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
9,351-9,400 of 9,437
Per page
50
Current page
188

Recent 13F signals

Latest portfolio disclosures to inspect

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

13F portfolio

ACIMA PRIVATE WEALTH, LLC

CIK 0001761961

13F-HR Q1 2026
CIK
0001761961
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
177 holdings / $318,627,680
Filed
06 Apr 2026, 13:48:30 UTC
Period
2026 Q1

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

13F portfolio

HIGHLINE WEALTH PARTNERS LLC

CIK 0002042654

13F-HR Q1 2026
CIK
0002042654
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
1,295 holdings / $390,780,149
Filed
06 Apr 2026, 13:28:48 UTC
Period
2026 Q1

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

13F portfolio

GAMMA Investing LLC

CIK 0002010235

13F-HR Q1 2026
CIK
0002010235
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
4,110 holdings / $2,141,662,836
Filed
06 Apr 2026, 13:14:44 UTC
Period
2026 Q1

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

13F portfolio

STABLEFORD CAPITAL II LLC

CIK 0001842089

13F-HR Q1 2026
CIK
0001842089
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
144 holdings / $269,183,900
Filed
06 Apr 2026, 12:53:39 UTC
Period
2026 Q1

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

13F portfolio

Old Port Advisors

CIK 0001744348

13F-HR Q1 2026
CIK
0001744348
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
237 holdings / $433,189,481
Filed
06 Apr 2026, 12:22:42 UTC
Period
2026 Q1

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

13F portfolio

Sincerus Advisory, LLC

CIK 0002050968

13F-HR Q1 2026
CIK
0002050968
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
76 holdings / $131,937,313
Filed
06 Apr 2026, 11:51:07 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
06 Apr 2026, 13:48:30 UTC 13F-HR ACIMA PRIVATE WEALTH, LLC CIK 0001761961 2026 Q1 Open parsed portfolio 177 $318,627,680 Open SEC source
06 Apr 2026, 13:28:48 UTC 13F-HR HIGHLINE WEALTH PARTNERS LLC CIK 0002042654 2026 Q1 Open parsed portfolio 1,295 $390,780,149 Open SEC source
06 Apr 2026, 13:14:44 UTC 13F-HR GAMMA Investing LLC CIK 0002010235 2026 Q1 Open parsed portfolio 4,110 $2,141,662,836 Open SEC source
06 Apr 2026, 12:53:39 UTC 13F-HR STABLEFORD CAPITAL II LLC CIK 0001842089 2026 Q1 Open parsed portfolio 144 $269,183,900 Open SEC source
06 Apr 2026, 12:22:42 UTC 13F-HR Old Port Advisors CIK 0001744348 2026 Q1 Open parsed portfolio 237 $433,189,481 Open SEC source
06 Apr 2026, 11:51:07 UTC 13F-HR Sincerus Advisory, LLC CIK 0002050968 2026 Q1 Open parsed portfolio 76 $131,937,313 Open SEC source
06 Apr 2026, 11:26:40 UTC 13F-HR Miller Global Investments, LLC CIK 0002099097 2026 Q1 Open parsed portfolio 279 $109,048,880 Open SEC source
06 Apr 2026, 11:24:56 UTC 13F-HR Hiley Hunt Wealth Management CIK 0002048051 2026 Q1 Open parsed portfolio 47 $226,732,039 Open SEC source
06 Apr 2026, 11:12:21 UTC 13F-HR Israel Discount Bank of New York CIK 0001706511 2026 Q1 Open parsed portfolio 37 $45,584,962 Open SEC source
06 Apr 2026, 10:37:22 UTC 13F-HR Trust Co of the South CIK 0002008165 2026 Q1 Open parsed portfolio 142 $621,897,906 Open SEC source
06 Apr 2026, 10:23:08 UTC 13F-HR Laurie J. Trustee Hall CIK 0001388382 2026 Q1 Open parsed portfolio 104 $283,357,765 Open SEC source
06 Apr 2026, 09:43:03 UTC 13F-HR PRIVATE CLIENT SERVICES, LLC CIK 0001457005 2026 Q1 Open parsed portfolio 208 $334,478,694 Open SEC source
03 Apr 2026, 17:30:20 UTC 13F-HR Box Hill Private Wealth LLC CIK 0002094120 2026 Q1 Open parsed portfolio 66 $101,165,816 Open SEC source
03 Apr 2026, 14:23:54 UTC 13F-HR First County Bank /CT/ CIK 0001983616 2026 Q1 Open parsed portfolio 162 $187,317,446 Open SEC source
03 Apr 2026, 14:21:44 UTC 13F-HR ADIRONDACK TRUST CO CIK 0001054257 2026 Q1 Open parsed portfolio 544 $297,620,445 Open SEC source
03 Apr 2026, 14:00:57 UTC 13F-HR Ridgewood Investments LLC CIK 0001703556 2026 Q1 Open parsed portfolio 208 $244,489,389 Open SEC source
03 Apr 2026, 13:12:59 UTC 13F-HR Hickory Point Bank & Trust CIK 0002039144 2026 Q1 Open parsed portfolio 456 $151,521,193 Open SEC source
03 Apr 2026, 12:56:23 UTC 13F-HR Coastline Trust Co CIK 0001324279 2026 Q1 Open parsed portfolio 408 $1,007,926,307 Open SEC source
03 Apr 2026, 12:26:02 UTC 13F-HR Rise Advisors, LLC CIK 0001831316 2026 Q1 Open parsed portfolio 94 $283,748,750 Open SEC source
03 Apr 2026, 10:52:57 UTC 13F-HR Investors Research Corp CIK 0001730630 2026 Q1 Open parsed portfolio 846 $523,264,627 Open SEC source
03 Apr 2026, 10:42:25 UTC 13F-HR Global Wealth Strategies & Associates CIK 0001912297 2026 Q1 Open parsed portfolio 535 $406,982,335 Open SEC source
03 Apr 2026, 09:39:37 UTC 13F-HR WALLER FINANCIAL PLANNING GROUP, INC CIK 0001736079 2026 Q1 Open parsed portfolio 73 $453,074,373 Open SEC source
03 Apr 2026, 06:26:52 UTC 13F-HR Employees Provident Fund Board CIK 0001600177 2015 Q1 Open parsed portfolio 49 $2,940,464,891 Open SEC source
03 Apr 2026, 06:22:01 UTC 13F-HR Employees Provident Fund Board CIK 0001600177 2015 Q2 Open parsed portfolio 49 $2,857,094,024 Open SEC source
03 Apr 2026, 06:13:10 UTC 13F-HR Employees Provident Fund Board CIK 0001600177 2015 Q3 Open parsed portfolio 45 $2,630,227,893 Open SEC source
03 Apr 2026, 06:05:14 UTC 13F-HR Employees Provident Fund Board CIK 0001600177 2015 Q4 Open parsed portfolio 45 $2,900,769,360 Open SEC source
02 Apr 2026, 16:32:57 UTC 13F-HR Ares Financial Consulting, LLC CIK 0002106717 2026 Q1 Open parsed portfolio 1,066 $127,105,288 Open SEC source
02 Apr 2026, 16:24:46 UTC 13F-HR/A Seven Fleet Capital Management LP CIK 0002092021 2025 Q4 - Restatement Open parsed portfolio 85 $147,764,414 Open SEC source
02 Apr 2026, 16:21:34 UTC 13F-HR Norman Fields, Gottscho Capital Management, LLC CIK 0001352449 2026 Q1 Open parsed portfolio 65 $302,485,523 Open SEC source
02 Apr 2026, 15:12:46 UTC 13F-HR Cassady Wealth & Retirement Planning, LLC CIK 0002121075 2025 Q4 Open parsed portfolio 97 $153,369,478 Open SEC source
02 Apr 2026, 15:05:48 UTC 13F-HR Noble Wealth Management PBC CIK 0002055065 2026 Q1 Open parsed portfolio 580 $195,038,936 Open SEC source
02 Apr 2026, 14:44:46 UTC 13F-HR Silverleafe Capital Partners, LLC CIK 0001535611 2026 Q1 Open parsed portfolio 95 $332,048,392 Open SEC source
02 Apr 2026, 14:24:23 UTC 13F-HR Somerset Trust Co CIK 0001597099 2026 Q1 Open parsed portfolio 174 $326,060,482 Open SEC source
02 Apr 2026, 13:58:59 UTC 13F-HR COLLECTIVE FAMILY OFFICE LLC CIK 0001845066 2026 Q1 Open parsed portfolio 156 $444,246,449 Open SEC source
02 Apr 2026, 13:11:56 UTC 13F-HR Stash Investments, LLC CIK 0002008308 2026 Q1 Open parsed portfolio 5 $257,888,424 Open SEC source
02 Apr 2026, 12:31:12 UTC 13F-HR Byrne Asset Management LLC CIK 0001911322 2026 Q1 Open parsed portfolio 567 $170,671,390 Open SEC source
02 Apr 2026, 12:04:44 UTC 13F-HR Hilltop National Bank CIK 0002021658 2026 Q1 Open parsed portfolio 795 $420,503,460 Open SEC source
02 Apr 2026, 11:57:53 UTC 13F-HR Ahara Advisors LLC CIK 0002116771 2025 Q4 Open parsed portfolio 50 $110,042,058 Open SEC source
02 Apr 2026, 11:32:04 UTC 13F-HR Aspect Partners, LLC CIK 0001985284 2026 Q1 Open parsed portfolio 708 $244,643,993 Open SEC source
02 Apr 2026, 11:30:48 UTC 13F-HR LVM CAPITAL MANAGEMENT LTD/MI CIK 0001053054 2026 Q1 Open parsed portfolio 156 $1,060,355,000 Open SEC source
02 Apr 2026, 11:29:50 UTC 13F-HR/A Soltis Investment Advisors LLC CIK 0001802530 2025 Q4 - Restatement Open parsed portfolio 528 $1,517,216,140 Open SEC source
02 Apr 2026, 11:11:45 UTC 13F-HR MJT & Associates Financial Advisory Group, Inc. CIK 0002065777 2026 Q1 Open parsed portfolio 442 $136,216,419 Open SEC source
02 Apr 2026, 10:55:03 UTC 13F-HR Crumly & Associates Inc. CIK 0001759578 2026 Q1 Open parsed portfolio 200 $475,948,297 Open SEC source
02 Apr 2026, 10:26:05 UTC 13F-HR McAlister, Sweet & Associates, Inc. CIK 0001774087 2026 Q1 Open parsed portfolio 32 $160,567,854 Open SEC source
02 Apr 2026, 10:10:17 UTC 13F-HR Fulcrum Equity Management CIK 0001737888 2026 Q1 Open parsed portfolio 123 $102,729,707 Open SEC source
02 Apr 2026, 10:09:56 UTC 13F-HR Stairway Partners, LLC CIK 0001454138 2026 Q1 Open parsed portfolio 18 $1,930,461,351 Open SEC source
02 Apr 2026, 09:29:57 UTC 13F-HR NorthAvenue LLC CIK 0002123735 2025 Q4 Open parsed portfolio 375 $120,790,632 Open SEC source
02 Apr 2026, 09:27:46 UTC 13F-HR Marex Group plc CIK 0001997464 2024 Q1 Open parsed portfolio 479 $3,077,152,657 Open SEC source
02 Apr 2026, 09:19:08 UTC 13F-HR Marex Group plc CIK 0001997464 2023 Q4 Open parsed portfolio 564 $2,543,232,487 Open SEC source
02 Apr 2026, 09:13:09 UTC 13F-HR Horizons Wealth Management CIK 0001943228 2026 Q1 Open parsed portfolio 166 $150,330,240 Open SEC source
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