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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28

Recent 13F signals

Latest portfolio disclosures to inspect

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

13F portfolio

SCHOOL EMPLOYEES RETIREMENT BOARD OF OHIO

CIK 0000315024

13F-HR Q3 2026
CIK
0000315024
Source
SEC 13F-HR
Action
13F-HR accepted
Value
5 holdings / $339,302,912
Filed
22 Oct 2026, 11:21:58 UTC
Period
2026 Q3

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

13F portfolio

STUDIO INVESTMENT MANAGEMENT LLC

CIK 0001893893

13F-HR Q3 2026
CIK
0001893893
Source
SEC 13F-HR
Action
13F-HR accepted
Value
181 holdings / $588,998,721
Filed
22 Oct 2026, 11:20:21 UTC
Period
2026 Q3

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

13F portfolio

Mills Wealth Advisors LLC

CIK 0002029294

13F-HR Q3 2026
CIK
0002029294
Source
SEC 13F-HR
Action
13F-HR accepted
Value
78 holdings / $316,126,906
Filed
22 Oct 2026, 11:17:47 UTC
Period
2026 Q3

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

13F portfolio

Old North State Wealth Management, LLC

CIK 0002041262

13F-HR Q3 2026
CIK
0002041262
Source
SEC 13F-HR
Action
13F-HR accepted
Value
108 holdings / $241,047,987
Filed
22 Oct 2026, 11:15:55 UTC
Period
2026 Q3

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

13F portfolio

LAKE STREET PRIVATE WEALTH, LLC

CIK 0001772031

13F-HR Q3 2026
CIK
0001772031
Source
SEC 13F-HR
Action
13F-HR accepted
Value
279 holdings / $908,043,058
Filed
22 Oct 2026, 11:11:45 UTC
Period
2026 Q3

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

13F portfolio

First Financial Group Corp

CIK 0002054920

13F-HR Q3 2026
CIK
0002054920
Source
SEC 13F-HR
Action
13F-HR accepted
Value
86 holdings / $130,866,513
Filed
22 Oct 2026, 11:08:52 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, 11:21:58 UTC 13F-HR SCHOOL EMPLOYEES RETIREMENT BOARD OF OHIO CIK 0000315024 2026 Q3 Open parsed portfolio 5 $339,302,912 Open SEC source
22 Oct 2026, 11:20:21 UTC 13F-HR STUDIO INVESTMENT MANAGEMENT LLC CIK 0001893893 2026 Q3 Open parsed portfolio 181 $588,998,721 Open SEC source
22 Oct 2026, 11:17:47 UTC 13F-HR Mills Wealth Advisors LLC CIK 0002029294 2026 Q3 Open parsed portfolio 78 $316,126,906 Open SEC source
22 Oct 2026, 11:15:55 UTC 13F-HR Old North State Wealth Management, LLC CIK 0002041262 2026 Q3 Open parsed portfolio 108 $241,047,987 Open SEC source
22 Oct 2026, 11:11:45 UTC 13F-HR LAKE STREET PRIVATE WEALTH, LLC CIK 0001772031 2026 Q3 Open parsed portfolio 279 $908,043,058 Open SEC source
22 Oct 2026, 11:08:52 UTC 13F-HR First Financial Group Corp CIK 0002054920 2026 Q3 Open parsed portfolio 86 $130,866,513 Open SEC source
22 Oct 2026, 10:55:55 UTC 13F-HR Old Mission Investment Co LLC CIK 0002149839 2026 Q3 Open parsed portfolio 161 $486,606,822 Open SEC source
22 Oct 2026, 10:55:37 UTC 13F-HR TANDEM CAPITAL MANAGEMENT CORP /ADV CIK 0000873759 2026 Q3 Open parsed portfolio 113 $226,037,136 Open SEC source
22 Oct 2026, 10:54:05 UTC 13F-HR RMR Wealth Builders CIK 0001803848 2026 Q3 Open parsed portfolio 310 $1,716,723,901 Open SEC source
22 Oct 2026, 10:53:57 UTC 13F-HR STONEHAVEN WEALTH & TAX SOLUTIONS, LLC CIK 0002056591 2026 Q3 Open parsed portfolio 83 $105,408,057 Open SEC source
22 Oct 2026, 10:52:23 UTC 13F-HR Retirement Investment Advisors, Inc. CIK 0001957886 2026 Q3 Open parsed portfolio 66 $1,428,242,497 Open SEC source
22 Oct 2026, 10:52:13 UTC 13F-HR Semus Wealth Partners LLC CIK 0001964775 2026 Q3 Open parsed portfolio 110 $219,601,204 Open SEC source
22 Oct 2026, 10:51:59 UTC 13F-HR Sunpointe, LLC CIK 0002012181 2026 Q3 Open parsed portfolio 243 $328,204,141 Open SEC source
22 Oct 2026, 10:50:53 UTC 13F-HR Exane Asset Management CIK 0001666256 2026 Q3 Open parsed portfolio 20 $144,131,656 Open SEC source
22 Oct 2026, 10:47:48 UTC 13F-HR Perigon Wealth Management, LLC CIK 0001575239 2026 Q3 Open parsed portfolio 1,436 $6,457,413,357 Open SEC source
22 Oct 2026, 10:45:36 UTC 13F-HR Bucket List Wealth Management, LLC CIK 0002133435 2026 Q3 Open parsed portfolio 63 $207,738,338 Open SEC source
22 Oct 2026, 10:45:09 UTC 13F-HR MARINO, STRAM & ASSOCIATES LLC CIK 0001099762 2026 Q3 Open parsed portfolio 205 $643,999,898 Open SEC source
22 Oct 2026, 10:43:33 UTC 13F-HR FINANCIAL COUNSELORS INC CIK 0000949623 2026 Q3 Open parsed portfolio 13 $73,975,068 Open SEC source
22 Oct 2026, 10:42:13 UTC 13F-HR CAMPBELL NEWMAN ASSET MANAGEMENT INC CIK 0000874791 2026 Q3 Open parsed portfolio 99 $1,326,319,407 Open SEC source
22 Oct 2026, 10:41:03 UTC 13F-HR MASTER'S WEALTH MANAGEMENT INC. CIK 0002056521 2026 Q3 Open parsed portfolio 85 $342,912,238 Open SEC source
22 Oct 2026, 10:37:46 UTC 13F-HR Midwest Trust Co CIK 0002077080 2026 Q3 Open parsed portfolio 633 $8,988,499,023 Open SEC source
22 Oct 2026, 10:33:43 UTC 13F-HR FIRST UNITED BANK & TRUST CIK 0001214183 2026 Q3 Open parsed portfolio 408 $346,814,561 Open SEC source
22 Oct 2026, 10:33:14 UTC 13F-HR Fortune Financial Group, Inc. CIK 0002106311 2026 Q3 Open parsed portfolio 88 $112,155,615 Open SEC source
22 Oct 2026, 10:30:35 UTC 13F-HR WealthTrust Asset Management, LLC CIK 0001867894 2026 Q3 Open parsed portfolio 106 $180,942,502 Open SEC source
22 Oct 2026, 10:25:33 UTC 13F-HR Powszechne Towarzystwo Emerytalne Allianz Polska S.A. CIK 0002053628 2026 Q3 Open parsed portfolio 13 $373,289,293 Open SEC source
22 Oct 2026, 10:24:55 UTC 13F-HR Foundation Wealth Management, LLC CIK 0001966351 2026 Q3 Open parsed portfolio 62 $186,285,638 Open SEC source
22 Oct 2026, 10:20:35 UTC 13F-HR Meiji Yasuda America Inc CIK 0002072353 2026 Q3 Open parsed portfolio 57 $763,990,850 Open SEC source
22 Oct 2026, 10:19:26 UTC 13F-HR RPM Capital Partners, LLC CIK 0001555433 2026 Q3 Open parsed portfolio 2 $18,133,403 Open SEC source
22 Oct 2026, 10:17:40 UTC 13F-HR Impact Capital Partners LLC CIK 0002054916 2026 Q3 Open parsed portfolio 267 $364,650,360 Open SEC source
22 Oct 2026, 10:14:32 UTC 13F-HR Connective Portfolio Management, LLC CIK 0001905083 2026 Q3 Open parsed portfolio 39 $66,863,056 Open SEC source
22 Oct 2026, 10:10:15 UTC 13F-HR Chad R. Baker CIK 0001666470 2026 Q3 Open parsed portfolio 52 $611,541,890 Open SEC source
22 Oct 2026, 10:08:25 UTC 13F-HR Quaker Wealth Management, LLC CIK 0001733472 2026 Q3 Open parsed portfolio 956 $341,386,182 Open SEC source
22 Oct 2026, 10:08:02 UTC 13F-HR TOTAL INVESTMENT MANAGEMENT INC CIK 0001068804 2026 Q3 Open parsed portfolio 97 $1,026,976,250 Open SEC source
22 Oct 2026, 10:07:20 UTC 13F-HR GRIFFIN ASSET MANAGEMENT, INC. CIK 0000883803 2026 Q3 Open parsed portfolio 240 $934,387,014 Open SEC source
22 Oct 2026, 10:06:27 UTC 13F-HR Marietta Wealth Management, LLC CIK 0001697847 2026 Q3 Open parsed portfolio 128 $944,819,607 Open SEC source
22 Oct 2026, 10:05:54 UTC 13F-HR KBC Group NV CIK 0001411133 2026 Q3 Open parsed portfolio 1,826 $47,871,296,000 Open SEC source
22 Oct 2026, 10:02:58 UTC 13F-HR True North Advisors, LLC CIK 0001634556 2026 Q3 Open parsed portfolio 302 $1,351,795,645 Open SEC source
22 Oct 2026, 09:59:10 UTC 13F-HR Peapod Lane Capital LLC CIK 0002050979 2026 Q3 Open parsed portfolio 59 $134,076,153 Open SEC source
22 Oct 2026, 09:57:30 UTC 13F-HR waypoint wealth counsel CIK 0001807909 2026 Q3 Open parsed portfolio 161 $171,236,666 Open SEC source
22 Oct 2026, 09:56:27 UTC 13F-HR Hillcrest Wealth Advisors - NY, LLC CIK 0001767121 2026 Q3 Open parsed portfolio 55 $282,435,475 Open SEC source
22 Oct 2026, 09:56:04 UTC 13F-HR Plan Group Financial, LLC CIK 0001940033 2026 Q3 Open parsed portfolio 223 $508,640,209 Open SEC source
22 Oct 2026, 09:48:10 UTC 13F-HR CORDA Investment Management, LLC. CIK 0001545812 2026 Q3 Open parsed portfolio 78 $1,518,918,808 Open SEC source
22 Oct 2026, 09:44:30 UTC 13F-HR Axxion S.A. CIK 0002030181 2026 Q3 Open parsed portfolio 566 $1,520,320,484 Open SEC source
22 Oct 2026, 09:43:57 UTC 13F-HR Verger Capital Management LLC CIK 0001627417 2026 Q3 Open parsed portfolio 12 $363,088,762 Open SEC source
22 Oct 2026, 09:42:42 UTC 13F-HR SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 2026 Q3 Open parsed portfolio 883 $6,713,384,488 Open SEC source
22 Oct 2026, 09:41:41 UTC 13F-HR Graphene Investments SAS CIK 0001965776 2026 Q3 Open parsed portfolio 42 $184,725,792 Open SEC source
22 Oct 2026, 09:40:53 UTC 13F-HR DILLON & ASSOCIATES INC CIK 0001054425 2026 Q3 Open parsed portfolio 79 $848,735,000 Open SEC source
22 Oct 2026, 09:37:22 UTC 13F-HR BUILDER INVESTMENT GROUP INC /ADV CIK 0000727117 2026 Q3 Open parsed portfolio 103 $492,707,599 Open SEC source
22 Oct 2026, 09:36:10 UTC 13F-HR Muzinich & Co., Inc. CIK 0001618824 2026 Q3 Open parsed portfolio 23 $301,320,296 Open SEC source
22 Oct 2026, 09:34:26 UTC 13F-HR Shade Tree Advisors LLC CIK 0001804785 2026 Q3 Open parsed portfolio 64 $186,684,689 Open SEC source
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