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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27

Recent 13F signals

Latest portfolio disclosures to inspect

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

13F portfolio

NORTHSTAR ASSET MANAGEMENT Co

CIK 0001132708

13F-HR Q3 2026
CIK
0001132708
Source
SEC 13F-HR
Action
13F-HR accepted
Value
250 holdings / $552,811,223
Filed
22 Oct 2026, 14:14:17 UTC
Period
2026 Q3

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

13F portfolio

BAYPOINTE PARTNERS LLC

CIK 0002044734

13F-HR Q3 2026
CIK
0002044734
Source
SEC 13F-HR
Action
13F-HR accepted
Value
12 holdings / $12,361,920
Filed
22 Oct 2026, 14:10:25 UTC
Period
2026 Q3

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

13F portfolio

Capital Investment Advisors, LLC

CIK 0001582732

13F-HR Q3 2026
CIK
0001582732
Source
SEC 13F-HR
Action
13F-HR accepted
Value
790 holdings / $7,649,132,792
Filed
22 Oct 2026, 14:06:53 UTC
Period
2026 Q3

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

13F portfolio

LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE

CIK 0001013701

13F-HR Q3 2026
CIK
0001013701
Source
SEC 13F-HR
Action
13F-HR accepted
Value
59 holdings / $360,087,054
Filed
22 Oct 2026, 14:05:18 UTC
Period
2026 Q3

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

13F portfolio

Beaumont Financial Advisors, LLC

CIK 0001957394

13F-HR Q3 2026
CIK
0001957394
Source
SEC 13F-HR
Action
13F-HR accepted
Value
383 holdings / $1,590,823,494
Filed
22 Oct 2026, 14:02:27 UTC
Period
2026 Q3

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

13F portfolio

Winthrop Advisory Group LLC

CIK 0001739043

13F-HR Q3 2026
CIK
0001739043
Source
SEC 13F-HR
Action
13F-HR accepted
Value
228 holdings / $1,612,929,341
Filed
22 Oct 2026, 13:54:31 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
22 Oct 2026, 14:14:17 UTC 13F-HR NORTHSTAR ASSET MANAGEMENT Co CIK 0001132708 2026 Q3 Open parsed portfolio 250 $552,811,223 Open SEC source
22 Oct 2026, 14:10:25 UTC 13F-HR BAYPOINTE PARTNERS LLC CIK 0002044734 2026 Q3 Open parsed portfolio 12 $12,361,920 Open SEC source
22 Oct 2026, 14:06:53 UTC 13F-HR Capital Investment Advisors, LLC CIK 0001582732 2026 Q3 Open parsed portfolio 790 $7,649,132,792 Open SEC source
22 Oct 2026, 14:05:18 UTC 13F-HR LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE CIK 0001013701 2026 Q3 Open parsed portfolio 59 $360,087,054 Open SEC source
22 Oct 2026, 14:02:27 UTC 13F-HR Beaumont Financial Advisors, LLC CIK 0001957394 2026 Q3 Open parsed portfolio 383 $1,590,823,494 Open SEC source
22 Oct 2026, 13:54:31 UTC 13F-HR Winthrop Advisory Group LLC CIK 0001739043 2026 Q3 Open parsed portfolio 228 $1,612,929,341 Open SEC source
22 Oct 2026, 13:48:46 UTC 13F-HR Manchester Capital Management LLC CIK 0001393389 2026 Q3 Open parsed portfolio 1,319 $736,392,017 Open SEC source
22 Oct 2026, 13:43:07 UTC 13F-HR RWC ASSET ADVISORS (US) LLC CIK 0001638081 2026 Q3 Open parsed portfolio 14 $377,361,491 Open SEC source
22 Oct 2026, 13:41:17 UTC 13F-HR ETF Portfolio Partners, Inc. CIK 0001635342 2026 Q3 Open parsed portfolio 67 $399,383,606 Open SEC source
22 Oct 2026, 13:39:00 UTC 13F-HR ACCREDITED INVESTOR SERVICES, LLC CIK 0002028621 2026 Q3 Open parsed portfolio 84 $179,421,591 Open SEC source
22 Oct 2026, 13:32:08 UTC 13F-HR HANSEATIC MANAGEMENT SERVICES INC CIK 0001128074 2026 Q3 Open parsed portfolio 84 $115,005,779 Open SEC source
22 Oct 2026, 13:23:04 UTC 13F-HR Altura Wealth Advisors Inc. CIK 0001931465 2026 Q3 Open parsed portfolio 86 $323,004,938 Open SEC source
22 Oct 2026, 13:20:34 UTC 13F-HR/A Curry Webb Wealth Management LLC CIK 0002060114 2026 Q3 - Restatement Open parsed portfolio 67 $241,472,887 Open SEC source
22 Oct 2026, 13:19:11 UTC 13F-HR RWC Asset Management LLP CIK 0001520478 2026 Q3 Open parsed portfolio 174 $2,697,338,215 Open SEC source
22 Oct 2026, 13:17:17 UTC 13F-HR Garrett Wealth Advisory Group, LLC CIK 0001729443 2026 Q3 Open parsed portfolio 148 $658,357,562 Open SEC source
22 Oct 2026, 13:15:37 UTC 13F-HR West Financial Advisors, LLC CIK 0001843684 2026 Q3 Open parsed portfolio 273 $665,032,640 Open SEC source
22 Oct 2026, 13:10:58 UTC 13F-HR ONE Advisory Partners, LLC CIK 0001819695 2026 Q3 Open parsed portfolio 72 $370,242,703 Open SEC source
22 Oct 2026, 13:09:15 UTC 13F-HR James J. Burns & Company, LLC CIK 0001949059 2026 Q3 Open parsed portfolio 166 $936,945,198 Open SEC source
22 Oct 2026, 13:01:29 UTC 13F-HR TECTONIC ADVISORS LLC CIK 0001859918 2026 Q3 Open parsed portfolio 277 $2,159,413,722 Open SEC source
22 Oct 2026, 12:56:38 UTC 13F-HR Gibbs Wealth Management CIK 0002081110 2026 Q3 Open parsed portfolio 509 $951,912,226 Open SEC source
22 Oct 2026, 12:41:26 UTC 13F-HR Lantern Wealth Advisors, LLC CIK 0001950218 2026 Q3 Open parsed portfolio 197 $232,393,324 Open SEC source
22 Oct 2026, 12:40:42 UTC 13F-HR Murphy Pohlad Asset Management LLC CIK 0001569148 2026 Q3 Open parsed portfolio 140 $287,668,286 Open SEC source
22 Oct 2026, 12:35:08 UTC 13F-HR REBALANCE, LLC CIK 0001811052 2026 Q3 Open parsed portfolio 100 $1,942,063,012 Open SEC source
22 Oct 2026, 12:29:51 UTC 13F-HR GENERAL ELECTRIC CO CIK 0000040545 2026 Q3 Open parsed portfolio 2 $471,794,995 Open SEC source
22 Oct 2026, 12:19:03 UTC 13F-HR Benin Management CORP CIK 0001352871 2026 Q3 Open parsed portfolio 151 $516,597,792 Open SEC source
22 Oct 2026, 12:07:46 UTC 13F-HR HOWLAND CAPITAL MANAGEMENT LLC CIK 0001079112 2026 Q3 Open parsed portfolio 286 $2,858,573,460 Open SEC source
22 Oct 2026, 12:07:04 UTC 13F-HR Brookstone Capital Management CIK 0001599584 2026 Q3 Open parsed portfolio 1,311 $10,097,080,301 Open SEC source
22 Oct 2026, 12:02:28 UTC 13F-HR KPS Global Asset Management UK Ltd CIK 0001799162 2026 Q3 Open parsed portfolio 4 $625,181,804 Open SEC source
22 Oct 2026, 12:02:03 UTC 13F-HR Five Oceans Advisors CIK 0001876326 2026 Q3 Open parsed portfolio 183 $261,717,392 Open SEC source
22 Oct 2026, 12:00:08 UTC 13F-HR Monetary Solutions, Ltd CIK 0002112370 2026 Q3 Open parsed portfolio 636 $117,092,376 Open SEC source
22 Oct 2026, 11:59:57 UTC 13F-HR Titan Investment Management LLC CIK 0002112547 2026 Q3 Open parsed portfolio 40 $136,805,615 Open SEC source
22 Oct 2026, 11:58:53 UTC 13F-HR Maestria Partners LLC CIK 0002000390 2026 Q3 Open parsed portfolio 15 $297,844,360 Open SEC source
22 Oct 2026, 11:58:07 UTC 13F-HR Royal Fund Management, LLC CIK 0001810099 2026 Q3 Open parsed portfolio 264 $1,252,930,484 Open SEC source
22 Oct 2026, 11:57:20 UTC 13F-HR Curry Webb Wealth Management LLC CIK 0002060114 2026 Q3 Open parsed portfolio 259 $259,802,062 Open SEC source
22 Oct 2026, 11:55:03 UTC 13F-HR Colony Family Offices, LLC CIK 0001633573 2026 Q3 Open parsed portfolio 66 $437,546,115 Open SEC source
22 Oct 2026, 11:54:00 UTC 13F-HR Sepio Capital, LP CIK 0001751412 2026 Q3 Open parsed portfolio 304 $2,502,890,382 Open SEC source
22 Oct 2026, 11:52:26 UTC 13F-HR VISIONARY HORIZONS, LLC CIK 0002003615 2026 Q3 Open parsed portfolio 144 $251,018,339 Open SEC source
22 Oct 2026, 11:45:30 UTC 13F-HR COGENT STRATEGIC WEALTH LLC CIK 0002106852 2026 Q3 Open parsed portfolio 58 $105,089,422 Open SEC source
22 Oct 2026, 11:43:44 UTC 13F-HR William Marsh Rice University CIK 0001674705 2026 Q3 Open parsed portfolio 2 $210,069,028 Open SEC source
22 Oct 2026, 11:41:38 UTC 13F-HR Bretton Capital Management, LLC CIK 0002043671 2026 Q3 Open parsed portfolio 20 $118,784,766 Open SEC source
22 Oct 2026, 11:38:53 UTC 13F-HR WP Advisors, LLC CIK 0001697796 2026 Q3 Open parsed portfolio 109 $435,602,262 Open SEC source
22 Oct 2026, 11:38:42 UTC 13F-HR STRATEGIC PLANNING GROUP, LLC CIK 0001875525 2026 Q3 Open parsed portfolio 79 $964,795,480 Open SEC source
22 Oct 2026, 11:34:36 UTC 13F-HR Sharkey, Howes & Javer CIK 0001642246 2026 Q3 Open parsed portfolio 158 $829,602,964 Open SEC source
22 Oct 2026, 11:32:11 UTC 13F-HR CMH Wealth Management LLC CIK 0001657516 2026 Q3 Open parsed portfolio 112 $663,665,262 Open SEC source
22 Oct 2026, 11:31:36 UTC 13F-HR Indiana Trust & Investment Management Co CIK 0001356407 2026 Q3 Open parsed portfolio 464 $366,949,728 Open SEC source
22 Oct 2026, 11:30:50 UTC 13F-HR Pacific Capital Wealth Advisors, Inc. CIK 0001803523 2026 Q3 Open parsed portfolio 93 $697,732,189 Open SEC source
22 Oct 2026, 11:27:48 UTC 13F-HR BKM Wealth Management, LLC CIK 0002007263 2026 Q3 Open parsed portfolio 154 $309,334,925 Open SEC source
22 Oct 2026, 11:27:18 UTC 13F-HR Oriental Harbor Investment Master Fund CIK 0002046333 2026 Q3 Open parsed portfolio 13 $1,468,720,054 Open SEC source
22 Oct 2026, 11:26:28 UTC 13F-HR T3 Companies, LLC CIK 0002052441 2026 Q3 Open parsed portfolio 140 $99,848,027 Open SEC source
22 Oct 2026, 11:23:08 UTC 13F-HR Professional Financial Management, Inc. CIK 0002130270 2026 Q3 Open parsed portfolio 22 $98,227,895 Open SEC source
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