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
180

Recent 13F signals

Latest portfolio disclosures to inspect

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

13F portfolio

COREPATH WEALTH PARTNERS LLC

CIK 0001845838

13F-HR Q1 2026
CIK
0001845838
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
41 holdings / $148,288,903
Filed
10 Apr 2026, 16:26:09 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

BostonPremier Wealth LLC

CIK 0002053783

13F-HR Q1 2026
CIK
0002053783
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
70 holdings / $193,528,257
Filed
10 Apr 2026, 16:25:22 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

Magnus Financial Group LLC

CIK 0001765216

13F-HR Q1 2026
CIK
0001765216
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
369 holdings / $1,230,114,274
Filed
10 Apr 2026, 16:23:02 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

GREAT OAK CAPITAL PARTNERS, LLC

CIK 0002012868

13F-HR Q1 2026
CIK
0002012868
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
47 holdings / $429,821,635
Filed
10 Apr 2026, 16:21:41 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

Impact Capital Partners LLC

CIK 0002054916

13F-HR Q1 2026
CIK
0002054916
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
276 holdings / $330,600,804
Filed
10 Apr 2026, 16:20:09 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

IAM Advisory, LLC

CIK 0001825292

13F-HR Q1 2026
CIK
0001825292
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
95 holdings / $446,321,762
Filed
10 Apr 2026, 16:18:03 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
10 Apr 2026, 16:26:09 UTC 13F-HR COREPATH WEALTH PARTNERS LLC CIK 0001845838 2026 Q1 Open parsed portfolio 41 $148,288,903 Open SEC source
10 Apr 2026, 16:25:22 UTC 13F-HR BostonPremier Wealth LLC CIK 0002053783 2026 Q1 Open parsed portfolio 70 $193,528,257 Open SEC source
10 Apr 2026, 16:23:02 UTC 13F-HR Magnus Financial Group LLC CIK 0001765216 2026 Q1 Open parsed portfolio 369 $1,230,114,274 Open SEC source
10 Apr 2026, 16:21:41 UTC 13F-HR GREAT OAK CAPITAL PARTNERS, LLC CIK 0002012868 2026 Q1 Open parsed portfolio 47 $429,821,635 Open SEC source
10 Apr 2026, 16:20:09 UTC 13F-HR Impact Capital Partners LLC CIK 0002054916 2026 Q1 Open parsed portfolio 276 $330,600,804 Open SEC source
10 Apr 2026, 16:18:03 UTC 13F-HR IAM Advisory, LLC CIK 0001825292 2026 Q1 Open parsed portfolio 95 $446,321,762 Open SEC source
10 Apr 2026, 16:13:07 UTC 13F-HR TOUNJIAN ADVISORY PARTNERS, LLC CIK 0002039850 2026 Q1 Open parsed portfolio 150 $276,894,019 Open SEC source
10 Apr 2026, 16:11:02 UTC 13F-HR MELFA WEALTH MANAGEMENT, INC. CIK 0001962465 2026 Q1 Open parsed portfolio 195 $174,154,737 Open SEC source
10 Apr 2026, 16:07:34 UTC 13F-HR Intellectus Partners, LLC CIK 0001677253 2026 Q1 Open parsed portfolio 289 $489,875,108 Open SEC source
10 Apr 2026, 16:04:49 UTC 13F-HR JACOBSON & SCHMITT ADVISORS, LLC CIK 0001632096 2026 Q1 Open parsed portfolio 78 $551,350,998 Open SEC source
10 Apr 2026, 16:01:57 UTC 13F-HR Naviter Wealth, LLC CIK 0001855567 2026 Q1 Open parsed portfolio 271 $800,611,858 Open SEC source
10 Apr 2026, 15:58:24 UTC 13F-HR Octavia Wealth Advisors, LLC CIK 0001841259 2026 Q1 Open parsed portfolio 238 $1,045,762,548 Open SEC source
10 Apr 2026, 15:48:55 UTC 13F-HR Oxinas Partners, LLC CIK 0001759320 2026 Q1 Open parsed portfolio 145 $218,845,909 Open SEC source
10 Apr 2026, 15:46:07 UTC 13F-HR Performance Wealth Partners, LLC CIK 0001908765 2026 Q1 Open parsed portfolio 212 $3,446,648,215 Open SEC source
10 Apr 2026, 15:42:57 UTC 13F-HR Perigon Wealth Management, LLC CIK 0001575239 2026 Q1 Open parsed portfolio 1,285 $5,508,586,707 Open SEC source
10 Apr 2026, 15:39:39 UTC 13F-HR SARD WEALTH MANAGEMENT GROUP, LLC CIK 0002010095 2026 Q1 Open parsed portfolio 60 $183,922,821 Open SEC source
10 Apr 2026, 15:34:04 UTC 13F-HR Capital Investment Management, Inc. CIK 0002124549 2025 Q4 Open parsed portfolio 120 $285,937,924 Open SEC source
10 Apr 2026, 15:30:11 UTC 13F-HR Stillwater Capital Advisors, LLC CIK 0001482970 2026 Q1 Open parsed portfolio 68 $876,086,233 Open SEC source
10 Apr 2026, 15:29:04 UTC 13F-HR Summit Financial Consulting LLC CIK 0002065794 2026 Q1 Open parsed portfolio 41 $139,703,945 Open SEC source
10 Apr 2026, 15:24:21 UTC 13F-HR Daytona Street Capital LLC CIK 0002101936 2026 Q1 Open parsed portfolio 300 $126,751,868 Open SEC source
10 Apr 2026, 15:16:00 UTC 13F-HR Kopion Asset Management, LLC CIK 0001728689 2026 Q1 Open parsed portfolio 20 $128,512,655 Open SEC source
10 Apr 2026, 15:04:11 UTC 13F-HR/A Sid R. Bass CIK 0001242829 2025 Q4 - Restatement Open parsed portfolio 1 $2,027,700 Open SEC source
10 Apr 2026, 15:03:25 UTC 13F-HR Salvus Wealth Management, LLC CIK 0001809236 2026 Q1 Open parsed portfolio 126 $171,968,763 Open SEC source
10 Apr 2026, 15:02:35 UTC 13F-HR Atala Financial Inc CIK 0002053756 2026 Q1 Open parsed portfolio 117 $148,943,244 Open SEC source
10 Apr 2026, 15:01:14 UTC 13F-HR Bouvel Investment Partners, LLC CIK 0001839122 2026 Q1 Open parsed portfolio 78 $344,642,140 Open SEC source
10 Apr 2026, 14:57:50 UTC 13F-HR Sunflower Bank, N.A. CIK 0001818759 2026 Q1 Open parsed portfolio 155 $392,375,198 Open SEC source
10 Apr 2026, 14:57:17 UTC 13F-HR Harbor Group, Inc. CIK 0001840486 2026 Q1 Open parsed portfolio 115 $692,010,455 Open SEC source
10 Apr 2026, 14:50:13 UTC 13F-HR Field & Main Bank CIK 0001594492 2026 Q1 Open parsed portfolio 261 $343,721,944 Open SEC source
10 Apr 2026, 14:49:48 UTC 13F-HR Shelter Rock Management, LLC CIK 0002109305 2026 Q1 Open parsed portfolio 35 $94,299,796 Open SEC source
10 Apr 2026, 14:46:43 UTC 13F-HR DKM Wealth Management, Inc. CIK 0002055833 2026 Q1 Open parsed portfolio 76 $138,693,480 Open SEC source
10 Apr 2026, 14:45:28 UTC 13F-HR Cooke Wealth Management, LLC CIK 0002093659 2026 Q1 Open parsed portfolio 37 $112,853,828 Open SEC source
10 Apr 2026, 14:44:57 UTC 13F-HR Putney Financial Group LLC CIK 0002056907 2026 Q1 Open parsed portfolio 84 $99,268,019 Open SEC source
10 Apr 2026, 14:44:34 UTC 13F-HR SMH CAPITAL ADVISORS INC CIK 0001180391 2026 Q1 Open parsed portfolio 38 $15,483,422 Open SEC source
10 Apr 2026, 14:43:12 UTC 13F-HR Center for Wealth Management Advisory CIK 0002121390 2025 Q4 Open parsed portfolio 61 $135,676,057 Open SEC source
10 Apr 2026, 14:33:14 UTC 13F-HR Rede Wealth, LLC CIK 0001842054 2026 Q1 Open parsed portfolio 108 $278,029,529 Open SEC source
10 Apr 2026, 14:25:45 UTC 13F-HR Hartz Capital, Inc. CIK 0001399518 2026 Q1 Open parsed portfolio 0 $0 Open SEC source
10 Apr 2026, 14:20:15 UTC 13F-HR HT Partners LLC CIK 0001552999 2026 Q1 Open parsed portfolio 55 $330,218,038 Open SEC source
10 Apr 2026, 14:14:13 UTC 13F-HR Pure Financial Advisors, LLC CIK 0001571556 2026 Q1 Open parsed portfolio 571 $6,901,497,778 Open SEC source
10 Apr 2026, 14:12:28 UTC 13F-HR Finward Bancorp CIK 0000919864 2026 Q1 Open parsed portfolio 104 $125,095,496 Open SEC source
10 Apr 2026, 14:02:11 UTC 13F-HR BOSTON RESEARCH & MANAGEMENT INC CIK 0001259261 2026 Q1 Open parsed portfolio 114 $420,987,000 Open SEC source
10 Apr 2026, 13:35:19 UTC 13F-HR Aquire Wealth Advisors, LLC CIK 0001745945 2026 Q1 Open parsed portfolio 48 $380,229,413 Open SEC source
10 Apr 2026, 13:34:26 UTC 13F-HR Ipswich Investment Management Co., Inc. CIK 0001463753 2026 Q1 Open parsed portfolio 185 $425,883,230 Open SEC source
10 Apr 2026, 13:31:06 UTC 13F-HR Prosperity Planning, Inc. CIK 0001843292 2026 Q1 Open parsed portfolio 110 $394,652,005 Open SEC source
10 Apr 2026, 13:30:15 UTC 13F-HR Charles Schwab Trust Co CIK 0001789219 2026 Q1 Open parsed portfolio 165 $1,542,295,814 Open SEC source
10 Apr 2026, 13:28:22 UTC 13F-HR Waldron Private Wealth LLC CIK 0001598180 2026 Q1 Open parsed portfolio 342 $2,564,244,907 Open SEC source
10 Apr 2026, 13:27:02 UTC 13F-HR Brucke Financial, Inc. CIK 0002058446 2026 Q1 Open parsed portfolio 166 $197,136,579 Open SEC source
10 Apr 2026, 13:15:22 UTC 13F-HR Lake Hills Wealth Management, LLC CIK 0001705594 2026 Q1 Open parsed portfolio 62 $178,808,683 Open SEC source
10 Apr 2026, 13:06:27 UTC 13F-HR First Bank & Trust CIK 0001692632 2026 Q1 Open parsed portfolio 257 $620,803,169 Open SEC source
10 Apr 2026, 12:44:16 UTC 13F-HR COUNTRY TRUST BANK CIK 0001209324 2026 Q1 Open parsed portfolio 572 $5,259,686,014 Open SEC source
10 Apr 2026, 12:43:10 UTC 13F-HR Henry James International Management Inc. CIK 0001750423 2026 Q1 Open parsed portfolio 94 $276,948,026 Open SEC source
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