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, 15:42:27 UTC | 13F-HR | FISHMAN JAY A LTD/MI CIK 0001006407 | 2026 Q3 Open parsed portfolio | 80 | $1,240,228,241 | Open SEC source |
| 26 Oct 2026, 15:41:53 UTC | 13F-HR | Black Diamond Financial, LLC CIK 0001759236 | 2026 Q3 Open parsed portfolio | 204 | $1,176,025,466 | Open SEC source |
| 26 Oct 2026, 15:39:56 UTC | 13F-HR | Pflug Koory, LLC CIK 0001740063 | 2026 Q3 Open parsed portfolio | 424 | $242,919,194 | Open SEC source |
| 26 Oct 2026, 15:36:55 UTC | 13F-HR | Total Clarity Wealth Management, Inc. CIK 0001804909 | 2026 Q3 Open parsed portfolio | 349 | $511,931,048 | Open SEC source |
| 26 Oct 2026, 15:36:03 UTC | 13F-HR | LODESTAR PRIVATE ASSET MANAGEMENT LLC CIK 0001963040 | 2026 Q3 Open parsed portfolio | 232 | $1,150,715,031 | Open SEC source |
| 26 Oct 2026, 15:33:43 UTC | 13F-HR | LAM GROUP, INC. CIK 0001961944 | 2026 Q3 Open parsed portfolio | $198,578,662 | Open SEC source | |
| 26 Oct 2026, 15:31:57 UTC | 13F-HR | SCHWARTZ INVESTMENT COUNSEL INC CIK 0000909151 | 2026 Q3 Open parsed portfolio | 142 | $2,870,788,649 | Open SEC source |
| 26 Oct 2026, 15:31:39 UTC | 13F-HR | WD RUTHERFORD LLC CIK 0001841015 | 2026 Q3 Open parsed portfolio | 78 | $261,743,978 | Open SEC source |
| 26 Oct 2026, 15:26:59 UTC | 13F-HR | GUERRA PAN ADVISORS, LLC CIK 0001910386 | 2026 Q3 Open parsed portfolio | 113 | $175,906,082 | Open SEC source |
| 26 Oct 2026, 15:26:02 UTC | 13F-HR | ARROW FINANCIAL CORP CIK 0000717538 | 2026 Q3 Open parsed portfolio | 162 | $1,095,862,858 | Open SEC source |
| 26 Oct 2026, 15:23:42 UTC | 13F-HR | Willow Creek Wealth Management Inc. CIK 0001632407 | 2026 Q3 Open parsed portfolio | 205 | $1,515,446,115 | Open SEC source |
| 26 Oct 2026, 15:23:15 UTC | 13F-HR | MOUNT VERNON ASSOCIATES INC /MD/ CIK 0000799003 | 2026 Q3 Open parsed portfolio | $150,410,000 | Open SEC source | |
| 26 Oct 2026, 15:23:04 UTC | 13F-HR | Great Lakes Retirement, Inc. CIK 0001801667 | 2026 Q3 Open parsed portfolio | 222 | $1,143,365,753 | Open SEC source |
| 26 Oct 2026, 15:22:59 UTC | 13F-HR | GRAHAM CAPITAL WEALTH MANAGEMENT, LLC CIK 0001907528 | 2026 Q3 Open parsed portfolio | 56 | $128,160,614 | Open SEC source |
| 26 Oct 2026, 15:22:57 UTC | 13F-HR | Somnio Financial Group, LLC CIK 0002034894 | 2026 Q3 Open parsed portfolio | 14 | $164,646,102 | Open SEC source |
| 26 Oct 2026, 15:20:44 UTC | 13F-HR | Willow Creek Wealth Management Inc. CIK 0001632407 | 2026 Q2 Open parsed portfolio | 203 | $1,520,940,440 | Open SEC source |
| 26 Oct 2026, 15:14:42 UTC | 13F-HR | Busey Bank CIK 0001427202 | 2026 Q3 Open parsed portfolio | 387 | $4,169,437,202 | Open SEC source |
| 26 Oct 2026, 15:13:58 UTC | 13F-HR | Of The University Of California Regents CIK 0000315054 | 2026 Q3 Open parsed portfolio | 11 | $6,639,573,155 | Open SEC source |
| 26 Oct 2026, 15:13:38 UTC | 13F-HR | M & L Capital Management Ltd CIK 0001927627 | 2026 Q3 Open parsed portfolio | 24 | $481,570,351 | Open SEC source |
| 26 Oct 2026, 15:12:21 UTC | 13F-HR | Generali Asset Management SPA SGR CIK 0002046751 | 2026 Q3 Open parsed portfolio | 504 | $5,733,511,026 | Open SEC source |
| 26 Oct 2026, 15:11:03 UTC | 13F-HR | Curat Global, LLC CIK 0002063003 | 2026 Q3 Open parsed portfolio | 256 | $117,489,253 | Open SEC source |
| 26 Oct 2026, 15:10:16 UTC | 13F-HR | Commonwealth Retirement Investments LLC CIK 0001963787 | 2026 Q3 Open parsed portfolio | $369,747,432 | Open SEC source | |
| 26 Oct 2026, 15:08:16 UTC | 13F-HR | Nicholas Wealth, LLC. CIK 0001911391 | 2026 Q3 Open parsed portfolio | 129 | $191,574,266 | Open SEC source |
| 26 Oct 2026, 15:06:03 UTC | 13F-HR | Valley Brook Capital Group, Inc. CIK 0001851418 | 2026 Q3 Open parsed portfolio | 118 | $177,624,708 | Open SEC source |
| 26 Oct 2026, 15:04:27 UTC | 13F-HR | O'Connor Financial Group LLC CIK 0001973783 | 2026 Q3 Open parsed portfolio | 68 | $281,977,530 | Open SEC source |
| 26 Oct 2026, 15:02:10 UTC | 13F-HR | HIGHLAND CAPITAL MANAGEMENT, LLC CIK 0000860486 | 2026 Q3 Open parsed portfolio | 415 | $2,191,477,801 | Open SEC source |
| 26 Oct 2026, 14:57:21 UTC | 13F-HR | Broussard Financial Group LLC CIK 0001548136 | 2026 Q3 Open parsed portfolio | 38 | $135,409,768 | Open SEC source |
| 26 Oct 2026, 14:56:45 UTC | 13F-HR | LANARK FINANCIAL, INC. CIK 0000791540 | 2026 Q3 Open parsed portfolio | 2,480 | $1,467,619,817 | Open SEC source |
| 26 Oct 2026, 14:55:14 UTC | 13F-HR | SmartHarvest Portfolios, LLC CIK 0002066604 | 2026 Q3 Open parsed portfolio | 370 | $258,027,195 | Open SEC source |
| 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 |