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
51-100 of 9,437
Per page
50
Current page
2

Recent 13F signals

Latest portfolio disclosures to inspect

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

13F portfolio

Ramiah Investment Group

CIK 0001566307

13F-HR/A Q1 2025
CIK
0001566307
Source
SEC 13F-HR/A
Action
13F-HR/A accepted
Magnitude
23 holdings / $12,701,837
Filed
29 May 2026, 15:12:28 UTC
Period
2025 Q1 - New Holdings

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

13F portfolio

Ramiah Investment Group

CIK 0001566307

13F-HR/A Q4 2023
CIK
0001566307
Source
SEC 13F-HR/A
Action
13F-HR/A accepted
Magnitude
24 holdings / $14,142,455
Filed
29 May 2026, 15:06:36 UTC
Period
2023 Q4 - New Holdings

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

13F portfolio

Roehl & Yi Investment Advisors, LLC

CIK 0002097566

13F-HR Q3 2025
CIK
0002097566
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
168 holdings / $159,061,580
Filed
29 May 2026, 15:02:02 UTC
Period
2025 Q3

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

13F portfolio

Roehl & Yi Investment Advisors, LLC

CIK 0002097566

13F-HR Q2 2025
CIK
0002097566
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
157 holdings / $161,297,678
Filed
29 May 2026, 15:00:13 UTC
Period
2025 Q2

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

13F portfolio

Ramiah Investment Group

CIK 0001566307

13F-HR/A Q3 2023
CIK
0001566307
Source
SEC 13F-HR/A
Action
13F-HR/A accepted
Magnitude
28 holdings / $15,523,459
Filed
29 May 2026, 14:59:20 UTC
Period
2023 Q3 - New Holdings

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

13F portfolio

Roehl & Yi Investment Advisors, LLC

CIK 0002097566

13F-HR Q1 2025
CIK
0002097566
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
152 holdings / $163,650,376
Filed
29 May 2026, 14:58:46 UTC
Period
2025 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
29 May 2026, 15:12:28 UTC 13F-HR/A Ramiah Investment Group CIK 0001566307 2025 Q1 - New Holdings Open parsed portfolio 23 $12,701,837 Open SEC source
29 May 2026, 15:06:36 UTC 13F-HR/A Ramiah Investment Group CIK 0001566307 2023 Q4 - New Holdings Open parsed portfolio 24 $14,142,455 Open SEC source
29 May 2026, 15:02:02 UTC 13F-HR Roehl & Yi Investment Advisors, LLC CIK 0002097566 2025 Q3 Open parsed portfolio 168 $159,061,580 Open SEC source
29 May 2026, 15:00:13 UTC 13F-HR Roehl & Yi Investment Advisors, LLC CIK 0002097566 2025 Q2 Open parsed portfolio 157 $161,297,678 Open SEC source
29 May 2026, 14:59:20 UTC 13F-HR/A Ramiah Investment Group CIK 0001566307 2023 Q3 - New Holdings Open parsed portfolio 28 $15,523,459 Open SEC source
29 May 2026, 14:58:46 UTC 13F-HR Roehl & Yi Investment Advisors, LLC CIK 0002097566 2025 Q1 Open parsed portfolio 152 $163,650,376 Open SEC source
29 May 2026, 14:57:03 UTC 13F-HR Roehl & Yi Investment Advisors, LLC CIK 0002097566 2024 Q4 Open parsed portfolio 153 $165,516,835 Open SEC source
29 May 2026, 14:55:53 UTC 13F-HR/A Ramiah Investment Group CIK 0001566307 2023 Q2 - New Holdings Open parsed portfolio 27 $13,954,068 Open SEC source
29 May 2026, 14:51:09 UTC 13F-HR/A Ramiah Investment Group CIK 0001566307 2023 Q1 - New Holdings Open parsed portfolio 30 $18,786,828 Open SEC source
29 May 2026, 14:48:40 UTC 13F-HR Immaculate Wealth Management LLC CIK 0002089761 2026 Q1 Open parsed portfolio 14 $12,654,684 Open SEC source
29 May 2026, 14:31:18 UTC 13F-HR/A Ramiah Investment Group CIK 0001566307 2022 Q4 - New Holdings Open parsed portfolio 32 $18,568,227 Open SEC source
29 May 2026, 14:27:02 UTC 13F-HR/A Ramiah Investment Group CIK 0001566307 2022 Q3 - New Holdings Open parsed portfolio 37 $16,539,282 Open SEC source
29 May 2026, 13:43:24 UTC 13F-HR/A Ramiah Investment Group CIK 0001566307 2022 Q2 - New Holdings Open parsed portfolio 36 $14,515,205 Open SEC source
29 May 2026, 13:36:57 UTC 13F-HR Ipsen Advisor Group LLC CIK 0001964922 2026 Q1 Open parsed portfolio 104 $142,915,909 Open SEC source
29 May 2026, 11:41:02 UTC 13F-HR/A PERCEPTIVE ADVISORS LLC CIK 0001224962 2026 Q1 - Restatement Open parsed portfolio 92 $5,062,539,591 Open SEC source
29 May 2026, 10:29:35 UTC 13F-HR Mullaney, Keating & Wright, Inc. CIK 0002135840 2026 Q1 Open parsed portfolio 68 $182,938,818 Open SEC source
29 May 2026, 10:28:20 UTC 13F-HR Mullaney, Keating & Wright, Inc. CIK 0002135840 2025 Q4 Open parsed portfolio 72 $188,376,635 Open SEC source
29 May 2026, 10:27:02 UTC 13F-HR Mullaney, Keating & Wright, Inc. CIK 0002135840 2025 Q3 Open parsed portfolio 69 $180,128,863 Open SEC source
29 May 2026, 10:25:59 UTC 13F-HR Mullaney, Keating & Wright, Inc. CIK 0002135840 2025 Q2 Open parsed portfolio 59 $152,705,729 Open SEC source
29 May 2026, 10:23:21 UTC 13F-HR Mullaney, Keating & Wright, Inc. CIK 0002135840 2025 Q1 Open parsed portfolio 59 $147,344,911 Open SEC source
29 May 2026, 10:21:41 UTC 13F-HR Mullaney, Keating & Wright, Inc. CIK 0002135840 2024 Q4 Open parsed portfolio 60 $147,204,883 Open SEC source
29 May 2026, 10:20:43 UTC 13F-HR Mullaney, Keating & Wright, Inc. CIK 0002135840 2024 Q3 Open parsed portfolio 56 $142,986,521 Open SEC source
29 May 2026, 10:19:31 UTC 13F-HR Mullaney, Keating & Wright, Inc. CIK 0002135840 2024 Q2 Open parsed portfolio 53 $128,036,574 Open SEC source
29 May 2026, 09:20:45 UTC 13F-HR Peak Planning Group, LLC CIK 0002097384 2020 Q3 Open parsed portfolio 49 $71,471,054 Open SEC source
29 May 2026, 08:58:40 UTC 13F-HR Asset Dedication, LLC CIK 0001475896 2026 Q1 Open parsed portfolio 1,114 $1,427,887,663 Open SEC source
29 May 2026, 08:24:20 UTC 13F-HR LAVELLE CAPITAL LP CIK 0002136566 2025 Q4 Open parsed portfolio 89 $157,705,166 Open SEC source
29 May 2026, 08:18:49 UTC 13F-HR Krane Financial Solutions LLC CIK 0002136913 2026 Q1 Open parsed portfolio 48 $147,091,877 Open SEC source
28 May 2026, 21:32:29 UTC 13F-HR/A Ramiah Investment Group CIK 0001566307 2022 Q1 - New Holdings Open parsed portfolio 25 $17,662,633 Open SEC source
28 May 2026, 20:20:05 UTC 13F-HR Ramiah Investment Group CIK 0001566307 2025 Q2 Open parsed portfolio 58 $92,915,626 Open SEC source
28 May 2026, 19:51:49 UTC 13F-HR Ramiah Investment Group CIK 0001566307 2024 Q4 Open parsed portfolio 60 $109,813,806 Open SEC source
28 May 2026, 19:46:20 UTC 13F-HR Ramiah Investment Group CIK 0001566307 2024 Q3 Open parsed portfolio 64 $106,150,455 Open SEC source
28 May 2026, 19:43:32 UTC 13F-HR Ramiah Investment Group CIK 0001566307 2024 Q2 Open parsed portfolio 62 $102,409,011 Open SEC source
28 May 2026, 19:40:54 UTC 13F-HR Ramiah Investment Group CIK 0001566307 2024 Q1 Open parsed portfolio 61 $106,346,730 Open SEC source
28 May 2026, 19:30:33 UTC 13F-HR Ramiah Investment Group CIK 0001566307 2021 Q4 Open parsed portfolio 72 $148,214,617 Open SEC source
28 May 2026, 19:26:56 UTC 13F-HR Ramiah Investment Group CIK 0001566307 2021 Q3 Open parsed portfolio 84 $139,494,669 Open SEC source
28 May 2026, 19:23:59 UTC 13F-HR Ramiah Investment Group CIK 0001566307 2021 Q2 Open parsed portfolio 83 $139,667,588 Open SEC source
28 May 2026, 19:19:58 UTC 13F-HR Ramiah Investment Group CIK 0001566307 2021 Q1 Open parsed portfolio 86 $133,044,509 Open SEC source
28 May 2026, 19:11:48 UTC 13F-HR Ramiah Investment Group CIK 0001566307 2020 Q4 Open parsed portfolio 79 $120,021,527 Open SEC source
28 May 2026, 19:00:32 UTC 13F-HR Ramiah Investment Group CIK 0001566307 2020 Q3 Open parsed portfolio 75 $103,250,949 Open SEC source
28 May 2026, 18:57:56 UTC 13F-HR Ramiah Investment Group CIK 0001566307 2020 Q2 Open parsed portfolio 78 $94,728,315 Open SEC source
28 May 2026, 18:48:03 UTC 13F-HR Ramiah Investment Group CIK 0001566307 2020 Q1 Open parsed portfolio 73 $56,355,045 Open SEC source
28 May 2026, 18:05:04 UTC 13F-HR/A PROVIDA PENSION FUND ADMINISTRATOR CIK 0000931588 2025 Q4 - New Holdings Open parsed portfolio 58 $5,780,697,061 Open SEC source
28 May 2026, 17:08:38 UTC 13F-HR Keyframe Capital Partners, L.P. CIK 0001830175 2026 Q1 Open parsed portfolio 1 $229,168 Open SEC source
28 May 2026, 17:06:41 UTC 13F-HR CYRUS CAPITAL PARTNERS, L.P. CIK 0001166564 2026 Q1 Open parsed portfolio 6 $196,163,223 Open SEC source
28 May 2026, 16:56:46 UTC 13F-HR SIMA Wealth Partners, LLC CIK 0002135539 2025 Q3 Open parsed portfolio 165 $130,756,291 Open SEC source
28 May 2026, 16:46:29 UTC 13F-HR SIMA Wealth Partners, LLC CIK 0002135539 2025 Q4 Open parsed portfolio 130 $131,515,270 Open SEC source
28 May 2026, 16:34:55 UTC 13F-HR/A Of The University Of California Regents CIK 0000315054 2026 Q1 - Restatement Open parsed portfolio 12 $3,006,335,524 Open SEC source
28 May 2026, 16:25:12 UTC 13F-HR Henshaw Capital LLC CIK 0002131483 2026 Q1 Open parsed portfolio 160 $2,697,473,350 Open SEC source
28 May 2026, 16:24:54 UTC 13F-HR Henshaw Capital LLC CIK 0002131483 2025 Q4 Open parsed portfolio 161 $2,781,440,376 Open SEC source
28 May 2026, 16:24:39 UTC 13F-HR Henshaw Capital LLC CIK 0002131483 2025 Q3 Open parsed portfolio 256 $2,682,831,831 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 .