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 |
|---|---|---|---|---|---|---|
| 23 Oct 2026, 15:05:59 UTC | 13F-HR | Sigma Planning Corp CIK 0001449126 | 2026 Q3 Open parsed portfolio | 1,318 | $3,882,567,732 | Open SEC source |
| 23 Oct 2026, 15:05:39 UTC | 13F-HR | FINANCIAL ADVISORY PARTNERS, LLC CIK 0001994252 | 2026 Q3 Open parsed portfolio | 75 | $377,093,031 | Open SEC source |
| 23 Oct 2026, 15:01:35 UTC | 13F-HR | Bright Futures Wealth Management, LLC. CIK 0001803980 | 2026 Q3 Open parsed portfolio | 195 | $144,592,655 | Open SEC source |
| 23 Oct 2026, 15:00:49 UTC | 13F-HR | Helium Advisors LLC CIK 0002056653 | 2026 Q3 Open parsed portfolio | 102 | $115,024,786 | Open SEC source |
| 23 Oct 2026, 14:59:14 UTC | 13F-HR | Pullen Investment Management, LLC CIK 0002011668 | 2026 Q3 Open parsed portfolio | 101 | $209,254,460 | Open SEC source |
| 23 Oct 2026, 14:57:55 UTC | 13F-HR | LTS Liquid Investments LLC CIK 0001973154 | 2026 Q3 Open parsed portfolio | 8 | $233,767,534 | Open SEC source |
| 23 Oct 2026, 14:56:40 UTC | 13F-HR | Slow Capital, Inc. CIK 0001716984 | 2026 Q3 Open parsed portfolio | 110 | $889,921,523 | Open SEC source |
| 23 Oct 2026, 14:55:12 UTC | 13F-HR | BRC-Global BAH Investments Ltd. CIK 0002108985 | 2026 Q3 Open parsed portfolio | 0 | $0 | Open SEC source |
| 23 Oct 2026, 14:54:45 UTC | 13F-HR | Leeward Financial Partners, LLC CIK 0001735201 | 2026 Q3 Open parsed portfolio | 111 | $387,808,785 | Open SEC source |
| 23 Oct 2026, 14:54:28 UTC | 13F-HR | Hedeker Wealth, LLC CIK 0001633910 | 2026 Q3 Open parsed portfolio | 93 | $544,803,278 | Open SEC source |
| 23 Oct 2026, 14:51:09 UTC | 13F-HR | Nadler Financial Group, Inc. CIK 0001541787 | 2026 Q3 Open parsed portfolio | 147 | $1,195,834,830 | Open SEC source |
| 23 Oct 2026, 14:47:10 UTC | 13F-HR | Purewater Capital LLC CIK 0002135327 | 2026 Q3 Open parsed portfolio | 61 | $128,100,733 | Open SEC source |
| 23 Oct 2026, 14:42:06 UTC | 13F-HR | Bradley & Co. Private Wealth Management, LLC CIK 0001861678 | 2026 Q3 Open parsed portfolio | 224 | $218,864,850 | Open SEC source |
| 23 Oct 2026, 14:30:46 UTC | 13F-HR | Level Wealth Management LLC CIK 0002036775 | 2026 Q3 Open parsed portfolio | 89 | $262,152,739 | Open SEC source |
| 23 Oct 2026, 14:27:47 UTC | 13F-HR | LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA CIK 0000932974 | 2026 Q3 Open parsed portfolio | 564 | $10,841,607,706 | Open SEC source |
| 23 Oct 2026, 14:27:35 UTC | 13F-HR | Holos Integrated Wealth LLC CIK 0002080096 | 2026 Q3 Open parsed portfolio | 389 | $222,530,153 | Open SEC source |
| 23 Oct 2026, 14:25:34 UTC | 13F-HR | Marest Capital, LLC CIK 0002010315 | 2026 Q3 Open parsed portfolio | 27 | $197,866,389 | Open SEC source |
| 23 Oct 2026, 14:25:31 UTC | 13F-HR | Fee-Only Financial Planning, L.C. CIK 0001954044 | 2026 Q3 Open parsed portfolio | 43 | $182,334,401 | Open SEC source |
| 23 Oct 2026, 14:24:02 UTC | 13F-HR | ESCHATON OPPORTUNITIES FUND MANAGEMENT LP CIK 0001729545 | 2026 Q3 Open parsed portfolio | 4 | $20,976,889 | Open SEC source |
| 23 Oct 2026, 14:19:47 UTC | 13F-HR | Townsend & Associates, Inc CIK 0001729359 | 2026 Q3 Open parsed portfolio | 111 | $1,188,324,993 | Open SEC source |
| 23 Oct 2026, 14:17:33 UTC | 13F-HR | Access Investment Management LLC CIK 0002010477 | 2026 Q3 Open parsed portfolio | 135 | $411,622,767 | Open SEC source |
| 23 Oct 2026, 14:09:51 UTC | 13F-HR | Aries Wealth Management CIK 0001729515 | 2026 Q3 Open parsed portfolio | 245 | $519,274,374 | Open SEC source |
| 23 Oct 2026, 14:08:30 UTC | 13F-HR | Tower View Wealth Management LLC CIK 0001729045 | 2026 Q3 Open parsed portfolio | 191 | $230,998,567 | Open SEC source |
| 23 Oct 2026, 14:07:24 UTC | 13F-HR | Morton Brown Family Wealth, LLC CIK 0001909851 | 2026 Q3 Open parsed portfolio | 412 | $449,608,092 | Open SEC source |
| 23 Oct 2026, 14:04:44 UTC | 13F-HR | Live Oak Investment Partners CIK 0001822262 | 2026 Q3 Open parsed portfolio | 92 | $185,185,366 | Open SEC source |
| 23 Oct 2026, 14:04:01 UTC | 13F-HR | Hilton Head Capital Partners, LLC CIK 0002109913 | 2026 Q3 Open parsed portfolio | 876 | $184,995,941 | Open SEC source |
| 23 Oct 2026, 14:03:59 UTC | 13F-HR | Capelight Capital Asset Management LP CIK 0002105992 | 2026 Q3 Open parsed portfolio | 42 | $223,705,121 | Open SEC source |
| 23 Oct 2026, 13:54:52 UTC | 13F-HR | Alpha Omega Wealth Management LLC CIK 0001665633 | 2026 Q3 Open parsed portfolio | 207 | $664,823,084 | Open SEC source |
| 23 Oct 2026, 13:50:24 UTC | 13F-HR | Malaga Cove Capital, LLC CIK 0001603001 | 2026 Q3 Open parsed portfolio | 183 | $311,319,143 | Open SEC source |
| 23 Oct 2026, 13:49:31 UTC | 13F-HR | TSFG, LLC CIK 0001800513 | 2026 Q3 Open parsed portfolio | 637 | $433,534,000 | Open SEC source |
| 23 Oct 2026, 13:39:19 UTC | 13F-HR | Apollon Financial, LLC CIK 0002011195 | 2026 Q3 Open parsed portfolio | 308 | $882,129,860 | Open SEC source |
| 23 Oct 2026, 13:38:39 UTC | 13F-HR | IVC Wealth Advisors LLC CIK 0001842811 | 2026 Q3 Open parsed portfolio | 166 | $249,208,846 | Open SEC source |
| 23 Oct 2026, 13:35:15 UTC | 13F-HR | Apollon Wealth Management, LLC CIK 0001764387 | 2026 Q3 Open parsed portfolio | 1,624 | $8,702,042,664 | Open SEC source |
| 23 Oct 2026, 13:30:55 UTC | 13F-HR | Anson Capital, Inc. CIK 0001906003 | 2026 Q3 Open parsed portfolio | 94 | $153,462,874 | Open SEC source |
| 23 Oct 2026, 13:21:07 UTC | 13F-HR | Madrid Wealth Management, LLC CIK 0002106678 | 2026 Q3 Open parsed portfolio | 76 | $157,494,439 | Open SEC source |
| 23 Oct 2026, 13:20:22 UTC | 13F-HR | NIXON PEABODY TRUST CO CIK 0001626757 | 2026 Q3 Open parsed portfolio | 191 | $1,535,526,791 | Open SEC source |
| 23 Oct 2026, 13:19:25 UTC | 13F-HR | FINANCIAL CONSULATE, INC CIK 0001624510 | 2026 Q3 Open parsed portfolio | 1,891 | $898,795,794 | Open SEC source |
| 23 Oct 2026, 13:16:18 UTC | 13F-HR | Ted Buchan & Co CIK 0002033413 | 2026 Q3 Open parsed portfolio | 94 | $303,043,372 | Open SEC source |
| 23 Oct 2026, 13:13:36 UTC | 13F-HR | Old Port Advisors CIK 0001744348 | 2026 Q3 Open parsed portfolio | 270 | $498,257,424 | Open SEC source |
| 23 Oct 2026, 13:13:23 UTC | 13F-HR | PhiloSmith Capital Corp CIK 0001942361 | 2026 Q3 Open parsed portfolio | 22 | $361,543,618 | Open SEC source |
| 23 Oct 2026, 13:05:52 UTC | 13F-HR | AMARILLO NATIONAL BANK CIK 0001053013 | 2026 Q3 Open parsed portfolio | 87 | $620,094,644 | Open SEC source |
| 23 Oct 2026, 13:04:48 UTC | 13F-HR | Mainstream Capital Management LLC CIK 0002043084 | 2026 Q3 Open parsed portfolio | 302 | $169,851,117 | Open SEC source |
| 23 Oct 2026, 13:04:06 UTC | 13F-HR | G&S Capital LLC CIK 0001731448 | 2026 Q3 Open parsed portfolio | 153 | $343,875,397 | Open SEC source |
| 23 Oct 2026, 12:52:26 UTC | 13F-HR | BEESE FULMER INVESTMENT MANAGEMENT, INC. CIK 0000911274 | 2026 Q3 Open parsed portfolio | 356 | $1,763,619,465 | Open SEC source |
| 23 Oct 2026, 12:49:41 UTC | 13F-HR | Tradewinds Capital Management, LLC CIK 0001616026 | 2026 Q3 Open parsed portfolio | 705 | $577,864,630 | Open SEC source |
| 23 Oct 2026, 12:49:08 UTC | 13F-HR | Stone House Investment Management, LLC CIK 0001696497 | 2026 Q3 Open parsed portfolio | 215 | $768,172,528 | Open SEC source |
| 23 Oct 2026, 12:42:14 UTC | 13F-HR | Tanglewood Wealth Management, Inc. CIK 0001454308 | 2026 Q3 Open parsed portfolio | 48 | $1,204,478,813 | Open SEC source |
| 23 Oct 2026, 12:42:13 UTC | 13F-HR | VISTA FINANCE, LLC CIK 0001893809 | 2026 Q3 Open parsed portfolio | 55 | $187,699,517 | Open SEC source |
| 23 Oct 2026, 12:39:53 UTC | 13F-HR | Versor Investments LP CIK 0001650301 | 2026 Q3 Open parsed portfolio | 35 | $59,810,322 | Open SEC source |
| 23 Oct 2026, 12:39:12 UTC | 13F-HR | Westchester Capital Management, Inc. CIK 0001390063 | 2026 Q3 Open parsed portfolio | 46 | $573,184,090 | Open SEC source |