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
9,501-9,550 of 9,551
Per page
50
Current page
191

Recent 13F signals

Latest portfolio disclosures to inspect

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

13F portfolio

Hilltop National Bank

CIK 0002021658

13F-HR Q1 2026
CIK
0002021658
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
795 holdings / $420,503,460
Filed
02 Apr 2026, 12:04:44 UTC
Period
2026 Q1

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

13F portfolio

Ahara Advisors LLC

CIK 0002116771

13F-HR Q4 2025
CIK
0002116771
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
50 holdings / $110,042,058
Filed
02 Apr 2026, 11:57:53 UTC
Period
2025 Q4

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

13F portfolio

Aspect Partners, LLC

CIK 0001985284

13F-HR Q1 2026
CIK
0001985284
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
708 holdings / $244,643,993
Filed
02 Apr 2026, 11:32:04 UTC
Period
2026 Q1

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

13F portfolio

LVM CAPITAL MANAGEMENT LTD/MI

CIK 0001053054

13F-HR Q1 2026
CIK
0001053054
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
156 holdings / $1,060,355,000
Filed
02 Apr 2026, 11:30:48 UTC
Period
2026 Q1

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

13F portfolio

Soltis Investment Advisors LLC

CIK 0001802530

13F-HR/A Q4 2025
CIK
0001802530
Source
SEC 13F-HR/A
Action
13F-HR/A accepted
Magnitude
528 holdings / $1,517,216,140
Filed
02 Apr 2026, 11:29:50 UTC
Period
2025 Q4 - Restatement

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

13F portfolio

MJT & Associates Financial Advisory Group, Inc.

CIK 0002065777

13F-HR Q1 2026
CIK
0002065777
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
442 holdings / $136,216,419
Filed
02 Apr 2026, 11:11:45 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
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
02 Apr 2026, 09:12:03 UTC 13F-HR Marex Group plc CIK 0001997464 2023 Q3 Open parsed portfolio 212 $707,711,975 Open SEC source
02 Apr 2026, 09:00:14 UTC 13F-HR Marex Group plc CIK 0001997464 2024 Q4 Open parsed portfolio 677 $5,870,525,067 Open SEC source
02 Apr 2026, 08:59:54 UTC 13F-HR Marex Group plc CIK 0001997464 2025 Q1 Open parsed portfolio 683 $5,218,531,689 Open SEC source
02 Apr 2026, 08:56:42 UTC 13F-HR Marex Group plc CIK 0001997464 2023 Q2 Open parsed portfolio 224 $554,503,394 Open SEC source
02 Apr 2026, 08:52:35 UTC 13F-HR Marex Group plc CIK 0001997464 2023 Q1 Open parsed portfolio 255 $755,257,100 Open SEC source
02 Apr 2026, 08:50:27 UTC 13F-HR Marex Group plc CIK 0001997464 2024 Q2 Open parsed portfolio 635 $3,721,920,025 Open SEC source
02 Apr 2026, 08:49:00 UTC 13F-HR Marex Group plc CIK 0001997464 2022 Q4 Open parsed portfolio 266 $703,850,108 Open SEC source
01 Apr 2026, 17:49:52 UTC 13F-HR LBJ Family Wealth Advisors, Ltd. CIK 0001601622 2026 Q1 Open parsed portfolio 28 $170,617,000 Open SEC source
01 Apr 2026, 16:50:39 UTC 13F-HR Mink Brook Asset Management LLC CIK 0002052205 2026 Q1 Open parsed portfolio 54 $179,240,497 Open SEC source
01 Apr 2026, 16:40:03 UTC 13F-HR Royalty Pharma Sub-Manager, LLC CIK 0002081668 2025 Q4 Open parsed portfolio 4 $125,447,273 Open SEC source
01 Apr 2026, 16:09:58 UTC 13F-HR Laurus Global Equity Management Inc. CIK 0001869316 2026 Q1 Open parsed portfolio 45 $102,125,595 Open SEC source
01 Apr 2026, 16:00:28 UTC 13F-HR Robert B. Daugherty Foundation CIK 0001515721 2026 Q1 Open parsed portfolio 1 $99,982,500 Open SEC source
01 Apr 2026, 15:54:41 UTC 13F-HR Aspen Wealth Management LLC CIK 0001895252 2026 Q1 Open parsed portfolio 124 $501,213,881 Open SEC source
01 Apr 2026, 15:27:45 UTC 13F-HR First Financial Bank - Trust Division CIK 0001315339 2026 Q1 Open parsed portfolio 197 $1,241,739,998 Open SEC source
01 Apr 2026, 14:26:20 UTC 13F-HR Beacon Wealthcare LLC CIK 0001849336 2026 Q1 Open parsed portfolio 26 $283,551,051 Open SEC source
01 Apr 2026, 12:49:35 UTC 13F-HR Vigilare Wealth Management CIK 0001730889 2026 Q1 Open parsed portfolio 109 $295,953,940 Open SEC source
01 Apr 2026, 12:15:51 UTC 13F-HR BEACON FINANCIAL GROUP CIK 0001591379 2025 Q4 Open parsed portfolio 347 $1,005,576,651 Open SEC source
01 Apr 2026, 12:05:15 UTC 13F-HR BURKETT FINANCIAL SERVICES, LLC CIK 0001762716 2026 Q1 Open parsed portfolio 245 $291,812,110 Open SEC source
01 Apr 2026, 11:54:37 UTC 13F-HR ROWLANDMILLER & PARTNERS.ADV CIK 0000225816 2026 Q1 Open parsed portfolio 189 $493,276,712 Open SEC source
01 Apr 2026, 11:49:38 UTC 13F-HR Bangor Savings Bank CIK 0001352675 2026 Q1 Open parsed portfolio 542 $1,250,795,766 Open SEC source
01 Apr 2026, 11:23:42 UTC 13F-HR CONFLUENCE INVESTMENT MANAGEMENT LLC CIK 0001442056 2026 Q1 Open parsed portfolio 283 $6,440,688,053 Open SEC source
01 Apr 2026, 10:47:23 UTC 13F-HR BENJAMIN JOSEPH FLOYD DBA FLOYD CAPITAL MANAGEMENT CIK 0001535254 2026 Q1 Open parsed portfolio 1 $9,813,630 Open SEC source
01 Apr 2026, 10:43:21 UTC 13F-HR BancFirst Trust & Investment Management CIK 0001914099 2026 Q1 Open parsed portfolio 42 $226,345,455 Open SEC source
01 Apr 2026, 10:27:26 UTC 13F-HR Adelphi Trust Co CIK 0002106968 2026 Q1 Open parsed portfolio 105 $122,894,297 Open SEC source
01 Apr 2026, 09:43:22 UTC 13F-HR GP Brinson Investments LLC CIK 0001860928 2026 Q1 Open parsed portfolio 14 $220,366,884 Open SEC source
01 Apr 2026, 07:33:53 UTC 13F-HR NEVILLE RODIE & SHAW INC CIK 0000071210 2026 Q1 Open parsed portfolio 243 $1,376,461,000 Open SEC source
01 Apr 2026, 06:29:53 UTC 13F-HR Pensionfund Sabic CIK 0001637246 2026 Q1 Open parsed portfolio 75 $83,024,000 Open SEC source
01 Apr 2026, 06:23:29 UTC 13F-HR Pdn Pensionfund CIK 0001297731 2026 Q1 Open parsed portfolio 76 $172,922,000 Open SEC source
01 Apr 2026, 06:11:05 UTC 13F-HR Signature Wealth Management Group CIK 0001736666 2026 Q1 Open parsed portfolio 128 $263,370,400 Open SEC source
31 Mar 2026, 20:57:26 UTC 13F-HR Financial Insights, Inc. CIK 0001642058 2025 Q4 Open parsed portfolio 128 $298,363,949 Open SEC source
31 Mar 2026, 20:56:38 UTC 13F-HR Financial Insights, Inc. CIK 0001642058 2025 Q3 Open parsed portfolio 143 $301,995,441 Open SEC source
31 Mar 2026, 19:45:37 UTC 13F-HR Employees Provident Fund Board CIK 0001600177 2016 Q1 Open parsed portfolio 36 $2,340,930,062 Open SEC source
31 Mar 2026, 19:34:22 UTC 13F-HR Employees Provident Fund Board CIK 0001600177 2016 Q2 Open parsed portfolio 33 $2,346,832,793 Open SEC source
31 Mar 2026, 19:08:48 UTC 13F-HR Employees Provident Fund Board CIK 0001600177 2016 Q3 Open parsed portfolio 39 $2,811,808,665 Open SEC source
31 Mar 2026, 18:54:07 UTC 13F-HR Employees Provident Fund Board CIK 0001600177 2016 Q4 Open parsed portfolio 41 $2,921,340,438 Open SEC source
31 Mar 2026, 18:51:05 UTC 13F-HR Hamrick Investment Counsel, llc CIK 0002126147 2025 Q4 Open parsed portfolio 184 $134,463,783 Open SEC source
We use cookies and similar technologies to provide certain features, enhance the user experience and, if you allow them, measure engagement and deliver advertising. Analytics and marketing storage stay off until you grant consent. By clicking on "Agree and continue", you declare your consent to the use of the selected optional cookies. Manage preferences to update or revoke optional consent for future visits. For more information, see our Privacy Policy .