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.

Rows shown
9,301-9,350 of 9,437
Per page
50
Current page
187

Recent 13F signals

Latest portfolio disclosures to inspect

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

13F portfolio

Attessa Capital LLC

CIK 0002020560

13F-HR Q1 2026
CIK
0002020560
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
35 holdings / $183,830,289
Filed
07 Apr 2026, 12:59:38 UTC
Period
2026 Q1

Review the newly filed portfolio, top holdings, and source evidence before comparing the manager with other ownership signals.

13F portfolio

Crescent Sterling, Ltd.

CIK 0001962005

13F-HR Q1 2026
CIK
0001962005
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
80 holdings / $103,346,213
Filed
07 Apr 2026, 12:57:45 UTC
Period
2026 Q1

Review the newly filed portfolio, top holdings, and source evidence before comparing the manager with other ownership signals.

13F portfolio

City Center Advisors, LLC

CIK 0002030341

13F-HR Q1 2026
CIK
0002030341
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
155 holdings / $108,170,008
Filed
07 Apr 2026, 12:55:17 UTC
Period
2026 Q1

Review the newly filed portfolio, top holdings, and source evidence before comparing the manager with other ownership signals.

13F portfolio

DWR WEALTH MANAGEMENT, LLC

CIK 0002123012

13F-HR Q1 2026
CIK
0002123012
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
51 holdings / $114,953,523
Filed
07 Apr 2026, 12:53:08 UTC
Period
2026 Q1

Review the newly filed portfolio, top holdings, and source evidence before comparing the manager with other ownership signals.

13F portfolio

SIGNATUREFD, LLC

CIK 0001456048

13F-HR Q1 2026
CIK
0001456048
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
3,415 holdings / $6,523,509,097
Filed
07 Apr 2026, 12:52:07 UTC
Period
2026 Q1

Review the newly filed portfolio, top holdings, and source evidence before comparing the manager with other ownership signals.

13F portfolio

JBGlobal.com LLC

CIK 0002051348

13F-HR Q1 2026
CIK
0002051348
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
27 holdings / $101,542,587
Filed
07 Apr 2026, 12:49:19 UTC
Period
2026 Q1

Review the newly filed portfolio, top holdings, and source evidence before comparing the manager with other ownership signals.

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
07 Apr 2026, 12:59:38 UTC 13F-HR Attessa Capital LLC CIK 0002020560 2026 Q1 Open parsed portfolio 35 $183,830,289 Open SEC source
07 Apr 2026, 12:57:45 UTC 13F-HR Crescent Sterling, Ltd. CIK 0001962005 2026 Q1 Open parsed portfolio 80 $103,346,213 Open SEC source
07 Apr 2026, 12:55:17 UTC 13F-HR City Center Advisors, LLC CIK 0002030341 2026 Q1 Open parsed portfolio 155 $108,170,008 Open SEC source
07 Apr 2026, 12:53:08 UTC 13F-HR DWR WEALTH MANAGEMENT, LLC CIK 0002123012 2026 Q1 Open parsed portfolio 51 $114,953,523 Open SEC source
07 Apr 2026, 12:52:07 UTC 13F-HR SIGNATUREFD, LLC CIK 0001456048 2026 Q1 Open parsed portfolio 3,415 $6,523,509,097 Open SEC source
07 Apr 2026, 12:49:19 UTC 13F-HR JBGlobal.com LLC CIK 0002051348 2026 Q1 Open parsed portfolio 27 $101,542,587 Open SEC source
07 Apr 2026, 12:44:46 UTC 13F-HR KRM WEALTH MANAGEMENT L.L.C. CIK 0002126518 2025 Q4 Open parsed portfolio 40 $182,365,375 Open SEC source
07 Apr 2026, 12:33:38 UTC 13F-HR Cardinal Capital Management, Inc. CIK 0001518235 2026 Q1 Open parsed portfolio 66 $3,711,094,789 Open SEC source
07 Apr 2026, 12:24:30 UTC 13F-HR Trinity Financial Advisors LLC CIK 0001809574 2026 Q1 Open parsed portfolio 89 $351,190,225 Open SEC source
07 Apr 2026, 12:20:02 UTC 13F-HR CenturyLink Investment Management Co CIK 0001054522 2026 Q1 Open parsed portfolio 3 $174,861,163 Open SEC source
07 Apr 2026, 12:15:53 UTC 13F-HR CoreCap Advisors, LLC CIK 0001902501 2026 Q1 Open parsed portfolio 2,915 $2,938,110,069 Open SEC source
07 Apr 2026, 12:14:45 UTC 13F-HR Oasis Advisors, LLC CIK 0002124777 2025 Q4 Open parsed portfolio 75 $188,714,182 Open SEC source
07 Apr 2026, 11:51:57 UTC 13F-HR ABLES, IANNONE, MOORE & ASSOCIATES, INC. CIK 0002013713 2026 Q1 Open parsed portfolio 59 $168,120,518 Open SEC source
07 Apr 2026, 11:47:46 UTC 13F-HR EASTERN BANK CIK 0001126395 2026 Q1 Open parsed portfolio 1,070 $5,826,423,488 Open SEC source
07 Apr 2026, 11:47:42 UTC 13F-HR O'Keefe Stevens Advisory, Inc. CIK 0001780565 2026 Q1 Open parsed portfolio 76 $404,741,236 Open SEC source
07 Apr 2026, 11:46:40 UTC 13F-HR St. Louis Financial Planners Asset Management, LLC CIK 0001966171 2026 Q1 Open parsed portfolio 33 $176,404,057 Open SEC source
07 Apr 2026, 11:45:21 UTC 13F-HR Agate Pass Investment Management, LLC CIK 0001900409 2026 Q1 Open parsed portfolio 105 $255,471,750 Open SEC source
07 Apr 2026, 11:24:56 UTC 13F-HR ABNER HERRMAN & BROCK LLC CIK 0001038661 2026 Q1 Open parsed portfolio 108 $904,891,000 Open SEC source
07 Apr 2026, 11:23:45 UTC 13F-HR Heartwood Wealth Advisors LLC CIK 0001794935 2026 Q1 Open parsed portfolio 223 $1,146,774,045 Open SEC source
07 Apr 2026, 11:20:19 UTC 13F-HR Fragasso Financial Advisors Inc CIK 0001613331 2026 Q1 Open parsed portfolio 321 $1,654,548,791 Open SEC source
07 Apr 2026, 11:11:34 UTC 13F-HR Five Oceans Advisors CIK 0001876326 2026 Q1 Open parsed portfolio 193 $276,438,731 Open SEC source
07 Apr 2026, 10:48:57 UTC 13F-HR Employees Provident Fund Board CIK 0001600177 2014 Q1 Open parsed portfolio 52 $3,091,030,475 Open SEC source
07 Apr 2026, 10:48:24 UTC 13F-HR Martin Capital Partners, LLC CIK 0001731216 2026 Q1 Open parsed portfolio 68 $269,086,000 Open SEC source
07 Apr 2026, 10:39:30 UTC 13F-HR Employees Provident Fund Board CIK 0001600177 2014 Q2 Open parsed portfolio 56 $3,170,691,363 Open SEC source
07 Apr 2026, 10:34:00 UTC 13F-HR Retirement Wealth Solutions LLC CIK 0002044741 2026 Q1 Open parsed portfolio 813 $158,627,411 Open SEC source
07 Apr 2026, 10:18:27 UTC 13F-HR Ethos Capital Management, Inc. CIK 0002106214 2026 Q1 Open parsed portfolio 56 $116,570,513 Open SEC source
07 Apr 2026, 10:15:46 UTC 13F-HR HOWARD FINANCIAL SERVICES, LTD. CIK 0001768130 2026 Q1 Open parsed portfolio 222 $887,944,662 Open SEC source
07 Apr 2026, 10:09:35 UTC 13F-HR Employees Provident Fund Board CIK 0001600177 2014 Q3 Open parsed portfolio 54 $3,172,770,874 Open SEC source
07 Apr 2026, 10:04:34 UTC 13F-HR Carolina Wealth Advisors, LLC CIK 0001786411 2026 Q1 Open parsed portfolio 277 $240,138,400 Open SEC source
07 Apr 2026, 10:02:11 UTC 13F-HR Employees Provident Fund Board CIK 0001600177 2014 Q4 Open parsed portfolio 54 $3,268,176,060 Open SEC source
07 Apr 2026, 09:59:36 UTC 13F-HR Capital Asset Managemnet, LLC CIK 0002123739 2025 Q4 Open parsed portfolio 74 $90,266,347 Open SEC source
07 Apr 2026, 09:57:48 UTC 13F-HR Cooper Financial Group CIK 0001751581 2026 Q1 Open parsed portfolio 425 $989,497,766 Open SEC source
07 Apr 2026, 09:49:16 UTC 13F-HR ARMSTRONG HENRY H ASSOCIATES INC CIK 0001056827 2026 Q1 Open parsed portfolio 61 $981,382,214 Open SEC source
07 Apr 2026, 09:43:06 UTC 13F-HR FIRST FINANCIAL CORP /IN/ CIK 0000714562 2026 Q1 Open parsed portfolio 301 $254,547,240 Open SEC source
07 Apr 2026, 08:49:39 UTC 13F-HR/A Round Rock Advisors LLC CIK 0001846991 2025 Q4 - Restatement Open parsed portfolio 326 $664,791,021 Open SEC source
07 Apr 2026, 08:21:54 UTC 13F-HR PARK AVENUE SECURITIES LLC CIK 0001071640 2026 Q1 Open parsed portfolio 1,516 $12,801,091,000 Open SEC source
07 Apr 2026, 07:09:17 UTC 13F-HR Seilern Investment Management Ltd CIK 0001817797 2026 Q1 Open parsed portfolio 24 $838,486,413 Open SEC source
07 Apr 2026, 06:23:32 UTC 13F-HR Marex Group plc CIK 0001997464 2024 Q3 Open parsed portfolio 615 $4,383,978,847 Open SEC source
06 Apr 2026, 19:51:34 UTC 13F-HR InTrack Investment Management Inc CIK 0001847343 2026 Q1 Open parsed portfolio 108 $175,479,569 Open SEC source
06 Apr 2026, 18:21:57 UTC 13F-HR Baring Financial LLC CIK 0002052588 2026 Q1 Open parsed portfolio 72 $163,480,928 Open SEC source
06 Apr 2026, 18:13:31 UTC 13F-HR Versant Capital Management, Inc CIK 0001735057 2026 Q1 Open parsed portfolio 2,776 $1,014,401,328 Open SEC source
06 Apr 2026, 18:11:15 UTC 13F-HR Matthew Hamilton Rosenberg CIK 0001812103 2026 Q1 Open parsed portfolio 799 $488,042,111 Open SEC source
06 Apr 2026, 16:52:07 UTC 13F-HR IFS Advisors, LLC CIK 0001765617 2026 Q1 Open parsed portfolio 216 $194,049,658 Open SEC source
06 Apr 2026, 16:25:37 UTC 13F-HR MSRH, LLC CIK 0002122489 2025 Q4 Open parsed portfolio 27 $89,587,028 Open SEC source
06 Apr 2026, 16:04:58 UTC 13F-HR CX Institutional CIK 0001737089 2026 Q1 Open parsed portfolio 1,547 $3,278,158,000 Open SEC source
06 Apr 2026, 15:27:39 UTC 13F-HR ATMOS ADVISORY, LLC CIK 0001905162 2026 Q1 Open parsed portfolio 20 $176,092,481 Open SEC source
06 Apr 2026, 15:17:08 UTC 13F-HR Washington Trust Advisors, Inc. CIK 0001900099 2026 Q1 Open parsed portfolio 683 $1,236,769,187 Open SEC source
06 Apr 2026, 14:46:52 UTC 13F-HR WASHINGTON TRUST Co CIK 0001079736 2026 Q1 Open parsed portfolio 281 $2,958,804,096 Open SEC source
06 Apr 2026, 14:38:40 UTC 13F-HR Karras Company, Inc. CIK 0002109847 2026 Q1 Open parsed portfolio 61 $98,602,803 Open SEC source
06 Apr 2026, 14:05:36 UTC 13F-HR GREENHAVEN ASSOCIATES INC CIK 0000846222 2026 Q1 Open parsed portfolio 27 $6,071,579,036 Open SEC source
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