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 |
|---|---|---|---|---|---|---|
| 08 Apr 2026, 16:25:20 UTC | 13F-HR | WLTH Capital Management, LLC CIK 0002112635 | 2026 Q1 Open parsed portfolio | 25 | $120,013,055 | Open SEC source |
| 08 Apr 2026, 16:13:34 UTC | 13F-HR | Eldred Rock Partners, LLC CIK 0001984180 | 2026 Q1 Open parsed portfolio | 31 | $392,947,507 | Open SEC source |
| 08 Apr 2026, 16:12:08 UTC | 13F-HR | Pioneer Wealth Management Group CIK 0001973339 | 2026 Q1 Open parsed portfolio | 50 | $356,532,100 | Open SEC source |
| 08 Apr 2026, 16:10:58 UTC | 13F-HR | FOCUS Wealth Advisors, LLC CIK 0001845643 | 2026 Q1 Open parsed portfolio | 59 | $204,634,118 | Open SEC source |
| 08 Apr 2026, 16:09:17 UTC | 13F-HR | TLWM CIK 0001732537 | 2026 Q1 Open parsed portfolio | 69 | $555,156,422 | Open SEC source |
| 08 Apr 2026, 16:07:51 UTC | 13F-HR | Winter & Associates, Inc. CIK 0002109063 | 2026 Q1 Open parsed portfolio | 84 | $114,225,538 | Open SEC source |
| 08 Apr 2026, 16:06:52 UTC | 13F-HR | Sharkey, Howes & Javer CIK 0001642246 | 2026 Q1 Open parsed portfolio | 153 | $742,334,498 | Open SEC source |
| 08 Apr 2026, 16:06:19 UTC | 13F-HR | Gilman Hill Asset Management, LLC CIK 0001551969 | 2026 Q1 Open parsed portfolio | 225 | $662,541,541 | Open SEC source |
| 08 Apr 2026, 16:05:13 UTC | 13F-HR | Bill Few Associates, Inc. CIK 0001914644 | 2026 Q1 Open parsed portfolio | 211 | $416,917,540 | Open SEC source |
| 08 Apr 2026, 16:01:44 UTC | 13F-HR | Community Financial Services Group, LLC CIK 0001537319 | 2026 Q1 Open parsed portfolio | 459 | $568,196,856 | Open SEC source |
| 08 Apr 2026, 16:01:10 UTC | 13F-HR | MOULTON WEALTH MANAGEMENT, INC CIK 0001792510 | 2026 Q1 Open parsed portfolio | 52 | $146,894,843 | Open SEC source |
| 08 Apr 2026, 15:59:41 UTC | 13F-HR | Cadent Capital Advisors, LLC CIK 0001803536 | 2026 Q1 Open parsed portfolio | 186 | $378,044,759 | Open SEC source |
| 08 Apr 2026, 15:56:56 UTC | 13F-HR | Parkside Investments, LLC CIK 0001706248 | 2026 Q1 Open parsed portfolio | 98 | $823,123,939 | Open SEC source |
| 08 Apr 2026, 15:48:26 UTC | 13F-HR | Violich Capital Management, Inc. CIK 0001326766 | 2026 Q1 Open parsed portfolio | 118 | $855,449,715 | Open SEC source |
| 08 Apr 2026, 15:44:03 UTC | 13F-HR | Prospera Capital Management, LLC CIK 0002082673 | 2026 Q1 Open parsed portfolio | 45 | $199,287,687 | Open SEC source |
| 08 Apr 2026, 15:43:06 UTC | 13F-HR | PPS&V ASSET MANAGEMENT CONSULTANTS, INC. CIK 0001936380 | 2026 Q1 Open parsed portfolio | 41 | $163,798,754 | Open SEC source |
| 08 Apr 2026, 15:41:46 UTC | 13F-HR | DOLIVER ADVISORS, LP CIK 0000938077 | 2026 Q1 Open parsed portfolio | 180 | $439,923,037 | Open SEC source |
| 08 Apr 2026, 15:36:57 UTC | 13F-HR | Castle Rock Wealth Management, LLC CIK 0001727605 | 2026 Q1 Open parsed portfolio | 262 | $461,900,254 | Open SEC source |
| 08 Apr 2026, 15:32:14 UTC | 13F-HR | Towerpoint Wealth, LLC CIK 0001731445 | 2026 Q1 Open parsed portfolio | 93 | $247,790,590 | Open SEC source |
| 08 Apr 2026, 15:30:33 UTC | 13F-HR | Hummer Financial Advisory Services Inc CIK 0001802279 | 2026 Q1 Open parsed portfolio | 129 | $141,448,587 | Open SEC source |
| 08 Apr 2026, 15:28:59 UTC | 13F-HR | Accel Wealth Management CIK 0001838226 | 2026 Q1 Open parsed portfolio | 290 | $383,359,317 | Open SEC source |
| 08 Apr 2026, 15:25:46 UTC | 13F-HR | Sharper & Granite LLC CIK 0001959415 | 2026 Q1 Open parsed portfolio | 107 | $292,720,026 | Open SEC source |
| 08 Apr 2026, 15:22:02 UTC | 13F-HR | Evanson Asset Management, LLC CIK 0001626379 | 2026 Q1 Open parsed portfolio | 321 | $1,862,393,906 | Open SEC source |
| 08 Apr 2026, 15:21:00 UTC | 13F-HR | Dynamic Advisor Solutions LLC CIK 0001599747 | 2026 Q1 Open parsed portfolio | 960 | $3,172,403,624 | Open SEC source |
| 08 Apr 2026, 15:19:06 UTC | 13F-HR | Spinnaker Investment Group, LLC CIK 0001911067 | 2026 Q1 Open parsed portfolio | 147 | $490,950,935 | Open SEC source |
| 08 Apr 2026, 15:17:38 UTC | 13F-HR | David J Yvars Group CIK 0001836266 | 2026 Q1 Open parsed portfolio | 92 | $178,912,776 | Open SEC source |
| 08 Apr 2026, 15:16:46 UTC | 13F-HR | Capital Advisors Wealth Management, LLC CIK 0001824700 | 2026 Q1 Open parsed portfolio | 216 | $744,607,806 | Open SEC source |
| 08 Apr 2026, 15:15:48 UTC | 13F-HR | Lineweaver Wealth Advisors, LLC CIK 0001797873 | 2026 Q1 Open parsed portfolio | 168 | $741,545,580 | Open SEC source |
| 08 Apr 2026, 15:14:43 UTC | 13F-HR | WealthBridge Investment Counsel Inc. CIK 0001799425 | 2026 Q1 Open parsed portfolio | 42 | $327,575,000 | Open SEC source |
| 08 Apr 2026, 15:14:27 UTC | 13F-HR | Fermata Advisors, LLC CIK 0001859259 | 2026 Q1 Open parsed portfolio | 232 | $444,108,173 | Open SEC source |
| 08 Apr 2026, 15:10:40 UTC | 13F-HR | Shore Point Advisors, LLC CIK 0001907092 | 2026 Q1 Open parsed portfolio | 76 | $250,771,195 | Open SEC source |
| 08 Apr 2026, 15:07:55 UTC | 13F-HR | HAMILTON LANE ADVISORS LLC CIK 0001573767 | 2026 Q1 Open parsed portfolio | 20 | $139,951,851 | Open SEC source |
| 08 Apr 2026, 15:07:43 UTC | 13F-HR | Quantum Financial Advisors, LLC CIK 0001929139 | 2026 Q1 Open parsed portfolio | 231 | $881,377,840 | Open SEC source |
| 08 Apr 2026, 15:05:53 UTC | 13F-HR | JGP Wealth Management, LLC CIK 0001748278 | 2026 Q1 Open parsed portfolio | 223 | $961,349,681 | Open SEC source |
| 08 Apr 2026, 14:59:53 UTC | 13F-HR | Canandaigua National Trust Co of Florida CIK 0001471384 | 2026 Q1 Open parsed portfolio | 108 | $124,542,094 | Open SEC source |
| 08 Apr 2026, 14:58:19 UTC | 13F-HR | Asset Management Advisors, LLC CIK 0001596355 | 2026 Q1 Open parsed portfolio | 19 | $165,332,436 | Open SEC source |
| 08 Apr 2026, 14:57:58 UTC | 13F-HR | Legacy Wealth Asset Management, LLC CIK 0001846151 | 2026 Q1 Open parsed portfolio | 374 | $410,984,174 | Open SEC source |
| 08 Apr 2026, 14:56:48 UTC | 13F-HR | Archer Investment Management, LLC CIK 0002052868 | 2026 Q1 Open parsed portfolio | 108 | $237,718,004 | Open SEC source |
| 08 Apr 2026, 14:55:59 UTC | 13F-HR | CANANDAIGUA NATIONAL CORP CIK 0000759458 | 2026 Q1 Open parsed portfolio | 310 | $1,117,167,312 | Open SEC source |
| 08 Apr 2026, 14:55:20 UTC | 13F-HR | SFM, LLC CIK 0002064225 | 2026 Q1 Open parsed portfolio | 63 | $165,479,653 | Open SEC source |
| 08 Apr 2026, 14:52:47 UTC | 13F-HR | McNaughton Wealth Management, LLC CIK 0001802691 | 2026 Q1 Open parsed portfolio | 70 | $241,799,353 | Open SEC source |
| 08 Apr 2026, 14:51:38 UTC | 13F-HR | Bond & Devick Financial Network, Inc. CIK 0001843495 | 2026 Q1 Open parsed portfolio | 188 | $358,373,627 | Open SEC source |
| 08 Apr 2026, 14:51:27 UTC | 13F-HR | BOS Asset Management, LLC CIK 0001965814 | 2026 Q1 Open parsed portfolio | 200 | $391,515,389 | Open SEC source |
| 08 Apr 2026, 14:47:51 UTC | 13F-HR | Grove Bank & Trust CIK 0001662212 | 2026 Q1 Open parsed portfolio | 856 | $884,383,949 | Open SEC source |
| 08 Apr 2026, 14:45:37 UTC | 13F-HR | Aurelius Family Office LLC CIK 0002053738 | 2026 Q1 Open parsed portfolio | 47 | $229,958,658 | Open SEC source |
| 08 Apr 2026, 14:45:33 UTC | 13F-HR | STEPHENS GROUP ASSET MANAGEMENT, LLC CIK 0001726808 | 2026 Q1 Open parsed portfolio | 26 | $1,568,844,869 | Open SEC source |
| 08 Apr 2026, 14:42:18 UTC | 13F-HR | Mirador Capital Partners LP CIK 0001633446 | 2026 Q1 Open parsed portfolio | 203 | $706,027,889 | Open SEC source |
| 08 Apr 2026, 14:39:40 UTC | 13F-HR | M.E. ALLISON & CO., INC. CIK 0001619532 | 2026 Q1 Open parsed portfolio | 193 | $150,854,146 | Open SEC source |
| 08 Apr 2026, 14:37:57 UTC | 13F-HR | IMZ Advisory Inc CIK 0002017735 | 2026 Q1 Open parsed portfolio | 39 | $264,430,193 | Open SEC source |
| 08 Apr 2026, 14:33:08 UTC | 13F-HR | ECLECTIC ASSOCIATES INC /ADV CIK 0000743482 | 2026 Q1 Open parsed portfolio | 159 | $753,195,730 | Open SEC source |