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 |
|---|---|---|---|---|---|---|
| 09 Apr 2026, 18:40:32 UTC | 13F-HR | Prota Financial, LLC CIK 0002126257 | 2025 Q4 Open parsed portfolio | 67 | $138,843,444 | Open SEC source |
| 09 Apr 2026, 18:39:26 UTC | 13F-HR | Prota Financial, LLC CIK 0002126257 | 2026 Q1 Open parsed portfolio | 67 | $138,001,042 | Open SEC source |
| 09 Apr 2026, 17:16:15 UTC | 13F-HR | Curated Wealth Partners LLC CIK 0001781284 | 2026 Q1 Open parsed portfolio | 228 | $793,611,048 | Open SEC source |
| 09 Apr 2026, 17:15:26 UTC | 13F-HR | STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC CIK 0002105785 | 2026 Q1 Open parsed portfolio | 62 | $127,633,859 | Open SEC source |
| 09 Apr 2026, 17:14:41 UTC | 13F-HR | EPIQ PARTNERS, LLC CIK 0001799435 | 2026 Q1 Open parsed portfolio | 83 | $214,048,778 | Open SEC source |
| 09 Apr 2026, 17:13:38 UTC | 13F-HR | CENTRAL VALLEY ADVISORS, LLC CIK 0002010698 | 2026 Q1 Open parsed portfolio | 187 | $366,490,121 | Open SEC source |
| 09 Apr 2026, 17:11:45 UTC | 13F-HR | Trust Co of Tennessee CIK 0002025098 | 2026 Q1 Open parsed portfolio | 8 | $537,025,884 | Open SEC source |
| 09 Apr 2026, 17:07:01 UTC | 13F-HR | ZEVENBERGEN CAPITAL INVESTMENTS LLC CIK 0001276918 | 2026 Q1 Open parsed portfolio | 110 | $3,477,967,175 | Open SEC source |
| 09 Apr 2026, 17:03:30 UTC | 13F-HR | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC CIK 0000944361 | 2026 Q1 Open parsed portfolio | 222 | $6,827,923,268 | Open SEC source |
| 09 Apr 2026, 16:46:58 UTC | 13F-HR | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors CIK 0001965756 | 2026 Q1 Open parsed portfolio | 403 | $1,756,473,084 | Open SEC source |
| 09 Apr 2026, 16:42:37 UTC | 13F-HR | VERITY Wealth Advisors CIK 0001763138 | 2026 Q1 Open parsed portfolio | 81 | $149,740,025 | Open SEC source |
| 09 Apr 2026, 16:40:55 UTC | 13F-HR | Clarity Capital Advisors, LLC CIK 0002011219 | 2026 Q1 Open parsed portfolio | 95 | $214,603,081 | Open SEC source |
| 09 Apr 2026, 16:33:50 UTC | 13F-HR | C. F. David Boit CIK 0001308331 | 2026 Q1 Open parsed portfolio | 118 | $225,286,800 | Open SEC source |
| 09 Apr 2026, 16:32:29 UTC | 13F-HR | TILIA FIDUCIARY PARTNERS, INC. CIK 0001910210 | 2026 Q1 Open parsed portfolio | 115 | $181,990,638 | Open SEC source |
| 09 Apr 2026, 16:29:19 UTC | 13F-HR | General Motors Holdings LLC CIK 0001497345 | 2026 Q1 Open parsed portfolio | 4 | $90,501,287 | Open SEC source |
| 09 Apr 2026, 16:25:02 UTC | 13F-HR | PCB Capital LLC CIK 0002123661 | 2025 Q4 Open parsed portfolio | 97 | $62,351,713 | Open SEC source |
| 09 Apr 2026, 16:16:16 UTC | 13F-HR | Park Place Capital Corp CIK 0001965810 | 2026 Q1 Open parsed portfolio | 848 | $498,731,563 | Open SEC source |
| 09 Apr 2026, 16:01:20 UTC | 13F-HR | New York University CIK 0002069154 | 2026 Q1 Open parsed portfolio | 1 | $3,165,531 | Open SEC source |
| 09 Apr 2026, 15:50:06 UTC | 13F-HR | Dorato Capital Management CIK 0002095216 | 2026 Q1 Open parsed portfolio | 254 | $135,467,105 | Open SEC source |
| 09 Apr 2026, 15:31:38 UTC | 13F-HR | Pacifica Partners Inc. CIK 0001799900 | 2026 Q1 Open parsed portfolio | 451 | $301,202,802 | Open SEC source |
| 09 Apr 2026, 15:27:03 UTC | 13F-HR | Somnio Financial Group, LLC CIK 0002034894 | 2026 Q1 Open parsed portfolio | 14 | $152,220,110 | Open SEC source |
| 09 Apr 2026, 15:24:48 UTC | 13F-HR | Allodium Investment Consultants, LLC CIK 0002052983 | 2026 Q1 Open parsed portfolio | 52 | $208,822,569 | Open SEC source |
| 09 Apr 2026, 15:23:57 UTC | 13F-HR | Mechanics Bank Trust Department CIK 0001439743 | 2026 Q1 Open parsed portfolio | 199 | $722,214,370 | Open SEC source |
| 09 Apr 2026, 15:22:37 UTC | 13F-HR | SANDERS MORRIS HARRIS LLC CIK 0001053994 | 2026 Q1 Open parsed portfolio | 297 | $629,795,460 | Open SEC source |
| 09 Apr 2026, 15:14:42 UTC | 13F-HR | CULLEN INVESTMENT GROUP, LTD. CIK 0000797203 | 2026 Q1 Open parsed portfolio | 179 | $757,587,860 | Open SEC source |
| 09 Apr 2026, 15:13:57 UTC | 13F-HR | Platt Investment Counsel, LLC CIK 0001859195 | 2026 Q1 Open parsed portfolio | 13 | $129,888,992 | Open SEC source |
| 09 Apr 2026, 15:07:54 UTC | 13F-HR | PW Nova Financial Services LLC CIK 0002127408 | 2025 Q4 Open parsed portfolio | 110 | $264,070,000 | Open SEC source |
| 09 Apr 2026, 15:04:24 UTC | 13F-HR | BUTENSKY & COHEN FINANCIAL SECURITY, INC CIK 0001632802 | 2026 Q1 Open parsed portfolio | 98 | $379,877,554 | Open SEC source |
| 09 Apr 2026, 14:57:11 UTC | 13F-HR | P/E Global LLC CIK 0001910344 | 2026 Q1 Open parsed portfolio | 7 | $1,268,806,926 | Open SEC source |
| 09 Apr 2026, 14:39:43 UTC | 13F-HR | Meriwether Wealth & Planning, LLC CIK 0002055554 | 2026 Q1 Open parsed portfolio | 126 | $182,557,015 | Open SEC source |
| 09 Apr 2026, 14:37:51 UTC | 13F-HR | KWMG, LLC CIK 0001633024 | 2026 Q1 Open parsed portfolio | 147 | $1,197,796,733 | Open SEC source |
| 09 Apr 2026, 14:33:44 UTC | 13F-HR | Avior Wealth Management, LLC CIK 0001599868 | 2026 Q1 Open parsed portfolio | 825 | $3,525,677,609 | Open SEC source |
| 09 Apr 2026, 14:18:24 UTC | 13F-HR | American National Bank of Texas CIK 0002086953 | 2026 Q1 Open parsed portfolio | 57 | $104,939,016 | Open SEC source |
| 09 Apr 2026, 14:14:57 UTC | 13F-HR | FIRETHORN WEALTH PARTNERS, LLC CIK 0001845743 | 2026 Q1 Open parsed portfolio | 189 | $272,658,185 | Open SEC source |
| 09 Apr 2026, 14:14:02 UTC | 13F-HR | Noble Family Wealth, LLC CIK 0001976065 | 2026 Q1 Open parsed portfolio | 76 | $484,418,690 | Open SEC source |
| 09 Apr 2026, 13:49:21 UTC | 13F-HR | Crocodile Capital Partners GmbH CIK 0001956498 | 2026 Q1 Open parsed portfolio | 12 | $130,616,284 | Open SEC source |
| 09 Apr 2026, 13:42:08 UTC | 13F-HR | Planned Solutions, Inc. CIK 0001831332 | 2026 Q1 Open parsed portfolio | 138 | $302,963,611 | Open SEC source |
| 09 Apr 2026, 13:30:08 UTC | 13F-HR | Shulman DeMeo Asset Management LLC CIK 0001767070 | 2026 Q1 Open parsed portfolio | 140 | $470,902,814 | Open SEC source |
| 09 Apr 2026, 13:28:34 UTC | 13F-HR | CAMELOT TECHNOLOGY ADVISORS, INC. CIK 0002021818 | 2026 Q1 Open parsed portfolio | 57 | $136,191,675 | Open SEC source |
| 09 Apr 2026, 13:25:09 UTC | 13F-HR | Thrive Wealth Management, LLC CIK 0001847610 | 2026 Q1 Open parsed portfolio | 231 | $670,851,764 | Open SEC source |
| 09 Apr 2026, 13:22:49 UTC | 13F-HR | Wealth Quarterback LLC CIK 0001803386 | 2026 Q1 Open parsed portfolio | 163 | $253,995,218 | Open SEC source |
| 09 Apr 2026, 13:20:30 UTC | 13F-HR | Elmwood Wealth Management, Inc. CIK 0001731927 | 2026 Q1 Open parsed portfolio | 178 | $361,624,990 | Open SEC source |
| 09 Apr 2026, 13:17:37 UTC | 13F-HR | Praetorian Wealth Management, Inc. CIK 0001818940 | 2026 Q1 Open parsed portfolio | 77 | $526,195,446 | Open SEC source |
| 09 Apr 2026, 13:09:42 UTC | 13F-HR | Cutter & CO Brokerage, Inc. CIK 0001406995 | 2026 Q1 Open parsed portfolio | 0 | $0 | Open SEC source |
| 09 Apr 2026, 12:41:52 UTC | 13F-HR | PFS Partners, LLC CIK 0002002654 | 2026 Q1 Open parsed portfolio | 590 | $218,150,449 | Open SEC source |
| 09 Apr 2026, 12:36:34 UTC | 13F-HR | CRA Financial Services, LLC CIK 0001765594 | 2026 Q1 Open parsed portfolio | 296 | $770,099,080 | Open SEC source |
| 09 Apr 2026, 12:26:40 UTC | 13F-HR | DHJJ Financial Advisors, Ltd. CIK 0001844716 | 2026 Q1 Open parsed portfolio | 1,080 | $301,752,746 | Open SEC source |
| 09 Apr 2026, 12:25:38 UTC | 13F-HR | WALNUT PRIVATE EQUITY PARTNERS, LLC CIK 0001599275 | 2026 Q1 Open parsed portfolio | 14 | $181,325,223 | Open SEC source |
| 09 Apr 2026, 12:21:59 UTC | 13F-HR | Goelzer Investment Management, Inc. CIK 0001550057 | 2026 Q1 Open parsed portfolio | 297 | $2,067,639,500 | Open SEC source |
| 09 Apr 2026, 12:15:57 UTC | 13F-HR | TETRAD CORP CIK 0000883597 | 2026 Q1 Open parsed portfolio | 3 | $1,000,111,642 | Open SEC source |