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 |
|---|---|---|---|---|---|---|
| 14 Apr 2026, 14:58:55 UTC | 13F-HR | THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. CIK 0000319933 | 2026 Q1 Open parsed portfolio | 1,318 | $242,104,695 | Open SEC source |
| 14 Apr 2026, 14:58:29 UTC | 13F-HR | CONGRESS ASSET MANAGEMENT CO CIK 0000897378 | 2026 Q1 Open parsed portfolio | 417 | $13,953,326,541 | Open SEC source |
| 14 Apr 2026, 14:54:58 UTC | 13F-HR | SEARCY FINANCIAL SERVICES INC /ADV CIK 0000354923 | 2026 Q1 Open parsed portfolio | 27 | $269,639,908 | Open SEC source |
| 14 Apr 2026, 14:47:59 UTC | 13F-HR | SNS Financial Group, LLC CIK 0001557485 | 2026 Q1 Open parsed portfolio | 208 | $1,160,497,735 | Open SEC source |
| 14 Apr 2026, 14:47:13 UTC | 13F-HR | Sanchez Gaunt Capital Management, LLC CIK 0002113492 | 2026 Q1 Open parsed portfolio | 184 | $160,170,688 | Open SEC source |
| 14 Apr 2026, 14:43:29 UTC | 13F-HR | Flower City Capital CIK 0001808394 | 2026 Q1 Open parsed portfolio | 46 | $199,348,730 | Open SEC source |
| 14 Apr 2026, 14:41:22 UTC | 13F-HR | Hamlin Capital Management, LLC CIK 0001277403 | 2026 Q1 Open parsed portfolio | 30 | $4,142,150,107 | Open SEC source |
| 14 Apr 2026, 14:33:37 UTC | 13F-HR | Westwind Capital CIK 0001729269 | 2026 Q1 Open parsed portfolio | 77 | $394,645,000 | Open SEC source |
| 14 Apr 2026, 14:16:41 UTC | 13F-HR | VESTIA PERSONAL WEALTH ADVISORS CIK 0002033299 | 2026 Q1 Open parsed portfolio | 99 | $212,238,826 | Open SEC source |
| 14 Apr 2026, 14:05:29 UTC | 13F-HR | Moisand Fitzgerald Tamayo, LLC CIK 0001649107 | 2026 Q1 Open parsed portfolio | 512 | $930,482,198 | Open SEC source |
| 14 Apr 2026, 13:55:34 UTC | 13F-HR | JEPPSON WEALTH MANAGEMENT, LLC CIK 0001831263 | 2026 Q1 Open parsed portfolio | 235 | $318,995,072 | Open SEC source |
| 14 Apr 2026, 13:47:30 UTC | 13F-HR | Madrona Financial Services, LLC CIK 0001578370 | 2026 Q1 Open parsed portfolio | 123 | $456,902,035 | Open SEC source |
| 14 Apr 2026, 13:46:16 UTC | 13F-HR | Cornerstone National Bank & Trust Co CIK 0002104293 | 2026 Q1 Open parsed portfolio | 209 | $271,417,128 | Open SEC source |
| 14 Apr 2026, 13:43:06 UTC | 13F-HR | Quantum Financial Planning Services, Inc. CIK 0002050169 | 2026 Q1 Open parsed portfolio | 53 | $278,393,928 | Open SEC source |
| 14 Apr 2026, 13:34:41 UTC | 13F-HR | Bay Harbor Wealth Management, LLC CIK 0001767989 | 2026 Q1 Open parsed portfolio | 1,297 | $385,706,238 | Open SEC source |
| 14 Apr 2026, 13:17:27 UTC | 13F-HR | INVENIO WEALTH PARTNERS LLC CIK 0001989341 | 2026 Q1 Open parsed portfolio | 89 | $251,868,548 | Open SEC source |
| 14 Apr 2026, 13:12:35 UTC | 13F-HR | ELEVATION WEALTH PARTNERS, LLC CIK 0001976256 | 2026 Q1 Open parsed portfolio | 1,075 | $279,134,451 | Open SEC source |
| 14 Apr 2026, 12:58:11 UTC | 13F-HR | LifePlan Financial, LLC CIK 0001739485 | 2026 Q1 Open parsed portfolio | 83 | $135,316,855 | Open SEC source |
| 14 Apr 2026, 12:57:02 UTC | 13F-HR | Peak Wealth Management LLC CIK 0002094948 | 2026 Q1 Open parsed portfolio | 54 | $121,874,449 | Open SEC source |
| 14 Apr 2026, 12:51:33 UTC | 13F-HR | RD Lewis Holdings, Inc. CIK 0002046179 | 2026 Q1 Open parsed portfolio | 86 | $115,462,500 | Open SEC source |
| 14 Apr 2026, 12:50:12 UTC | 13F-HR | ACT WEALTH MANAGEMENT, LLC CIK 0001814191 | 2026 Q1 Open parsed portfolio | 62 | $297,829,031 | Open SEC source |
| 14 Apr 2026, 12:47:46 UTC | 13F-HR | American State Bank (Iowa) CIK 0002122473 | 2026 Q1 Open parsed portfolio | 136 | $208,200,847 | Open SEC source |
| 14 Apr 2026, 12:45:33 UTC | 13F-HR | American State Bank (Iowa) CIK 0002122473 | 2025 Q4 Open parsed portfolio | 136 | $207,979,721 | Open SEC source |
| 14 Apr 2026, 12:42:54 UTC | 13F-HR | American State Bank (Iowa) CIK 0002122473 | 2025 Q3 Open parsed portfolio | 132 | $196,256,919 | Open SEC source |
| 14 Apr 2026, 12:40:37 UTC | 13F-HR | American State Bank (Iowa) CIK 0002122473 | 2025 Q2 Open parsed portfolio | 127 | $180,618,572 | Open SEC source |
| 14 Apr 2026, 12:36:25 UTC | 13F-HR | American State Bank (Iowa) CIK 0002122473 | 2025 Q1 Open parsed portfolio | 125 | $165,853,919 | Open SEC source |
| 14 Apr 2026, 12:33:14 UTC | 13F-HR | American State Bank (Iowa) CIK 0002122473 | 2024 Q4 Open parsed portfolio | 123 | $165,904,250 | Open SEC source |
| 14 Apr 2026, 12:31:27 UTC | 13F-HR | American State Bank (Iowa) CIK 0002122473 | 2024 Q3 Open parsed portfolio | 128 | $164,681,062 | Open SEC source |
| 14 Apr 2026, 12:30:48 UTC | 13F-HR | Nova Wealth Management, Inc. CIK 0002051980 | 2026 Q1 - New Holdings Open parsed portfolio | 544 | $153,542,092 | Open SEC source |
| 14 Apr 2026, 12:28:43 UTC | 13F-HR | American State Bank (Iowa) CIK 0002122473 | 2024 Q2 Open parsed portfolio | 122 | $156,201,774 | Open SEC source |
| 14 Apr 2026, 12:26:20 UTC | 13F-HR | R.H. Investment Group, LLC CIK 0002048733 | 2026 Q1 Open parsed portfolio | 45 | $129,662,551 | Open SEC source |
| 14 Apr 2026, 12:24:06 UTC | 13F-HR | American State Bank (Iowa) CIK 0002122473 | 2024 Q1 Open parsed portfolio | 122 | $149,054,402 | Open SEC source |
| 14 Apr 2026, 12:20:53 UTC | 13F-HR | NBC SECURITIES, INC. CIK 0000791540 | 2026 Q1 Open parsed portfolio | 2,548 | $1,332,371,402 | Open SEC source |
| 14 Apr 2026, 12:19:45 UTC | 13F-HR | XY Planning Network, Inc. CIK 0001873438 | 2026 Q1 Open parsed portfolio | 273 | $626,029,112 | Open SEC source |
| 14 Apr 2026, 12:18:41 UTC | 13F-HR | American State Bank (Iowa) CIK 0002122473 | 2023 Q4 Open parsed portfolio | 336 | $157,059,123 | Open SEC source |
| 14 Apr 2026, 12:14:15 UTC | 13F-HR | Plancorp, LLC CIK 0001599579 | 2026 Q1 Open parsed portfolio | 378 | $3,515,431,166 | Open SEC source |
| 14 Apr 2026, 12:12:48 UTC | 13F-HR | American State Bank (Iowa) CIK 0002122473 | 2023 Q3 Open parsed portfolio | 328 | $139,400,388 | Open SEC source |
| 14 Apr 2026, 12:08:08 UTC | 13F-HR | American State Bank (Iowa) CIK 0002122473 | 2023 Q2 Open parsed portfolio | 329 | $143,586,341 | Open SEC source |
| 14 Apr 2026, 12:03:54 UTC | 13F-HR | American State Bank (Iowa) CIK 0002122473 | 2023 Q1 Open parsed portfolio | 330 | $137,072,720 | Open SEC source |
| 14 Apr 2026, 12:03:53 UTC | 13F-HR | LifeGoal Investments, LLC CIK 0002054684 | 2026 Q1 Open parsed portfolio | 112 | $174,745,366 | Open SEC source |
| 14 Apr 2026, 11:57:29 UTC | 13F-HR | Arnold Financial Planning LLC CIK 0002107020 | 2026 Q1 Open parsed portfolio | 26 | $107,028,362 | Open SEC source |
| 14 Apr 2026, 11:57:17 UTC | 13F-HR | American State Bank (Iowa) CIK 0002122473 | 2022 Q4 Open parsed portfolio | 321 | $129,518,430 | Open SEC source |
| 14 Apr 2026, 11:53:57 UTC | 13F-HR | Highlander Partners, L.P. CIK 0001903866 | 2026 Q1 Open parsed portfolio | 45 | $255,529,567 | Open SEC source |
| 14 Apr 2026, 11:53:35 UTC | 13F-HR | American State Bank (Iowa) CIK 0002122473 | 2022 Q3 Open parsed portfolio | 317 | $115,338,169 | Open SEC source |
| 14 Apr 2026, 11:49:41 UTC | 13F-HR | Gibson Wealth Advisors LLC CIK 0001911266 | 2026 Q1 Open parsed portfolio | 37 | $149,202,792 | Open SEC source |
| 14 Apr 2026, 11:49:15 UTC | 13F-HR | NIPPON LIFE INSURANCE CO CIK 0000905591 | 2026 Q1 Open parsed portfolio | 5 | $5,105,247,000 | Open SEC source |
| 14 Apr 2026, 11:46:45 UTC | 13F-HR | Xena Financial Planning, LLC CIK 0002101744 | 2026 Q1 Open parsed portfolio | 33 | $88,620,363 | Open SEC source |
| 14 Apr 2026, 11:44:39 UTC | 13F-HR | Twin Cities Retirement Group LLC CIK 0002109366 | 2026 Q1 Open parsed portfolio | 24 | $109,358,976 | Open SEC source |
| 14 Apr 2026, 11:42:30 UTC | 13F-HR | Cohen Capital Management, Inc. CIK 0001508120 | 2026 Q1 Open parsed portfolio | 154 | $644,395,930 | Open SEC source |
| 14 Apr 2026, 11:42:22 UTC | 13F-HR | American State Bank (Iowa) CIK 0002122473 | 2022 Q2 Open parsed portfolio | 305 | $126,110,799 | Open SEC source |