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
167

Recent 13F signals

Latest portfolio disclosures to inspect

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

13F portfolio

EdgeRock Capital LLC

CIK 0001908378

13F-HR Q1 2026
CIK
0001908378
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
126 holdings / $369,542,253
Filed
16 Apr 2026, 12:25:21 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

FIDUCIARY ADVISORS, INC.

CIK 0002047030

13F-HR Q1 2026
CIK
0002047030
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
120 holdings / $133,089,189
Filed
16 Apr 2026, 12:24:12 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

Klaas Financial Asset Advisors, LLC

CIK 0001819279

13F-HR Q1 2026
CIK
0001819279
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
59 holdings / $724,246,699
Filed
16 Apr 2026, 12:23:04 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

STRATEGIC ADVISORY PARTNERS, LLC

CIK 0002114344

13F-HR Q1 2026
CIK
0002114344
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
96 holdings / $127,106,449
Filed
16 Apr 2026, 12:22:56 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

Mendota Financial Group, LLC

CIK 0001964538

13F-HR Q1 2026
CIK
0001964538
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
32 holdings / $134,976,775
Filed
16 Apr 2026, 12:17:55 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

BEESE FULMER INVESTMENT MANAGEMENT, INC.

CIK 0000911274

13F-HR Q1 2026
CIK
0000911274
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
435 holdings / $1,560,397,848
Filed
16 Apr 2026, 12:14:45 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
16 Apr 2026, 12:25:21 UTC 13F-HR EdgeRock Capital LLC CIK 0001908378 2026 Q1 Open parsed portfolio 126 $369,542,253 Open SEC source
16 Apr 2026, 12:24:12 UTC 13F-HR FIDUCIARY ADVISORS, INC. CIK 0002047030 2026 Q1 Open parsed portfolio 120 $133,089,189 Open SEC source
16 Apr 2026, 12:23:04 UTC 13F-HR Klaas Financial Asset Advisors, LLC CIK 0001819279 2026 Q1 Open parsed portfolio 59 $724,246,699 Open SEC source
16 Apr 2026, 12:22:56 UTC 13F-HR STRATEGIC ADVISORY PARTNERS, LLC CIK 0002114344 2026 Q1 Open parsed portfolio 96 $127,106,449 Open SEC source
16 Apr 2026, 12:17:55 UTC 13F-HR Mendota Financial Group, LLC CIK 0001964538 2026 Q1 Open parsed portfolio 32 $134,976,775 Open SEC source
16 Apr 2026, 12:14:45 UTC 13F-HR BEESE FULMER INVESTMENT MANAGEMENT, INC. CIK 0000911274 2026 Q1 Open parsed portfolio 435 $1,560,397,848 Open SEC source
16 Apr 2026, 12:09:21 UTC 13F-HR Codex Capital Asset Management L.L.C. CIK 0002030542 2026 Q1 Open parsed portfolio 31 $258,621,103 Open SEC source
16 Apr 2026, 12:06:00 UTC 13F-HR GEN Financial Management, INC. CIK 0002032497 2026 Q1 Open parsed portfolio 51 $161,532,639 Open SEC source
16 Apr 2026, 12:03:23 UTC 13F-HR Envision Financial LLC CIK 0002051355 2026 Q1 Open parsed portfolio 46 $185,843,286 Open SEC source
16 Apr 2026, 11:53:25 UTC 13F-HR Smith Thornton Advisors LLC CIK 0002032436 2026 Q1 Open parsed portfolio 130 $198,578,744 Open SEC source
16 Apr 2026, 11:50:57 UTC 13F-HR Trium Capital LLP CIK 0001963860 2026 Q1 Open parsed portfolio 59 $137,709,149 Open SEC source
16 Apr 2026, 11:49:36 UTC 13F-HR Stanley-Laman Group, Ltd. CIK 0001601489 2026 Q1 Open parsed portfolio 295 $809,023,440 Open SEC source
16 Apr 2026, 11:47:05 UTC 13F-HR Addis & Hill, Inc CIK 0002016470 2026 Q1 Open parsed portfolio 27 $164,446,610 Open SEC source
16 Apr 2026, 11:46:49 UTC 13F-HR Koenig Investment Advisory, LLC CIK 0002114481 2026 Q1 Open parsed portfolio 36 $117,738,304 Open SEC source
16 Apr 2026, 11:38:42 UTC 13F-HR TOTH FINANCIAL ADVISORY CORP CIK 0000866780 2026 Q1 Open parsed portfolio 911 $910,718,517 Open SEC source
16 Apr 2026, 11:37:47 UTC 13F-HR SENTINEL PENSION ADVISORS, LLC CIK 0001802290 2026 Q1 Open parsed portfolio 137 $676,434,120 Open SEC source
16 Apr 2026, 11:30:26 UTC 13F-HR TTP Investments, Inc. CIK 0001682576 2026 Q1 Open parsed portfolio 34 $239,832,652 Open SEC source
16 Apr 2026, 11:29:01 UTC 13F-HR Friday Financial CIK 0002048792 2026 Q1 Open parsed portfolio 93 $290,204,962 Open SEC source
16 Apr 2026, 11:27:17 UTC 13F-HR Trinity Legacy Partners, LLC CIK 0001652529 2026 Q1 Open parsed portfolio 106 $461,856,714 Open SEC source
16 Apr 2026, 11:27:08 UTC 13F-HR NORTHWESTERN UNIVERSITY CIK 0000873687 2026 Q1 Open parsed portfolio 3 $51,458,232 Open SEC source
16 Apr 2026, 11:25:58 UTC 13F-HR LIFELONG WEALTH ADVISORS, INC. CIK 0002051717 2026 Q1 Open parsed portfolio 88 $374,718,005 Open SEC source
16 Apr 2026, 11:13:45 UTC 13F-HR Spartan Planning & Wealth Management CIK 0001749283 2026 Q1 Open parsed portfolio 69 $135,205,256 Open SEC source
16 Apr 2026, 11:04:10 UTC 13F-HR HICKS CAPITAL MANAGEMENT LLC CIK 0002062978 2026 Q1 Open parsed portfolio 37 $99,970,471 Open SEC source
16 Apr 2026, 11:00:26 UTC 13F-HR TANDEM CAPITAL MANAGEMENT CORP /ADV CIK 0000873759 2026 Q1 Open parsed portfolio 110 $199,726,200 Open SEC source
16 Apr 2026, 10:54:05 UTC 13F-HR Greenfield Savings Bank CIK 0001940406 2026 Q1 Open parsed portfolio 143 $234,463,110 Open SEC source
16 Apr 2026, 10:52:35 UTC 13F-HR Vert Asset Management LLC CIK 0001904664 2026 Q1 Open parsed portfolio 45 $315,119,747 Open SEC source
16 Apr 2026, 10:39:37 UTC 13F-HR Vested Financial Planning, LLC CIK 0002044679 2026 Q1 Open parsed portfolio 27 $131,251,788 Open SEC source
16 Apr 2026, 10:38:12 UTC 13F-HR CogentBlue Wealth Advisors, LLC CIK 0002054047 2026 Q1 Open parsed portfolio 78 $148,747,217 Open SEC source
16 Apr 2026, 10:36:44 UTC 13F-HR Annex Advisory Services, LLC CIK 0001542287 2026 Q1 Open parsed portfolio 374 $5,336,530,312 Open SEC source
16 Apr 2026, 10:36:39 UTC 13F-HR Heck Capital Advisors, LLC CIK 0002046227 2026 Q1 Open parsed portfolio 202 $1,348,154,439 Open SEC source
16 Apr 2026, 10:36:08 UTC 13F-HR Tortuga Wealth Management, Inc CIK 0002118051 2025 Q4 Open parsed portfolio 104 $94,865,941 Open SEC source
16 Apr 2026, 10:36:01 UTC 13F-HR Blue Zone Wealth Advisors, LLC CIK 0001803106 2026 Q1 Open parsed portfolio 130 $491,476,088 Open SEC source
16 Apr 2026, 10:32:19 UTC 13F-HR ROCKLAND TRUST CO CIK 0000084616 2026 Q1 Open parsed portfolio 308 $2,498,035,306 Open SEC source
16 Apr 2026, 10:24:03 UTC 13F-HR PHILLIPS FINANCIAL MANAGEMENT, LLC CIK 0001350660 2026 Q1 Open parsed portfolio 283 $1,378,842,627 Open SEC source
16 Apr 2026, 10:21:28 UTC 13F-HR BridgePort Financial Solutions, LLC CIK 0002031775 2026 Q1 Open parsed portfolio 231 $352,786,301 Open SEC source
16 Apr 2026, 10:19:53 UTC 13F-HR BRIGHT ROCK CAPITAL MANAGEMENT, LLC CIK 0001509973 2026 Q1 Open parsed portfolio 75 $505,911,177 Open SEC source
16 Apr 2026, 10:13:56 UTC 13F-HR Ellsworth Advisors, LLC CIK 0001843553 2026 Q1 Open parsed portfolio 164 $532,208,956 Open SEC source
16 Apr 2026, 10:11:46 UTC 13F-HR Asset Advisors Investment Management, LLC CIK 0001756695 2026 Q1 Open parsed portfolio 106 $1,048,850,012 Open SEC source
16 Apr 2026, 10:11:23 UTC 13F-HR Security National Bank CIK 0001719739 2026 Q1 Open parsed portfolio 411 $686,663,481 Open SEC source
16 Apr 2026, 10:09:45 UTC 13F-HR Robocap Asset Management Ltd CIK 0002030580 2026 Q1 Open parsed portfolio 23 $93,527,668 Open SEC source
16 Apr 2026, 10:07:28 UTC 13F-HR WHITENER CAPITAL MANAGEMENT, INC. CIK 0000825217 2026 Q1 Open parsed portfolio 174 $438,393,318 Open SEC source
16 Apr 2026, 10:05:24 UTC 13F-HR POINCIANA ADVISORS GROUP, LLC CIK 0002054543 2026 Q1 Open parsed portfolio 130 $126,707,494 Open SEC source
16 Apr 2026, 10:00:54 UTC 13F-HR RFG HOLDINGS, INC. CIK 0001845210 2026 Q1 Open parsed portfolio 70 $396,980,251 Open SEC source
16 Apr 2026, 09:54:21 UTC 13F-HR REDSTONE WEALTH MANAGEMENT, LLC CIK 0002049950 2026 Q1 Open parsed portfolio 43 $125,496,623 Open SEC source
16 Apr 2026, 09:53:57 UTC 13F-HR GENESIS PRIVATE WEALTH, LLC CIK 0001965529 2026 Q1 Open parsed portfolio 182 $317,692,922 Open SEC source
16 Apr 2026, 09:52:05 UTC 13F-HR REX Advisers, LLC CIK 0002016827 2026 Q1 Open parsed portfolio 16 $17,131,187 Open SEC source
16 Apr 2026, 09:50:20 UTC 13F-HR Diversified Trust Co CIK 0001479844 2026 Q1 Open parsed portfolio 1,048 $5,390,870,226 Open SEC source
16 Apr 2026, 09:44:21 UTC 13F-HR Paladin Wealth, LLC CIK 0002040377 2026 Q1 Open parsed portfolio 125 $145,381,132 Open SEC source
16 Apr 2026, 09:42:25 UTC 13F-HR Baron Wealth Management LLC CIK 0001968507 2026 Q1 Open parsed portfolio 279 $334,412,970 Open SEC source
16 Apr 2026, 09:41:37 UTC 13F-HR Solitude Financial Services CIK 0001839890 2026 Q1 Open parsed portfolio 39 $338,142,370 Open SEC source
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