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
172

Recent 13F signals

Latest portfolio disclosures to inspect

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

13F portfolio

Brendel Financial Advisors LLC

CIK 0001768065

13F-HR Q1 2026
CIK
0001768065
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
95 holdings / $202,098,774
Filed
15 Apr 2026, 09:19:43 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

Bernardo Wealth Planning LLC

CIK 0001765595

13F-HR Q1 2026
CIK
0001765595
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
129 holdings / $510,840,197
Filed
15 Apr 2026, 09:18:52 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

CONSOLIDATED CAPITAL MANAGEMENT, LLC

CIK 0001666613

13F-HR Q1 2026
CIK
0001666613
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
74 holdings / $309,611,166
Filed
15 Apr 2026, 09:16:59 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

DLK Investment Management, LLC

CIK 0002016793

13F-HR Q1 2026
CIK
0002016793
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
92 holdings / $252,937,132
Filed
15 Apr 2026, 09:15:24 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

SL ADVISORS, LLC

CIK 0001680365

13F-HR/A Q2 2025
CIK
0001680365
Source
SEC 13F-HR/A
Action
13F-HR/A accepted
Magnitude
31 holdings / $55,515,584
Filed
15 Apr 2026, 09:15:08 UTC
Period
2025 Q2 - Restatement

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

View details Open source
13F portfolio

CYPRESS FINANCIAL PLANNING LLC

CIK 0001937021

13F-HR Q1 2026
CIK
0001937021
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
99 holdings / $358,821,026
Filed
15 Apr 2026, 09:14:05 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, 09:19:43 UTC 13F-HR Brendel Financial Advisors LLC CIK 0001768065 2026 Q1 Open parsed portfolio 95 $202,098,774 Open SEC source
15 Apr 2026, 09:18:52 UTC 13F-HR Bernardo Wealth Planning LLC CIK 0001765595 2026 Q1 Open parsed portfolio 129 $510,840,197 Open SEC source
15 Apr 2026, 09:16:59 UTC 13F-HR CONSOLIDATED CAPITAL MANAGEMENT, LLC CIK 0001666613 2026 Q1 Open parsed portfolio 74 $309,611,166 Open SEC source
15 Apr 2026, 09:15:24 UTC 13F-HR DLK Investment Management, LLC CIK 0002016793 2026 Q1 Open parsed portfolio 92 $252,937,132 Open SEC source
15 Apr 2026, 09:15:08 UTC 13F-HR/A SL ADVISORS, LLC CIK 0001680365 2025 Q2 - Restatement Open parsed portfolio 31 $55,515,584 Open SEC source
15 Apr 2026, 09:14:05 UTC 13F-HR CYPRESS FINANCIAL PLANNING LLC CIK 0001937021 2026 Q1 Open parsed portfolio 99 $358,821,026 Open SEC source
15 Apr 2026, 09:12:21 UTC 13F-HR Scott Capital Advisors, LLC CIK 0001905673 2026 Q1 Open parsed portfolio 58 $493,187,335 Open SEC source
15 Apr 2026, 09:09:27 UTC 13F-HR APS Management Group, Inc. CIK 0001914985 2026 Q1 Open parsed portfolio 72 $116,849,992 Open SEC source
15 Apr 2026, 09:09:06 UTC 13F-HR/A SL ADVISORS, LLC CIK 0001680365 2025 Q1 - Restatement Open parsed portfolio 31 $57,167,538 Open SEC source
15 Apr 2026, 09:08:17 UTC 13F-HR Eaton Financial Holdings Company, LLC CIK 0001972322 2026 Q1 Open parsed portfolio 125 $305,429,092 Open SEC source
15 Apr 2026, 09:07:43 UTC 13F-HR Generali Investments CEE, investicni spolecnost, a.s. CIK 0002047540 2026 Q1 Open parsed portfolio 449 $1,907,923,545 Open SEC source
15 Apr 2026, 09:07:09 UTC 13F-HR Targeted Financial Services LLC CIK 0001758288 2026 Q1 Open parsed portfolio 54 $121,913,824 Open SEC source
15 Apr 2026, 09:05:56 UTC 13F-HR Dedeker Financial LLC CIK 0002113408 2026 Q1 Open parsed portfolio 49 $114,742,421 Open SEC source
15 Apr 2026, 09:04:31 UTC 13F-HR Park Capital Management, LLC / WI CIK 0001998000 2026 Q1 Open parsed portfolio 75 $102,692,543 Open SEC source
15 Apr 2026, 09:02:44 UTC 13F-HR Steadtrust LLC CIK 0002097595 2026 Q1 Open parsed portfolio 123 $176,343,816 Open SEC source
15 Apr 2026, 09:00:42 UTC 13F-HR QVR LLC CIK 0001718858 2026 Q1 Open parsed portfolio 36 $203,566,564 Open SEC source
15 Apr 2026, 08:54:54 UTC 13F-HR Arch Global Advisors, LLC CIK 0002126837 2026 Q1 Open parsed portfolio 53 $191,636,498 Open SEC source
15 Apr 2026, 08:50:04 UTC 13F-HR/A SL ADVISORS, LLC CIK 0001680365 2024 Q4 - Restatement Open parsed portfolio 35 $60,472,026 Open SEC source
15 Apr 2026, 08:49:44 UTC 13F-HR QSM Asset Management Ltd CIK 0002058325 2026 Q1 Open parsed portfolio 25 $204,164,140 Open SEC source
15 Apr 2026, 08:48:53 UTC 13F-HR Wealthcare Capital Partners, LLC CIK 0002053307 2026 Q1 Open parsed portfolio 153 $213,460,099 Open SEC source
15 Apr 2026, 08:45:55 UTC 13F-HR/A SL ADVISORS, LLC CIK 0001680365 2024 Q3 - Restatement Open parsed portfolio 47 $55,554,722 Open SEC source
15 Apr 2026, 08:45:54 UTC 13F-HR SILVERLAKE WEALTH MANAGEMENT LLC CIK 0001966026 2026 Q1 Open parsed portfolio 374 $473,982,933 Open SEC source
15 Apr 2026, 08:41:44 UTC 13F-HR Lombard Odier SCmA Compagnie CIK 0001615423 2026 Q1 Open parsed portfolio 426 $8,133,944,110 Open SEC source
15 Apr 2026, 08:41:10 UTC 13F-HR SeaCrest Wealth Management, LLC CIK 0001728121 2026 Q1 Open parsed portfolio 635 $935,012,744 Open SEC source
15 Apr 2026, 08:37:37 UTC 13F-HR/A SL ADVISORS, LLC CIK 0001680365 2024 Q2 - Restatement Open parsed portfolio 32 $50,597,033 Open SEC source
15 Apr 2026, 08:35:24 UTC 13F-HR WEALTHCARE CAPITAL MANAGEMENT LLC CIK 0001516450 2026 Q1 Open parsed portfolio 94 $999,952,785 Open SEC source
15 Apr 2026, 08:35:10 UTC 13F-HR CACTI ASSET MANAGEMENT LLC CIK 0001452208 2026 Q1 Open parsed portfolio 78 $1,621,491,567 Open SEC source
15 Apr 2026, 08:33:30 UTC 13F-HR/A SL ADVISORS, LLC CIK 0001680365 2024 Q1 - Restatement Open parsed portfolio 39 $50,780,692 Open SEC source
15 Apr 2026, 08:29:17 UTC 13F-HR/A SL ADVISORS, LLC CIK 0001680365 2023 Q4 - Restatement Open parsed portfolio 41 $46,488,800 Open SEC source
15 Apr 2026, 08:25:07 UTC 13F-HR/A SL ADVISORS, LLC CIK 0001680365 2023 Q3 - Restatement Open parsed portfolio 41 $45,776,603 Open SEC source
15 Apr 2026, 08:23:29 UTC 13F-HR Sivik Global Healthcare LLC CIK 0001596452 2026 Q1 Open parsed portfolio 34 $131,686,000 Open SEC source
15 Apr 2026, 08:20:18 UTC 13F-HR/A SL ADVISORS, LLC CIK 0001680365 2023 Q2 - Restatement Open parsed portfolio 45 $44,469,619 Open SEC source
15 Apr 2026, 08:16:22 UTC 13F-HR/A SL ADVISORS, LLC CIK 0001680365 2023 Q1 - Restatement Open parsed portfolio 50 $46,647,571 Open SEC source
15 Apr 2026, 08:11:51 UTC 13F-HR/A SL ADVISORS, LLC CIK 0001680365 2022 Q4 - Restatement Open parsed portfolio 51 $45,178,444 Open SEC source
15 Apr 2026, 07:57:27 UTC 13F-HR GF FUND MANAGEMENT CO. LTD. CIK 0002057060 2026 Q1 Open parsed portfolio 624 $5,982,546,017 Open SEC source
15 Apr 2026, 07:55:25 UTC 13F-HR BLUE SQUARE ASSET MANAGEMENT, LLC CIK 0001769578 2026 Q1 Open parsed portfolio 70 $210,603,967 Open SEC source
15 Apr 2026, 07:23:32 UTC 13F-HR PLANNING DIRECTIONS INC CIK 0000821103 2026 Q1 Open parsed portfolio 106 $197,598,601 Open SEC source
15 Apr 2026, 07:21:59 UTC 13F-HR Weil Company, Inc. CIK 0001318011 2026 Q1 Open parsed portfolio 115 $445,350,155 Open SEC source
15 Apr 2026, 06:59:15 UTC 13F-HR RS CRUM INC. CIK 0001401459 2026 Q1 Open parsed portfolio 102 $516,938,258 Open SEC source
15 Apr 2026, 06:26:14 UTC 13F-HR Bayforest Capital Ltd CIK 0002048423 2026 Q1 Open parsed portfolio 879 $89,305,335 Open SEC source
14 Apr 2026, 21:56:47 UTC 13F-HR MOTIVE WEALTH ADVISORS CIK 0001877093 2026 Q1 Open parsed portfolio 92 $212,959,451 Open SEC source
14 Apr 2026, 21:45:08 UTC 13F-HR DEFINE FINANCIAL, LLC CIK 0002021320 2026 Q1 Open parsed portfolio 41 $184,250,702 Open SEC source
14 Apr 2026, 21:39:02 UTC 13F-HR Ocean Park Asset Management, LLC CIK 0001538052 2026 Q1 Open parsed portfolio 105 $292,859,029 Open SEC source
14 Apr 2026, 21:04:27 UTC 13F-HR EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 2026 Q1 Open parsed portfolio 1,510 $12,989,786,647 Open SEC source
14 Apr 2026, 20:57:43 UTC 13F-HR Avondale Wealth Management CIK 0001738720 2026 Q1 Open parsed portfolio 71 $203,460,351 Open SEC source
14 Apr 2026, 20:45:36 UTC 13F-HR Koesten, Hirschmann & Crabtree, INC. CIK 0001963421 2026 Q1 Open parsed portfolio 41 $205,247,059 Open SEC source
14 Apr 2026, 20:25:39 UTC 13F-HR Hingham Institution for Savings CIK 0002044671 2026 Q1 Open parsed portfolio 15 $113,161,857 Open SEC source
14 Apr 2026, 19:52:54 UTC 13F-HR R.H. Dinel Investment Counsel, Inc. CIK 0001598352 2026 Q1 Open parsed portfolio 40 $123,613,206 Open SEC source
14 Apr 2026, 18:58:39 UTC 13F-HR JUNCTURE WEALTH STRATEGIES, LLC CIK 0001632866 2026 Q1 Open parsed portfolio 133 $299,189,080 Open SEC source
14 Apr 2026, 18:23:21 UTC 13F-HR Tradewinds Capital Management, LLC CIK 0001616026 2026 Q1 Open parsed portfolio 716 $503,547,056 Open SEC source
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