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, 06:07:31 UTC | 13F-HR | E Fund Management (Hong Kong) Co., Ltd. CIK 0001777469 | 2026 Q1 Open parsed portfolio | 491 | $219,850,675 | Open SEC source |
| 07 Apr 2026, 21:10:57 UTC | 13F-HR | Charis Legacy Partners, LLC CIK 0002056602 | 2026 Q1 Open parsed portfolio | 27 | $68,375,907 | Open SEC source |
| 07 Apr 2026, 21:02:39 UTC | 13F-HR | Wisconsin Wealth Advisors, LLC CIK 0002073891 | 2026 Q1 Open parsed portfolio | 84 | $101,653,588 | Open SEC source |
| 07 Apr 2026, 20:49:15 UTC | 13F-HR | Roberts Wealth Advisors, LLC CIK 0001885319 | 2026 Q1 Open parsed portfolio | 110 | $393,912,806 | Open SEC source |
| 07 Apr 2026, 20:40:40 UTC | 13F-HR | Emergent Wealth Advisors, LLC CIK 0001799880 | 2026 Q1 Open parsed portfolio | 125 | $169,178,201 | Open SEC source |
| 07 Apr 2026, 20:19:18 UTC | 13F-HR | Ausbil Investment Management Ltd CIK 0001966036 | 2026 Q1 Open parsed portfolio | 60 | $200,958,898 | Open SEC source |
| 07 Apr 2026, 19:05:53 UTC | 13F-HR | Longboard Asset Management, LP CIK 0002045792 | 2026 Q1 Open parsed portfolio | 28 | $5,787,788 | Open SEC source |
| 07 Apr 2026, 18:38:32 UTC | 13F-HR | Boltwood Capital Management CIK 0001563690 | 2026 Q1 Open parsed portfolio | 184 | $392,066,630 | Open SEC source |
| 07 Apr 2026, 18:25:21 UTC | 13F-HR | Abacus Planning Group, Inc. CIK 0001602730 | 2026 Q1 Open parsed portfolio | 264 | $742,886,732 | Open SEC source |
| 07 Apr 2026, 18:18:20 UTC | 13F-HR | MB, LEVIS & ASSOCIATES, LLC CIK 0002065807 | 2026 Q1 Open parsed portfolio | 234 | $239,680,085 | Open SEC source |
| 07 Apr 2026, 18:13:23 UTC | 13F-HR | Pathway Financial Advisors LLC CIK 0001738828 | 2026 Q1 Open parsed portfolio | 136 | $808,291,858 | Open SEC source |
| 07 Apr 2026, 17:44:15 UTC | 13F-HR | Central Pacific Bank - Trust Division CIK 0002020066 | 2026 Q1 Open parsed portfolio | 854 | $783,638,357 | Open SEC source |
| 07 Apr 2026, 17:43:32 UTC | 13F-HR | MYECFO, LLC CIK 0001986457 | 2026 Q1 Open parsed portfolio | 66 | $239,000,196 | Open SEC source |
| 07 Apr 2026, 17:29:31 UTC | 13F-HR | Calder Financial LLC CIK 0002106810 | 2026 Q1 Open parsed portfolio | 39 | $100,733,930 | Open SEC source |
| 07 Apr 2026, 17:27:31 UTC | 13F-HR | Sage Capital Advisors,llc CIK 0001714107 | 2026 Q1 Open parsed portfolio | 129 | $431,167,406 | Open SEC source |
| 07 Apr 2026, 17:23:22 UTC | 13F-HR | Plus Group Wealth Advisors LLC CIK 0002109515 | 2026 Q1 Open parsed portfolio | 41 | $90,893,529 | Open SEC source |
| 07 Apr 2026, 17:16:55 UTC | 13F-HR | Twele Capital Management, Inc. CIK 0001411268 | 2026 Q1 Open parsed portfolio | 39 | $560,857,163 | Open SEC source |
| 07 Apr 2026, 17:15:30 UTC | 13F-HR | G&S Capital LLC CIK 0001731448 | 2026 Q1 Open parsed portfolio | 133 | $284,571,385 | Open SEC source |
| 07 Apr 2026, 17:05:42 UTC | 13F-HR | CULTIVAR CAPITAL, INC. CIK 0001989476 | 2026 Q1 Open parsed portfolio | 46 | $156,468,867 | Open SEC source |
| 07 Apr 2026, 17:01:11 UTC | 13F-HR | Investment Partners Asset Management, Inc. CIK 0001384416 | 2026 Q1 Open parsed portfolio | 163 | $161,959,478 | Open SEC source |
| 07 Apr 2026, 16:53:03 UTC | 13F-HR | First Citizens Financial Corp CIK 0001800597 | 2026 Q1 Open parsed portfolio | 135 | $211,822,559 | Open SEC source |
| 07 Apr 2026, 16:47:38 UTC | 13F-HR | Hobart Private Capital, LLC CIK 0001767062 | 2026 Q1 Open parsed portfolio | 132 | $508,771,917 | Open SEC source |
| 07 Apr 2026, 16:45:54 UTC | 13F-HR | Bath Savings Trust Co CIK 0001384943 | 2026 Q1 Open parsed portfolio | 168 | $936,052,687 | Open SEC source |
| 07 Apr 2026, 16:39:18 UTC | 13F-HR | Holland Advisory Services, Inc. CIK 0001890183 | 2026 Q1 Open parsed portfolio | 47 | $74,646,680 | Open SEC source |
| 07 Apr 2026, 16:37:58 UTC | 13F-HR | Orgel Wealth Management, LLC CIK 0001658535 | 2026 Q1 Open parsed portfolio | 95 | $4,641,247,588 | Open SEC source |
| 07 Apr 2026, 16:24:39 UTC | 13F-HR | Stonekeep Investments, LLC CIK 0002032486 | 2026 Q1 Open parsed portfolio | 66 | $154,255,510 | Open SEC source |
| 07 Apr 2026, 16:01:58 UTC | 13F-HR | Financially Speaking Inc CIK 0002040901 | 2026 Q1 Open parsed portfolio | 114 | $20,594,056 | Open SEC source |
| 07 Apr 2026, 15:54:21 UTC | 13F-HR | U.S. Capital Wealth Advisors, LLC CIK 0001808915 | 2026 Q1 Open parsed portfolio | 999 | $3,976,131,562 | Open SEC source |
| 07 Apr 2026, 15:48:43 UTC | 13F-HR | InvesTrust CIK 0002050848 | 2026 Q1 Open parsed portfolio | 91 | $237,984,661 | Open SEC source |
| 07 Apr 2026, 15:26:48 UTC | 13F-HR | CENTRAL BANK & TRUST CO CIK 0001175954 | 2026 Q1 Open parsed portfolio | 180 | $636,413,169 | Open SEC source |
| 07 Apr 2026, 15:15:45 UTC | 13F-HR | Legacy Private Trust Co. CIK 0001352547 | 2026 Q1 Open parsed portfolio | 257 | $1,617,848,192 | Open SEC source |
| 07 Apr 2026, 15:14:13 UTC | 13F-HR | AMS Capital Ltda CIK 0001717977 | 2026 Q1 Open parsed portfolio | 0 | $0 | Open SEC source |
| 07 Apr 2026, 14:59:33 UTC | 13F-HR | Farther Finance Advisors, LLC CIK 0001992825 | 2026 Q1 Open parsed portfolio | 5,726 | $10,576,336,685 | Open SEC source |
| 07 Apr 2026, 14:55:17 UTC | 13F-HR | FARMERS TRUST CO CIK 0001318055 | 2026 Q1 Open parsed portfolio | 203 | $636,996,247 | Open SEC source |
| 07 Apr 2026, 14:35:27 UTC | 13F-HR | Deane Retirement Strategies, Inc. CIK 0001659346 | 2026 Q1 Open parsed portfolio | 57 | $248,587,646 | Open SEC source |
| 07 Apr 2026, 14:21:36 UTC | 13F-HR | Alpha Omega Wealth Management LLC CIK 0001665633 | 2026 Q1 Open parsed portfolio | 206 | $616,751,932 | Open SEC source |
| 07 Apr 2026, 14:17:19 UTC | 13F-HR | SMI Advisory Services, LLC CIK 0001609008 | 2026 Q1 Open parsed portfolio | 60 | $606,926,553 | Open SEC source |
| 07 Apr 2026, 14:15:17 UTC | 13F-HR | JACOBS & CO/CA CIK 0001055544 | 2026 Q1 Open parsed portfolio | 124 | $1,013,205,000 | Open SEC source |
| 07 Apr 2026, 14:13:54 UTC | 13F-HR | Bulwark Capital Corp CIK 0002075899 | 2026 Q1 Open parsed portfolio | 100 | $162,234,423 | Open SEC source |
| 07 Apr 2026, 14:13:33 UTC | 13F-HR | BLUELINE ADVISORS LLC CIK 0002110066 | 2026 Q1 Open parsed portfolio | 208 | $128,952,967 | Open SEC source |
| 07 Apr 2026, 13:54:07 UTC | 13F-HR | Estate Planners Group, LLC CIK 0002118977 | 2025 Q4 Open parsed portfolio | 467 | $230,624,281 | Open SEC source |
| 07 Apr 2026, 13:49:08 UTC | 13F-HR/A | CenturyLink Investment Management Co CIK 0001054522 | 2026 Q1 - New Holdings Open parsed portfolio | 3 | $174,861,163 | Open SEC source |
| 07 Apr 2026, 13:36:16 UTC | 13F-HR | Comprehensive Financial Planning, Inc./PA CIK 0002044855 | 2026 Q1 Open parsed portfolio | 384 | $144,397,991 | Open SEC source |
| 07 Apr 2026, 13:32:42 UTC | 13F-HR | Claris Financial LLC CIK 0002060278 | 2025 Q3 Open parsed portfolio | 164 | $171,523,182 | Open SEC source |
| 07 Apr 2026, 13:17:20 UTC | 13F-HR | GK Wealth Management LLC CIK 0002069222 | 2026 Q1 Open parsed portfolio | 51 | $114,953,523 | Open SEC source |
| 07 Apr 2026, 13:14:31 UTC | 13F-HR | LEGACY SOLUTIONS, LLC CIK 0002053314 | 2026 Q1 Open parsed portfolio | 77 | $107,916,350 | Open SEC source |
| 07 Apr 2026, 13:12:01 UTC | 13F-HR | ANDERSON HOAGLAND & CO CIK 0000791191 | 2026 Q1 Open parsed portfolio | 136 | $1,162,655,238 | Open SEC source |
| 07 Apr 2026, 13:08:20 UTC | 13F-HR | Green Alpha Advisors, LLC CIK 0001439207 | 2026 Q1 Open parsed portfolio | 107 | $101,552,331 | Open SEC source |
| 07 Apr 2026, 13:05:31 UTC | 13F-HR | Hoffman, Alan N Investment Management CIK 0001848530 | 2026 Q1 Open parsed portfolio | 13 | $151,627,751 | Open SEC source |
| 07 Apr 2026, 13:01:43 UTC | 13F-HR | Barden Capital Management, Inc. CIK 0001906798 | 2026 Q1 Open parsed portfolio | 58 | $116,928,458 | Open SEC source |