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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21

Recent 13F signals

Latest portfolio disclosures to inspect

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

13F portfolio

SYCOMORE ASSET MANAGEMENT

CIK 0001728681

13F-HR Q3 2026
CIK
0001728681
Source
SEC 13F-HR
Action
13F-HR accepted
Value
68 holdings / $884,406,000
Filed
26 Oct 2026, 09:02:09 UTC
Period
2026 Q3

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

13F portfolio

SJS Investment Consulting Inc.

CIK 0001894302

13F-HR Q3 2026
CIK
0001894302
Source
SEC 13F-HR
Action
13F-HR accepted
Value
3,231 holdings / $993,232,895
Filed
26 Oct 2026, 09:00:30 UTC
Period
2026 Q3

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

13F portfolio

Lionsbridge Wealth Management LLC

CIK 0001800533

13F-HR Q3 2026
CIK
0001800533
Source
SEC 13F-HR
Action
13F-HR accepted
Value
63 holdings / $89,610,204
Filed
26 Oct 2026, 09:00:17 UTC
Period
2026 Q3

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

13F portfolio

KPP Advisory Services LLC

CIK 0001989349

13F-HR Q3 2026
CIK
0001989349
Source
SEC 13F-HR
Action
13F-HR accepted
Value
320 holdings / $594,251,260
Filed
26 Oct 2026, 08:30:30 UTC
Period
2026 Q3

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

13F portfolio

SOUTHERN CAPITAL ADVISORS, LLC

CIK 0001909249

13F-HR Q3 2026
CIK
0001909249
Source
SEC 13F-HR
Action
13F-HR accepted
Value
86 holdings / $250,181,503
Filed
26 Oct 2026, 08:29:32 UTC
Period
2026 Q3

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

13F portfolio

Nova R Wealth, Inc.

CIK 0001729457

13F-HR Q3 2026
CIK
0001729457
Source
SEC 13F-HR
Action
13F-HR accepted
Value
89 holdings / $341,353,245
Filed
26 Oct 2026, 08:29:26 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, 09:02:09 UTC 13F-HR SYCOMORE ASSET MANAGEMENT CIK 0001728681 2026 Q3 Open parsed portfolio 68 $884,406,000 Open SEC source
26 Oct 2026, 09:00:30 UTC 13F-HR SJS Investment Consulting Inc. CIK 0001894302 2026 Q3 Open parsed portfolio 3,231 $993,232,895 Open SEC source
26 Oct 2026, 09:00:17 UTC 13F-HR Lionsbridge Wealth Management LLC CIK 0001800533 2026 Q3 Open parsed portfolio 63 $89,610,204 Open SEC source
26 Oct 2026, 08:30:30 UTC 13F-HR KPP Advisory Services LLC CIK 0001989349 2026 Q3 Open parsed portfolio 320 $594,251,260 Open SEC source
26 Oct 2026, 08:29:32 UTC 13F-HR SOUTHERN CAPITAL ADVISORS, LLC CIK 0001909249 2026 Q3 Open parsed portfolio 86 $250,181,503 Open SEC source
26 Oct 2026, 08:29:26 UTC 13F-HR Nova R Wealth, Inc. CIK 0001729457 2026 Q3 Open parsed portfolio 89 $341,353,245 Open SEC source
26 Oct 2026, 08:29:22 UTC 13F-HR FIRST HORIZON CORP CIK 0000036966 2026 Q3 Open parsed portfolio 1,514 $2,622,811,344 Open SEC source
26 Oct 2026, 08:25:37 UTC 13F-HR Banka Slovenska Narodna CIK 0002126778 2026 Q3 Open parsed portfolio 3 $3,393,193,377 Open SEC source
26 Oct 2026, 08:25:24 UTC 13F-HR DeDora Capital, Inc. CIK 0001717658 2026 Q3 Open parsed portfolio 451 $448,168,384 Open SEC source
26 Oct 2026, 08:23:58 UTC 13F-HR GF FUND MANAGEMENT CO. LTD. CIK 0002057060 2026 Q3 Open parsed portfolio 616 $7,719,339,358 Open SEC source
26 Oct 2026, 08:06:16 UTC 13F-HR Noble Family Wealth, LLC CIK 0001976065 2026 Q3 Open parsed portfolio 75 $556,126,649 Open SEC source
26 Oct 2026, 07:43:16 UTC 13F-HR MEMBERS CAPITAL ADVISORS INC CIK 0001025421 2026 Q3 Open parsed portfolio 7 $114,769,279 Open SEC source
26 Oct 2026, 07:22:03 UTC 13F-HR UniSuper Management Pty Ltd CIK 0001989400 2026 Q3 Open parsed portfolio 636 $20,397,552,571 Open SEC source
26 Oct 2026, 06:47:09 UTC 13F-HR WILSON ASSET MANAGEMENT (INTERNATIONAL) PTY LTD CIK 0001914472 2026 Q3 Open parsed portfolio 39 $350,422,179 Open SEC source
26 Oct 2026, 06:16:07 UTC 13F-HR/A Mason & Associates, LLC CIK 0001895045 2026 Q3 - Restatement Open parsed portfolio 45 $485,977,279 Open SEC source
26 Oct 2026, 06:15:37 UTC 13F-HR James Reed Financial Services, Inc. CIK 0001911052 2026 Q3 Open parsed portfolio 18 $132,375,129 Open SEC source
26 Oct 2026, 06:14:55 UTC 13F-HR MOTIVE WEALTH ADVISORS CIK 0001877093 2026 Q3 Open parsed portfolio 102 $248,692,070 Open SEC source
26 Oct 2026, 06:14:14 UTC 13F-HR Larry Mathis Financial Planning, LLC CIK 0002118274 2026 Q3 Open parsed portfolio 116 $117,519,219 Open SEC source
26 Oct 2026, 06:13:34 UTC 13F-HR Leo Wealth, LLC CIK 0001912202 2026 Q3 Open parsed portfolio 269 $471,436,656 Open SEC source
26 Oct 2026, 06:12:55 UTC 13F-HR Lakewood Asset Management LLC CIK 0001966581 2026 Q3 Open parsed portfolio 110 $193,975,073 Open SEC source
26 Oct 2026, 06:11:39 UTC 13F-HR Davidson Kahn Capital Management, LLC CIK 0002055535 2026 Q3 Open parsed portfolio 69 $253,102,602 Open SEC source
23 Oct 2026, 20:57:51 UTC 13F-HR E6 Portfolios, LLC CIK 0002110817 2026 Q3 Open parsed portfolio 89 $132,399,879 Open SEC source
23 Oct 2026, 20:26:45 UTC 13F-HR Equity Wealth Partners, LLC CIK 0002097037 2026 Q3 Open parsed portfolio 109 $303,842,094 Open SEC source
23 Oct 2026, 17:59:53 UTC 13F-HR Peterson Wealth Services CIK 0001906799 2026 Q3 Open parsed portfolio 223 $474,234,081 Open SEC source
23 Oct 2026, 17:56:43 UTC 13F-HR Blume Capital Management, Inc. CIK 0001587192 2026 Q3 Open parsed portfolio 356 $672,109,714 Open SEC source
23 Oct 2026, 17:42:54 UTC 13F-HR VIEWPOINT INVESTMENT PARTNERS CORP CIK 0001767457 2026 Q3 Open parsed portfolio 142 $319,445,953 Open SEC source
23 Oct 2026, 17:36:09 UTC 13F-HR HOURGLASS CAPITAL, LLC CIK 0001442573 2026 Q3 Open parsed portfolio 125 $487,930,210 Open SEC source
23 Oct 2026, 17:27:02 UTC 13F-HR VALEN PRIVATE CAPITAL, LLC CIK 0002161787 2026 Q3 Open parsed portfolio 88 $323,371,838 Open SEC source
23 Oct 2026, 17:09:38 UTC 13F-HR ANDERSON HOAGLAND & CO CIK 0000791191 2026 Q3 Open parsed portfolio 135 $1,308,436,525 Open SEC source
23 Oct 2026, 16:59:22 UTC 13F-HR Dedeker Financial LLC CIK 0002113408 2026 Q3 Open parsed portfolio 55 $175,702,735 Open SEC source
23 Oct 2026, 16:57:59 UTC 13F-HR Trademark Financial Management, LLC CIK 0002011736 2026 Q3 Open parsed portfolio 108 $246,898,805 Open SEC source
23 Oct 2026, 16:56:19 UTC 13F-HR Straight Path Wealth Management CIK 0001902506 2026 Q3 Open parsed portfolio 157 $449,229,269 Open SEC source
23 Oct 2026, 16:56:01 UTC 13F-HR Financial Management Professionals, Inc. CIK 0001568132 2026 Q3 Open parsed portfolio 1,042 $1,060,697,557 Open SEC source
23 Oct 2026, 16:55:45 UTC 13F-HR Split Creek LLC DBA Split Creek Capital LLC CIK 0002103756 2026 Q2 Open parsed portfolio 133 $108,251,461 Open SEC source
23 Oct 2026, 16:54:55 UTC 13F-HR Samalin Investment Counsel, LLC CIK 0001544366 2026 Q3 Open parsed portfolio 330 $311,938,738 Open SEC source
23 Oct 2026, 16:53:18 UTC 13F-HR Centerpoint Advisory Group CIK 0002054093 2026 Q3 Open parsed portfolio 120 $161,123,395 Open SEC source
23 Oct 2026, 16:52:33 UTC 13F-HR Split Creek LLC DBA Split Creek Capital LLC CIK 0002103756 2026 Q1 Open parsed portfolio 125 $95,274,477 Open SEC source
23 Oct 2026, 16:51:10 UTC 13F-HR Total Wealth Planning & Management, Inc. CIK 0002058383 2026 Q3 Open parsed portfolio 174 $125,530,145 Open SEC source
23 Oct 2026, 16:49:37 UTC 13F-HR Revolve Wealth Partners, LLC CIK 0001808992 2026 Q3 Open parsed portfolio 315 $954,670,327 Open SEC source
23 Oct 2026, 16:48:11 UTC 13F-HR Orange Investment Advisors, Inc. CIK 0000943442 2026 Q3 Open parsed portfolio 137 $801,749,732 Open SEC source
23 Oct 2026, 16:46:35 UTC 13F-HR Beacon Capital Management, LLC CIK 0001921487 2026 Q3 Open parsed portfolio 169 $716,293,783 Open SEC source
23 Oct 2026, 16:45:12 UTC 13F-HR Split Creek LLC DBA Split Creek Capital LLC CIK 0002103756 2025 Q4 Open parsed portfolio 125 $94,479,100 Open SEC source
23 Oct 2026, 16:43:49 UTC 13F-HR Michael Brady & Co., LLC CIK 0002095497 2026 Q3 Open parsed portfolio 55 $110,193,939 Open SEC source
23 Oct 2026, 16:39:49 UTC 13F-HR BRANDYWINE OAK PRIVATE WEALTH LLC CIK 0001764694 2026 Q3 Open parsed portfolio 243 $1,320,885,499 Open SEC source
23 Oct 2026, 16:39:01 UTC 13F-HR L.K. Benson & Company, P.C. CIK 0002055235 2026 Q3 Open parsed portfolio 118 $336,686,664 Open SEC source
23 Oct 2026, 16:38:54 UTC 13F-HR Summit Place Financial Advisors, LLC CIK 0001801413 2026 Q3 Open parsed portfolio 117 $221,130,496 Open SEC source
23 Oct 2026, 16:38:06 UTC 13F-HR Leeward Investments, LLC - MA CIK 0001923173 2026 Q3 Open parsed portfolio 139 $1,977,641,990 Open SEC source
23 Oct 2026, 16:37:33 UTC 13F-HR Randolph Co Inc CIK 0001475150 2026 Q3 Open parsed portfolio 47 $1,163,252,174 Open SEC source
23 Oct 2026, 16:37:27 UTC 13F-HR LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA CIK 0001089707 2026 Q3 Open parsed portfolio 88 $155,092,000 Open SEC source
23 Oct 2026, 16:37:22 UTC 13F-HR Aurelius Family Office LLC CIK 0002053738 2026 Q3 Open parsed portfolio 50 $251,596,037 Open SEC source
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