13F portfolio feed

Latest 13F Portfolio Filings

Showing filings accepted since 01 Oct 2026. Each row links to the manager profile, parsed portfolio, and original SEC source.

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Recent 13F signals

Latest portfolio disclosures to inspect

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

13F portfolio

Westover Capital Advisors, LLC

CIK 0001483467

13F-HR Q3 2026
CIK
0001483467
Source
SEC 13F-HR
Action
13F-HR accepted
Value
244 holdings / $615,651,264
Filed
26 Oct 2026, 12:03:15 UTC
Period
2026 Q3

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

13F portfolio

Mill Capital Management, LLC

CIK 0001901166

13F-HR Q3 2026
CIK
0001901166
Source
SEC 13F-HR
Action
13F-HR accepted
Value
128 holdings / $1,522,945,043
Filed
26 Oct 2026, 11:57:26 UTC
Period
2026 Q3

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

13F portfolio

CSP Financial Group, LLC

CIK 0002111080

13F-HR Q3 2026
CIK
0002111080
Source
SEC 13F-HR
Action
13F-HR accepted
Value
23 holdings / $99,262,146
Filed
26 Oct 2026, 11:55:17 UTC
Period
2026 Q3

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

13F portfolio

apricus wealth, LLC

CIK 0001913842

13F-HR Q3 2026
CIK
0001913842
Source
SEC 13F-HR
Action
13F-HR accepted
Value
128 holdings / $222,092,843
Filed
26 Oct 2026, 11:44:28 UTC
Period
2026 Q3

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

13F portfolio

PATTON ALBERTSON MILLER GROUP, LLC

CIK 0001511037

13F-HR Q3 2026
CIK
0001511037
Source
SEC 13F-HR
Action
13F-HR accepted
Value
219 holdings / $994,429,375
Filed
26 Oct 2026, 11:41:35 UTC
Period
2026 Q3

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

13F portfolio

Generali Dochodkova Spravcovska Spolocnost A.s. Vub

CIK 0002111369

13F-HR Q3 2026
CIK
0002111369
Source
SEC 13F-HR
Action
13F-HR accepted
Value
92 holdings / $148,425,386
Filed
26 Oct 2026, 11:41:15 UTC
Period
2026 Q3

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
26 Oct 2026, 12:03:15 UTC 13F-HR Westover Capital Advisors, LLC CIK 0001483467 2026 Q3 Open parsed portfolio 244 $615,651,264 Open SEC source
26 Oct 2026, 11:57:26 UTC 13F-HR Mill Capital Management, LLC CIK 0001901166 2026 Q3 Open parsed portfolio 128 $1,522,945,043 Open SEC source
26 Oct 2026, 11:55:17 UTC 13F-HR CSP Financial Group, LLC CIK 0002111080 2026 Q3 Open parsed portfolio 23 $99,262,146 Open SEC source
26 Oct 2026, 11:44:28 UTC 13F-HR apricus wealth, LLC CIK 0001913842 2026 Q3 Open parsed portfolio 128 $222,092,843 Open SEC source
26 Oct 2026, 11:41:35 UTC 13F-HR PATTON ALBERTSON MILLER GROUP, LLC CIK 0001511037 2026 Q3 Open parsed portfolio 219 $994,429,375 Open SEC source
26 Oct 2026, 11:41:15 UTC 13F-HR Generali Dochodkova Spravcovska Spolocnost A.s. Vub CIK 0002111369 2026 Q3 Open parsed portfolio 92 $148,425,386 Open SEC source
26 Oct 2026, 11:40:24 UTC 13F-HR/A East Coast Asset Management, LLC. CIK 0001579254 2026 Q2 - Restatement Open parsed portfolio 81 $623,909,527 Open SEC source
26 Oct 2026, 11:40:09 UTC 13F-HR/A East Coast Asset Management, LLC. CIK 0001579254 2026 Q1 - Restatement Open parsed portfolio 80 $558,445,152 Open SEC source
26 Oct 2026, 11:39:51 UTC 13F-HR/A East Coast Asset Management, LLC. CIK 0001579254 2025 Q4 - Restatement Open parsed portfolio 75 $629,849,159 Open SEC source
26 Oct 2026, 11:39:36 UTC 13F-HR/A East Coast Asset Management, LLC. CIK 0001579254 2025 Q3 - Restatement Open parsed portfolio 77 $574,741,809 Open SEC source
26 Oct 2026, 11:37:44 UTC 13F-HR RD Finance Ltd CIK 0002057936 2026 Q3 Open parsed portfolio 26 $107,630,000 Open SEC source
26 Oct 2026, 11:32:21 UTC 13F-HR Geneva Partners, LLC CIK 0001712671 2026 Q3 Open parsed portfolio 81 $334,418,777 Open SEC source
26 Oct 2026, 11:31:45 UTC 13F-HR Sage Investment Counsel LLC CIK 0002055178 2026 Q3 Open parsed portfolio 125 $100,194,035 Open SEC source
26 Oct 2026, 11:27:48 UTC 13F-HR Briggs Wealth Management, Inc CIK 0002109156 2026 Q3 Open parsed portfolio 62 $113,455,434 Open SEC source
26 Oct 2026, 11:27:19 UTC 13F-HR Maxi Investments CY Ltd CIK 0001838222 2026 Q3 Open parsed portfolio 65 $545,125,000 Open SEC source
26 Oct 2026, 11:24:24 UTC 13F-HR Odyssey Capital Advisors, Inc. CIK 0002104872 2026 Q3 Open parsed portfolio 100 $140,449,743 Open SEC source
26 Oct 2026, 11:13:21 UTC 13F-HR Leslie Global Wealth, LLC CIK 0001954832 2026 Q3 Open parsed portfolio 90 $271,583,097 Open SEC source
26 Oct 2026, 11:12:09 UTC 13F-HR WealthCare Asset Management, LLC CIK 0002034181 2026 Q3 Open parsed portfolio 54 $115,480,543 Open SEC source
26 Oct 2026, 11:10:06 UTC 13F-HR AGH Wealth Advisors, LLC CIK 0002061010 2026 Q3 Open parsed portfolio 126 $172,420,288 Open SEC source
26 Oct 2026, 11:09:55 UTC 13F-HR FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 2026 Q3 Open parsed portfolio 768 $2,694,418,715 Open SEC source
26 Oct 2026, 11:04:22 UTC 13F-HR GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ CIK 0000923116 2026 Q3 Open parsed portfolio 94 $60,379,000 Open SEC source
26 Oct 2026, 11:00:29 UTC 13F-HR Drummond Knight Asset Management Pty Ltd CIK 0001808029 2026 Q3 Open parsed portfolio 13 $541,444,059 Open SEC source
26 Oct 2026, 10:59:20 UTC 13F-HR MACROVIEW INVESTMENT MANAGEMENT LLC CIK 0001551727 2026 Q3 Open parsed portfolio 105 $165,848,028 Open SEC source
26 Oct 2026, 10:56:51 UTC 13F-HR RETIREMENT GUYS FORMULA LLC CIK 0001933059 2026 Q3 Open parsed portfolio 173 $269,333,604 Open SEC source
26 Oct 2026, 10:51:51 UTC 13F-HR High Net Worth Advisory Group LLC CIK 0001919142 2026 Q3 Open parsed portfolio 253 $476,334,915 Open SEC source
26 Oct 2026, 10:46:04 UTC 13F-HR National Wealth Management Group, LLC CIK 0001977723 2026 Q3 Open parsed portfolio 214 $347,134,454 Open SEC source
26 Oct 2026, 10:45:44 UTC 13F-HR Aegis Wealth Management, Inc. CIK 0002096565 2026 Q3 Open parsed portfolio 131 $169,504,676 Open SEC source
26 Oct 2026, 10:32:51 UTC 13F-HR FSA WEALTH PARTNERS, INC. CIK 0001731221 2026 Q3 Open parsed portfolio 75 $368,411,810 Open SEC source
26 Oct 2026, 10:28:28 UTC 13F-HR Portland Financial Advisors Inc CIK 0002054942 2026 Q3 Open parsed portfolio 92 $57,521,664 Open SEC source
26 Oct 2026, 10:27:16 UTC 13F-HR Wealth Management Nebraska CIK 0002042783 2026 Q3 Open parsed portfolio 109 $1,141,096,003 Open SEC source
26 Oct 2026, 10:24:59 UTC 13F-HR Pavaki Capital Management LLC CIK 0002143027 2026 Q3 Open parsed portfolio 132 $199,865,864 Open SEC source
26 Oct 2026, 10:22:32 UTC 13F-HR Archon Partners LLC CIK 0001454424 2026 Q3 Open parsed portfolio 37 $967,625,847 Open SEC source
26 Oct 2026, 10:17:02 UTC 13F-HR Asset Planning,Inc CIK 0002048547 2026 Q3 Open parsed portfolio 328 $140,583,159 Open SEC source
26 Oct 2026, 10:16:59 UTC 13F-HR DB&C Advisors, LLC CIK 0002107377 2026 Q3 Open parsed portfolio 76 $96,269,529 Open SEC source
26 Oct 2026, 10:12:44 UTC 13F-HR Glass Jacobson Investment Advisors llc CIK 0001964394 2026 Q3 Open parsed portfolio 615 $325,952,041 Open SEC source
26 Oct 2026, 10:12:03 UTC 13F-HR RMG Wealth Management LLC CIK 0001844731 2026 Q3 Open parsed portfolio 517 $966,850,623 Open SEC source
26 Oct 2026, 10:10:04 UTC 13F-HR TOKIO MARINE ASSET MANAGEMENT CO LTD CIK 0001504169 2026 Q3 Open parsed portfolio 503 $3,370,557,533 Open SEC source
26 Oct 2026, 10:07:10 UTC 13F-HR OLD REPUBLIC INTERNATIONAL CORP CIK 0000074260 2026 Q3 Open parsed portfolio 70 $2,240,674,000 Open SEC source
26 Oct 2026, 09:57:02 UTC 13F-HR Holland Advisory Services, Inc. CIK 0001890183 2026 Q3 Open parsed portfolio 50 $95,611,284 Open SEC source
26 Oct 2026, 09:56:21 UTC 13F-HR Hyposwiss Advisors SA CIK 0002111640 2026 Q3 Open parsed portfolio 102 $104,736,252 Open SEC source
26 Oct 2026, 09:55:55 UTC 13F-HR J. Safra Sarasin Holding AG CIK 0001890222 2026 Q3 Open parsed portfolio 826 $6,967,140,003 Open SEC source
26 Oct 2026, 09:53:23 UTC 13F-HR TFC Financial Management, Inc. CIK 0001827844 2026 Q3 Open parsed portfolio 1,047 $892,720,218 Open SEC source
26 Oct 2026, 09:52:02 UTC 13F-HR GRITSTONE ASSET MANAGEMENT LLC CIK 0001964236 2026 Q3 Open parsed portfolio 195 $103,105,774 Open SEC source
26 Oct 2026, 09:40:20 UTC 13F-HR FSC Wealth Advisors, LLC CIK 0001925685 2026 Q3 Open parsed portfolio 1 $623,892 Open SEC source
26 Oct 2026, 09:35:49 UTC 13F-HR Niatross Investments Ltd CIK 0002093071 2026 Q3 Open parsed portfolio 1 $225,207,296 Open SEC source
26 Oct 2026, 09:30:25 UTC 13F-HR Transce3nd, LLC CIK 0002023570 2026 Q3 Open parsed portfolio 525 $100,349,710 Open SEC source
26 Oct 2026, 09:29:29 UTC 13F-HR State of Wisconsin - Board of Commissioners of Public Lands CIK 0001967732 2026 Q3 Open parsed portfolio 7 $170,500,289 Open SEC source
26 Oct 2026, 09:23:08 UTC 13F-HR Abound Wealth Management CIK 0001950323 2026 Q3 Open parsed portfolio 1,434 $536,844,622 Open SEC source
26 Oct 2026, 09:17:44 UTC 13F-HR PRESILIUM PRIVATE WEALTH, LLC CIK 0001939831 2026 Q3 Open parsed portfolio 111 $678,988,392 Open SEC source
26 Oct 2026, 09:06:21 UTC 13F-HR AG2R LA MONDIALE GESTION D'ACTIFS CIK 0002047606 2026 Q3 Open parsed portfolio 425 $3,023,327,587 Open SEC source
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