13F portfolio feed
Showing filings accepted since 01 Oct 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 |
|---|---|---|---|---|---|---|
| 26 Oct 2026, 14:49:59 UTC | 13F-HR | OmniStar Financial Group, Inc. CIK 0001698777 | 2026 Q3 Open parsed portfolio | 116 | $229,937,771 | Open SEC source |
| 26 Oct 2026, 14:48:30 UTC | 13F-HR | Arbor Investment Advisors, LLC CIK 0001590073 | 2026 Q3 Open parsed portfolio | 131 | $876,940,613 | Open SEC source |
| 26 Oct 2026, 14:46:23 UTC | 13F-HR | Security National Bank CIK 0001719739 | 2026 Q3 Open parsed portfolio | 473 | $864,983,161 | Open SEC source |
| 26 Oct 2026, 14:45:09 UTC | 13F-HR | THOMA BRAVO, L.P. CIK 0001450701 | 2026 Q3 Open parsed portfolio | 3 | $10,021,048,682 | Open SEC source |
| 26 Oct 2026, 14:43:58 UTC | 13F-HR | Wingate Wealth Advisors, Inc. CIK 0002041800 | 2026 Q3 Open parsed portfolio | 128 | $240,739,998 | Open SEC source |
| 26 Oct 2026, 14:42:37 UTC | 13F-HR | GREENHAVEN ASSOCIATES INC CIK 0000846222 | 2026 Q3 Open parsed portfolio | 27 | $7,961,271,579 | Open SEC source |
| 26 Oct 2026, 14:42:05 UTC | 13F-HR | Manske Wealth Management CIK 0002095143 | 2026 Q3 Open parsed portfolio | 229 | $426,883,093 | Open SEC source |
| 26 Oct 2026, 14:39:24 UTC | 13F-HR | ARKANSAS FINANCIAL GROUP, INC. CIK 0000764611 | 2026 Q3 Open parsed portfolio | 95 | $751,297,998 | Open SEC source |
| 26 Oct 2026, 14:35:29 UTC | 13F-HR | K2 Financial Inc. CIK 0002044711 | 2026 Q3 Open parsed portfolio | 61 | $143,478,163 | Open SEC source |
| 26 Oct 2026, 14:35:05 UTC | 13F-HR | SWS Partners CIK 0001731731 | 2026 Q3 Open parsed portfolio | 108 | $465,066,381 | Open SEC source |
| 26 Oct 2026, 14:32:59 UTC | 13F-HR | Greystone Financial Group, LLC CIK 0001845302 | 2026 Q3 Open parsed portfolio | 73 | $359,647,267 | Open SEC source |
| 26 Oct 2026, 14:32:45 UTC | 13F-HR | Asset Management Advisors, LLC CIK 0001596355 | 2026 Q3 Open parsed portfolio | 17 | $173,107,832 | Open SEC source |
| 26 Oct 2026, 14:30:42 UTC | 13F-HR | Sowa Financial Group, Inc. CIK 0001806226 | 2026 Q3 Open parsed portfolio | 31 | $229,210,000 | Open SEC source |
| 26 Oct 2026, 14:24:57 UTC | 13F-HR | GW HENSSLER & ASSOCIATES LTD CIK 0001080369 | 2026 Q3 Open parsed portfolio | 224 | $2,300,733,323 | Open SEC source |
| 26 Oct 2026, 14:23:49 UTC | 13F-HR | Vermillion Wealth Management, Inc. CIK 0001737012 | 2026 Q3 Open parsed portfolio | $87,379,192 | Open SEC source | |
| 26 Oct 2026, 14:20:56 UTC | 13F-HR | Advocate Investing Services LLC CIK 0002110509 | 2026 Q3 Open parsed portfolio | 449 | $127,534,850 | Open SEC source |
| 26 Oct 2026, 14:17:35 UTC | 13F-HR | Advisory Resource Group CIK 0001764968 | 2026 Q3 Open parsed portfolio | 184 | $695,231,605 | Open SEC source |
| 26 Oct 2026, 14:08:51 UTC | 13F-HR | Mithaq Capital SPC CIK 0001834600 | 2026 Q3 Open parsed portfolio | 3 | $190,889,052 | Open SEC source |
| 26 Oct 2026, 14:03:54 UTC | 13F-HR | Triad Wealth Partners, LLC CIK 0002012717 | 2026 Q3 Open parsed portfolio | 547 | $1,796,344,571 | Open SEC source |
| 26 Oct 2026, 14:02:50 UTC | 13F-HR | Grant Street Asset Management, Inc. CIK 0001740642 | 2026 Q3 Open parsed portfolio | 91 | $613,591,545 | Open SEC source |
| 26 Oct 2026, 13:50:40 UTC | 13F-HR | Naria Inc. CIK 0002012185 | 2026 Q3 Open parsed portfolio | 1 | $488,703,568 | Open SEC source |
| 26 Oct 2026, 13:47:42 UTC | 13F-HR | Patten Group, Inc. CIK 0001633207 | 2026 Q3 Open parsed portfolio | 313 | $648,660,851 | Open SEC source |
| 26 Oct 2026, 13:47:41 UTC | 13F-HR | Progressive Investment Management Corp CIK 0001353318 | 2026 Q3 Open parsed portfolio | 56 | $451,500,134 | Open SEC source |
| 26 Oct 2026, 13:45:04 UTC | 13F-HR | Fairman Group, LLC CIK 0002016719 | 2026 Q3 Open parsed portfolio | $139,751,729 | Open SEC source | |
| 26 Oct 2026, 13:39:05 UTC | 13F-HR | Sylvest Advisors, LLC CIK 0002044121 | 2026 Q3 Open parsed portfolio | 78 | $224,396,289 | Open SEC source |
| 26 Oct 2026, 13:34:25 UTC | 13F-HR | HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC CIK 0001380137 | 2026 Q3 Open parsed portfolio | 304 | $859,817,000 | Open SEC source |
| 26 Oct 2026, 13:25:32 UTC | 13F-HR | Local Pensions Partnership Investment Ltd CIK 0001698810 | 2026 Q3 Open parsed portfolio | 33 | $4,769,591,235 | Open SEC source |
| 26 Oct 2026, 13:22:51 UTC | 13F-HR | Xcel Wealth Management, LLC CIK 0001791002 | 2026 Q3 Open parsed portfolio | 139 | $403,598,924 | Open SEC source |
| 26 Oct 2026, 13:22:14 UTC | 13F-HR | Rockline Wealth Management, LLC CIK 0002005098 | 2026 Q3 Open parsed portfolio | 108 | $535,441,808 | Open SEC source |
| 26 Oct 2026, 13:20:25 UTC | 13F-HR | Yelin Lapidot Holdings Management Ltd. CIK 0001590495 | 2026 Q3 Open parsed portfolio | 91 | $549,044,140 | Open SEC source |
| 26 Oct 2026, 13:20:11 UTC | 13F-HR | SIMON QUICK ADVISORS, LLC CIK 0001692038 | 2026 Q3 Open parsed portfolio | 455 | $2,627,469,724 | Open SEC source |
| 26 Oct 2026, 13:18:55 UTC | 13F-HR | First Bancorp, Inc /ME/ CIK 0000765207 | 2026 Q3 Open parsed portfolio | 565 | $245,472,706 | Open SEC source |
| 26 Oct 2026, 13:14:51 UTC | 13F-HR | Crusonia Wealth Advisors LLC CIK 0002112003 | 2026 Q3 Open parsed portfolio | 247 | $666,250,054 | Open SEC source |
| 26 Oct 2026, 13:14:17 UTC | 13F-HR | PKS Advisory Services, LLC CIK 0001605401 | 2026 Q3 Open parsed portfolio | 377 | $621,442,439 | Open SEC source |
| 26 Oct 2026, 13:06:19 UTC | 13F-HR | ALTA CAPITAL MANAGEMENT LLC/ CIK 0001093589 | 2026 Q3 Open parsed portfolio | 215 | $1,189,595,673 | Open SEC source |
| 26 Oct 2026, 13:01:47 UTC | 13F-HR/A | Abundance Wealth Counselors CIK 0001767080 | 2026 Q2 - Restatement Open parsed portfolio | 169 | $731,626,273 | Open SEC source |
| 26 Oct 2026, 13:01:33 UTC | 13F-HR | Marathon Asset Management Ltd CIK 0001861026 | 2026 Q3 Open parsed portfolio | 76 | $2,199,846,243 | Open SEC source |
| 26 Oct 2026, 12:53:15 UTC | 13F-HR | Seven Post Investment Office LP CIK 0001554308 | 2026 Q3 Open parsed portfolio | 42 | $327,801,231 | Open SEC source |
| 26 Oct 2026, 12:40:51 UTC | 13F-HR | Sun Group Wealth Partners CIK 0002111007 | 2026 Q3 Open parsed portfolio | 87 | $162,079,634 | Open SEC source |
| 26 Oct 2026, 12:37:50 UTC | 13F-HR | PEOPLES BANK /OH CIK 0000934866 | 2026 Q3 Open parsed portfolio | 110 | $216,526,198 | Open SEC source |
| 26 Oct 2026, 12:31:01 UTC | 13F-HR | DELTEC ASSET MANAGEMENT LLC CIK 0001269950 | 2026 Q3 Open parsed portfolio | 255 | $641,680,378 | Open SEC source |
| 26 Oct 2026, 12:28:38 UTC | 13F-HR | Sunesis Advisors, LLC CIK 0001748269 | 2026 Q3 Open parsed portfolio | 23 | $192,602,493 | Open SEC source |
| 26 Oct 2026, 12:28:04 UTC | 13F-HR | MILLER HOWARD INVESTMENTS INC /NY CIK 0000903947 | 2026 Q3 Open parsed portfolio | 159 | $3,718,810,788 | Open SEC source |
| 26 Oct 2026, 12:27:36 UTC | 13F-HR | CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT CIK 0001329375 | 2026 Q3 Open parsed portfolio | 73 | $2,180,597,445 | Open SEC source |
| 26 Oct 2026, 12:25:13 UTC | 13F-HR | PLIMOTH TRUST CO LLC CIK 0001623678 | 2026 Q3 Open parsed portfolio | 178 | $536,724,765 | Open SEC source |
| 26 Oct 2026, 12:24:46 UTC | 13F-HR | Solitude Financial Services CIK 0001839890 | 2026 Q3 Open parsed portfolio | 38 | $369,516,677 | Open SEC source |
| 26 Oct 2026, 12:22:12 UTC | 13F-HR | NOESIS CAPITAL MANGEMENT CORP CIK 0001262677 | 2026 Q3 Open parsed portfolio | 131 | $843,462,694 | Open SEC source |
| 26 Oct 2026, 12:17:49 UTC | 13F-HR | B.O.S.S. Retirement Advisors, LLC CIK 0001964810 | 2026 Q3 Open parsed portfolio | 146 | $347,472,804 | Open SEC source |
| 26 Oct 2026, 12:17:23 UTC | 13F-HR | DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC CIK 0001278678 | 2026 Q3 Open parsed portfolio | 170 | $2,309,891,000 | Open SEC source |
| 26 Oct 2026, 12:11:23 UTC | 13F-HR | CPR Investments Inc. CIK 0001775053 | 2026 Q3 Open parsed portfolio | 64 | $134,358,404 | Open SEC source |