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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Current page
34

Recent 13F signals

Latest portfolio disclosures to inspect

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

13F portfolio

Innova Wealth Partners

CIK 0001888831

13F-HR Q3 2026
CIK
0001888831
Source
SEC 13F-HR
Action
13F-HR accepted
Value
169 holdings / $253,597,533
Filed
20 Oct 2026, 19:28:45 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

Range Financial Group LLC

CIK 0001928635

13F-HR Q3 2026
CIK
0001928635
Source
SEC 13F-HR
Action
13F-HR accepted
Value
207 holdings / $360,726,789
Filed
20 Oct 2026, 19:23:31 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

Lauterbach Financial Advisors, LLC

CIK 0001909828

13F-HR Q3 2026
CIK
0001909828
Source
SEC 13F-HR
Action
13F-HR accepted
Value
88 holdings / $234,525,547
Filed
20 Oct 2026, 19:08:09 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

Newman Dignan & Sheerar, Inc.

CIK 0001566493

13F-HR Q3 2026
CIK
0001566493
Source
SEC 13F-HR
Action
13F-HR accepted
Value
180 holdings / $525,005,447
Filed
20 Oct 2026, 18:53:50 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

ARBOR CAPITAL MANAGEMENT INC /ADV

CIK 0001027570

13F-HR Q3 2026
CIK
0001027570
Source
SEC 13F-HR
Action
13F-HR accepted
Value
0 holdings / $0
Filed
20 Oct 2026, 18:48:28 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

WEALTH MANAGEMENT RESOURCES, INC.

CIK 0001063516

13F-HR Q3 2026
CIK
0001063516
Source
SEC 13F-HR
Action
13F-HR accepted
Value
29 holdings / $323,736,647
Filed
20 Oct 2026, 18:48:08 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
20 Oct 2026, 19:28:45 UTC 13F-HR Innova Wealth Partners CIK 0001888831 2026 Q3 Open parsed portfolio 169 $253,597,533 Open SEC source
20 Oct 2026, 19:23:31 UTC 13F-HR Range Financial Group LLC CIK 0001928635 2026 Q3 Open parsed portfolio 207 $360,726,789 Open SEC source
20 Oct 2026, 19:08:09 UTC 13F-HR Lauterbach Financial Advisors, LLC CIK 0001909828 2026 Q3 Open parsed portfolio 88 $234,525,547 Open SEC source
20 Oct 2026, 18:53:50 UTC 13F-HR Newman Dignan & Sheerar, Inc. CIK 0001566493 2026 Q3 Open parsed portfolio 180 $525,005,447 Open SEC source
20 Oct 2026, 18:48:28 UTC 13F-HR ARBOR CAPITAL MANAGEMENT INC /ADV CIK 0001027570 2026 Q3 Open parsed portfolio 0 $0 Open SEC source
20 Oct 2026, 18:48:08 UTC 13F-HR WEALTH MANAGEMENT RESOURCES, INC. CIK 0001063516 2026 Q3 Open parsed portfolio 29 $323,736,647 Open SEC source
20 Oct 2026, 18:47:50 UTC 13F-HR/A Alaska Permanent Fund Corp CIK 0001582681 2026 Q3 - Restatement Open parsed portfolio 8 $1,268,628,007 Open SEC source
20 Oct 2026, 18:42:18 UTC 13F-HR Robbins Farley CIK 0001847820 2026 Q3 Open parsed portfolio 158 $262,267,700 Open SEC source
20 Oct 2026, 18:32:03 UTC 13F-HR Bell Bank CIK 0001002672 2026 Q3 Open parsed portfolio 204 $2,656,349,356 Open SEC source
20 Oct 2026, 17:48:20 UTC 13F-HR EAGLE HARBOR ASSET MANAGEMENT INC /ADV CIK 0001088388 2026 Q3 Open parsed portfolio 141 $133,380,331 Open SEC source
20 Oct 2026, 17:30:30 UTC 13F-HR LCM Capital Management Inc CIK 0001861752 2026 Q3 Open parsed portfolio 123 $233,712,540 Open SEC source
20 Oct 2026, 17:30:12 UTC 13F-HR Mason & Associates, LLC CIK 0001895045 2026 Q3 Open parsed portfolio 46 $710,486,463 Open SEC source
20 Oct 2026, 17:25:36 UTC 13F-HR Rare Wolf Capital LLC CIK 0002105393 2026 Q3 Open parsed portfolio 117 $169,149,774 Open SEC source
20 Oct 2026, 17:12:37 UTC 13F-HR AMI ASSET MANAGEMENT CORP CIK 0001369702 2026 Q3 Open parsed portfolio 100 $1,741,439,565 Open SEC source
20 Oct 2026, 17:12:29 UTC 13F-HR Portfolio Resources Advisor Group, Inc. CIK 0002038285 2026 Q3 Open parsed portfolio 194 $120,798,196 Open SEC source
20 Oct 2026, 17:08:50 UTC 13F-HR Robinson Value Management, Ltd. CIK 0001694283 2026 Q3 Open parsed portfolio 77 $182,605,873 Open SEC source
20 Oct 2026, 17:07:24 UTC 13F-HR Genoa Capital Gestora de Recursos Ltda. CIK 0002064813 2026 Q3 Open parsed portfolio 11 $246,019,764 Open SEC source
20 Oct 2026, 17:03:52 UTC 13F-HR Arnold Financial Planning LLC CIK 0002107020 2026 Q3 Open parsed portfolio 45 $146,666,848 Open SEC source
20 Oct 2026, 17:02:31 UTC 13F-HR Kapitalo Investimentos Ltda CIK 0001798686 2026 Q3 Open parsed portfolio 51 $757,379,268 Open SEC source
20 Oct 2026, 17:02:11 UTC 13F-HR Arbor Wealth Management LLC\AZ CIK 0002149091 2026 Q3 Open parsed portfolio 23 $111,664,633 Open SEC source
20 Oct 2026, 16:57:55 UTC 13F-HR Grange Capital, LLC CIK 0002048387 2026 Q3 Open parsed portfolio 49 $106,822,656 Open SEC source
20 Oct 2026, 16:57:04 UTC 13F-HR QV Investors Inc. CIK 0001570253 2026 Q3 Open parsed portfolio 71 $1,362,349,000 Open SEC source
20 Oct 2026, 16:57:02 UTC 13F-HR LOUISBOURG INVESTMENTS INC. CIK 0002053050 2026 Q3 Open parsed portfolio 209 $545,277,215 Open SEC source
20 Oct 2026, 16:53:13 UTC 13F-HR Miller Financial Services LLC CIK 0002022893 2026 Q3 Open parsed portfolio 146 $131,427,545 Open SEC source
20 Oct 2026, 16:52:29 UTC 13F-HR Compound Global Advisors, LLC CIK 0001962450 2026 Q3 Open parsed portfolio 28 $5,201,679 Open SEC source
20 Oct 2026, 16:50:57 UTC 13F-HR Provident Wealth Management, LLC CIK 0001799797 2026 Q3 Open parsed portfolio 124 $282,193,807 Open SEC source
20 Oct 2026, 16:49:32 UTC 13F-HR Revisor Wealth Management LLC CIK 0001887409 2026 Q3 Open parsed portfolio 361 $403,062,330 Open SEC source
20 Oct 2026, 16:46:00 UTC 13F-HR C2C Wealth Management, LLC CIK 0001868903 2026 Q3 Open parsed portfolio 90 $128,427,667 Open SEC source
20 Oct 2026, 16:44:04 UTC 13F-HR Redwood Family Wealth LLC CIK 0002116118 2026 Q3 Open parsed portfolio 105 $113,033,360 Open SEC source
20 Oct 2026, 16:43:33 UTC 13F-HR Briaud Financial Planning Inc CIK 0001800586 2026 Q3 Open parsed portfolio 44 $453,330,824 Open SEC source
20 Oct 2026, 16:41:24 UTC 13F-HR BLUE JEAN FINANCIAL LLC CIK 0002047089 2026 Q3 Open parsed portfolio 74 $162,793,480 Open SEC source
20 Oct 2026, 16:36:05 UTC 13F-HR DUTCH ASSET Corp CIK 0002115141 2026 Q3 Open parsed portfolio 114 $214,969,421 Open SEC source
20 Oct 2026, 16:35:57 UTC 13F-HR West Branch Capital LLC CIK 0001738723 2026 Q3 Open parsed portfolio 388 $441,735,839 Open SEC source
20 Oct 2026, 16:35:49 UTC 13F-HR BLUESTEM FINANCIAL ADVISORS, LLC CIK 0001820680 2026 Q3 Open parsed portfolio 34 $286,352,142 Open SEC source
20 Oct 2026, 16:33:33 UTC 13F-HR Rempart Asset Management Inc. CIK 0001844571 2026 Q3 Open parsed portfolio 36 $487,882,055 Open SEC source
20 Oct 2026, 16:30:53 UTC 13F-HR E&R Wealth Management, LLC CIK 0002109932 2026 Q3 Open parsed portfolio 12 $116,584,663 Open SEC source
20 Oct 2026, 16:28:33 UTC 13F-HR KIRR MARBACH & CO LLC /IN/ CIK 0000764112 2026 Q3 Open parsed portfolio 57 $529,505,401 Open SEC source
20 Oct 2026, 16:27:10 UTC 13F-HR Rodgers & Associates, LTD CIK 0001846515 2026 Q3 Open parsed portfolio 111 $1,059,448,850 Open SEC source
20 Oct 2026, 16:26:33 UTC 13F-HR Benchmark Financial Wealth Advisors, LLC CIK 0001757706 2026 Q3 Open parsed portfolio 160 $418,082,509 Open SEC source
20 Oct 2026, 16:26:08 UTC 13F-HR COTTONWOOD CAPITAL ADVISORS, LLC CIK 0001903321 2026 Q3 Open parsed portfolio 90 $166,086,120 Open SEC source
20 Oct 2026, 16:25:41 UTC 13F-HR Cushing Capital Partners, LLC CIK 0002054827 2026 Q3 Open parsed portfolio 113 $163,045,066 Open SEC source
20 Oct 2026, 16:25:12 UTC 13F-HR Parkside Investments, LLC CIK 0001706248 2026 Q3 Open parsed portfolio 95 $879,201,407 Open SEC source
20 Oct 2026, 16:24:40 UTC 13F-HR Physician Wealth Advisors, Inc. CIK 0001795173 2026 Q3 Open parsed portfolio 2,437 $869,370,983 Open SEC source
20 Oct 2026, 16:24:30 UTC 13F-HR Carnegie Investment Counsel CIK 0001511506 2026 Q3 Open parsed portfolio 551 $5,007,772,403 Open SEC source
20 Oct 2026, 16:23:11 UTC 13F-HR PINNACLE ASSOCIATES LTD CIK 0000743127 2026 Q3 Open parsed portfolio 956 $8,923,606,498 Open SEC source
20 Oct 2026, 16:22:43 UTC 13F-HR Sulzberger Capital Advisors, Inc. CIK 0002056727 2026 Q3 Open parsed portfolio 56 $100,522,207 Open SEC source
20 Oct 2026, 16:22:23 UTC 13F-HR Cohen Investment Advisors LLC CIK 0001845081 2026 Q3 Open parsed portfolio 81 $233,004,546 Open SEC source
20 Oct 2026, 16:21:35 UTC 13F-HR Ironwood Financial, llc CIK 0001630360 2026 Q3 Open parsed portfolio 172 $643,691,962 Open SEC source
20 Oct 2026, 16:20:10 UTC 13F-HR Uncommon Cents Investing Inc CIK 0001729754 2026 Q3 Open parsed portfolio 216 $457,293,798 Open SEC source
20 Oct 2026, 16:19:31 UTC 13F-HR NISA INVESTMENT ADVISORS, LLC CIK 0000937615 2026 Q3 Open parsed portfolio 3,065 $34,685,069,579 Open SEC source
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