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, 11:18:20 UTC | 13F-HR | American State Bank (Iowa) CIK 0002122473 | 2020 Q4 Open parsed portfolio | 274 | $105,356,760 | Open SEC source |
| 14 Apr 2026, 11:16:46 UTC | 13F-HR | OV Management LLC CIK 0002010766 | 2026 Q1 Open parsed portfolio | 53 | $49,018,521 | Open SEC source |
| 14 Apr 2026, 11:16:25 UTC | 13F-HR | GoalFusion Wealth Management, LLC CIK 0001895678 | 2026 Q1 Open parsed portfolio | 30 | $220,482,692 | Open SEC source |
| 14 Apr 2026, 10:58:35 UTC | 13F-HR | Grant Private Wealth Management Inc CIK 0002056418 | 2026 Q1 Open parsed portfolio | 154 | $188,497,881 | Open SEC source |
| 14 Apr 2026, 10:57:01 UTC | 13F-HR | PATRIOT INVESTMENT MANAGEMENT GROUP, INC. CIK 0001773830 | 2026 Q1 Open parsed portfolio | 236 | $1,565,575,925 | Open SEC source |
| 14 Apr 2026, 10:56:16 UTC | 13F-HR | Southland Equity Partners LLC CIK 0002006517 | 2026 Q1 Open parsed portfolio | 273 | $513,068,609 | Open SEC source |
| 14 Apr 2026, 10:53:44 UTC | 13F-HR | Palisade Asset Management, LLC CIK 0001434323 | 2026 Q1 Open parsed portfolio | 195 | $995,903,275 | Open SEC source |
| 14 Apr 2026, 10:51:48 UTC | 13F-HR | Pinnacle Wealth Management Group, Inc. CIK 0001868491 | 2026 Q1 Open parsed portfolio | 120 | $203,706,457 | Open SEC source |
| 14 Apr 2026, 10:51:22 UTC | 13F-HR | Pacific Capital Wealth Advisors, Inc. CIK 0001803523 | 2026 Q1 Open parsed portfolio | 87 | $595,401,471 | Open SEC source |
| 14 Apr 2026, 10:47:00 UTC | 13F-HR | CATHY PARETO & ASSOCIATES, INC CIK 0002045974 | 2026 Q1 Open parsed portfolio | 96 | $149,005,040 | Open SEC source |
| 14 Apr 2026, 10:45:46 UTC | 13F-HR | Granite Group Advisors, LLC CIK 0002018114 | 2026 Q1 Open parsed portfolio | 86 | $165,330,927 | Open SEC source |
| 14 Apr 2026, 10:40:26 UTC | 13F-HR | SigFig Wealth Management, LLC CIK 0001696957 | 2026 Q1 Open parsed portfolio | 139 | $3,411,063,885 | Open SEC source |
| 14 Apr 2026, 10:37:49 UTC | 13F-HR | ACT Advisors, LLC. CIK 0001842554 | 2026 Q1 Open parsed portfolio | 78 | $235,162,014 | Open SEC source |
| 14 Apr 2026, 10:36:38 UTC | 13F-HR | TRAN CAPITAL MANAGEMENT, L.P. CIK 0001009262 | 2026 Q1 Open parsed portfolio | 71 | $728,333,414 | Open SEC source |
| 14 Apr 2026, 10:31:48 UTC | 13F-HR | Orange Investment Advisors, Inc. CIK 0000943442 | 2026 Q1 Open parsed portfolio | 145 | $771,433,815 | Open SEC source |
| 14 Apr 2026, 10:30:44 UTC | 13F-HR | Approach Retirement Advisors, LLC CIK 0002106948 | 2026 Q1 Open parsed portfolio | 79 | $120,221,936 | Open SEC source |
| 14 Apr 2026, 10:30:24 UTC | 13F-HR | NORTHWEST WEALTH MANAGEMENT, LLC CIK 0001695344 | 2026 Q1 Open parsed portfolio | 252 | $665,322,667 | Open SEC source |
| 14 Apr 2026, 10:28:10 UTC | 13F-HR | Clean Yield Group CIK 0001525865 | 2026 Q1 Open parsed portfolio | 384 | $355,230,170 | Open SEC source |
| 14 Apr 2026, 10:27:52 UTC | 13F-HR | Onyx Financial Advisors, LLC CIK 0001957840 | 2026 Q1 Open parsed portfolio | 18 | $240,841,437 | Open SEC source |
| 14 Apr 2026, 10:26:11 UTC | 13F-HR | Andrew Hill Investment Advisors, Inc. CIK 0001897071 | 2026 Q1 Open parsed portfolio | 54 | $112,200,335 | Open SEC source |
| 14 Apr 2026, 10:25:46 UTC | 13F-HR | Cox Capital Mgt LLC CIK 0001748728 | 2026 Q1 Open parsed portfolio | 73 | $150,524,421 | Open SEC source |
| 14 Apr 2026, 10:24:43 UTC | 13F-HR | OLIO Financial Planning CIK 0001906766 | 2026 Q1 Open parsed portfolio | 72 | $360,958,145 | Open SEC source |
| 14 Apr 2026, 10:23:56 UTC | 13F-HR | Sensenig Capital Advisors, Inc CIK 0002092381 | 2026 Q1 Open parsed portfolio | 33 | $97,539,824 | Open SEC source |
| 14 Apr 2026, 10:23:33 UTC | 13F-HR | Compton Wealth Advisory Group, LLC CIK 0001761044 | 2026 Q1 Open parsed portfolio | 85 | $449,006,412 | Open SEC source |
| 14 Apr 2026, 10:23:03 UTC | 13F-HR | Banque de Luxembourg S.A. CIK 0002055344 | 2026 Q1 Open parsed portfolio | 75 | $193,271,057 | Open SEC source |
| 14 Apr 2026, 10:21:44 UTC | 13F-HR | Bayshore Capital Advisors, LLC CIK 0001598176 | 2026 Q1 Open parsed portfolio | 41 | $236,981,668 | Open SEC source |
| 14 Apr 2026, 10:20:08 UTC | 13F-HR | Altrafin AG CIK 0002110313 | 2026 Q1 Open parsed portfolio | 52 | $290,188,493 | Open SEC source |
| 14 Apr 2026, 10:19:52 UTC | 13F-HR | Lee-Kelleher Wealth Management CIK 0002063827 | 2026 Q1 Open parsed portfolio | 41 | $168,071,104 | Open SEC source |
| 14 Apr 2026, 10:18:34 UTC | 13F-HR | Corecam Pte. Ltd. CIK 0002106977 | 2026 Q1 Open parsed portfolio | 65 | $230,699,352 | Open SEC source |
| 14 Apr 2026, 10:18:06 UTC | 13F-HR | FMA Wealth Management, LLC CIK 0002011155 | 2026 Q1 Open parsed portfolio | 38 | $150,336,742 | Open SEC source |
| 14 Apr 2026, 10:16:21 UTC | 13F-HR | Affiance Financial, LLC CIK 0001723681 | 2026 Q1 Open parsed portfolio | 105 | $616,599,271 | Open SEC source |
| 14 Apr 2026, 09:54:28 UTC | 13F-HR | Retirement Management Systems Inc. CIK 0002110516 | 2026 Q1 Open parsed portfolio | 51 | $414,909,715 | Open SEC source |
| 14 Apr 2026, 09:48:16 UTC | 13F-HR | Legacy Trust CIK 0001772483 | 2026 Q1 Open parsed portfolio | 203 | $521,895,370 | Open SEC source |
| 14 Apr 2026, 09:47:04 UTC | 13F-HR | Global Trust Wealth Management LLC CIK 0002065265 | 2026 Q1 Open parsed portfolio | 82 | $132,235,095 | Open SEC source |
| 14 Apr 2026, 09:44:16 UTC | 13F-HR | L. Roy Papp & Associates, LLP CIK 0000809339 | 2026 Q1 Open parsed portfolio | 184 | $867,407,772 | Open SEC source |
| 14 Apr 2026, 09:41:03 UTC | 13F-HR | CDM FINANCIAL COUNSELING SERVICES, INC. CIK 0002107537 | 2026 Q1 Open parsed portfolio | 80 | $104,507,154 | Open SEC source |
| 14 Apr 2026, 09:37:24 UTC | 13F-HR | Gildi - lifeyrissjodur CIK 0002108148 | 2026 Q1 Open parsed portfolio | 2 | $197,186,413 | Open SEC source |
| 14 Apr 2026, 09:36:46 UTC | 13F-HR | PICTET BANK & TRUST Ltd CIK 0001535631 | 2026 Q1 Open parsed portfolio | 33 | $76,056,085 | Open SEC source |
| 14 Apr 2026, 09:32:14 UTC | 13F-HR | Bank Pictet & Cie (Europe) AG CIK 0001123274 | 2026 Q1 Open parsed portfolio | 202 | $4,687,050,967 | Open SEC source |
| 14 Apr 2026, 09:29:29 UTC | 13F-HR | FC Advisory LLC CIK 0001683754 | 2026 Q1 Open parsed portfolio | 115 | $342,470,015 | Open SEC source |
| 14 Apr 2026, 09:14:20 UTC | 13F-HR | RF&L WEALTH MANAGEMENT, LLC CIK 0001965915 | 2026 Q1 Open parsed portfolio | 52 | $133,556,910 | Open SEC source |
| 14 Apr 2026, 09:13:37 UTC | 13F-HR | Silchester International Investors LLP CIK 0001506409 | 2026 Q1 Open parsed portfolio | 4 | $115,579,650 | Open SEC source |
| 14 Apr 2026, 09:06:29 UTC | 13F-HR | Perpetual Ltd CIK 0001647273 | 2026 Q1 Open parsed portfolio | 424 | $6,295,591,737 | Open SEC source |
| 14 Apr 2026, 09:05:06 UTC | 13F-HR | LAWOOD & CO CIK 0002109484 | 2026 Q1 Open parsed portfolio | 90 | $107,772,203 | Open SEC source |
| 14 Apr 2026, 08:54:14 UTC | 13F-HR | MOLLER WEALTH PARTNERS CIK 0001475271 | 2026 Q1 Open parsed portfolio | 67 | $506,502,641 | Open SEC source |
| 14 Apr 2026, 08:53:31 UTC | 13F-HR | Pictet North America Advisors SA CIK 0001599576 | 2026 Q1 Open parsed portfolio | 154 | $1,006,939,677 | Open SEC source |
| 14 Apr 2026, 08:53:29 UTC | 13F-HR | Capital Asset Managemnet, LLC CIK 0002123739 | 2026 Q1 Open parsed portfolio | 77 | $88,817,126 | Open SEC source |
| 14 Apr 2026, 08:48:22 UTC | 13F-HR | Amicus Financial Advisors, LLC CIK 0002113629 | 2026 Q1 Open parsed portfolio | 90 | $363,018,947 | Open SEC source |
| 14 Apr 2026, 08:34:43 UTC | 13F-HR | BANQUE PICTET & CIE SA CIK 0001535602 | 2026 Q1 Open parsed portfolio | 374 | $8,627,980,243 | Open SEC source |
| 14 Apr 2026, 08:15:57 UTC | 13F-HR | BUILDER INVESTMENT GROUP INC /ADV CIK 0000727117 | 2026 Q1 Open parsed portfolio | 101 | $460,806,208 | Open SEC source |