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
1,601-1,650 of 3,689
Per page
50
Current page
33

Recent 13F signals

Latest portfolio disclosures to inspect

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

13F portfolio

AmeriServ Wealth Advisors

CIK 0001102062

13F-HR Q3 2026
CIK
0001102062
Source
SEC 13F-HR
Action
13F-HR accepted
Value
50 holdings / $125,933,584
Filed
21 Oct 2026, 10:08:00 UTC
Period
2026 Q3

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

13F portfolio

Sara-Bay Financial

CIK 0001816444

13F-HR Q3 2026
CIK
0001816444
Source
SEC 13F-HR
Action
13F-HR accepted
Value
89 holdings / $383,533,681
Filed
21 Oct 2026, 10:06:32 UTC
Period
2026 Q3

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

13F portfolio

Sightline Wealth Advisors, LLC

CIK 0001841979

13F-HR Q3 2026
CIK
0001841979
Source
SEC 13F-HR
Action
13F-HR accepted
Value
70 holdings / $215,204,514
Filed
21 Oct 2026, 10:05:35 UTC
Period
2026 Q3

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

13F portfolio

Shepherd Street Advisors LLC

CIK 0002110060

13F-HR Q3 2026
CIK
0002110060
Source
SEC 13F-HR
Action
13F-HR accepted
Value
85 holdings / $116,263,214
Filed
21 Oct 2026, 10:01:39 UTC
Period
2026 Q3

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

13F portfolio

Sage Investment Advisers LLC

CIK 0001925418

13F-HR Q3 2026
CIK
0001925418
Source
SEC 13F-HR
Action
13F-HR accepted
Value
96 holdings / $154,177,353
Filed
21 Oct 2026, 09:56:32 UTC
Period
2026 Q3

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

13F portfolio

CGN Advisors LLC

CIK 0001841506

13F-HR Q3 2026
CIK
0001841506
Source
SEC 13F-HR
Action
13F-HR accepted
Value
297 holdings / $1,292,043,636
Filed
21 Oct 2026, 09:55:45 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, 10:08:00 UTC 13F-HR AmeriServ Wealth Advisors CIK 0001102062 2026 Q3 Open parsed portfolio 50 $125,933,584 Open SEC source
21 Oct 2026, 10:06:32 UTC 13F-HR Sara-Bay Financial CIK 0001816444 2026 Q3 Open parsed portfolio 89 $383,533,681 Open SEC source
21 Oct 2026, 10:05:35 UTC 13F-HR Sightline Wealth Advisors, LLC CIK 0001841979 2026 Q3 Open parsed portfolio 70 $215,204,514 Open SEC source
21 Oct 2026, 10:01:39 UTC 13F-HR Shepherd Street Advisors LLC CIK 0002110060 2026 Q3 Open parsed portfolio 85 $116,263,214 Open SEC source
21 Oct 2026, 09:56:32 UTC 13F-HR Sage Investment Advisers LLC CIK 0001925418 2026 Q3 Open parsed portfolio 96 $154,177,353 Open SEC source
21 Oct 2026, 09:55:45 UTC 13F-HR CGN Advisors LLC CIK 0001841506 2026 Q3 Open parsed portfolio 297 $1,292,043,636 Open SEC source
21 Oct 2026, 09:51:51 UTC 13F-HR Piscataqua Savings Bank CIK 0001855835 2026 Q3 Open parsed portfolio 410 $145,534,792 Open SEC source
21 Oct 2026, 09:49:31 UTC 13F-HR Procyon Advisors, LLC CIK 0001804329 2026 Q3 Open parsed portfolio 585 $2,347,125,808 Open SEC source
21 Oct 2026, 09:47:11 UTC 13F-HR PSP Research LLC CIK 0002106939 2026 Q3 Open parsed portfolio 44 $145,831,410 Open SEC source
21 Oct 2026, 09:44:23 UTC 13F-HR PIAR LLC CIK 0002054677 2026 Q3 Open parsed portfolio 76 $159,280,751 Open SEC source
21 Oct 2026, 09:42:48 UTC 13F-HR Curbstone Financial Management Corp CIK 0001608057 2026 Q3 Open parsed portfolio 201 $578,801,098 Open SEC source
21 Oct 2026, 09:41:22 UTC 13F-HR EJMK Ventures LLC CIK 0002113915 2026 Q3 Open parsed portfolio 172 $237,060,010 Open SEC source
21 Oct 2026, 09:40:17 UTC 13F-HR First National Bank of Mount Dora, Trust Investment Services CIK 0001423045 2026 Q3 Open parsed portfolio 128 $503,283,456 Open SEC source
21 Oct 2026, 09:38:58 UTC 13F-HR Pacific Sage Partners, LLC CIK 0001936845 2026 Q3 Open parsed portfolio 133 $739,411,984 Open SEC source
21 Oct 2026, 09:37:12 UTC 13F-HR NESTEGG ADVISORS, INC. CIK 0002062716 2026 Q3 Open parsed portfolio 59 $152,040,594 Open SEC source
21 Oct 2026, 09:34:22 UTC 13F-HR MY Wealth Management Inc. CIK 0001827845 2026 Q3 Open parsed portfolio 43 $137,013,807 Open SEC source
21 Oct 2026, 09:31:47 UTC 13F-HR HATCH COVE CAPITAL, LLC CIK 0002049307 2026 Q3 Open parsed portfolio 27 $297,336,120 Open SEC source
21 Oct 2026, 09:31:07 UTC 13F-HR Legacy Capital Wealth Partners, LLC CIK 0001766228 2026 Q3 Open parsed portfolio 371 $474,902,171 Open SEC source
21 Oct 2026, 09:30:35 UTC 13F-HR Finance Covea CIK 0001636948 2026 Q3 Open parsed portfolio 166 $3,070,683,653 Open SEC source
21 Oct 2026, 09:27:30 UTC 13F-HR ABSOLUTE INVESTMENT ADVISERS, LLC CIK 0001316187 2026 Q3 Open parsed portfolio 129 $1,091,582,780 Open SEC source
21 Oct 2026, 09:21:43 UTC 13F-HR KENNEDY INVESTMENT GROUP, INC. CIK 0001978005 2026 Q3 Open parsed portfolio 148 $310,841,193 Open SEC source
21 Oct 2026, 09:20:49 UTC 13F-HR Inlight Wealth Management, LLC CIK 0001731795 2026 Q3 Open parsed portfolio 78 $349,181,574 Open SEC source
21 Oct 2026, 09:20:01 UTC 13F-HR GERBER, LLC CIK 0002014164 2026 Q3 Open parsed portfolio 86 $219,597,530 Open SEC source
21 Oct 2026, 09:19:54 UTC 13F-HR Freres Gestion Wormser CIK 0002051288 2026 Q3 Open parsed portfolio 71 $180,762,026 Open SEC source
21 Oct 2026, 09:19:05 UTC 13F-HR OpenArc Corporate Advisory, LLC CIK 0002111345 2026 Q3 Open parsed portfolio 931 $8,863,068,200 Open SEC source
21 Oct 2026, 09:17:16 UTC 13F-HR Guided Capital Wealth Management, LLC CIK 0001849618 2026 Q3 Open parsed portfolio 37 $172,437,014 Open SEC source
21 Oct 2026, 09:14:29 UTC 13F-HR TRUST CO OF VERMONT CIK 0001134008 2026 Q3 Open parsed portfolio 1,375 $2,799,230,196 Open SEC source
21 Oct 2026, 09:12:47 UTC 13F-HR FORTRESS FINANCIAL GROUP, LLC CIK 0002054451 2026 Q3 Open parsed portfolio 78 $205,359,618 Open SEC source
21 Oct 2026, 09:09:21 UTC 13F-HR FMA Wealth Management, LLC CIK 0002011155 2026 Q3 Open parsed portfolio 42 $158,007,837 Open SEC source
21 Oct 2026, 09:07:17 UTC 13F-HR FF Advisors,LLC CIK 0002011904 2026 Q3 Open parsed portfolio 125 $273,213,823 Open SEC source
21 Oct 2026, 09:00:42 UTC 13F-HR Ergawealth Advisors, Inc. CIK 0001973209 2026 Q3 Open parsed portfolio 53 $253,392,234 Open SEC source
21 Oct 2026, 08:58:24 UTC 13F-HR Lionshead Wealth Management, LLC CIK 0002056752 2026 Q3 Open parsed portfolio 109 $147,723,570 Open SEC source
21 Oct 2026, 08:56:23 UTC 13F-HR ABN AMRO INVESTMENT SOLUTIONS CIK 0002080520 2026 Q3 Open parsed portfolio 625 $13,188,604,321 Open SEC source
21 Oct 2026, 08:47:11 UTC 13F-HR COREPATH WEALTH PARTNERS LLC CIK 0001845838 2026 Q3 Open parsed portfolio 32 $144,025,690 Open SEC source
21 Oct 2026, 08:46:48 UTC 13F-HR/A Urban Wealth Management, LLC CIK 0001845521 2026 Q3 - Restatement Open parsed portfolio 108 $111,628,461 Open SEC source
21 Oct 2026, 08:39:12 UTC 13F-HR Berkshire Money Management, Inc. CIK 0001535172 2026 Q3 Open parsed portfolio 147 $1,158,171,986 Open SEC source
21 Oct 2026, 08:36:51 UTC 13F-HR PICTET BANK & TRUST Ltd CIK 0001535631 2026 Q3 Open parsed portfolio 34 $85,461,348 Open SEC source
21 Oct 2026, 08:21:33 UTC 13F-HR Burford Brothers, Inc. CIK 0002001434 2026 Q3 Open parsed portfolio 185 $274,114,655 Open SEC source
21 Oct 2026, 08:19:49 UTC 13F-HR Pictet North America Advisors SA CIK 0001599576 2026 Q3 Open parsed portfolio 189 $1,192,061,233 Open SEC source
21 Oct 2026, 07:58:07 UTC 13F-HR Ocean Park Asset Management, LLC CIK 0001538052 2026 Q3 Open parsed portfolio 60 $1,649,807,837 Open SEC source
21 Oct 2026, 07:47:09 UTC 13F-HR Livforsakringsbolaget Skandia, Omsesidigt CIK 0001547926 2026 Q3 Open parsed portfolio 448 $2,764,316,817 Open SEC source
21 Oct 2026, 07:09:19 UTC 13F-HR Bellecapital International Ltd. CIK 0001600152 2026 Q3 Open parsed portfolio 131 $682,922,400 Open SEC source
21 Oct 2026, 06:56:02 UTC 13F-HR Quilter Plc CIK 0001770632 2026 Q3 Open parsed portfolio 127 $6,949,456,427 Open SEC source
21 Oct 2026, 06:51:33 UTC 13F-HR Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna Investors CIK 0002079571 2026 Q3 Open parsed portfolio 208 $290,973,895 Open SEC source
21 Oct 2026, 06:15:02 UTC 13F-HR Capstone Capital Management Ltd CIK 0002069260 2026 Q3 Open parsed portfolio 150 $246,887,837 Open SEC source
21 Oct 2026, 06:13:20 UTC 13F-HR/A Lancaster Investment Management CIK 0001630064 2026 Q3 - Restatement Open parsed portfolio 9 $163,292,000 Open SEC source
21 Oct 2026, 06:01:36 UTC 13F-HR Luma Capital S.A. - SPF CIK 0002087462 2026 Q3 Open parsed portfolio 13 $121,783,150 Open SEC source
20 Oct 2026, 21:38:33 UTC 13F-HR Farnam Financial LLC CIK 0002080267 2026 Q3 Open parsed portfolio 58 $135,476,927 Open SEC source
20 Oct 2026, 21:24:12 UTC 13F-HR Thayer Financial, L.L.C. CIK 0002100981 2026 Q3 Open parsed portfolio 32 $111,069,815 Open SEC source
20 Oct 2026, 20:14:24 UTC 13F-HR One River Asset Management, LLC CIK 0001616336 2026 Q3 Open parsed portfolio 41 $6,235,047 Open SEC source
We use cookies and similar technologies to provide certain features, enhance the user experience and, if you allow them, measure engagement and deliver advertising. Analytics and marketing storage stay off until you grant consent. By clicking on "Agree and continue", you declare your consent to the use of the selected optional cookies. Manage preferences to update or revoke optional consent for future visits. For more information, see our Privacy Policy .