-HR | PMG Wealth Management, Inc. CIK 0002052904 | 2026 Q1 Open parsed portfolio | 59 | $138,657,354 | Open SEC source |
| 17 Apr 2026, 12:29:19 UTC | 13F-HR | Vermillion Wealth Management, Inc. CIK 0001737012 | 2026 Q1 Open parsed portfolio | 1,560 | $251,241,469 | Open SEC source |
| 17 Apr 2026, 12:27:21 UTC | 13F-HR | Mainstream Capital Management LLC CIK 0002043084 | 2026 Q1 Open parsed portfolio | 88 | $149,064,518 | Open SEC source |
| 17 Apr 2026, 12:27:16 UTC | 13F-HR | STEPH & CO CIK 0000941519 | 2026 Q1 Open parsed portfolio | 301 | $350,535,096 | Open SEC source |
| 17 Apr 2026, 12:15:25 UTC | 13F-HR | Murphy & Mullick Capital Management Corp CIK 0002047271 | 2026 Q1 Open parsed portfolio | 723 | $135,151,605 | Open SEC source |
| 17 Apr 2026, 12:10:53 UTC | 13F-HR | Legacy Wealth Partners, LLC CIK 0002066638 | 2026 Q1 Open parsed portfolio | 176 | $398,917,624 | Open SEC source |
| 17 Apr 2026, 12:06:13 UTC | 13F-HR | HHM Wealth Advisors, LLC CIK 0001750086 | 2026 Q1 Open parsed portfolio | 873 | $866,869,526 | Open SEC source |
| 17 Apr 2026, 12:00:22 UTC | 13F-HR | NOTTINGHAM ADVISORS, INC. CIK 0001093276 | 2026 Q1 Open parsed portfolio | 112 | $776,935,070 | Open SEC source |
| 17 Apr 2026, 11:59:01 UTC | 13F-HR | Phil A. Younker & Associates, Ltd. CIK 0002063635 | 2026 Q1 Open parsed portfolio | 36 | $149,963,739 | Open SEC source |
| 17 Apr 2026, 11:58:11 UTC | 13F-HR | RIVERBRIDGE PARTNERS LLC CIK 0001112325 | 2026 Q1 Open parsed portfolio | 192 | $4,085,958,255 | Open SEC source |
| 17 Apr 2026, 11:56:33 UTC | 13F-HR | RICHARDS, MERRILL & PETERSON, INC. CIK 0000090108 | 2026 Q1 Open parsed portfolio | 283 | $272,599,169 | Open SEC source |
| 17 Apr 2026, 11:54:47 UTC | 13F-HR | GUYASUTA INVESTMENT ADVISORS INC CIK 0000928568 | 2026 Q1 Open parsed portfolio | 268 | $1,728,358,339 | Open SEC source |
| 17 Apr 2026, 11:49:48 UTC | 13F-HR | New Covenant Trust Company, N.A. CIK 0002023097 | 2026 Q1 Open parsed portfolio | 96 | $112,040,907 | Open SEC source |
| 17 Apr 2026, 11:49:24 UTC | 13F-HR | Stonehearth Capital Management, LLC CIK 0001550191 | 2026 Q1 Open parsed portfolio | 96 | $252,468,555 | Open SEC source |
| 17 Apr 2026, 11:47:35 UTC | 13F-HR | BAR HARBOR WEALTH MANAGEMENT CIK 0001035463 | 2026 Q1 Open parsed portfolio | 266 | $1,709,219,005 | Open SEC source |
| 17 Apr 2026, 11:41:53 UTC | 13F-HR | COERENTE CAPITAL MANAGEMENT CIK 0001860790 | 2026 Q1 Open parsed portfolio | 47 | $537,379,916 | Open SEC source |
| 17 Apr 2026, 11:38:57 UTC | 13F-HR | AMARILLO NATIONAL BANK CIK 0001053013 | 2026 Q1 Open parsed portfolio | 91 | $566,196,691 | Open SEC source |
| 17 Apr 2026, 11:37:09 UTC | 13F-HR | PRESILIUM PRIVATE WEALTH, LLC CIK 0001939831 | 2026 Q1 Open parsed portfolio | 75 | $567,238,772 | Open SEC source |
| 17 Apr 2026, 11:26:23 UTC | 13F-HR | MORRIS FINANCIAL CONCEPTS, INC. CIK 0001387386 | 2026 Q1 Open parsed portfolio | 195 | $294,556,555 | Open SEC source |
| 17 Apr 2026, 11:25:38 UTC | 13F-HR | Weaver Capital Management LLC CIK 0001552247 | 2026 Q1 Open parsed portfolio | 172 | $460,472,014 | Open SEC source |
| 17 Apr 2026, 11:23:23 UTC | 13F-HR | Nautilus Advisors LLC CIK 0002083253 | 2026 Q1 Open parsed portfolio | 162 | $145,831,022 | Open SEC source |
| 17 Apr 2026, 11:19:44 UTC | 13F-HR | Faithward Advisors, LLC CIK 0001695078 | 2026 Q1 Open parsed portfolio | 299 | $616,220,592 | Open SEC source |
| 17 Apr 2026, 11:12:33 UTC | 13F-HR | BRAVE ASSET MANAGEMENT INC CIK 0001085867 | 2026 Q1 Open parsed portfolio | 156 | $420,777,749 | Open SEC source |
| 17 Apr 2026, 11:12:18 UTC | 13F-HR | Community Bank of Raymore CIK 0001599923 | 2026 Q1 Open parsed portfolio | 74 | $149,344,506 | Open SEC source |
| 17 Apr 2026, 11:11:38 UTC | 13F-HR | HAMILTON CAPITAL PARTNERS, LLC CIK 0002037578 | 2026 Q1 Open parsed portfolio | 30 | $320,375,741 | Open SEC source |
| 17 Apr 2026, 11:11:36 UTC | 13F-HR | CENTRAL TRUST Co CIK 0000044365 | 2026 Q1 Open parsed portfolio | 1,561 | $5,079,709,361 | Open SEC source |
| 17 Apr 2026, 11:10:57 UTC | 13F-HR | Integrated Capital Management, LLC CIK 0002040070 | 2026 Q1 Open parsed portfolio | 62 | $237,097,962 | Open SEC source |
| 17 Apr 2026, 11:10:42 UTC | 13F-HR | BURNS J W & CO INC/NY CIK 0001047339 | 2026 Q1 Open parsed portfolio | 183 | $872,767,988 | Open SEC source |
| 17 Apr 2026, 11:10:22 UTC | 13F-HR | DEMMING FINANCIAL SERVICES CORP /ADV CIK 0000760639 | 2026 Q1 Open parsed portfolio | 37 | $137,760,980 | Open SEC source |
| 17 Apr 2026, 11:09:09 UTC | 13F-HR | CORA CAPITAL ADVISORS LLC CIK 0001964530 | 2026 Q1 Open parsed portfolio | 134 | $302,048,389 | Open SEC source |
| 17 Apr 2026, 11:07:23 UTC | 13F-HR | Berman McAleer LLC CIK 0002094332 | 2026 Q1 Open parsed portfolio | 162 | $732,969,532 | Open SEC source |
| 17 Apr 2026, 11:06:48 UTC | 13F-HR | BCS Wealth Management CIK 0001798172 | 2026 Q1 Open parsed portfolio | 248 | $489,945,101 | Open SEC source |
| 17 Apr 2026, 11:05:42 UTC | 13F-HR | CIDEL ASSET MANAGEMENT INC CIK 0001621915 | 2026 Q1 Open parsed portfolio | 436 | $1,831,968,900 | Open SEC source |