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
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31

Recent 13F signals

Latest portfolio disclosures to inspect

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

13F portfolio

GENWORTH FINANCIAL INC

CIK 0001276520

13F-HR Q3 2026
CIK
0001276520
Source
SEC 13F-HR
Action
13F-HR accepted
Value
2 holdings / $494,592,711
Filed
21 Oct 2026, 15:12:00 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

PRECEDENT WEALTH PARTNERS, LLC

CIK 0002008666

13F-HR Q3 2026
CIK
0002008666
Source
SEC 13F-HR
Action
13F-HR accepted
Value
207 holdings / $650,964,494
Filed
21 Oct 2026, 15:08:18 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
13F portfolio

INVESTMENT HOUSE LLC

CIK 0001566030

13F-HR Q3 2026
CIK
0001566030
Source
SEC 13F-HR
Action
13F-HR accepted
Value
203 holdings / $2,251,907,780
Filed
21 Oct 2026, 15:05:51 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

McCarley & Cook Financial Planners

CIK 0002159252

13F-HR Q3 2026
CIK
0002159252
Source
SEC 13F-HR
Action
13F-HR accepted
Value
275 holdings / $131,899,067
Filed
21 Oct 2026, 15:02:50 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

Pinnacle Bancorp, Inc.

CIK 0001703383

13F-HR Q3 2026
CIK
0001703383
Source
SEC 13F-HR
Action
13F-HR accepted
Value
924 holdings / $374,911,205
Filed
21 Oct 2026, 15:02:39 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

CULBERTSON A N & CO INC

CIK 0001224890

13F-HR Q3 2026
CIK
0001224890
Source
SEC 13F-HR
Action
13F-HR accepted
Value
137 holdings / $861,217,766
Filed
21 Oct 2026, 14:59:41 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
21 Oct 2026, 15:12:00 UTC 13F-HR GENWORTH FINANCIAL INC CIK 0001276520 2026 Q3 Open parsed portfolio 2 $494,592,711 Open SEC source
21 Oct 2026, 15:08:18 UTC 13F-HR PRECEDENT WEALTH PARTNERS, LLC CIK 0002008666 2026 Q3 Open parsed portfolio 207 $650,964,494 Open SEC source
21 Oct 2026, 15:05:51 UTC 13F-HR INVESTMENT HOUSE LLC CIK 0001566030 2026 Q3 Open parsed portfolio 203 $2,251,907,780 Open SEC source
21 Oct 2026, 15:02:50 UTC 13F-HR McCarley & Cook Financial Planners CIK 0002159252 2026 Q3 Open parsed portfolio 275 $131,899,067 Open SEC source
21 Oct 2026, 15:02:39 UTC 13F-HR Pinnacle Bancorp, Inc. CIK 0001703383 2026 Q3 Open parsed portfolio 924 $374,911,205 Open SEC source
21 Oct 2026, 14:59:41 UTC 13F-HR CULBERTSON A N & CO INC CIK 0001224890 2026 Q3 Open parsed portfolio 137 $861,217,766 Open SEC source
21 Oct 2026, 14:54:52 UTC 13F-HR Northern Lights Advisors, Inc. CIK 0002127798 2026 Q3 Open parsed portfolio 74 $191,940,261 Open SEC source
21 Oct 2026, 14:53:43 UTC 13F-HR McCarley & Cook Financial Planners CIK 0002159252 2026 Q2 Open parsed portfolio 262 $128,900,381 Open SEC source
21 Oct 2026, 14:53:35 UTC 13F-HR Seros Financial, LLC CIK 0002039918 2026 Q3 Open parsed portfolio 68 $196,891,235 Open SEC source
21 Oct 2026, 14:51:17 UTC 13F-HR VIRTUE ASSET MANAGEMENT LLC CIK 0002094533 2026 Q3 Open parsed portfolio 106 $146,534,396 Open SEC source
21 Oct 2026, 14:47:57 UTC 13F-HR LEGACY FINANCIAL GROUP, INC. CIK 0001965579 2026 Q3 Open parsed portfolio 108 $443,507,075 Open SEC source
21 Oct 2026, 14:46:00 UTC 13F-HR NBT BANK, N.A. CIK 0000898413 2026 Q3 Open parsed portfolio 568 $1,466,120,882 Open SEC source
21 Oct 2026, 14:45:52 UTC 13F-HR McCarley & Cook Financial Planners CIK 0002159252 2026 Q1 Open parsed portfolio 277 $115,708,995 Open SEC source
21 Oct 2026, 14:45:37 UTC 13F-HR ISTHMUS PARTNERS, LLC CIK 0001639666 2026 Q3 Open parsed portfolio 228 $1,041,924,861 Open SEC source
21 Oct 2026, 14:45:10 UTC 13F-HR Root Financial Partners, LLC CIK 0001977181 2026 Q3 Open parsed portfolio 3,823 $2,967,846,082 Open SEC source
21 Oct 2026, 14:45:07 UTC 13F-HR Carter Financial Group, INC. CIK 0001919749 2026 Q3 Open parsed portfolio 132 $196,312,079 Open SEC source
21 Oct 2026, 14:33:26 UTC 13F-HR ADAMS NATURAL RESOURCES FUND, INC. CIK 0000216851 2026 Q3 Open parsed portfolio 50 $857,445,781 Open SEC source
21 Oct 2026, 14:32:09 UTC 13F-HR ADAMS DIVERSIFIED EQUITY FUND, INC. CIK 0000002230 2026 Q3 Open parsed portfolio 100 $3,300,552,206 Open SEC source
21 Oct 2026, 14:26:50 UTC 13F-HR/A Base Wealth Management LLC CIK 0002083977 2026 Q3 - Restatement Open parsed portfolio 72 $224,970,555 Open SEC source
21 Oct 2026, 14:23:42 UTC 13F-HR Pembroke Management, LTD CIK 0001063497 2026 Q3 Open parsed portfolio 113 $808,517,478 Open SEC source
21 Oct 2026, 14:23:16 UTC 13F-HR McCarley & Cook Financial Planners CIK 0002159252 2025 Q4 Open parsed portfolio 294 $110,792,682 Open SEC source
21 Oct 2026, 14:21:59 UTC 13F-HR Wealthcare Capital Partners, LLC CIK 0002053307 2026 Q3 Open parsed portfolio 168 $247,094,778 Open SEC source
21 Oct 2026, 14:20:08 UTC 13F-HR WEALTHCARE CAPITAL MANAGEMENT LLC CIK 0001516450 2026 Q3 Open parsed portfolio 99 $910,618,651 Open SEC source
21 Oct 2026, 14:17:04 UTC 13F-HR Wealthcare Advisory Partners LLC CIK 0001683059 2026 Q3 Open parsed portfolio 1,111 $5,898,772,778 Open SEC source
21 Oct 2026, 14:14:31 UTC 13F-HR Verum Partners LLC CIK 0001958984 2026 Q3 Open parsed portfolio 195 $615,102,693 Open SEC source
21 Oct 2026, 14:12:52 UTC 13F-HR Carlton Hofferkamp & Jenks Wealth Management, LLC CIK 0001510870 2026 Q3 Open parsed portfolio 146 $319,161,945 Open SEC source
21 Oct 2026, 14:12:46 UTC 13F-HR Pines Wealth Management, LLC CIK 0002037426 2026 Q3 Open parsed portfolio 220 $351,087,014 Open SEC source
21 Oct 2026, 14:10:59 UTC 13F-HR Clarus Group, Inc. CIK 0001844568 2026 Q3 Open parsed portfolio 123 $303,290,698 Open SEC source
21 Oct 2026, 14:10:09 UTC 13F-HR RPG Investment Advisory, LLC CIK 0001666664 2026 Q3 Open parsed portfolio 85 $540,144,414 Open SEC source
21 Oct 2026, 14:09:35 UTC 13F-HR Ledyard National Bank CIK 0001310658 2026 Q3 Open parsed portfolio 247 $1,270,678,722 Open SEC source
21 Oct 2026, 14:08:52 UTC 13F-HR SeaCrest Wealth Management, LLC CIK 0001728121 2026 Q3 Open parsed portfolio 546 $883,081,777 Open SEC source
21 Oct 2026, 14:00:35 UTC 13F-HR First Affirmative Financial Network CIK 0001656282 2026 Q3 Open parsed portfolio 418 $455,524,495 Open SEC source
21 Oct 2026, 13:59:57 UTC 13F-HR Base Wealth Management LLC CIK 0002083977 2026 Q3 Open parsed portfolio 72 $224,970,555 Open SEC source
21 Oct 2026, 13:59:37 UTC 13F-HR SILVERLAKE WEALTH MANAGEMENT LLC CIK 0001966026 2026 Q3 Open parsed portfolio 395 $531,189,332 Open SEC source
21 Oct 2026, 13:57:00 UTC 13F-HR RAM Investment Partners, LLC CIK 0001989672 2026 Q3 Open parsed portfolio 139 $630,719,882 Open SEC source
21 Oct 2026, 13:55:12 UTC 13F-HR John W. Brooker & Co., CPAs CIK 0001798926 2026 Q3 Open parsed portfolio 74 $87,956,195 Open SEC source
21 Oct 2026, 13:44:38 UTC 13F-HR BAR HARBOR WEALTH MANAGEMENT CIK 0001035463 2026 Q3 Open parsed portfolio 284 $1,822,680,584 Open SEC source
21 Oct 2026, 13:44:15 UTC 13F-HR PENOBSCOT WEALTH MANAGEMENT CIK 0001875768 2026 Q3 Open parsed portfolio 120 $387,745,030 Open SEC source
21 Oct 2026, 13:40:05 UTC 13F-HR Chicago Capital Management, LLC CIK 0001580162 2026 Q3 Open parsed portfolio 26 $110,428,729 Open SEC source
21 Oct 2026, 13:32:05 UTC 13F-HR Scott & Selber, Inc. CIK 0001315269 2026 Q3 Open parsed portfolio 92 $476,041,546 Open SEC source
21 Oct 2026, 13:29:53 UTC 13F-HR Global X Japan Co., Ltd. CIK 0002027450 2026 Q3 Open parsed portfolio 389 $2,457,978,536 Open SEC source
21 Oct 2026, 13:27:39 UTC 13F-HR Oak Thistle LLC CIK 0001755987 2026 Q3 Open parsed portfolio 469 $1,085,844,435 Open SEC source
21 Oct 2026, 13:23:19 UTC 13F-HR/A Canoe Financial LP CIK 0001908219 2026 Q3 - Restatement Open parsed portfolio 107 $7,994,624,694 Open SEC source
21 Oct 2026, 13:19:32 UTC 13F-HR ASSETMARK, INC CIK 0001344551 2026 Q3 Open parsed portfolio 3,766 $59,480,088,648 Open SEC source
21 Oct 2026, 13:19:05 UTC 13F-HR Gradient Capital Advisors, LLC CIK 0001727917 2026 Q3 Open parsed portfolio 179 $433,025,873 Open SEC source
21 Oct 2026, 13:18:32 UTC 13F-HR Fulcrum Equity Management CIK 0001737888 2026 Q3 Open parsed portfolio 129 $123,552,480 Open SEC source
21 Oct 2026, 13:17:39 UTC 13F-HR WILSEY ASSET MANAGEMENT INC CIK 0001598379 2026 Q3 Open parsed portfolio 27 $681,151,910 Open SEC source
21 Oct 2026, 13:16:56 UTC 13F-HR CFG Wealth Management Services, Inc. CIK 0002133547 2026 Q3 Open parsed portfolio 154 $108,980,167 Open SEC source
21 Oct 2026, 13:16:03 UTC 13F-HR Financial Guidance Group, Inc. CIK 0001929349 2026 Q3 Open parsed portfolio 94 $279,428,565 Open SEC source
21 Oct 2026, 13:06:17 UTC 13F-HR Monument Group Wealth Advisors, LLC CIK 0001965665 2026 Q3 Open parsed portfolio 48 $212,825,712 Open SEC source
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