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 |
|---|---|---|---|---|---|---|
| 21 Oct 2026, 16:49:44 UTC | 13F-HR | Crescent Grove Advisors, LLC CIK 0001713520 | 2026 Q3 Open parsed portfolio | 322 | $1,184,694,974 | Open SEC source |
| 21 Oct 2026, 16:49:32 UTC | 13F-HR | SHAYNE & JACOBS, LLC CIK 0001484085 | 2026 Q3 Open parsed portfolio | 100 | $334,931,041 | Open SEC source |
| 21 Oct 2026, 16:48:48 UTC | 13F-HR | Obermeyer Wealth Partners CIK 0001349654 | 2026 Q3 Open parsed portfolio | 299 | $2,512,882,861 | Open SEC source |
| 21 Oct 2026, 16:48:06 UTC | 13F-HR | Diligent Investors, LLC CIK 0001549042 | 2026 Q3 Open parsed portfolio | 362 | $454,961,272 | Open SEC source |
| 21 Oct 2026, 16:47:34 UTC | 13F-HR | Halter Ferguson Financial Inc. CIK 0001842665 | 2026 Q3 Open parsed portfolio | 32 | $576,400,873 | Open SEC source |
| 21 Oct 2026, 16:47:21 UTC | 13F-HR | Cardinal Capital Management CIK 0001434845 | 2026 Q3 Open parsed portfolio | 140 | $861,160,816 | Open SEC source |
| 21 Oct 2026, 16:46:47 UTC | 13F-HR | Cardinal Point Capital Management ULC CIK 0001950841 | 2026 Q3 Open parsed portfolio | 283 | $1,800,143,761 | Open SEC source |
| 21 Oct 2026, 16:46:12 UTC | 13F-HR | Oakmont Investment Advisors, Inc. CIK 0002150170 | 2026 Q3 Open parsed portfolio | 114 | $148,032,651 | Open SEC source |
| 21 Oct 2026, 16:45:34 UTC | 13F-HR | Foster Victor Wealth Advisors, LLC CIK 0001769063 | 2026 Q3 Open parsed portfolio | 261 | $2,017,463,248 | Open SEC source |
| 21 Oct 2026, 16:44:11 UTC | 13F-HR | Kachkovsky & Fisher, Inc. CIK 0002151928 | 2026 Q3 Open parsed portfolio | 72 | $109,506,394 | Open SEC source |
| 21 Oct 2026, 16:43:33 UTC | 13F-HR | Wealth Management Partners, LLC CIK 0001843294 | 2026 Q3 Open parsed portfolio | 155 | $425,689,140 | Open SEC source |
| 21 Oct 2026, 16:42:55 UTC | 13F-HR | Flavin Financial Services, Inc. CIK 0002052798 | 2026 Q3 Open parsed portfolio | 77 | $185,224,142 | Open SEC source |
| 21 Oct 2026, 16:42:18 UTC | 13F-HR | Vest Financial, LLC CIK 0001709632 | 2026 Q3 Open parsed portfolio | 414 | $9,519,356,444 | Open SEC source |
| 21 Oct 2026, 16:41:38 UTC | 13F-HR | EnRich Financial Partners LLC CIK 0001955091 | 2026 Q3 Open parsed portfolio | 66 | $415,656,075 | Open SEC source |
| 21 Oct 2026, 16:39:52 UTC | 13F-HR/A | CANTOR FITZGERALD INVESTMENT ADVISORS L.P. CIK 0001710477 | 2026 Q3 - New Holdings Open parsed portfolio | 229 | $1,810,409,289 | Open SEC source |
| 21 Oct 2026, 16:38:54 UTC | 13F-HR | SAGE PRIVATE WEALTH GROUP, LLC CIK 0001845635 | 2026 Q3 Open parsed portfolio | 135 | $297,680,063 | Open SEC source |
| 21 Oct 2026, 16:37:52 UTC | 13F-HR | 93 Financial Group, LLC CIK 0002112320 | 2026 Q3 Open parsed portfolio | 8 | $241,955,494 | Open SEC source |
| 21 Oct 2026, 16:37:51 UTC | 13F-HR | TI-TRUST, INC CIK 0001802284 | 2026 Q3 Open parsed portfolio | 134 | $181,391,827 | Open SEC source |
| 21 Oct 2026, 16:37:04 UTC | 13F-HR | Massachusetts Wealth Management CIK 0001966011 | 2026 Q3 Open parsed portfolio | 96 | $248,099,337 | Open SEC source |
| 21 Oct 2026, 16:36:13 UTC | 13F-HR | Mid-American Wealth Advisory Group, Inc. CIK 0001911264 | 2026 Q3 Open parsed portfolio | 74 | $286,586,408 | Open SEC source |
| 21 Oct 2026, 16:35:38 UTC | 13F-HR | SEAMOUNT FINANCIAL GROUP INC CIK 0002011267 | 2026 Q3 Open parsed portfolio | 143 | $254,763,148 | Open SEC source |
| 21 Oct 2026, 16:35:05 UTC | 13F-HR | Clarity Wealth Advisors, LLC CIK 0001767384 | 2026 Q3 Open parsed portfolio | 116 | $574,724,118 | Open SEC source |
| 21 Oct 2026, 16:34:45 UTC | 13F-HR | PFS Partners, LLC CIK 0002002654 | 2026 Q3 Open parsed portfolio | 604 | $245,936,933 | Open SEC source |
| 21 Oct 2026, 16:34:12 UTC | 13F-HR | Onyx Financial Advisors, LLC CIK 0001957840 | 2026 Q3 Open parsed portfolio | 23 | $280,252,132 | Open SEC source |
| 21 Oct 2026, 16:34:09 UTC | 13F-HR | Signature Wealth Management Partners, LLC CIK 0001824694 | 2026 Q3 Open parsed portfolio | 124 | $234,337,848 | Open SEC source |
| 21 Oct 2026, 16:32:53 UTC | 13F-HR | BENDER ROBERT & ASSOCIATES CIK 0000894300 | 2026 Q3 Open parsed portfolio | 46 | $524,590,165 | Open SEC source |
| 21 Oct 2026, 16:31:11 UTC | 13F-HR | BEACON HILL WEALTH MANAGEMENT LTD. CIK 0002147314 | 2026 Q3 Open parsed portfolio | 24 | $164,284,248 | Open SEC source |
| 21 Oct 2026, 16:30:44 UTC | 13F-HR | Rolek Wealth Management LLC CIK 0002051339 | 2026 Q3 Open parsed portfolio | 24 | $188,427,730 | Open SEC source |
| 21 Oct 2026, 16:29:24 UTC | 13F-HR | Magnus Financial Group LLC CIK 0001765216 | 2026 Q3 Open parsed portfolio | 408 | $1,494,372,736 | Open SEC source |
| 21 Oct 2026, 16:28:54 UTC | 13F-HR | Momentous Wealth Management, Inc. CIK 0002055574 | 2026 Q3 Open parsed portfolio | 50 | $206,401,057 | Open SEC source |
| 21 Oct 2026, 16:27:36 UTC | 13F-HR | EAGLE ROCK INVESTMENT COMPANY, LLC CIK 0001911407 | 2026 Q3 Open parsed portfolio | 156 | $799,040,524 | Open SEC source |
| 21 Oct 2026, 16:26:26 UTC | 13F-HR | Piedmont Capital Management, LLC/NC CIK 0002108281 | 2026 Q3 Open parsed portfolio | 125 | $168,494,614 | Open SEC source |
| 21 Oct 2026, 16:26:08 UTC | 13F-HR | Hoese & Co LLP CIK 0001840268 | 2026 Q3 Open parsed portfolio | 173 | $152,021,823 | Open SEC source |
| 21 Oct 2026, 16:25:41 UTC | 13F-HR | INCOME RESEARCH & MANAGEMENT CIK 0001165830 | 2026 Q3 Open parsed portfolio | 33 | $163,590,695 | Open SEC source |
| 21 Oct 2026, 16:25:02 UTC | 13F-HR | Hartford Financial Management Inc. CIK 0001352526 | 2026 Q3 Open parsed portfolio | 347 | $448,127,203 | Open SEC source |
| 21 Oct 2026, 16:22:18 UTC | 13F-HR | Catalyst Investment Management LLC CIK 0002055584 | 2026 Q3 Open parsed portfolio | 74 | $112,732,237 | Open SEC source |
| 21 Oct 2026, 16:20:11 UTC | 13F-HR | ARWA LLC CIK 0002113621 | 2026 Q3 Open parsed portfolio | 145 | $271,895,109 | Open SEC source |
| 21 Oct 2026, 16:17:18 UTC | 13F-HR | Vericrest Private Wealth CIK 0001912300 | 2026 Q3 Open parsed portfolio | 41 | $112,196,657 | Open SEC source |
| 21 Oct 2026, 16:17:12 UTC | 13F-HR | LCW Services, LLC CIK 0002110690 | 2026 Q3 Open parsed portfolio | 41 | $239,695,002 | Open SEC source |
| 21 Oct 2026, 16:16:17 UTC | 13F-HR | VISA FOUNDATION CIK 0001709478 | 2026 Q3 Open parsed portfolio | 2 | $153,703,515 | Open SEC source |
| 21 Oct 2026, 16:15:59 UTC | 13F-HR | White Lighthouse Investment Management Inc. CIK 0001727593 | 2026 Q3 Open parsed portfolio | 148 | $829,220,842 | Open SEC source |
| 21 Oct 2026, 16:15:16 UTC | 13F-HR | SMITH SHELLNUT WILSON LLC /ADV CIK 0000944317 | 2026 Q3 Open parsed portfolio | 155 | $262,363,255 | Open SEC source |
| 21 Oct 2026, 16:11:47 UTC | 13F-HR | Skylands Capital, LLC CIK 0001299910 | 2026 Q3 Open parsed portfolio | 164 | $762,060,339 | Open SEC source |
| 21 Oct 2026, 16:10:45 UTC | 13F-HR | AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP CIK 0001907820 | 2026 Q3 Open parsed portfolio | 62 | $129,635,277 | Open SEC source |
| 21 Oct 2026, 16:09:09 UTC | 13F-HR | Measured Risk Portfolios, Inc. CIK 0001576704 | 2026 Q3 Open parsed portfolio | 64 | $93,780,119 | Open SEC source |
| 21 Oct 2026, 16:08:53 UTC | 13F-HR | Grantvest Financial Group LLC CIK 0002055216 | 2026 Q3 Open parsed portfolio | 190 | $173,757,352 | Open SEC source |
| 21 Oct 2026, 16:04:26 UTC | 13F-HR | Kings Path Partners LLC CIK 0002030974 | 2026 Q3 Open parsed portfolio | 374 | $380,155,534 | Open SEC source |
| 21 Oct 2026, 15:53:19 UTC | 13F-HR | AMG Asset Management Group, Inc. CIK 0002113282 | 2026 Q3 Open parsed portfolio | 105 | $161,898,949 | Open SEC source |
| 21 Oct 2026, 15:34:42 UTC | 13F-HR | Trifecta Capital Advisors, LLC CIK 0001962615 | 2026 Q3 Open parsed portfolio | 315 | $807,949,637 | Open SEC source |
| 21 Oct 2026, 15:29:24 UTC | 13F-HR | Trust Co of the South CIK 0002008165 | 2026 Q3 Open parsed portfolio | 140 | $714,268,133 | Open SEC source |