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.

Insider activity 13D/G stakes 10-Q/K updates Investors
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Current page
22

Recent 13F signals

Latest portfolio disclosures to inspect

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

13F portfolio

Argyle Capital Partners, LLC

CIK 0002079995

13F-HR Q3 2026
CIK
0002079995
Source
SEC 13F-HR
Action
13F-HR accepted
Value
175 holdings / $161,624,297
Filed
23 Oct 2026, 16:35:48 UTC
Period
2026 Q3

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

View details Open source
13F portfolio

Winter & Associates, Inc.

CIK 0002109063

13F-HR Q3 2026
CIK
0002109063
Source
SEC 13F-HR
Action
13F-HR accepted
Value
81 holdings / $138,537,703
Filed
23 Oct 2026, 16:35:32 UTC
Period
2026 Q3

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

View details Open source
13F portfolio

EULAV Asset Management

CIK 0001540826

13F-HR Q3 2026
CIK
0001540826
Source
SEC 13F-HR
Action
13F-HR accepted
Value
151 holdings / $2,772,128,022
Filed
23 Oct 2026, 16:34:43 UTC
Period
2026 Q3

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

View details Open source
13F portfolio

SFG Wealth Management, LLC.

CIK 0001908914

13F-HR Q3 2026
CIK
0001908914
Source
SEC 13F-HR
Action
13F-HR accepted
Value
103 holdings / $281,123,827
Filed
23 Oct 2026, 16:34:02 UTC
Period
2026 Q3

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

View details Open source
13F portfolio

Provident Investment Management, Inc.

CIK 0001076964

13F-HR Q3 2026
CIK
0001076964
Source
SEC 13F-HR
Action
13F-HR accepted
Value
87 holdings / $998,713,829
Filed
23 Oct 2026, 16:32:59 UTC
Period
2026 Q3

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

View details Open source
13F portfolio

Compass Ion Advisors, LLC

CIK 0001621100

13F-HR Q3 2026
CIK
0001621100
Source
SEC 13F-HR
Action
13F-HR accepted
Value
306 holdings / $1,187,894,623
Filed
23 Oct 2026, 16:32:47 UTC
Period
2026 Q3

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

View details Open source
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
23 Oct 2026, 16:35:48 UTC 13F-HR Argyle Capital Partners, LLC CIK 0002079995 2026 Q3 Open parsed portfolio 175 $161,624,297 Open SEC source
23 Oct 2026, 16:35:32 UTC 13F-HR Winter & Associates, Inc. CIK 0002109063 2026 Q3 Open parsed portfolio 81 $138,537,703 Open SEC source
23 Oct 2026, 16:34:43 UTC 13F-HR EULAV Asset Management CIK 0001540826 2026 Q3 Open parsed portfolio 151 $2,772,128,022 Open SEC source
23 Oct 2026, 16:34:02 UTC 13F-HR SFG Wealth Management, LLC. CIK 0001908914 2026 Q3 Open parsed portfolio 103 $281,123,827 Open SEC source
23 Oct 2026, 16:32:59 UTC 13F-HR Provident Investment Management, Inc. CIK 0001076964 2026 Q3 Open parsed portfolio 87 $998,713,829 Open SEC source
23 Oct 2026, 16:32:47 UTC 13F-HR Compass Ion Advisors, LLC CIK 0001621100 2026 Q3 Open parsed portfolio 306 $1,187,894,623 Open SEC source
23 Oct 2026, 16:31:56 UTC 13F-HR Trueblood Wealth Management, LLC CIK 0002005380 2026 Q3 Open parsed portfolio 262 $284,104,443 Open SEC source
23 Oct 2026, 16:30:05 UTC 13F-HR Mainsail Financial Group, LLC CIK 0001961290 2026 Q3 Open parsed portfolio 71 $297,038,376 Open SEC source
23 Oct 2026, 16:29:19 UTC 13F-HR Probity Advisors, Inc. CIK 0001676603 2026 Q3 Open parsed portfolio 226 $699,951,026 Open SEC source
23 Oct 2026, 16:28:32 UTC 13F-HR GUARDIAN INVESTMENT MANAGEMENT CIK 0001365474 2026 Q3 Open parsed portfolio 60 $148,042,855 Open SEC source
23 Oct 2026, 16:27:59 UTC 13F-HR AUCTUS ADVISORS LLC CIK 0002042516 2026 Q3 Open parsed portfolio 30 $123,665,494 Open SEC source
23 Oct 2026, 16:26:38 UTC 13F-HR STEINBERGANNA WEALTH MANAGEMENT CIK 0002089528 2026 Q3 Open parsed portfolio 139 $232,596,494 Open SEC source
23 Oct 2026, 16:26:30 UTC 13F-HR SWMG, LLC CIK 0001839255 2026 Q3 Open parsed portfolio 118 $456,643,949 Open SEC source
23 Oct 2026, 16:26:23 UTC 13F-HR VALLEY NATIONAL ADVISERS INC CIK 0000773411 2026 Q3 Open parsed portfolio 1,713 $908,680,138 Open SEC source
23 Oct 2026, 16:26:13 UTC 13F-HR Yardley Wealth Management LLC CIK 0002044323 2026 Q3 Open parsed portfolio 40 $229,028,156 Open SEC source
23 Oct 2026, 16:25:49 UTC 13F-HR Wolff Financial Management LLC CIK 0001767940 2026 Q3 Open parsed portfolio 102 $494,252,405 Open SEC source
23 Oct 2026, 16:25:20 UTC 13F-HR Radnor Capital Management, LLC CIK 0001696867 2026 Q3 Open parsed portfolio 320 $725,864,213 Open SEC source
23 Oct 2026, 16:24:56 UTC 13F-HR Meridian Financial Partners LLC CIK 0001763722 2026 Q3 Open parsed portfolio 124 $306,134,595 Open SEC source
23 Oct 2026, 16:24:23 UTC 13F-HR Integrated Capital Management, LLC CIK 0002040070 2026 Q3 Open parsed portfolio 58 $273,951,798 Open SEC source
23 Oct 2026, 16:23:54 UTC 13F-HR INVESTED ADVISORS CIK 0002090165 2026 Q3 Open parsed portfolio 162 $117,235,670 Open SEC source
23 Oct 2026, 16:23:25 UTC 13F-HR Code Waechter LLC CIK 0002039212 2026 Q3 Open parsed portfolio 126 $211,391,730 Open SEC source
23 Oct 2026, 16:23:02 UTC 13F-HR Bernardo Wealth Planning LLC CIK 0001765595 2026 Q3 Open parsed portfolio 143 $1,183,743,177 Open SEC source
23 Oct 2026, 16:22:49 UTC 13F-HR DIXON FNANCIAL SERVICES, INC. CIK 0001909993 2026 Q3 Open parsed portfolio 48 $249,409,508 Open SEC source
23 Oct 2026, 16:22:16 UTC 13F-HR Robeco Schweiz AG CIK 0001418427 2026 Q3 Open parsed portfolio 135 $5,548,425,859 Open SEC source
23 Oct 2026, 16:22:10 UTC 13F-HR MN Wealth Advisors, LLC CIK 0001992972 2026 Q3 Open parsed portfolio 140 $246,536,107 Open SEC source
23 Oct 2026, 16:20:51 UTC 13F-HR Sensenig Capital Advisors, Inc CIK 0002092381 2026 Q3 Open parsed portfolio 31 $111,255,065 Open SEC source
23 Oct 2026, 16:20:03 UTC 13F-HR Tarbox Family Office, Inc. CIK 0001599603 2026 Q3 Open parsed portfolio 100 $710,972,273 Open SEC source
23 Oct 2026, 16:18:08 UTC 13F-HR Richardson Capital Management LLC CIK 0001621646 2026 Q3 Open parsed portfolio 264 $243,934,510 Open SEC source
23 Oct 2026, 16:18:02 UTC 13F-HR Community Bank of Raymore CIK 0001599923 2026 Q3 Open parsed portfolio 73 $169,102,209 Open SEC source
23 Oct 2026, 16:17:18 UTC 13F-HR Brucke Financial, Inc. CIK 0002058446 2026 Q3 Open parsed portfolio 185 $238,353,644 Open SEC source
23 Oct 2026, 16:16:36 UTC 13F-HR Atlas Private Wealth Advisors CIK 0001814234 2026 Q3 Open parsed portfolio 149 $461,961,129 Open SEC source
23 Oct 2026, 16:15:08 UTC 13F-HR NORRIS PERNE & FRENCH LLP/MI CIK 0001092290 2026 Q3 Open parsed portfolio 156 $2,288,526,702 Open SEC source
23 Oct 2026, 16:15:03 UTC 13F-HR Canaan Partners XI LLC CIK 0001850694 2026 Q3 Open parsed portfolio 3 $66,909,006 Open SEC source
23 Oct 2026, 16:14:49 UTC 13F-HR SIGNATUREFD, LLC CIK 0001456048 2026 Q3 Open parsed portfolio 3,515 $7,759,822,267 Open SEC source
23 Oct 2026, 16:14:40 UTC 13F-HR BG Investment Services, LLC CIK 0001873989 2026 Q3 Open parsed portfolio 150 $664,624,800 Open SEC source
23 Oct 2026, 16:13:26 UTC 13F-HR Corecam Pte. Ltd. CIK 0002106977 2026 Q3 Open parsed portfolio 79 $239,918,156 Open SEC source
23 Oct 2026, 16:09:30 UTC 13F-HR ORBA Wealth Advisors, L.L.C. CIK 0002010248 2026 Q3 Open parsed portfolio 81 $117,155,191 Open SEC source
23 Oct 2026, 16:08:46 UTC 13F-HR Morton Capital Management LLC/CA CIK 0002002628 2026 Q3 Open parsed portfolio 154 $827,852,920 Open SEC source
23 Oct 2026, 16:07:59 UTC 13F-HR Forbes Financial Planning, Inc. CIK 0001911316 2026 Q3 Open parsed portfolio 38 $182,294,957 Open SEC source
23 Oct 2026, 16:07:20 UTC 13F-HR Bond & Devick Financial Network, Inc. CIK 0001843495 2026 Q3 Open parsed portfolio 201 $414,451,241 Open SEC source
23 Oct 2026, 16:06:42 UTC 13F-HR McGuire Investment Group, LLC CIK 0001756959 2026 Q3 Open parsed portfolio 132 $1,120,142,476 Open SEC source
23 Oct 2026, 16:06:00 UTC 13F-HR Evanson Financial, LLC CIK 0002140235 2026 Q3 Open parsed portfolio 315 $2,000,865,662 Open SEC source
23 Oct 2026, 16:03:32 UTC 13F-HR CITIZENS FINANCIAL GROUP INC/RI CIK 0000759944 2026 Q3 Open parsed portfolio 1,148 $8,578,091,909 Open SEC source
23 Oct 2026, 15:56:07 UTC 13F-HR Royal Palms Capital LLC CIK 0002107886 2026 Q3 Open parsed portfolio 55 $112,552,142 Open SEC source
23 Oct 2026, 15:41:25 UTC 13F-HR IRON Financial LLC CIK 0001595509 2026 Q3 Open parsed portfolio 148 $239,880,023 Open SEC source
23 Oct 2026, 15:39:47 UTC 13F-HR Paladin Wealth, LLC CIK 0002040377 2026 Q3 Open parsed portfolio 156 $185,017,764 Open SEC source
23 Oct 2026, 15:30:16 UTC 13F-HR FIRST INTERSTATE BANK CIK 0001125727 2026 Q3 Open parsed portfolio 197 $1,876,554,127 Open SEC source
23 Oct 2026, 15:30:05 UTC 13F-HR NJ State Employees Deferred Compensation Plan CIK 0001483259 2026 Q3 Open parsed portfolio 0 $0 Open SEC source
23 Oct 2026, 15:17:53 UTC 13F-HR KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 2026 Q3 Open parsed portfolio 1,024 $2,604,758,515 Open SEC source
23 Oct 2026, 15:11:37 UTC 13F-HR ADG Wealth Management Group, LLC CIK 0002053824 2026 Q3 Open parsed portfolio 40 $160,662,294 Open SEC source
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