13F portfolio feed
Showing filings accepted since 01 Oct 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 |
|---|---|---|---|---|---|---|
| 26 Oct 2026, 16:10:28 UTC | 13F-HR | Ballast Rock Private Wealth LLC CIK 0002106928 | 2026 Q3 Open parsed portfolio | 202 | $214,229,111 | Open SEC source |
| 26 Oct 2026, 16:08:14 UTC | 13F-HR | Tiller Private Wealth, Inc. CIK 0001663649 | 2026 Q3 Open parsed portfolio | 71 | $319,618,217 | Open SEC source |
| 26 Oct 2026, 16:07:53 UTC | 13F-HR | Arnhold LLC CIK 0001733755 | 2026 Q3 Open parsed portfolio | 113 | $1,398,779,784 | Open SEC source |
| 26 Oct 2026, 16:03:35 UTC | 13F-HR | PARK AVENUE SECURITIES LLC CIK 0001071640 | 2026 Q3 Open parsed portfolio | 1,772 | $16,357,876,000 | Open SEC source |
| 26 Oct 2026, 16:03:04 UTC | 13F-HR | WESPAC Advisors, LLC CIK 0001484540 | 2026 Q3 Open parsed portfolio | 202 | $197,537,137 | Open SEC source |
| 26 Oct 2026, 16:01:52 UTC | 13F-HR | CPA Asset Management Group, LLC CIK 0001963967 | 2026 Q3 Open parsed portfolio | 86 | $357,064,767 | Open SEC source |
| 26 Oct 2026, 16:00:50 UTC | 13F-HR | PATTEN & PATTEN INC/TN CIK 0001044905 | 2026 Q3 Open parsed portfolio | 353 | $1,914,219,978 | Open SEC source |
| 26 Oct 2026, 15:58:42 UTC | 13F-HR | Indivisible Partners CIK 0002098400 | 2026 Q3 Open parsed portfolio | 745 | $2,182,774,972 | Open SEC source |
| 26 Oct 2026, 15:58:11 UTC | 13F-HR | SevenBridge Financial Group, LLC CIK 0001673954 | 2026 Q3 Open parsed portfolio | 211 | $673,790,597 | Open SEC source |
| 26 Oct 2026, 15:57:41 UTC | 13F-HR | CHAPMAN FINANCIAL GROUP, LLC CIK 0002056577 | 2026 Q3 Open parsed portfolio | $152,074,351 | Open SEC source | |
| 26 Oct 2026, 15:55:36 UTC | 13F-HR | SAXON INTERESTS, INC. CIK 0001905867 | 2026 Q3 Open parsed portfolio | 196 | $288,369,183 | Open SEC source |
| 26 Oct 2026, 15:53:08 UTC | 13F-HR | Peak Wealth Management LLC CIK 0002094948 | 2026 Q3 Open parsed portfolio | 67 | $146,639,082 | Open SEC source |
| 26 Oct 2026, 15:51:42 UTC | 13F-HR | SYM FINANCIAL Corp CIK 0000764739 | 2026 Q3 Open parsed portfolio | 523 | $1,313,475,539 | Open SEC source |
| 26 Oct 2026, 15:50:21 UTC | 13F-HR | Autumn Glory Partners, LLC CIK 0001911621 | 2026 Q3 Open parsed portfolio | 191 | $359,921,119 | Open SEC source |
| 26 Oct 2026, 15:49:13 UTC | 13F-HR | Oakworth Capital, Inc. CIK 0001588871 | 2026 Q3 Open parsed portfolio | $2,123,891,148 | Open SEC source | |
| 26 Oct 2026, 15:47:55 UTC | 13F-HR | MIDLAND WEALTH ADVISORS, LLC CIK 0001990058 | 2026 Q3 Open parsed portfolio | 159 | $2,164,597,918 | Open SEC source |
| 26 Oct 2026, 15:47:28 UTC | 13F-HR | Harrison Street Private Wealth LLC CIK 0001542826 | 2026 Q3 Open parsed portfolio | 21 | $73,041,494 | Open SEC source |
| 26 Oct 2026, 15:46:36 UTC | 13F-HR | Independence Bank of Kentucky CIK 0001730479 | 2026 Q3 Open parsed portfolio | 642 | $895,265,080 | Open SEC source |
| 26 Oct 2026, 15:46:19 UTC | 13F-HR | ANGELES WEALTH MANAGEMENT, LLC CIK 0001929170 | 2026 Q3 Open parsed portfolio | 594 | $2,220,442,555 | Open SEC source |
| 26 Oct 2026, 15:46:16 UTC | 13F-HR | ASHTON THOMAS SECURITIES, LLC CIK 0000771572 | 2026 Q3 Open parsed portfolio | 511 | $941,518,232 | Open SEC source |
| 26 Oct 2026, 15:45:03 UTC | 13F-HR | MBE Wealth Management, LLC CIK 0001775850 | 2026 Q3 Open parsed portfolio | 174 | $283,917,100 | Open SEC source |
| 26 Oct 2026, 15:42:27 UTC | 13F-HR | FISHMAN JAY A LTD/MI CIK 0001006407 | 2026 Q3 Open parsed portfolio | 80 | $1,240,228,241 | Open SEC source |
| 26 Oct 2026, 15:41:53 UTC | 13F-HR | Black Diamond Financial, LLC CIK 0001759236 | 2026 Q3 Open parsed portfolio | 204 | $1,176,025,466 | Open SEC source |
| 26 Oct 2026, 15:39:56 UTC | 13F-HR | Pflug Koory, LLC CIK 0001740063 | 2026 Q3 Open parsed portfolio | 424 | $242,919,194 | Open SEC source |
| 26 Oct 2026, 15:36:55 UTC | 13F-HR | Total Clarity Wealth Management, Inc. CIK 0001804909 | 2026 Q3 Open parsed portfolio | 349 | $511,931,048 | Open SEC source |
| 26 Oct 2026, 15:36:03 UTC | 13F-HR | LODESTAR PRIVATE ASSET MANAGEMENT LLC CIK 0001963040 | 2026 Q3 Open parsed portfolio | 232 | $1,150,715,031 | Open SEC source |
| 26 Oct 2026, 15:33:43 UTC | 13F-HR | LAM GROUP, INC. CIK 0001961944 | 2026 Q3 Open parsed portfolio | $198,578,662 | Open SEC source | |
| 26 Oct 2026, 15:31:57 UTC | 13F-HR | SCHWARTZ INVESTMENT COUNSEL INC CIK 0000909151 | 2026 Q3 Open parsed portfolio | 142 | $2,870,788,649 | Open SEC source |
| 26 Oct 2026, 15:31:39 UTC | 13F-HR | WD RUTHERFORD LLC CIK 0001841015 | 2026 Q3 Open parsed portfolio | 78 | $261,743,978 | Open SEC source |
| 26 Oct 2026, 15:26:59 UTC | 13F-HR | GUERRA PAN ADVISORS, LLC CIK 0001910386 | 2026 Q3 Open parsed portfolio | 113 | $175,906,082 | Open SEC source |
| 26 Oct 2026, 15:26:02 UTC | 13F-HR | ARROW FINANCIAL CORP CIK 0000717538 | 2026 Q3 Open parsed portfolio | 162 | $1,095,862,858 | Open SEC source |
| 26 Oct 2026, 15:23:42 UTC | 13F-HR | Willow Creek Wealth Management Inc. CIK 0001632407 | 2026 Q3 Open parsed portfolio | 205 | $1,515,446,115 | Open SEC source |
| 26 Oct 2026, 15:23:15 UTC | 13F-HR | MOUNT VERNON ASSOCIATES INC /MD/ CIK 0000799003 | 2026 Q3 Open parsed portfolio | $150,410,000 | Open SEC source | |
| 26 Oct 2026, 15:23:04 UTC | 13F-HR | Great Lakes Retirement, Inc. CIK 0001801667 | 2026 Q3 Open parsed portfolio | 222 | $1,143,365,753 | Open SEC source |
| 26 Oct 2026, 15:22:59 UTC | 13F-HR | GRAHAM CAPITAL WEALTH MANAGEMENT, LLC CIK 0001907528 | 2026 Q3 Open parsed portfolio | 56 | $128,160,614 | Open SEC source |
| 26 Oct 2026, 15:22:57 UTC | 13F-HR | Somnio Financial Group, LLC CIK 0002034894 | 2026 Q3 Open parsed portfolio | 14 | $164,646,102 | Open SEC source |
| 26 Oct 2026, 15:20:44 UTC | 13F-HR | Willow Creek Wealth Management Inc. CIK 0001632407 | 2026 Q2 Open parsed portfolio | 203 | $1,520,940,440 | Open SEC source |
| 26 Oct 2026, 15:14:42 UTC | 13F-HR | Busey Bank CIK 0001427202 | 2026 Q3 Open parsed portfolio | 387 | $4,169,437,202 | Open SEC source |
| 26 Oct 2026, 15:13:58 UTC | 13F-HR | Of The University Of California Regents CIK 0000315054 | 2026 Q3 Open parsed portfolio | 11 | $6,639,573,155 | Open SEC source |
| 26 Oct 2026, 15:13:38 UTC | 13F-HR | M & L Capital Management Ltd CIK 0001927627 | 2026 Q3 Open parsed portfolio | 24 | $481,570,351 | Open SEC source |
| 26 Oct 2026, 15:12:21 UTC | 13F-HR | Generali Asset Management SPA SGR CIK 0002046751 | 2026 Q3 Open parsed portfolio | 504 | $5,733,511,026 | Open SEC source |
| 26 Oct 2026, 15:11:03 UTC | 13F-HR | Curat Global, LLC CIK 0002063003 | 2026 Q3 Open parsed portfolio | 256 | $117,489,253 | Open SEC source |
| 26 Oct 2026, 15:10:16 UTC | 13F-HR | Commonwealth Retirement Investments LLC CIK 0001963787 | 2026 Q3 Open parsed portfolio | $369,747,432 | Open SEC source | |
| 26 Oct 2026, 15:08:16 UTC | 13F-HR | Nicholas Wealth, LLC. CIK 0001911391 | 2026 Q3 Open parsed portfolio | 129 | $191,574,266 | Open SEC source |
| 26 Oct 2026, 15:06:03 UTC | 13F-HR | Valley Brook Capital Group, Inc. CIK 0001851418 | 2026 Q3 Open parsed portfolio | 118 | $177,624,708 | Open SEC source |
| 26 Oct 2026, 15:04:27 UTC | 13F-HR | O'Connor Financial Group LLC CIK 0001973783 | 2026 Q3 Open parsed portfolio | 68 | $281,977,530 | Open SEC source |
| 26 Oct 2026, 15:02:10 UTC | 13F-HR | HIGHLAND CAPITAL MANAGEMENT, LLC CIK 0000860486 | 2026 Q3 Open parsed portfolio | 415 | $2,191,477,801 | Open SEC source |
| 26 Oct 2026, 14:57:21 UTC | 13F-HR | Broussard Financial Group LLC CIK 0001548136 | 2026 Q3 Open parsed portfolio | 38 | $135,409,768 | Open SEC source |
| 26 Oct 2026, 14:56:45 UTC | 13F-HR | LANARK FINANCIAL, INC. CIK 0000791540 | 2026 Q3 Open parsed portfolio | 2,480 | $1,467,619,817 | Open SEC source |
| 26 Oct 2026, 14:55:14 UTC | 13F-HR | SmartHarvest Portfolios, LLC CIK 0002066604 | 2026 Q3 Open parsed portfolio | 370 | $258,027,195 | Open SEC source |