13F portfolio feed

Latest 13F Portfolio Filings

Showing filings accepted since 01 Oct 2026. Each row links to the manager profile, parsed portfolio, and original SEC source.

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17

Recent 13F signals

Latest portfolio disclosures to inspect

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

13F portfolio

LECAP ASSET MANAGEMENT LTD

CIK 0001990849

13F-HR Q3 2026
CIK
0001990849
Source
SEC 13F-HR
Action
13F-HR accepted
Value
261 holdings / $209,831,069
Filed
27 Oct 2026, 08:11:26 UTC
Period
2026 Q3

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

13F portfolio

DT Investment Partners, LLC

CIK 0001537621

13F-HR Q3 2026
CIK
0001537621
Source
SEC 13F-HR
Action
13F-HR accepted
Value
508 holdings / $1,370,772,412
Filed
27 Oct 2026, 08:08:11 UTC
Period
2026 Q3

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

13F portfolio

Asset Management One Co., Ltd.

CIK 0001068855

13F-HR Q3 2026
CIK
0001068855
Source
SEC 13F-HR
Action
13F-HR accepted
Value
940 holdings / $39,964,598,560
Filed
27 Oct 2026, 06:31:03 UTC
Period
2026 Q3

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

13F portfolio

John Boyer, Inc.

CIK 0001597484

13F-HR Q3 2026
CIK
0001597484
Source
SEC 13F-HR
Action
13F-HR accepted
Value
227 holdings / $126,450,787
Filed
27 Oct 2026, 06:14:16 UTC
Period
2026 Q3

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

13F portfolio

MADDEN SECURITIES Corp

CIK 0001803566

13F-HR Q3 2026
CIK
0001803566
Source
SEC 13F-HR
Action
13F-HR accepted
Value
343 holdings / $378,088,474
Filed
27 Oct 2026, 06:13:45 UTC
Period
2026 Q3

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

13F portfolio

WealthNavi Inc.

CIK 0001774552

13F-HR Q3 2026
CIK
0001774552
Source
SEC 13F-HR
Action
13F-HR accepted
Value
11 holdings / $12,894,094,000
Filed
27 Oct 2026, 06:13:24 UTC
Period
2026 Q3

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

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
27 Oct 2026, 08:11:26 UTC 13F-HR LECAP ASSET MANAGEMENT LTD CIK 0001990849 2026 Q3 Open parsed portfolio 261 $209,831,069 Open SEC source
27 Oct 2026, 08:08:11 UTC 13F-HR DT Investment Partners, LLC CIK 0001537621 2026 Q3 Open parsed portfolio 508 $1,370,772,412 Open SEC source
27 Oct 2026, 06:31:03 UTC 13F-HR Asset Management One Co., Ltd. CIK 0001068855 2026 Q3 Open parsed portfolio 940 $39,964,598,560 Open SEC source
27 Oct 2026, 06:14:16 UTC 13F-HR John Boyer, Inc. CIK 0001597484 2026 Q3 Open parsed portfolio 227 $126,450,787 Open SEC source
27 Oct 2026, 06:13:45 UTC 13F-HR MADDEN SECURITIES Corp CIK 0001803566 2026 Q3 Open parsed portfolio 343 $378,088,474 Open SEC source
27 Oct 2026, 06:13:24 UTC 13F-HR WealthNavi Inc. CIK 0001774552 2026 Q3 Open parsed portfolio 11 $12,894,094,000 Open SEC source
27 Oct 2026, 06:13:13 UTC 13F-HR Lynch Investment Planning, LLC CIK 0002110354 2026 Q3 Open parsed portfolio $136,323,015 Open SEC source
27 Oct 2026, 06:12:44 UTC 13F-HR Latitude Advisors, LLC CIK 0001843715 2026 Q3 Open parsed portfolio $322,972,217 Open SEC source
27 Oct 2026, 06:12:10 UTC 13F-HR SEMITAM BONAM LLC CIK 0001922963 2026 Q3 Open parsed portfolio 46 $143,671,745 Open SEC source
27 Oct 2026, 06:11:31 UTC 13F-HR Balance Wealth Partners LLC CIK 0002065247 2026 Q3 Open parsed portfolio $416,506,467 Open SEC source
27 Oct 2026, 06:00:36 UTC 13F-HR INVESTMENT ADVISORY SERVICES INC /TX /ADV CIK 0000925953 2026 Q3 Open parsed portfolio 135 $355,119,988 Open SEC source
26 Oct 2026, 21:53:05 UTC 13F-HR TMT General Partner Ltd CIK 0001847582 2026 Q3 Open parsed portfolio 3 $153,568,246 Open SEC source
26 Oct 2026, 21:48:44 UTC 13F-HR FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. CIK 0001630936 2026 Q3 Open parsed portfolio $202,032,837 Open SEC source
26 Oct 2026, 20:42:45 UTC 13F-HR ROMAN BUTLER FULLERTON & CO CIK 0000733444 2026 Q3 Open parsed portfolio 278 $429,861,355 Open SEC source
26 Oct 2026, 19:35:51 UTC 13F-HR PPSC Investment Service Corp CIK 0001964389 2026 Q3 Open parsed portfolio 8 $1,675,451,001 Open SEC source
26 Oct 2026, 19:27:50 UTC 13F-HR IMG Wealth Management, Inc. CIK 0002032103 2026 Q3 Open parsed portfolio 639 $193,883,169 Open SEC source
26 Oct 2026, 19:24:54 UTC 13F-HR PayPay Securities Corp CIK 0001908623 2026 Q3 Open parsed portfolio $2,901,755 Open SEC source
26 Oct 2026, 18:51:50 UTC 13F-HR MB Generational Wealth, LLC CIK 0002009056 2025 Q2 Open parsed portfolio 61 $145,653,010 Open SEC source
26 Oct 2026, 18:48:18 UTC 13F-HR Insight Inv LLC CIK 0001909322 2026 Q3 Open parsed portfolio 108 $210,418,589 Open SEC source
26 Oct 2026, 18:45:47 UTC 13F-HR Livet Wealth, LLC CIK 0002111409 2026 Q3 Open parsed portfolio 119 $180,450,855 Open SEC source
26 Oct 2026, 17:52:26 UTC 13F-HR Jacobsen Capital Management CIK 0001782491 2026 Q3 Open parsed portfolio 126 $348,221,789 Open SEC source
26 Oct 2026, 17:50:33 UTC 13F-HR Pathway Financial Advisers, LLC CIK 0002024152 2026 Q3 Open parsed portfolio $398,513,251 Open SEC source
26 Oct 2026, 17:33:18 UTC 13F-HR Chicago Partners Investment Group LLC CIK 0001563525 2026 Q3 Open parsed portfolio 1,660 $5,442,442,702 Open SEC source
26 Oct 2026, 17:30:48 UTC 13F-HR RAINEY & RANDALL WEALTH ADVISORS INC. CIK 0001728355 2026 Q3 Open parsed portfolio 72 $697,798,630 Open SEC source
26 Oct 2026, 17:27:30 UTC 13F-HR Verdence Capital Advisors LLC CIK 0001719305 2026 Q3 Open parsed portfolio 758 $2,352,605,890 Open SEC source
26 Oct 2026, 17:19:35 UTC 13F-HR VANTAGEPOINT INVESTMENT ADVISERS LLC CIK 0001087912 2026 Q3 Open parsed portfolio 55 $13,253,874,851 Open SEC source
26 Oct 2026, 17:05:33 UTC 13F-HR Madison International Realty Holdings, LLC CIK 0001640680 2026 Q3 Open parsed portfolio Open SEC source
26 Oct 2026, 17:04:57 UTC 13F-HR Midwest Heritage Bank, FSB CIK 0001906805 2026 Q3 Open parsed portfolio 52 $342,374,483 Open SEC source
26 Oct 2026, 16:59:13 UTC 13F-HR Higgins & Schmidt Wealth Strategies LLC CIK 0001941260 2026 Q3 Open parsed portfolio 66 $246,043,549 Open SEC source
26 Oct 2026, 16:58:28 UTC 13F-HR MONTGOMERY INVESTMENT MANAGEMENT INC CIK 0001272544 2026 Q3 Open parsed portfolio 105 $328,581,506 Open SEC source
26 Oct 2026, 16:58:19 UTC 13F-HR International City Management Association Retirement Corp CIK 0001691813 2026 Q3 Open parsed portfolio 15 $444,421,753 Open SEC source
26 Oct 2026, 16:45:41 UTC 13F-HR Gratus Wealth Advisors, LLC CIK 0002022161 2026 Q3 Open parsed portfolio 136 $783,220,173 Open SEC source
26 Oct 2026, 16:38:47 UTC 13F-HR JOHNSON & JOHNSON CIK 0000200406 2026 Q3 Open parsed portfolio 15 $761,691,304 Open SEC source
26 Oct 2026, 16:38:32 UTC 13F-HR Ballast Financial Advisors LLC CIK 0002109821 2026 Q3 Open parsed portfolio 71 $106,127,564 Open SEC source
26 Oct 2026, 16:38:03 UTC 13F-HR Santori & Peters, Inc. CIK 0001730959 2026 Q3 Open parsed portfolio 86 $371,904,997 Open SEC source
26 Oct 2026, 16:33:10 UTC 13F-HR Segment Wealth Management, LLC CIK 0001575581 2026 Q3 Open parsed portfolio 314 $1,940,627,222 Open SEC source
26 Oct 2026, 16:32:45 UTC 13F-HR Insight Wealth Partners, LLC CIK 0001627003 2026 Q3 Open parsed portfolio 137 $254,408,015 Open SEC source
26 Oct 2026, 16:29:15 UTC 13F-HR Enhancing Capital LLC CIK 0001909572 2026 Q3 Open parsed portfolio 88 $144,209,888 Open SEC source
26 Oct 2026, 16:28:57 UTC 13F-HR Stash Investments, LLC CIK 0002008308 2026 Q3 Open parsed portfolio 19 $341,540,007 Open SEC source
26 Oct 2026, 16:27:45 UTC 13F-HR Verde Servicos Internacionais S.A. CIK 0001629290 2026 Q3 Open parsed portfolio $293,612,000 Open SEC source
26 Oct 2026, 16:27:36 UTC 13F-HR DMC Group, LLC CIK 0001893403 2026 Q3 Open parsed portfolio 122 $143,438,725 Open SEC source
26 Oct 2026, 16:26:03 UTC 13F-HR Bryant Woods Investment Advisors, LLC CIK 0001910641 2026 Q3 Open parsed portfolio 68 $354,832,493 Open SEC source
21 Oct 2026, 06:13:33 UTC 13F-NT/A Hang Seng Investment Management Ltd CIK 0001706499 2026 Q3 - Restatement Open parsed portfolio Open SEC source
26 Oct 2026, 16:24:08 UTC 13F-HR Abundance Wealth Counselors CIK 0001767080 2026 Q3 Open parsed portfolio 170 $705,910,264 Open SEC source
26 Oct 2026, 16:21:27 UTC 13F-HR Penobscot Investment Management Company, Inc. CIK 0001394866 2026 Q3 Open parsed portfolio 322 $1,436,965,330 Open SEC source
26 Oct 2026, 16:16:36 UTC 13F-HR Walker Financial Services, Inc. CIK 0001965479 2026 Q3 Open parsed portfolio 45 $341,434,005 Open SEC source
26 Oct 2026, 16:15:09 UTC 13F-HR ARTHUR M. COHEN & ASSOCIATES, LLC CIK 0001692252 2026 Q3 Open parsed portfolio 135 $665,506,353 Open SEC source
26 Oct 2026, 16:12:43 UTC 13F-HR CAHABA WEALTH MANAGEMENT, INC. CIK 0001716399 2026 Q3 Open parsed portfolio 169 $1,662,140,136 Open SEC source
26 Oct 2026, 16:12:03 UTC 13F-HR OPPENHEIMER & CO INC CIK 0000822581 2026 Q3 Open parsed portfolio 1,752 $9,511,973,191 Open SEC source
26 Oct 2026, 16:11:50 UTC 13F-HR Center for Financial Planning, Inc. CIK 0001803557 2026 Q3 Open parsed portfolio $1,075,666,357 Open SEC source
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