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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164

Recent 13F signals

Latest portfolio disclosures to inspect

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

13F portfolio

BOURNE LENT ASSET MANAGEMENT INC

CIK 0001128286

13F-HR Q1 2026
CIK
0001128286
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
63 holdings / $272,039,655
Filed
17 Apr 2026, 11:05:11 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

Leeward Investments, LLC - MA

CIK 0001923173

13F-HR Q1 2026
CIK
0001923173
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
142 holdings / $2,027,429,488
Filed
17 Apr 2026, 11:04:34 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

Capital Squared Financial LLC

CIK 0002128691

13F-HR Q4 2025
CIK
0002128691
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
82 holdings / $128,206,486
Filed
17 Apr 2026, 11:04:17 UTC
Period
2025 Q4

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

View details Open source
13F portfolio

RPOA Advisors, Inc.

CIK 0001963326

13F-HR Q1 2026
CIK
0001963326
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
6 holdings / $2,285,354,248
Filed
17 Apr 2026, 11:03:53 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

Cache Advisors, LLC

CIK 0002052593

13F-HR Q1 2026
CIK
0002052593
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
191 holdings / $865,758,451
Filed
17 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.

View details Open source
13F portfolio

Capital Squared Financial LLC

CIK 0002128691

13F-HR Q3 2025
CIK
0002128691
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
78 holdings / $115,270,589
Filed
17 Apr 2026, 11:02:11 UTC
Period
2025 Q3

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
17 Apr 2026, 11:05:11 UTC 13F-HR BOURNE LENT ASSET MANAGEMENT INC CIK 0001128286 2026 Q1 Open parsed portfolio 63 $272,039,655 Open SEC source
17 Apr 2026, 11:04:34 UTC 13F-HR Leeward Investments, LLC - MA CIK 0001923173 2026 Q1 Open parsed portfolio 142 $2,027,429,488 Open SEC source
17 Apr 2026, 11:04:17 UTC 13F-HR Capital Squared Financial LLC CIK 0002128691 2025 Q4 Open parsed portfolio 82 $128,206,486 Open SEC source
17 Apr 2026, 11:03:53 UTC 13F-HR RPOA Advisors, Inc. CIK 0001963326 2026 Q1 Open parsed portfolio 6 $2,285,354,248 Open SEC source
17 Apr 2026, 11:02:14 UTC 13F-HR Cache Advisors, LLC CIK 0002052593 2026 Q1 Open parsed portfolio 191 $865,758,451 Open SEC source
17 Apr 2026, 11:02:11 UTC 13F-HR Capital Squared Financial LLC CIK 0002128691 2025 Q3 Open parsed portfolio 78 $115,270,589 Open SEC source
17 Apr 2026, 11:00:58 UTC 13F-HR PARAGON FINANCIAL PARTNERS, INC. CIK 0001910845 2026 Q1 Open parsed portfolio 76 $176,118,903 Open SEC source
17 Apr 2026, 10:59:03 UTC 13F-HR Capital Squared Financial LLC CIK 0002128691 2025 Q2 Open parsed portfolio 66 $85,773,852 Open SEC source
17 Apr 2026, 10:58:55 UTC 13F-HR WILLNER & HELLER, LLC CIK 0001927796 2026 Q1 Open parsed portfolio 161 $134,176,294 Open SEC source
17 Apr 2026, 10:58:10 UTC 13F-HR Mezzasalma Advisors, LLC CIK 0001864916 2026 Q1 Open parsed portfolio 155 $384,063,939 Open SEC source
17 Apr 2026, 10:57:13 UTC 13F-HR INCOME RESEARCH & MANAGEMENT CIK 0001165830 2026 Q1 Open parsed portfolio 26 $168,613,298 Open SEC source
17 Apr 2026, 10:55:30 UTC 13F-HR PSP Research LLC CIK 0002106939 2026 Q1 Open parsed portfolio 79 $141,329,716 Open SEC source
17 Apr 2026, 10:55:13 UTC 13F-HR Kentucky Trust Co CIK 0002054100 2026 Q1 Open parsed portfolio 311 $190,781,392 Open SEC source
17 Apr 2026, 10:53:21 UTC 13F-HR UNION SAVINGS BANK CIK 0001985855 2026 Q1 Open parsed portfolio 320 $228,121,418 Open SEC source
17 Apr 2026, 10:47:53 UTC 13F-HR NNS Investments (Cyprus) Ltd CIK 0001794290 2026 Q1 Open parsed portfolio 0 $0 Open SEC source
17 Apr 2026, 10:46:55 UTC 13F-HR NNS Holding CIK 0001407024 2026 Q1 Open parsed portfolio 0 $0 Open SEC source
17 Apr 2026, 10:44:12 UTC 13F-HR Braeburn Wealth Management LLC CIK 0002111759 2026 Q1 Open parsed portfolio 85 $174,951,747 Open SEC source
17 Apr 2026, 10:38:41 UTC 13F-HR Chad R. Baker CIK 0001666470 2026 Q1 Open parsed portfolio 56 $530,148,224 Open SEC source
17 Apr 2026, 10:37:45 UTC 13F-HR Forefront Wealth Partners, LLC CIK 0002068112 2026 Q1 Open parsed portfolio 162 $238,918,427 Open SEC source
17 Apr 2026, 10:36:56 UTC 13F-HR 1900 WEALTH MANAGEMENT LLC CIK 0001791996 2026 Q1 Open parsed portfolio 253 $1,557,524,355 Open SEC source
17 Apr 2026, 10:36:38 UTC 13F-HR Nova R Wealth, Inc. CIK 0001729457 2026 Q1 Open parsed portfolio 90 $313,409,455 Open SEC source
17 Apr 2026, 10:14:25 UTC 13F-HR INDEPENDENT INVESTORS INC CIK 0001121908 2026 Q1 Open parsed portfolio 70 $503,580,051 Open SEC source
17 Apr 2026, 10:08:02 UTC 13F-HR WATERSHED PRIVATE WEALTH LLC CIK 0001965271 2026 Q1 Open parsed portfolio 111 $320,694,589 Open SEC source
17 Apr 2026, 10:03:24 UTC 13F-HR VISIONARY HORIZONS, LLC CIK 0002003615 2026 Q1 Open parsed portfolio 128 $203,010,825 Open SEC source
17 Apr 2026, 10:03:22 UTC 13F-HR 55 North Private Wealth, LLC CIK 0002106457 2026 Q1 Open parsed portfolio 210 $390,598,943 Open SEC source
17 Apr 2026, 10:03:02 UTC 13F-HR/A Capital Investment Advisors, LLC CIK 0001582732 2026 Q1 - Restatement Open parsed portfolio 747 $6,835,019,922 Open SEC source
17 Apr 2026, 09:58:00 UTC 13F-HR/A FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 2026 Q1 - Restatement Open parsed portfolio 530 $1,771,973,869 Open SEC source
17 Apr 2026, 09:57:40 UTC 13F-HR Tencap Wealth Coaching, LLC CIK 0002107751 2026 Q1 Open parsed portfolio 7 $265,702,011 Open SEC source
17 Apr 2026, 09:57:16 UTC 13F-HR Bellecapital International Ltd. CIK 0001600152 2026 Q1 Open parsed portfolio 116 $537,812,803 Open SEC source
17 Apr 2026, 09:55:39 UTC 13F-HR United Advisor Group, LLC CIK 0002004873 2026 Q1 Open parsed portfolio 497 $807,244,922 Open SEC source
17 Apr 2026, 09:46:36 UTC 13F-HR TECTONIC ADVISORS LLC CIK 0001859918 2026 Q1 Open parsed portfolio 267 $1,890,914,894 Open SEC source
17 Apr 2026, 09:43:08 UTC 13F-HR BAM Wealth Management, LLC CIK 0002093649 2026 Q1 Open parsed portfolio 158 $133,724,500 Open SEC source
17 Apr 2026, 09:41:35 UTC 13F-HR Ignite Planners, LLC CIK 0001849348 2026 Q1 Open parsed portfolio 393 $647,611,963 Open SEC source
17 Apr 2026, 09:39:49 UTC 13F-HR ZynergyRetirementPlanningLLC CIK 0002031137 2026 Q1 Open parsed portfolio 26 $165,350,082 Open SEC source
17 Apr 2026, 09:38:53 UTC 13F-HR Old North State Wealth Management, LLC CIK 0002041262 2026 Q1 Open parsed portfolio 112 $216,174,954 Open SEC source
17 Apr 2026, 09:37:05 UTC 13F-HR McHugh Group, LLC CIK 0002052657 2026 Q1 Open parsed portfolio 82 $168,960,164 Open SEC source
17 Apr 2026, 09:30:48 UTC 13F-HR PMG Family Office LLC CIK 0002102299 2026 Q1 Open parsed portfolio 100 $89,550,244 Open SEC source
17 Apr 2026, 09:28:48 UTC 13F-HR Arkfeld Wealth Strategies, L.L.C. CIK 0001789382 2026 Q1 Open parsed portfolio 115 $316,187,343 Open SEC source
17 Apr 2026, 09:25:14 UTC 13F-HR High Net Worth Advisory Group LLC CIK 0001919142 2026 Q1 Open parsed portfolio 244 $428,770,985 Open SEC source
17 Apr 2026, 09:21:39 UTC 13F-HR Greenbush Financial Group, LLC CIK 0002061818 2026 Q1 Open parsed portfolio 36 $302,028,273 Open SEC source
17 Apr 2026, 09:18:09 UTC 13F-HR Roxbury Financial LLC CIK 0002054149 2026 Q1 Open parsed portfolio 392 $111,214,848 Open SEC source
17 Apr 2026, 09:12:09 UTC 13F-HR FFG Partners, LLC CIK 0002045972 2026 Q1 Open parsed portfolio 35 $252,574,210 Open SEC source
17 Apr 2026, 09:10:29 UTC 13F-HR Kaufman Rossin Wealth, LLC CIK 0002049750 2026 Q1 Open parsed portfolio 98 $174,467,092 Open SEC source
17 Apr 2026, 09:04:45 UTC 13F-HR Stewardship Advisors, LLC CIK 0001733219 2026 Q1 Open parsed portfolio 168 $435,254,990 Open SEC source
17 Apr 2026, 08:58:58 UTC 13F-HR James J. Burns & Company, LLC CIK 0001949059 2026 Q1 Open parsed portfolio 155 $737,036,239 Open SEC source
17 Apr 2026, 08:55:29 UTC 13F-HR Aquamarine Zurich AG CIK 0001953324 2026 Q1 Open parsed portfolio 7 $135,303,000 Open SEC source
17 Apr 2026, 08:46:49 UTC 13F-HR Values First Advisors, Inc. CIK 0001913608 2026 Q1 Open parsed portfolio 179 $191,919,022 Open SEC source
17 Apr 2026, 08:25:47 UTC 13F-HR Hanson & Doremus Investment Management CIK 0001393944 2026 Q1 Open parsed portfolio 521 $869,245,000 Open SEC source
17 Apr 2026, 08:19:14 UTC 13F-HR PKO Investment Management Joint-Stock Co CIK 0002059321 2026 Q1 Open parsed portfolio 220 $1,188,234,418 Open SEC source
16 Apr 2026, 20:25:50 UTC 13F-HR IFC & Insurance Marketing, Inc. CIK 0002095709 2026 Q1 Open parsed portfolio 72 $95,804,783 Open SEC source
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