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.

Rows shown
1,551-1,600 of 3,689
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Current page
32

Recent 13F signals

Latest portfolio disclosures to inspect

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

13F portfolio

Wagner Wealth Management, LLC

CIK 0001728657

13F-HR Q3 2026
CIK
0001728657
Source
SEC 13F-HR
Action
13F-HR accepted
Value
252 holdings / $572,861,674
Filed
21 Oct 2026, 12:49:52 UTC
Period
2026 Q3

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

13F portfolio

NavPoint Financial, Inc.

CIK 0002009813

13F-HR Q3 2026
CIK
0002009813
Source
SEC 13F-HR
Action
13F-HR accepted
Value
75 holdings / $283,330,953
Filed
21 Oct 2026, 12:47:18 UTC
Period
2026 Q3

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

13F portfolio

Stillwater Wealth Management Group

CIK 0002063941

13F-HR Q1 2026
CIK
0002063941
Source
SEC 13F-HR
Action
13F-HR accepted
Value
73 holdings / $176,248,691
Filed
21 Oct 2026, 12:44:53 UTC
Period
2026 Q1

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

13F portfolio

L. Roy Papp & Associates, LLP

CIK 0000809339

13F-HR Q3 2026
CIK
0000809339
Source
SEC 13F-HR
Action
13F-HR accepted
Value
193 holdings / $980,967,219
Filed
21 Oct 2026, 12:44:16 UTC
Period
2026 Q3

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

13F portfolio

Avory & Company, LLC

CIK 0001842766

13F-HR Q3 2026
CIK
0001842766
Source
SEC 13F-HR
Action
13F-HR accepted
Value
34 holdings / $78,913,273
Filed
21 Oct 2026, 12:42:40 UTC
Period
2026 Q3

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

13F portfolio

Broadway Wealth Solutions, Inc.

CIK 0002021265

13F-HR Q3 2026
CIK
0002021265
Source
SEC 13F-HR
Action
13F-HR accepted
Value
88 holdings / $223,031,498
Filed
21 Oct 2026, 12:40:15 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
21 Oct 2026, 12:49:52 UTC 13F-HR Wagner Wealth Management, LLC CIK 0001728657 2026 Q3 Open parsed portfolio 252 $572,861,674 Open SEC source
21 Oct 2026, 12:47:18 UTC 13F-HR NavPoint Financial, Inc. CIK 0002009813 2026 Q3 Open parsed portfolio 75 $283,330,953 Open SEC source
21 Oct 2026, 12:44:53 UTC 13F-HR Stillwater Wealth Management Group CIK 0002063941 2026 Q1 Open parsed portfolio 73 $176,248,691 Open SEC source
21 Oct 2026, 12:44:16 UTC 13F-HR L. Roy Papp & Associates, LLP CIK 0000809339 2026 Q3 Open parsed portfolio 193 $980,967,219 Open SEC source
21 Oct 2026, 12:42:40 UTC 13F-HR Avory & Company, LLC CIK 0001842766 2026 Q3 Open parsed portfolio 34 $78,913,273 Open SEC source
21 Oct 2026, 12:40:15 UTC 13F-HR Broadway Wealth Solutions, Inc. CIK 0002021265 2026 Q3 Open parsed portfolio 88 $223,031,498 Open SEC source
21 Oct 2026, 12:37:51 UTC 13F-HR Polaris Capital Management, LLC CIK 0001316926 2026 Q3 Open parsed portfolio 86 $953,424,763 Open SEC source
21 Oct 2026, 12:37:03 UTC 13F-HR Raub Brock Capital Management LP CIK 0001554656 2026 Q3 Open parsed portfolio 47 $326,026,888 Open SEC source
21 Oct 2026, 12:36:51 UTC 13F-HR M3F, Inc. CIK 0001511291 2026 Q3 Open parsed portfolio 21 $391,341,000 Open SEC source
21 Oct 2026, 12:36:14 UTC 13F-HR CPC Advisors, LLC CIK 0001805250 2026 Q3 Open parsed portfolio 185 $735,042,035 Open SEC source
21 Oct 2026, 12:32:49 UTC 13F-HR/A HAMILTON LANE ADVISORS LLC CIK 0001573767 2026 Q3 - Restatement Open parsed portfolio 19 $179,285,961 Open SEC source
21 Oct 2026, 12:27:15 UTC 13F-HR Sterling Manor Financial, LLC CIK 0001842015 2026 Q3 Open parsed portfolio 37 $172,745,260 Open SEC source
21 Oct 2026, 12:25:39 UTC 13F-HR TradeWell Securities, LLC. CIK 0002066232 2026 Q3 Open parsed portfolio 52 $295,431,492 Open SEC source
21 Oct 2026, 12:25:37 UTC 13F-HR FIFTH THIRD SECURITIES, INC. CIK 0000073956 2026 Q3 Open parsed portfolio 420 $1,984,113,897 Open SEC source
21 Oct 2026, 12:21:15 UTC 13F-HR Variant Private Wealth, LLC CIK 0002054798 2026 Q3 Open parsed portfolio 45 $112,558,480 Open SEC source
21 Oct 2026, 12:21:07 UTC 13F-HR LifeWealth Investments, LLC CIK 0002033794 2026 Q3 Open parsed portfolio 139 $359,523,219 Open SEC source
21 Oct 2026, 12:06:30 UTC 13F-HR Stillwater Wealth Management Group CIK 0002063941 2026 Q2 Open parsed portfolio 73 $179,738,085 Open SEC source
21 Oct 2026, 12:00:51 UTC 13F-HR Oxler Private Wealth LLC CIK 0001846002 2026 Q3 Open parsed portfolio 89 $372,265,292 Open SEC source
21 Oct 2026, 11:57:12 UTC 13F-HR Inlet Private Wealth, LLC CIK 0001759751 2026 Q3 Open parsed portfolio 135 $412,501,910 Open SEC source
21 Oct 2026, 11:56:52 UTC 13F-HR NORTHWESTERN UNIVERSITY CIK 0000873687 2026 Q3 Open parsed portfolio 4 $64,481,313 Open SEC source
21 Oct 2026, 11:56:20 UTC 13F-HR ELEMENT POINTE ADVISORS, LLC CIK 0001764059 2026 Q3 Open parsed portfolio 91 $708,888,168 Open SEC source
21 Oct 2026, 11:55:11 UTC 13F-HR Canoe Financial LP CIK 0001908219 2026 Q3 Open parsed portfolio 119 $7,995,458,904 Open SEC source
21 Oct 2026, 11:52:25 UTC 13F-HR Guardian Partners Inc. CIK 0001884799 2026 Q3 Open parsed portfolio 412 $1,121,734,676 Open SEC source
21 Oct 2026, 11:51:50 UTC 13F-HR Strengthening Families & Communities, LLC CIK 0001921196 2026 Q3 Open parsed portfolio 723 $458,860,786 Open SEC source
21 Oct 2026, 11:51:28 UTC 13F-HR Stillwater Wealth Management Group CIK 0002063941 2026 Q3 Open parsed portfolio 70 $186,833,942 Open SEC source
21 Oct 2026, 11:45:23 UTC 13F-HR Schuylkill Financial LLC CIK 0002148716 2026 Q3 Open parsed portfolio 66 $101,948,933 Open SEC source
21 Oct 2026, 11:44:43 UTC 13F-HR Centennial Advisors, LLC CIK 0001951376 2026 Q3 Open parsed portfolio 75 $83,689,602 Open SEC source
21 Oct 2026, 11:40:59 UTC 13F-HR Ellis Investment Partners, LLC CIK 0001765590 2026 Q3 Open parsed portfolio 279 $669,318,550 Open SEC source
21 Oct 2026, 11:35:59 UTC 13F-HR Sawyer & Company, Inc CIK 0001722436 2026 Q3 Open parsed portfolio 199 $297,628,011 Open SEC source
21 Oct 2026, 11:34:31 UTC 13F-HR Newport Asia LLC CIK 0001607597 2026 Q3 Open parsed portfolio 0 $0 Open SEC source
21 Oct 2026, 11:27:37 UTC 13F-HR Income Insurance Ltd CIK 0002022801 2026 Q3 Open parsed portfolio 181 $173,765,571 Open SEC source
21 Oct 2026, 11:27:11 UTC 13F-HR Pillar Financial Advisors, LLC CIK 0002054958 2026 Q3 Open parsed portfolio 112 $182,817,712 Open SEC source
21 Oct 2026, 11:22:20 UTC 13F-HR USAdvisors Wealth Management, LLC CIK 0001735605 2026 Q3 Open parsed portfolio 148 $350,470,000 Open SEC source
21 Oct 2026, 11:22:08 UTC 13F-HR Wavvest Wealth LLC CIK 0002153571 2026 Q3 Open parsed portfolio 97 $124,011,124 Open SEC source
21 Oct 2026, 11:19:28 UTC 13F-HR Sunrise Financial Services, LLC CIK 0002110891 2026 Q3 Open parsed portfolio 473 $180,448,972 Open SEC source
21 Oct 2026, 11:13:37 UTC 13F-HR Kraft, Davis & Associates, LLC CIK 0001919438 2026 Q3 Open parsed portfolio 148 $473,700,582 Open SEC source
21 Oct 2026, 11:11:29 UTC 13F-HR ARVEST INVESTMENTS, INC. CIK 0001025038 2026 Q3 Open parsed portfolio 214 $834,844,164 Open SEC source
21 Oct 2026, 11:11:09 UTC 13F-HR Axos Invest Inc. CIK 0002042928 2026 Q3 Open parsed portfolio 21 $132,929,340 Open SEC source
21 Oct 2026, 11:09:14 UTC 13F-HR Arcataur Capital Management LLC CIK 0001987321 2026 Q3 Open parsed portfolio 100 $404,810,865 Open SEC source
21 Oct 2026, 11:08:24 UTC 13F-HR ALBION FINANCIAL GROUP /UT CIK 0001054677 2026 Q3 Open parsed portfolio 789 $1,770,001,954 Open SEC source
21 Oct 2026, 11:05:37 UTC 13F-HR Hosking Partners LLP CIK 0001650135 2026 Q3 Open parsed portfolio 102 $2,807,536,712 Open SEC source
21 Oct 2026, 11:02:25 UTC 13F-HR Milestones Administradora de Recursos Ltda. CIK 0001912095 2026 Q3 Open parsed portfolio 18 $556,885,717 Open SEC source
21 Oct 2026, 10:59:14 UTC 13F-HR Tuttle Capital Management, LLC CIK 0001581641 2026 Q3 Open parsed portfolio 253 $229,625,042 Open SEC source
21 Oct 2026, 10:58:58 UTC 13F-HR Princeton Global Asset Management LLC CIK 0001767349 2026 Q3 Open parsed portfolio 829 $692,471,573 Open SEC source
21 Oct 2026, 10:49:54 UTC 13F-HR HAMILTON LANE ADVISORS LLC CIK 0001573767 2026 Q3 Open parsed portfolio 14 $148,570,411 Open SEC source
21 Oct 2026, 10:49:52 UTC 13F-HR Mission Financial Group, LLC CIK 0002113810 2026 Q3 Open parsed portfolio 156 $126,541,904 Open SEC source
21 Oct 2026, 10:39:24 UTC 13F-HR Gibbs Wealth Management CIK 0002081110 2026 Q2 Open parsed portfolio 453 $825,349,895 Open SEC source
21 Oct 2026, 10:38:03 UTC 13F-HR Crossmark Global Holdings, Inc. CIK 0001539204 2026 Q3 Open parsed portfolio 1,264 $7,687,475,176 Open SEC source
21 Oct 2026, 10:24:26 UTC 13F-HR Andina Capital Management, LLC CIK 0001919158 2026 Q3 Open parsed portfolio 73 $69,385,106 Open SEC source
21 Oct 2026, 10:11:32 UTC 13F-HR McAdam, LLC CIK 0001695490 2026 Q3 Open parsed portfolio 530 $2,657,800,456 Open SEC source
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