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
Rows shown
1,251-1,300 of 3,689
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50
Current page
26

Recent 13F signals

Latest portfolio disclosures to inspect

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

13F portfolio

BIP Wealth, LLC

CIK 0001590214

13F-HR Q3 2026
CIK
0001590214
Source
SEC 13F-HR
Action
13F-HR accepted
Value
560 holdings / $3,690,853,686
Filed
22 Oct 2026, 16:19:39 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

River Street Advisors LLC

CIK 0001964897

13F-HR Q3 2026
CIK
0001964897
Source
SEC 13F-HR
Action
13F-HR accepted
Value
176 holdings / $324,098,808
Filed
22 Oct 2026, 16:16:32 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

PARTHENON LLC

CIK 0001088859

13F-HR Q3 2026
CIK
0001088859
Source
SEC 13F-HR
Action
13F-HR accepted
Value
129 holdings / $967,311,557
Filed
22 Oct 2026, 16:16:11 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

Legacy Wealth Management, LLC

CIK 0001488921

13F-HR Q3 2026
CIK
0001488921
Source
SEC 13F-HR
Action
13F-HR accepted
Value
34 holdings / $1,898,250,027
Filed
22 Oct 2026, 16:15:34 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

MLP3, LLC

CIK 0002109061

13F-HR Q3 2026
CIK
0002109061
Source
SEC 13F-HR
Action
13F-HR accepted
Value
110 holdings / $115,818,536
Filed
22 Oct 2026, 16:14:52 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

Client First Capital LLC

CIK 0001822065

13F-HR Q3 2026
CIK
0001822065
Source
SEC 13F-HR
Action
13F-HR accepted
Value
33 holdings / $251,317,302
Filed
22 Oct 2026, 16:14:18 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
22 Oct 2026, 16:19:39 UTC 13F-HR BIP Wealth, LLC CIK 0001590214 2026 Q3 Open parsed portfolio 560 $3,690,853,686 Open SEC source
22 Oct 2026, 16:16:32 UTC 13F-HR River Street Advisors LLC CIK 0001964897 2026 Q3 Open parsed portfolio 176 $324,098,808 Open SEC source
22 Oct 2026, 16:16:11 UTC 13F-HR PARTHENON LLC CIK 0001088859 2026 Q3 Open parsed portfolio 129 $967,311,557 Open SEC source
22 Oct 2026, 16:15:34 UTC 13F-HR Legacy Wealth Management, LLC CIK 0001488921 2026 Q3 Open parsed portfolio 34 $1,898,250,027 Open SEC source
22 Oct 2026, 16:14:52 UTC 13F-HR MLP3, LLC CIK 0002109061 2026 Q3 Open parsed portfolio 110 $115,818,536 Open SEC source
22 Oct 2026, 16:14:18 UTC 13F-HR Client First Capital LLC CIK 0001822065 2026 Q3 Open parsed portfolio 33 $251,317,302 Open SEC source
22 Oct 2026, 16:13:04 UTC 13F-HR Private Wealth Partners, LLC CIK 0001335851 2026 Q3 Open parsed portfolio 176 $1,462,479,356 Open SEC source
22 Oct 2026, 16:12:24 UTC 13F-HR OLIO Financial Planning CIK 0001906766 2026 Q3 Open parsed portfolio 70 $401,914,486 Open SEC source
22 Oct 2026, 16:11:55 UTC 13F-HR PATRICK M SWEENEY & ASSOCIATES, INC CIK 0002010453 2026 Q3 Open parsed portfolio 177 $177,400,103 Open SEC source
22 Oct 2026, 16:11:43 UTC 13F-HR BURRUS FINANCIAL SERVICES, INC. CIK 0001573947 2026 Q3 Open parsed portfolio 11 $221,722,376 Open SEC source
22 Oct 2026, 16:11:24 UTC 13F-HR NovaPoint Capital, LLC CIK 0001815025 2026 Q3 Open parsed portfolio 162 $463,816,280 Open SEC source
22 Oct 2026, 16:10:46 UTC 13F-HR Credit Capital Investments LLC CIK 0001631208 2026 Q3 Open parsed portfolio 41 $169,857,515 Open SEC source
22 Oct 2026, 16:09:59 UTC 13F-HR Andrew Hill Investment Advisors, Inc. CIK 0001897071 2026 Q3 Open parsed portfolio 58 $126,567,869 Open SEC source
22 Oct 2026, 16:09:27 UTC 13F-HR Approach Retirement Advisors, LLC CIK 0002106948 2026 Q3 Open parsed portfolio 80 $135,405,356 Open SEC source
22 Oct 2026, 16:08:40 UTC 13F-HR New Harbor Financial Group, LLC CIK 0001548577 2026 Q3 Open parsed portfolio 57 $651,161,073 Open SEC source
22 Oct 2026, 16:07:50 UTC 13F-HR SRH ADVISORS, LLC CIK 0001512779 2026 Q3 Open parsed portfolio 270 $389,270,166 Open SEC source
22 Oct 2026, 16:05:20 UTC 13F-HR Boomfish Wealth Group, LLC CIK 0002010786 2026 Q3 Open parsed portfolio 102 $231,028,909 Open SEC source
22 Oct 2026, 16:04:43 UTC 13F-HR AMERICAN INTERNATIONAL GROUP, INC. CIK 0000005272 2026 Q3 Open parsed portfolio 1 $4,175,637 Open SEC source
22 Oct 2026, 16:03:16 UTC 13F-HR MBL Wealth, LLC CIK 0001845785 2026 Q3 Open parsed portfolio 596 $1,670,417,182 Open SEC source
22 Oct 2026, 15:50:51 UTC 13F-HR Badgley Phelps Wealth Managers, LLC CIK 0001895362 2026 Q3 Open parsed portfolio 344 $5,801,999,152 Open SEC source
22 Oct 2026, 15:41:10 UTC 13F-HR Washington Trust Advisors, Inc. CIK 0001900099 2026 Q3 Open parsed portfolio 700 $1,399,586,018 Open SEC source
22 Oct 2026, 15:40:58 UTC 13F-HR Inspire Investing, LLC CIK 0001670139 2026 Q3 Open parsed portfolio 1,279 $2,373,255,753 Open SEC source
22 Oct 2026, 15:37:53 UTC 13F-HR Core Wealth Management, Inc. CIK 0001965150 2026 Q3 Open parsed portfolio 32 $335,662,767 Open SEC source
22 Oct 2026, 15:36:38 UTC 13F-HR Angeles Investment Advisors, LLC CIK 0001535695 2026 Q3 Open parsed portfolio 38 $1,657,434,071 Open SEC source
22 Oct 2026, 15:33:28 UTC 13F-HR Denver PWM, LLC CIK 0001657980 2026 Q3 Open parsed portfolio 90 $301,431,099 Open SEC source
22 Oct 2026, 15:28:41 UTC 13F-HR Sterling Capital Management LLC CIK 0001329883 2026 Q3 Open parsed portfolio 3,236 $4,918,556,340 Open SEC source
22 Oct 2026, 15:28:04 UTC 13F-HR Kennebec Savings Bank CIK 0002043536 2026 Q3 Open parsed portfolio 263 $125,580,249 Open SEC source
22 Oct 2026, 15:19:58 UTC 13F-HR RAMSEY QUANTITATIVE SYSTEMS CIK 0001132897 2026 Q3 Open parsed portfolio 65 $108,961,412 Open SEC source
22 Oct 2026, 15:17:24 UTC 13F-HR Christensen, King & Associates Investment Services, Inc. CIK 0002032544 2026 Q3 Open parsed portfolio 121 $276,161,801 Open SEC source
22 Oct 2026, 15:15:14 UTC 13F-HR Rede Wealth, LLC CIK 0001842054 2026 Q3 Open parsed portfolio 116 $304,444,693 Open SEC source
22 Oct 2026, 15:13:07 UTC 13F-HR Opulen Financial Group LLC CIK 0002055099 2026 Q3 Open parsed portfolio 116 $162,948,448 Open SEC source
22 Oct 2026, 15:11:25 UTC 13F-HR BRIA Capital Group, LLC CIK 0002159086 2025 Q4 Open parsed portfolio 53 $109,057,496 Open SEC source
22 Oct 2026, 15:07:03 UTC 13F-HR JAMES INVESTMENT RESEARCH, INC. CIK 0000810384 2026 Q3 Open parsed portfolio 373 $936,192,588 Open SEC source
22 Oct 2026, 15:05:48 UTC 13F-HR TSA Wealth Managment LLC CIK 0001963669 2026 Q3 Open parsed portfolio 124 $356,349,308 Open SEC source
22 Oct 2026, 15:02:51 UTC 13F-HR Atlatl Advisers LLC CIK 0002023168 2026 Q3 Open parsed portfolio 121 $425,055,336 Open SEC source
22 Oct 2026, 15:02:02 UTC 13F-HR WASHINGTON TRUST Co CIK 0001079736 2026 Q3 Open parsed portfolio 291 $3,226,548,704 Open SEC source
22 Oct 2026, 15:00:36 UTC 13F-HR WEDBUSH SECURITIES INC CIK 0001142495 2026 Q3 Open parsed portfolio 1,306 $3,951,948,000 Open SEC source
22 Oct 2026, 14:54:02 UTC 13F-HR VISION FINANCIAL MARKETS LLC CIK 0001378145 2026 Q3 Open parsed portfolio 387 $131,297,675 Open SEC source
22 Oct 2026, 14:52:56 UTC 13F-HR BRIA Capital Group, LLC CIK 0002159086 2026 Q1 Open parsed portfolio 63 $109,837,680 Open SEC source
22 Oct 2026, 14:52:21 UTC 13F-HR Prudent Investor Advisors, LLC CIK 0002152875 2026 Q3 Open parsed portfolio 34 $127,622,313 Open SEC source
22 Oct 2026, 14:50:21 UTC 13F-HR Atala Financial Inc CIK 0002053756 2026 Q3 Open parsed portfolio 121 $169,126,903 Open SEC source
22 Oct 2026, 14:46:09 UTC 13F-HR BRIA Capital Group, LLC CIK 0002159086 2026 Q2 Open parsed portfolio 69 $135,513,804 Open SEC source
22 Oct 2026, 14:42:45 UTC 13F-HR CAPITAL CITY TRUST CO/FL CIK 0001095836 2026 Q3 Open parsed portfolio 118 $483,697,157 Open SEC source
22 Oct 2026, 14:39:39 UTC 13F-HR Family Capital Trust Co CIK 0001123320 2026 Q3 Open parsed portfolio 83 $315,304,549 Open SEC source
22 Oct 2026, 14:38:47 UTC 13F-HR Fifth Third Wealth Advisors LLC CIK 0001899030 2026 Q3 Open parsed portfolio 1,068 $3,783,459,149 Open SEC source
22 Oct 2026, 14:35:00 UTC 13F-HR BRIA Capital Group, LLC CIK 0002159086 2026 Q3 Open parsed portfolio 73 $146,725,208 Open SEC source
22 Oct 2026, 14:25:22 UTC 13F-HR BARRETT & COMPANY, INC. CIK 0000887602 2026 Q3 Open parsed portfolio 671 $365,327,098 Open SEC source
22 Oct 2026, 14:21:35 UTC 13F-HR FARMERS & MERCHANTS INVESTMENTS INC CIK 0001259969 2026 Q3 Open parsed portfolio 1,767 $4,159,243,191 Open SEC source
22 Oct 2026, 14:18:01 UTC 13F-HR Stordahl Capital Management, Inc. CIK 0001729093 2026 Q3 Open parsed portfolio 67 $541,748,406 Open SEC source
22 Oct 2026, 14:16:40 UTC 13F-HR Cross Staff Investments Inc CIK 0001900406 2026 Q3 Open parsed portfolio 130 $168,099,599 Open SEC source
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