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
169

Recent 13F signals

Latest portfolio disclosures to inspect

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

13F portfolio

WEATHERLY ASSET MANAGEMENT L. P.

CIK 0000934745

13F-HR Q1 2026
CIK
0000934745
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
186 holdings / $1,236,475,811
Filed
15 Apr 2026, 16:17:17 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

Asset Allocation & Management Company, LLC

CIK 0001498383

13F-HR Q1 2026
CIK
0001498383
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
94 holdings / $269,598,000
Filed
15 Apr 2026, 16:15:51 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

KRS Capital Management, LLC

CIK 0001910876

13F-HR Q1 2026
CIK
0001910876
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
115 holdings / $163,113,338
Filed
15 Apr 2026, 16:15:13 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

WESPAC Advisors SoCal, LLC

CIK 0001668188

13F-HR Q1 2026
CIK
0001668188
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
119 holdings / $470,232,189
Filed
15 Apr 2026, 16:13:20 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

Aspen Investment Management Inc

CIK 0001541596

13F-HR Q1 2026
CIK
0001541596
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
171 holdings / $326,524,000
Filed
15 Apr 2026, 16:10:30 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

PEREGRINE INVESTMENT MANAGEMENT INC

CIK 0002053303

13F-HR Q1 2026
CIK
0002053303
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
20 holdings / $127,197,748
Filed
15 Apr 2026, 16:08:04 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
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
15 Apr 2026, 16:17:17 UTC 13F-HR WEATHERLY ASSET MANAGEMENT L. P. CIK 0000934745 2026 Q1 Open parsed portfolio 186 $1,236,475,811 Open SEC source
15 Apr 2026, 16:15:51 UTC 13F-HR Asset Allocation & Management Company, LLC CIK 0001498383 2026 Q1 Open parsed portfolio 94 $269,598,000 Open SEC source
15 Apr 2026, 16:15:13 UTC 13F-HR KRS Capital Management, LLC CIK 0001910876 2026 Q1 Open parsed portfolio 115 $163,113,338 Open SEC source
15 Apr 2026, 16:13:20 UTC 13F-HR WESPAC Advisors SoCal, LLC CIK 0001668188 2026 Q1 Open parsed portfolio 119 $470,232,189 Open SEC source
15 Apr 2026, 16:10:30 UTC 13F-HR Aspen Investment Management Inc CIK 0001541596 2026 Q1 Open parsed portfolio 171 $326,524,000 Open SEC source
15 Apr 2026, 16:08:04 UTC 13F-HR PEREGRINE INVESTMENT MANAGEMENT INC CIK 0002053303 2026 Q1 Open parsed portfolio 20 $127,197,748 Open SEC source
15 Apr 2026, 16:05:03 UTC 13F-HR CISCO SYSTEMS, INC. CIK 0000858877 2026 Q1 Open parsed portfolio 3 $317,104,306 Open SEC source
15 Apr 2026, 16:01:54 UTC 13F-HR Rainwater Charitable Foundation CIK 0001729139 2026 Q1 Open parsed portfolio 4 $193,673,104 Open SEC source
15 Apr 2026, 16:00:14 UTC 13F-HR DAILY JOURNAL CORP CIK 0000783412 2026 Q1 Open parsed portfolio 4 $240,668,825 Open SEC source
15 Apr 2026, 15:58:48 UTC 13F-HR CITY HOLDING CO CIK 0000726854 2026 Q1 Open parsed portfolio 570 $799,761,457 Open SEC source
15 Apr 2026, 15:54:39 UTC 13F-HR Raub Brock Capital Management LP CIK 0001554656 2026 Q1 Open parsed portfolio 43 $394,962,454 Open SEC source
15 Apr 2026, 15:54:16 UTC 13F-HR Perkins Coie Trust Co CIK 0001513038 2026 Q1 Open parsed portfolio 257 $520,086,511 Open SEC source
15 Apr 2026, 15:50:44 UTC 13F-HR Purus Wealth Management, LLC CIK 0001844250 2026 Q1 Open parsed portfolio 157 $313,669,462 Open SEC source
15 Apr 2026, 15:43:36 UTC 13F-HR FNY Investment Advisers, LLC CIK 0001742998 2026 Q1 Open parsed portfolio 676 $223,734,000 Open SEC source
15 Apr 2026, 15:42:12 UTC 13F-HR Financial Management Professionals, Inc. CIK 0001568132 2026 Q1 Open parsed portfolio 961 $891,577,819 Open SEC source
15 Apr 2026, 15:33:58 UTC 13F-HR Merit Financial Group, LLC CIK 0001621225 2026 Q1 Open parsed portfolio 2,108 $13,449,322,943 Open SEC source
15 Apr 2026, 15:26:33 UTC 13F-HR Ridgeline Wealth, LLC CIK 0001934226 2026 Q1 Open parsed portfolio 52 $139,603,494 Open SEC source
15 Apr 2026, 15:25:25 UTC 13F-HR Roberts Financial Services LLC CIK 0001767602 2026 Q1 Open parsed portfolio 31 $314,464,749 Open SEC source
15 Apr 2026, 15:25:14 UTC 13F-HR LIGHTHOUSE FINANCIAL SERVICES INC /ADV CIK 0001068979 2026 Q1 Open parsed portfolio 99 $443,394,736 Open SEC source
15 Apr 2026, 15:24:25 UTC 13F-HR Archford Capital Strategies, LLC CIK 0001606609 2026 Q1 Open parsed portfolio 341 $873,432,032 Open SEC source
15 Apr 2026, 15:21:21 UTC 13F-HR Independence Financial Advisors, LLC CIK 0002066080 2026 Q1 Open parsed portfolio 51 $333,185,334 Open SEC source
15 Apr 2026, 15:19:27 UTC 13F-HR NIGHTVIEW CAPITAL, LLC CIK 0001680843 2026 Q1 Open parsed portfolio 15 $130,569,197 Open SEC source
15 Apr 2026, 15:18:09 UTC 13F-HR REGATTA CAPITAL GROUP, LLC CIK 0001911488 2026 Q1 Open parsed portfolio 215 $660,766,017 Open SEC source
15 Apr 2026, 15:11:32 UTC 13F-HR Retirement Investment Advisors, Inc. CIK 0001957886 2026 Q1 Open parsed portfolio 67 $1,242,347,607 Open SEC source
15 Apr 2026, 15:10:41 UTC 13F-HR Hutchens & Kramer Investment Management Group, LLC CIK 0001920117 2026 Q1 Open parsed portfolio 149 $316,507,958 Open SEC source
15 Apr 2026, 15:06:45 UTC 13F-HR Curbstone Financial Management Corp CIK 0001608057 2026 Q1 Open parsed portfolio 201 $522,193,510 Open SEC source
15 Apr 2026, 15:04:12 UTC 13F-HR Rempart Asset Management Inc. CIK 0001844571 2026 Q1 Open parsed portfolio 36 $475,499,326 Open SEC source
15 Apr 2026, 15:01:16 UTC 13F-HR Myriad Asset Management US LP CIK 0001857187 2026 Q1 Open parsed portfolio 46 $66,679,000 Open SEC source
15 Apr 2026, 14:59:32 UTC 13F-HR marrick wealth, LLC CIK 0002109850 2026 Q1 Open parsed portfolio 52 $118,915,383 Open SEC source
15 Apr 2026, 14:58:42 UTC 13F-HR Asio Capital, LLC CIK 0001803291 2026 Q1 Open parsed portfolio 110 $712,135,168 Open SEC source
15 Apr 2026, 14:55:38 UTC 13F-HR AMI INVESTMENT MANAGEMENT INC CIK 0001122241 2026 Q1 Open parsed portfolio 77 $444,706,061 Open SEC source
15 Apr 2026, 14:52:54 UTC 13F-HR Fjell Capital, LLC CIK 0002053350 2026 Q1 Open parsed portfolio 68 $130,035,103 Open SEC source
15 Apr 2026, 14:51:09 UTC 13F-HR HENGEHOLD CAPITAL MANAGEMENT LLC CIK 0001536430 2026 Q1 Open parsed portfolio 212 $1,144,736,257 Open SEC source
15 Apr 2026, 14:50:24 UTC 13F-HR York GP, Ltd. CIK 0001289994 2026 Q1 Open parsed portfolio 2 $127,693,315 Open SEC source
15 Apr 2026, 14:49:14 UTC 13F-HR Oak Asset Management, LLC CIK 0001726375 2026 Q1 Open parsed portfolio 108 $290,437,600 Open SEC source
15 Apr 2026, 14:48:54 UTC 13F-HR Tenzing Financial LLC CIK 0002111360 2026 Q1 Open parsed portfolio 70 $133,248,774 Open SEC source
15 Apr 2026, 14:48:23 UTC 13F-HR Guardian Financial Partners, LLC CIK 0001723514 2026 Q1 Open parsed portfolio 66 $236,884,165 Open SEC source
15 Apr 2026, 14:47:25 UTC 13F-HR Mainsail Financial Group, LLC CIK 0001961290 2026 Q1 Open parsed portfolio 62 $240,016,386 Open SEC source
15 Apr 2026, 14:46:42 UTC 13F-HR Retireful, LLC CIK 0001919176 2026 Q1 Open parsed portfolio 84 $70,984,074 Open SEC source
15 Apr 2026, 14:46:33 UTC 13F-HR Buttonwood Financial Group, LLC CIK 0001847661 2026 Q1 Open parsed portfolio 30 $162,538,998 Open SEC source
15 Apr 2026, 14:45:03 UTC 13F-HR Sightline Wealth Advisors, LLC CIK 0001841979 2026 Q1 Open parsed portfolio 91 $236,327,630 Open SEC source
15 Apr 2026, 14:44:51 UTC 13F-HR Cypress Wealth Services, LLC CIK 0001721527 2026 Q1 Open parsed portfolio 397 $708,342,792 Open SEC source
15 Apr 2026, 14:41:49 UTC 13F-HR WEBSTERROGERS FINANCIAL ADVISORS, LLC CIK 0001841757 2026 Q1 Open parsed portfolio 95 $349,515,048 Open SEC source
15 Apr 2026, 14:32:49 UTC 13F-HR ARS Wealth Advisors Group, LLC CIK 0001886707 2026 Q1 Open parsed portfolio 198 $1,183,831,237 Open SEC source
15 Apr 2026, 14:32:41 UTC 13F-HR Curran Financial Partners, LLC CIK 0001843867 2026 Q1 Open parsed portfolio 127 $558,575,287 Open SEC source
15 Apr 2026, 14:27:16 UTC 13F-HR ATWOOD & PALMER INC CIK 0001044929 2026 Q1 Open parsed portfolio 529 $1,772,104,004 Open SEC source
15 Apr 2026, 14:26:14 UTC 13F-HR Fluent Financial, LLC CIK 0001722283 2026 Q1 Open parsed portfolio 43 $273,286,948 Open SEC source
15 Apr 2026, 14:25:32 UTC 13F-HR Arlington Financial Advisors, LLC CIK 0001716539 2026 Q1 Open parsed portfolio 95 $701,941,504 Open SEC source
15 Apr 2026, 14:24:50 UTC 13F-HR FFG RETIREMENT ADVISORS LLC CIK 0001966438 2026 Q1 Open parsed portfolio 43 $171,763,545 Open SEC source
15 Apr 2026, 14:24:21 UTC 13F-HR Nepsis Inc. CIK 0001587643 2026 Q1 Open parsed portfolio 29 $298,578,034 Open SEC source
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