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, 08:14:05 UTC | 13F-HR | Neumann Advisory Hong Kong Ltd CIK 0001727862 | 2026 Q1 Open parsed portfolio | 6 | $317,461,000 | Open SEC source |
| 14 Apr 2026, 08:12:03 UTC | 13F-HR | eCIO, Inc. CIK 0001830823 | 2026 Q1 Open parsed portfolio | 42 | $227,592,923 | Open SEC source |
| 14 Apr 2026, 07:28:03 UTC | 13F-HR | Regent Peak Wealth Advisors LLC CIK 0001803329 | 2026 Q1 Open parsed portfolio | 198 | $487,023,468 | Open SEC source |
| 14 Apr 2026, 07:23:02 UTC | 13F-HR | LOCKERMAN FINANCIAL GROUP, INC. CIK 0001906539 | 2026 Q1 Open parsed portfolio | 87 | $55,557,464 | Open SEC source |
| 14 Apr 2026, 07:22:01 UTC | 13F-HR | BayBridge Capital Group, LLC CIK 0001898297 | 2026 Q1 Open parsed portfolio | 95 | $160,643,961 | Open SEC source |
| 14 Apr 2026, 07:20:38 UTC | 13F-HR | Davies Financial Advisors, Inc. CIK 0002020296 | 2026 Q1 Open parsed portfolio | 11 | $10,917,105 | Open SEC source |
| 14 Apr 2026, 06:24:29 UTC | 13F-HR | JIA INVESTMENT ALLIANCE PTE. LTD. CIK 0001966595 | 2026 Q1 Open parsed portfolio | 24 | $955,547,069 | Open SEC source |
| 14 Apr 2026, 06:23:49 UTC | 13F-HR | Bank of Finland CIK 0001844891 | 2026 Q1 Open parsed portfolio | 4 | $1,366,372,990 | Open SEC source |
| 14 Apr 2026, 06:04:32 UTC | 13F-HR | SeaTown Holdings Pte. Ltd. CIK 0001512367 | 2026 Q1 Open parsed portfolio | 17 | $152,666,959 | Open SEC source |
| 13 Apr 2026, 21:52:49 UTC | 13F-HR | Value Investment Professionals, LLC CIK 0002110205 | 2026 Q1 Open parsed portfolio | 81 | $71,314,734 | Open SEC source |
| 13 Apr 2026, 20:55:45 UTC | 13F-HR | DRIVE WEALTH MANAGEMENT, LLC CIK 0001952781 | 2026 Q1 Open parsed portfolio | 376 | $473,857,469 | Open SEC source |
| 13 Apr 2026, 20:41:26 UTC | 13F-HR | Yarbrough Capital, LLC CIK 0001767686 | 2026 Q1 Open parsed portfolio | 85 | $2,852,746,759 | Open SEC source |
| 13 Apr 2026, 19:45:25 UTC | 13F-HR/A | Topor & Co. Korea CIK 0002113285 | 2025 Q4 - Restatement Open parsed portfolio | 15 | $132,721,066 | Open SEC source |
| 13 Apr 2026, 19:37:48 UTC | 13F-HR | STONEBRIDGE CAPITAL MANAGEMENT INC CIK 0000051812 | 2026 Q1 Open parsed portfolio | 80 | $219,915,188 | Open SEC source |
| 13 Apr 2026, 18:36:56 UTC | 13F-HR | CGC Financial Services, LLC CIK 0001992785 | 2026 Q1 Open parsed portfolio | 331 | $346,057,622 | Open SEC source |
| 13 Apr 2026, 18:28:04 UTC | 13F-HR | ARCADIA INVESTMENT ADVISORS LLC CIK 0002047860 | 2026 Q1 Open parsed portfolio | 80 | $211,813,001 | Open SEC source |
| 13 Apr 2026, 18:00:30 UTC | 13F-HR | Runnymede Capital Advisors, Inc. CIK 0002054540 | 2026 Q1 Open parsed portfolio | 75 | $116,446,377 | Open SEC source |
| 13 Apr 2026, 17:49:27 UTC | 13F-HR | Colorado Capital Management, Inc. CIK 0001664147 | 2026 Q1 Open parsed portfolio | 105 | $268,222,000 | Open SEC source |
| 13 Apr 2026, 17:19:16 UTC | 13F-HR | Cyndeo Wealth Partners, LLC CIK 0001950947 | 2026 Q1 Open parsed portfolio | 478 | $1,900,617,418 | Open SEC source |
| 13 Apr 2026, 17:16:37 UTC | 13F-HR | Parkwoods Wealth Partners, LLC CIK 0002042772 | 2026 Q1 Open parsed portfolio | 111 | $407,929,689 | Open SEC source |
| 13 Apr 2026, 17:09:35 UTC | 13F-HR | Trust Co CIK 0001632554 | 2026 Q1 Open parsed portfolio | 906 | $1,067,185,441 | Open SEC source |
| 13 Apr 2026, 17:05:11 UTC | 13F-HR | JCIC Asset Management Inc. CIK 0001492040 | 2026 Q1 Open parsed portfolio | 113 | $326,492,925 | Open SEC source |
| 13 Apr 2026, 16:58:43 UTC | 13F-HR | IFP Advisors, Inc CIK 0001641866 | 2026 Q1 Open parsed portfolio | 5,029 | $4,822,613,853 | Open SEC source |
| 13 Apr 2026, 16:57:48 UTC | 13F-HR | Cordant, Inc. CIK 0001830942 | 2026 Q1 Open parsed portfolio | 73 | $246,363,364 | Open SEC source |
| 13 Apr 2026, 16:54:32 UTC | 13F-HR | Cascade Investment Advisors, Inc. CIK 0001681490 | 2026 Q1 Open parsed portfolio | 116 | $168,911,327 | Open SEC source |
| 13 Apr 2026, 16:51:41 UTC | 13F-HR | FWG Holdings, LLC CIK 0001862067 | 2026 Q1 Open parsed portfolio | 125 | $264,594,565 | Open SEC source |
| 13 Apr 2026, 16:39:08 UTC | 13F-HR | Foster Group, Inc. CIK 0001841544 | 2026 Q1 Open parsed portfolio | 284 | $3,359,817,319 | Open SEC source |
| 13 Apr 2026, 16:36:29 UTC | 13F-HR | TradeWell Securities, LLC. CIK 0002066232 | 2026 Q1 Open parsed portfolio | 50 | $237,226,400 | Open SEC source |
| 13 Apr 2026, 16:34:39 UTC | 13F-HR | 5T Wealth, LLC CIK 0002039313 | 2026 Q1 Open parsed portfolio | 129 | $253,052,193 | Open SEC source |
| 13 Apr 2026, 16:33:45 UTC | 13F-HR | Ledgewood Wealth Advisors, LLC CIK 0002064043 | 2026 Q1 Open parsed portfolio | 73 | $177,680,103 | Open SEC source |
| 13 Apr 2026, 16:31:53 UTC | 13F-HR | Whalen Wealth Management Inc. CIK 0001894447 | 2026 Q1 Open parsed portfolio | 174 | $186,656,005 | Open SEC source |
| 13 Apr 2026, 16:17:03 UTC | 13F-HR | LAKE STREET PRIVATE WEALTH, LLC CIK 0001772031 | 2026 Q1 Open parsed portfolio | 270 | $785,425,715 | Open SEC source |
| 13 Apr 2026, 16:12:13 UTC | 13F-HR | HIGHLAND CAPITAL MANAGEMENT, LLC CIK 0000860486 | 2026 Q1 Open parsed portfolio | 416 | $1,889,297,166 | Open SEC source |
| 13 Apr 2026, 16:11:39 UTC | 13F-HR | Cypress Point Wealth Management, LLC CIK 0001825611 | 2026 Q1 Open parsed portfolio | 123 | $464,270,808 | Open SEC source |
| 13 Apr 2026, 16:05:10 UTC | 13F-HR | Conrad Siegel Investment Advisors, Inc. CIK 0001905875 | 2026 Q1 Open parsed portfolio | 63 | $554,047,161 | Open SEC source |
| 13 Apr 2026, 15:57:39 UTC | 13F-HR | Wiser Wealth Management, Inc CIK 0001573263 | 2026 Q1 Open parsed portfolio | 58 | $463,740,838 | Open SEC source |
| 13 Apr 2026, 15:49:33 UTC | 13F-HR | SPRING CAPITAL MANAGEMENT, LLC CIK 0001899146 | 2026 Q1 Open parsed portfolio | 49 | $197,759,945 | Open SEC source |
| 13 Apr 2026, 15:46:44 UTC | 13F-HR | Boyce & Associates Wealth Consulting, Inc. CIK 0001922884 | 2026 Q1 Open parsed portfolio | 80 | $132,033,306 | Open SEC source |
| 13 Apr 2026, 15:44:12 UTC | 13F-HR | Rydar Equities, Inc. CIK 0002065487 | 2026 Q1 Open parsed portfolio | 92 | $129,161,850 | Open SEC source |
| 13 Apr 2026, 15:40:15 UTC | 13F-HR | Clayton Financial Group LLC CIK 0002011212 | 2026 Q1 Open parsed portfolio | 614 | $194,668,269 | Open SEC source |
| 13 Apr 2026, 15:39:27 UTC | 13F-HR | Gridiron Partners, LLC CIK 0001910867 | 2026 Q1 Open parsed portfolio | 47 | $163,674,739 | Open SEC source |
| 13 Apr 2026, 15:35:53 UTC | 13F-HR | SCHARF INVESTMENTS, LLC CIK 0001463746 | 2026 Q1 Open parsed portfolio | 70 | $3,244,826,779 | Open SEC source |
| 13 Apr 2026, 15:35:06 UTC | 13F-HR | Ullmann Wealth Partners Group, LLC CIK 0001697725 | 2026 Q1 Open parsed portfolio | 156 | $963,266,888 | Open SEC source |
| 13 Apr 2026, 15:35:04 UTC | 13F-HR | Buska Wealth Management, LLC CIK 0001910503 | 2026 Q1 Open parsed portfolio | 74 | $248,926,603 | Open SEC source |
| 13 Apr 2026, 15:34:09 UTC | 13F-HR | GATEWAY INVESTMENT ADVISERS LLC CIK 0001114618 | 2026 Q1 Open parsed portfolio | 684 | $8,971,830,731 | Open SEC source |
| 13 Apr 2026, 15:32:06 UTC | 13F-HR | Compass Ion Advisors, LLC CIK 0001621100 | 2026 Q1 Open parsed portfolio | 279 | $1,049,379,041 | Open SEC source |
| 13 Apr 2026, 15:31:43 UTC | 13F-HR | Allen Mooney & Barnes Investment Advisors LLC CIK 0002001461 | 2026 Q1 Open parsed portfolio | 159 | $695,301,611 | Open SEC source |
| 13 Apr 2026, 15:31:15 UTC | 13F-HR | Armstrong, Fleming & Moore, Inc CIK 0001990099 | 2026 Q1 Open parsed portfolio | 108 | $235,586,253 | Open SEC source |
| 13 Apr 2026, 15:30:50 UTC | 13F-HR | CHICKASAW CAPITAL MANAGEMENT LLC CIK 0001276460 | 2026 Q1 Open parsed portfolio | 95 | $2,828,899,000 | Open SEC source |
| 13 Apr 2026, 15:30:35 UTC | 13F-HR | Pettinga Financial Advisors LLC CIK 0001694592 | 2026 Q1 Open parsed portfolio | 147 | $531,194,198 | Open SEC source |