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 |
|---|---|---|---|---|---|---|
| 16 Apr 2026, 09:39:53 UTC | 13F-HR | Future Financial Wealth Managment LLC CIK 0001801892 | 2026 Q1 Open parsed portfolio | 128 | $155,172,002 | Open SEC source |
| 16 Apr 2026, 09:37:50 UTC | 13F-HR | THOMPSON DAVIS & CO., INC. CIK 0001017284 | 2026 Q1 Open parsed portfolio | 141 | $149,943,595 | Open SEC source |
| 16 Apr 2026, 09:37:12 UTC | 13F-HR | Westmount Partners, LLC CIK 0002051491 | 2026 Q1 Open parsed portfolio | 262 | $405,873,067 | Open SEC source |
| 16 Apr 2026, 09:34:26 UTC | 13F-HR | Lunate Capital Ltd CIK 0002056786 | 2026 Q1 Open parsed portfolio | 6 | $120,366,692 | Open SEC source |
| 16 Apr 2026, 09:32:22 UTC | 13F-HR | Pine Haven Investment Counsel, Inc CIK 0001899753 | 2026 Q1 Open parsed portfolio | 114 | $136,023,234 | Open SEC source |
| 16 Apr 2026, 09:30:04 UTC | 13F-HR | Bricktown Capital, LLC CIK 0001934657 | 2026 Q1 Open parsed portfolio | 32 | $507,896,191 | Open SEC source |
| 16 Apr 2026, 09:27:46 UTC | 13F-HR | UHLMANN PRICE SECURITIES, LLC CIK 0001035344 | 2026 Q1 Open parsed portfolio | 253 | $1,488,882,885 | Open SEC source |
| 16 Apr 2026, 09:27:04 UTC | 13F-HR | Financial Designs Corp CIK 0001561383 | 2026 Q1 Open parsed portfolio | 40 | $179,648,493 | Open SEC source |
| 16 Apr 2026, 09:23:17 UTC | 13F-HR | ARS Investment Partners, LLC CIK 0000733020 | 2026 Q1 Open parsed portfolio | 182 | $1,924,003,060 | Open SEC source |
| 16 Apr 2026, 09:15:47 UTC | 13F-HR | McClarren Financial Advisors, Inc. CIK 0001842974 | 2026 Q1 Open parsed portfolio | 79 | $168,878,835 | Open SEC source |
| 16 Apr 2026, 09:01:35 UTC | 13F-HR | Lexington Hill Partners, LLC CIK 0002111980 | 2026 Q1 Open parsed portfolio | 78 | $176,590,413 | Open SEC source |
| 16 Apr 2026, 08:56:07 UTC | 13F-HR | Silverberg Bernstein Capital Management LLC CIK 0002007880 | 2026 Q1 Open parsed portfolio | 68 | $181,547,681 | Open SEC source |
| 16 Apr 2026, 08:47:35 UTC | 13F-HR | ORSER CAPITAL MANAGEMENT, LLC CIK 0001785717 | 2026 Q1 Open parsed portfolio | 46 | $143,716,006 | Open SEC source |
| 16 Apr 2026, 08:40:25 UTC | 13F-HR | Connective Portfolio Management, LLC CIK 0001905083 | 2026 Q1 Open parsed portfolio | 25 | $36,930,370 | Open SEC source |
| 16 Apr 2026, 08:20:45 UTC | 13F-HR | FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 | 2026 Q1 Open parsed portfolio | 498 | $1,657,440,904 | Open SEC source |
| 16 Apr 2026, 08:19:32 UTC | 13F-HR | Standpoint Asset Management, LLC CIK 0001780423 | 2026 Q1 Open parsed portfolio | 8 | $412,296,396 | Open SEC source |
| 16 Apr 2026, 08:18:31 UTC | 13F-HR | BI Asset Management Fondsmaeglerselskab A/S CIK 0001778131 | 2026 Q1 Open parsed portfolio | 612 | $9,550,783,000 | Open SEC source |
| 16 Apr 2026, 07:58:03 UTC | 13F-HR | State Insurance Fund CIK 0001970005 | 2026 Q1 Open parsed portfolio | 1 | $215,974,499 | Open SEC source |
| 16 Apr 2026, 07:51:00 UTC | 13F-HR | PARK NATIONAL CORP /OH/ CIK 0000805676 | 2026 Q1 Open parsed portfolio | 381 | $3,281,743,298 | Open SEC source |
| 16 Apr 2026, 07:36:41 UTC | 13F-HR | E. Ohman J:or Asset Management AB CIK 0002009396 | 2026 Q1 Open parsed portfolio | 477 | $3,775,978,935 | Open SEC source |
| 16 Apr 2026, 07:30:23 UTC | 13F-HR | Polianta Ltd CIK 0001695214 | 2026 Q1 Open parsed portfolio | 87 | $753,502,000 | Open SEC source |
| 16 Apr 2026, 07:22:33 UTC | 13F-HR | AEGON ASSET MANAGEMENT UK PLC CIK 0001539994 | 2026 Q1 Open parsed portfolio | 162 | $7,548,374,839 | Open SEC source |
| 16 Apr 2026, 07:19:44 UTC | 13F-HR | BlueSky Wealth Advisors, LLC CIK 0001704107 | 2026 Q1 Open parsed portfolio | 115 | $776,520,393 | Open SEC source |
| 16 Apr 2026, 06:00:15 UTC | 13F-HR | TB Alternative Assets Ltd. CIK 0001483503 | 2026 Q1 Open parsed portfolio | 36 | $481,084,856 | Open SEC source |
| 15 Apr 2026, 20:50:03 UTC | 13F-HR | Capital Investment Advisors, LLC CIK 0001582732 | 2026 Q1 Open parsed portfolio | 691 | $6,240,588,889 | Open SEC source |
| 15 Apr 2026, 20:36:18 UTC | 13F-HR | Franchise GP Ltd CIK 0002083646 | 2026 Q1 Open parsed portfolio | 36 | $271,939,800 | Open SEC source |
| 15 Apr 2026, 18:27:58 UTC | 13F-HR | QTR Family Wealth, LLC CIK 0002067954 | 2026 Q1 Open parsed portfolio | 287 | $238,905,787 | Open SEC source |
| 15 Apr 2026, 18:11:17 UTC | 13F-HR | Howard Capital Management Group, LLC CIK 0001860501 | 2026 Q1 Open parsed portfolio | 143 | $1,506,659,480 | Open SEC source |
| 15 Apr 2026, 18:05:27 UTC | 13F-HR | Occidental Asset Management, LLC CIK 0001770994 | 2026 Q1 Open parsed portfolio | 282 | $844,093,846 | Open SEC source |
| 15 Apr 2026, 17:59:31 UTC | 13F-HR | BDFS Capital LLC CIK 0002112636 | 2026 Q1 Open parsed portfolio | 137 | $207,802,295 | Open SEC source |
| 15 Apr 2026, 17:53:50 UTC | 13F-HR | FMB WEALTH MANAGEMENT CIK 0002040224 | 2026 Q1 Open parsed portfolio | 73 | $241,707,468 | Open SEC source |
| 15 Apr 2026, 17:47:06 UTC | 13F-HR | Elser Financial Planning, Inc CIK 0002028202 | 2026 Q1 Open parsed portfolio | 132 | $2,058,995,828 | Open SEC source |
| 15 Apr 2026, 17:46:11 UTC | 13F-HR | Michael Brady & Co., LLC CIK 0002095497 | 2026 Q1 Open parsed portfolio | 54 | $99,544,163 | Open SEC source |
| 15 Apr 2026, 17:44:54 UTC | 13F-HR | RIVERSEDGE ADVISORS, LLC CIK 0001787663 | 2026 Q1 Open parsed portfolio | 216 | $617,735,642 | Open SEC source |
| 15 Apr 2026, 17:42:54 UTC | 13F-HR | Monument Capital Management CIK 0001729428 | 2026 Q1 Open parsed portfolio | 217 | $399,106,902 | Open SEC source |
| 15 Apr 2026, 17:42:01 UTC | 13F-HR | Gradient Capital Advisors, LLC CIK 0001727917 | 2026 Q1 Open parsed portfolio | 177 | $385,761,064 | Open SEC source |
| 15 Apr 2026, 17:41:50 UTC | 13F-HR | GREENBERG FINANCIAL GROUP CIK 0000946626 | 2025 Q1 Open parsed portfolio | 109 | $217,700,731 | Open SEC source |
| 15 Apr 2026, 17:40:28 UTC | 13F-HR | PW Nova Financial Services LLC CIK 0002127408 | 2026 Q1 Open parsed portfolio | 193 | $398,713,481 | Open SEC source |
| 15 Apr 2026, 17:38:59 UTC | 13F-HR | Roan Capital Partners CIK 0002124783 | 2026 Q1 Open parsed portfolio | 76 | $108,146,115 | Open SEC source |
| 15 Apr 2026, 17:37:41 UTC | 13F-HR | Fortitude Family Office, LLC CIK 0001950506 | 2026 Q1 Open parsed portfolio | 1,882 | $445,188,826 | Open SEC source |
| 15 Apr 2026, 17:31:35 UTC | 13F-HR | Hartford Financial Management Inc. CIK 0001352526 | 2026 Q1 Open parsed portfolio | 344 | $392,419,968 | Open SEC source |
| 15 Apr 2026, 17:13:25 UTC | 13F-HR | Midwest Heritage Bank, FSB CIK 0001906805 | 2026 Q1 Open parsed portfolio | 51 | $311,657,848 | Open SEC source |
| 15 Apr 2026, 17:04:55 UTC | 13F-HR | Cannae Holdings, Inc. CIK 0001704720 | 2026 Q1 Open parsed portfolio | 2 | $24,554,223 | Open SEC source |
| 15 Apr 2026, 17:03:17 UTC | 13F-HR | Marathon Strategic Advisors, LLC CIK 0002021711 | 2026 Q1 Open parsed portfolio | 52 | $139,047,973 | Open SEC source |
| 15 Apr 2026, 16:50:22 UTC | 13F-HR | Pullen Investment Management, LLC CIK 0002011668 | 2026 Q1 Open parsed portfolio | 98 | $199,180,487 | Open SEC source |
| 15 Apr 2026, 16:45:31 UTC | 13F-HR | Aventus Investment Advisors, Inc. CIK 0002093055 | 2026 Q1 Open parsed portfolio | 148 | $118,196,581 | Open SEC source |
| 15 Apr 2026, 16:43:09 UTC | 13F-HR | Cohen Klingenstein LLC CIK 0001453620 | 2026 Q1 Open parsed portfolio | 205 | $3,089,755,342 | Open SEC source |
| 15 Apr 2026, 16:42:05 UTC | 13F-HR | NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 | 2026 Q1 Open parsed portfolio | 773 | $1,941,456,286 | Open SEC source |
| 15 Apr 2026, 16:37:36 UTC | 13F-HR | PHYSICIANS FINANCIAL SERVICES, INC. CIK 0001665518 | 2026 Q1 Open parsed portfolio | 104 | $365,248,000 | Open SEC source |
| 15 Apr 2026, 16:30:58 UTC | 13F-HR | Brady Martz Wealth Solutions, LLC CIK 0002049470 | 2026 Q1 Open parsed portfolio | 195 | $586,879,524 | Open SEC source |