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.

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Recent 13F signals

Latest portfolio disclosures to inspect

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

13F portfolio

Integrated Advisors Network LLC

CIK 0001660177

13F-HR Q3 2026
CIK
0001660177
Source
SEC 13F-HR
Action
13F-HR accepted
Value
666 holdings / $2,186,155,980
Filed
20 Oct 2026, 16:19:12 UTC
Period
2026 Q3

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

13F portfolio

Taylor Securities Services, Inc.

CIK 0002115182

13F-HR Q3 2026
CIK
0002115182
Source
SEC 13F-HR
Action
13F-HR accepted
Value
59 holdings / $250,473,549
Filed
20 Oct 2026, 16:18:30 UTC
Period
2026 Q3

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

13F portfolio

Harfst & Associates, Inc.

CIK 0001649147

13F-HR Q3 2026
CIK
0001649147
Source
SEC 13F-HR
Action
13F-HR accepted
Value
122 holdings / $667,258,887
Filed
20 Oct 2026, 16:18:27 UTC
Period
2026 Q3

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

13F portfolio

Oath Planning, LLC

CIK 0002109944

13F-HR Q3 2026
CIK
0002109944
Source
SEC 13F-HR
Action
13F-HR accepted
Value
74 holdings / $154,120,081
Filed
20 Oct 2026, 16:17:32 UTC
Period
2026 Q3

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

13F portfolio

York GP, Ltd.

CIK 0001289994

13F-HR Q3 2026
CIK
0001289994
Source
SEC 13F-HR
Action
13F-HR accepted
Value
3 holdings / $95,163,787
Filed
20 Oct 2026, 16:16:41 UTC
Period
2026 Q3

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

13F portfolio

Oregon Pacific Wealth Management, LLC

CIK 0002043757

13F-HR Q3 2026
CIK
0002043757
Source
SEC 13F-HR
Action
13F-HR accepted
Value
114 holdings / $107,877,056
Filed
20 Oct 2026, 16:16:25 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
20 Oct 2026, 16:19:12 UTC 13F-HR Integrated Advisors Network LLC CIK 0001660177 2026 Q3 Open parsed portfolio 666 $2,186,155,980 Open SEC source
20 Oct 2026, 16:18:30 UTC 13F-HR Taylor Securities Services, Inc. CIK 0002115182 2026 Q3 Open parsed portfolio 59 $250,473,549 Open SEC source
20 Oct 2026, 16:18:27 UTC 13F-HR Harfst & Associates, Inc. CIK 0001649147 2026 Q3 Open parsed portfolio 122 $667,258,887 Open SEC source
20 Oct 2026, 16:17:32 UTC 13F-HR Oath Planning, LLC CIK 0002109944 2026 Q3 Open parsed portfolio 74 $154,120,081 Open SEC source
20 Oct 2026, 16:16:41 UTC 13F-HR York GP, Ltd. CIK 0001289994 2026 Q3 Open parsed portfolio 3 $95,163,787 Open SEC source
20 Oct 2026, 16:16:25 UTC 13F-HR Oregon Pacific Wealth Management, LLC CIK 0002043757 2026 Q3 Open parsed portfolio 114 $107,877,056 Open SEC source
20 Oct 2026, 16:15:26 UTC 13F-HR Robeco Institutional Asset Management B.V. CIK 0001418773 2026 Q3 Open parsed portfolio 837 $83,244,782,305 Open SEC source
20 Oct 2026, 16:14:23 UTC 13F-HR Sensible Money, LLC CIK 0001965229 2026 Q3 Open parsed portfolio 105 $388,805,046 Open SEC source
20 Oct 2026, 16:13:39 UTC 13F-HR Sentinel Advisory Group, LLC CIK 0002118181 2026 Q3 Open parsed portfolio 58 $244,837,555 Open SEC source
20 Oct 2026, 16:13:31 UTC 13F-HR Wagner Wealth Management, Corp CIK 0002109867 2026 Q3 Open parsed portfolio 100 $127,779,557 Open SEC source
20 Oct 2026, 16:12:57 UTC 13F-HR Great Hill Capital LLC CIK 0002096165 2026 Q3 Open parsed portfolio 29 $209,318,472 Open SEC source
20 Oct 2026, 16:11:17 UTC 13F-HR Zullo Investment Group, Inc. CIK 0001909760 2026 Q3 Open parsed portfolio 156 $309,722,796 Open SEC source
20 Oct 2026, 16:09:18 UTC 13F-HR Diversify Advisory Services, LLC CIK 0002021232 2026 Q3 Open parsed portfolio 1,272 $6,687,039,715 Open SEC source
20 Oct 2026, 16:08:36 UTC 13F-HR DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 2026 Q3 Open parsed portfolio 1,272 $6,687,039,715 Open SEC source
20 Oct 2026, 16:08:02 UTC 13F-HR REDSTONE WEALTH MANAGEMENT, LLC CIK 0002049950 2026 Q3 Open parsed portfolio 33 $159,444,663 Open SEC source
20 Oct 2026, 16:07:07 UTC 13F-HR Capital Management Associates, Inc CIK 0002008851 2026 Q3 Open parsed portfolio 160 $499,240,313 Open SEC source
20 Oct 2026, 16:05:59 UTC 13F-HR Sage Capital Management, LLC CIK 0002030667 2026 Q3 Open parsed portfolio 167 $263,276,497 Open SEC source
20 Oct 2026, 16:05:08 UTC 13F-HR PETREDIS INVESTMENT ADVISORS LLC CIK 0001964544 2026 Q3 Open parsed portfolio 115 $1,532,404,261 Open SEC source
20 Oct 2026, 16:05:03 UTC 13F-HR Leona M. & Harry B. Helmsley Charitable Trust CIK 0001665901 2026 Q3 Open parsed portfolio 2 $233,077,884 Open SEC source
20 Oct 2026, 16:04:12 UTC 13F-HR Lakeshore Capital Group, Inc. CIK 0002057465 2026 Q3 Open parsed portfolio 78 $157,192,401 Open SEC source
20 Oct 2026, 16:04:10 UTC 13F-HR Randall & Associates Wealth Management CIK 0002011901 2026 Q3 Open parsed portfolio 54 $164,985,838 Open SEC source
20 Oct 2026, 16:03:03 UTC 13F-HR Leona M. & Harry B. Helmsley Charitable Trust CIK 0001665901 2026 Q2 Open parsed portfolio 2 $215,019,024 Open SEC source
20 Oct 2026, 16:02:55 UTC 13F-HR Beach Point Capital Management LP CIK 0001453885 2026 Q3 Open parsed portfolio 15 $222,874,784 Open SEC source
20 Oct 2026, 16:02:02 UTC 13F-HR Seed Wealth Management, Inc. CIK 0001963728 2026 Q3 Open parsed portfolio 82 $159,259,919 Open SEC source
20 Oct 2026, 16:01:03 UTC 13F-HR Leona M. & Harry B. Helmsley Charitable Trust CIK 0001665901 2025 Q4 Open parsed portfolio 1 $316,912,773 Open SEC source
20 Oct 2026, 16:01:02 UTC 13F-HR Leona M. & Harry B. Helmsley Charitable Trust CIK 0001665901 2026 Q1 Open parsed portfolio 2 $219,051,887 Open SEC source
20 Oct 2026, 15:59:45 UTC 13F-HR Hardworking Capital Advisors, LLC CIK 0002098583 2026 Q3 Open parsed portfolio 83 $111,748,745 Open SEC source
20 Oct 2026, 15:59:15 UTC 13F-HR/A HMS Capital Management, LLC CIK 0001689470 2026 Q2 - Restatement Open parsed portfolio 120 $267,360,592 Open SEC source
20 Oct 2026, 15:55:52 UTC 13F-HR EAGLE WEALTH STRATEGIES LLC CIK 0002009882 2026 Q3 Open parsed portfolio 116 $263,054,720 Open SEC source
20 Oct 2026, 15:50:44 UTC 13F-HR TrustBank CIK 0002107256 2026 Q3 Open parsed portfolio 187 $317,449,452 Open SEC source
20 Oct 2026, 15:50:30 UTC 13F-HR Capital Investment Counsel, Inc CIK 0001418421 2026 Q3 Open parsed portfolio 265 $935,370,134 Open SEC source
20 Oct 2026, 15:48:24 UTC 13F-HR Quantum Private Wealth, LLC CIK 0001929662 2026 Q3 Open parsed portfolio 164 $390,569,118 Open SEC source
20 Oct 2026, 15:47:20 UTC 13F-HR Good Harbor Advisors, Inc. CIK 0002133484 2026 Q3 Open parsed portfolio 88 $107,186,681 Open SEC source
20 Oct 2026, 15:47:03 UTC 13F-HR HMS Capital Management, LLC CIK 0001689470 2026 Q3 Open parsed portfolio 125 $264,057,170 Open SEC source
20 Oct 2026, 15:45:22 UTC 13F-HR BURNS J W & CO INC/NY CIK 0001047339 2026 Q3 Open parsed portfolio 190 $997,767,990 Open SEC source
20 Oct 2026, 15:43:35 UTC 13F-HR SANDER CAPITAL ADVISORS INC CIK 0001173889 2026 Q3 Open parsed portfolio 11 $219,979,000 Open SEC source
20 Oct 2026, 15:43:06 UTC 13F-HR Sowell Financial Services LLC CIK 0001633697 2026 Q3 Open parsed portfolio 1,198 $3,609,080,835 Open SEC source
20 Oct 2026, 15:41:54 UTC 13F-HR Axecap Investments, LLC CIK 0002030036 2026 Q3 Open parsed portfolio 77 $168,714,708 Open SEC source
20 Oct 2026, 15:41:28 UTC 13F-HR Englebert Financial Advisers, LLC CIK 0002097035 2026 Q3 Open parsed portfolio 60 $100,800,126 Open SEC source
20 Oct 2026, 15:39:56 UTC 13F-HR City State Bank CIK 0001910666 2026 Q3 Open parsed portfolio 864 $440,905,264 Open SEC source
20 Oct 2026, 15:37:04 UTC 13F-HR K5 Global Advisor LLC CIK 0002151773 2026 Q3 Open parsed portfolio 3 $4,024,647,332 Open SEC source
20 Oct 2026, 15:36:44 UTC 13F-HR Berkeley, Inc CIK 0002051965 2026 Q3 Open parsed portfolio 84 $324,203,002 Open SEC source
20 Oct 2026, 15:34:47 UTC 13F-HR ATTICUS WEALTH MANAGEMENT, LLC CIK 0001800234 2026 Q3 Open parsed portfolio 185 $451,672,424 Open SEC source
20 Oct 2026, 15:33:58 UTC 13F-HR 365 WMG Private Fund I: Primus Fund LLC CIK 0002070463 2026 Q3 Open parsed portfolio 77 $168,714,708 Open SEC source
20 Oct 2026, 15:33:39 UTC 13F-HR QP WEALTH MANAGEMENT, LLC CIK 0001802496 2026 Q3 Open parsed portfolio 70 $66,431,286 Open SEC source
20 Oct 2026, 15:31:28 UTC 13F-HR QUADRANT CAPITAL GROUP LLC CIK 0001650717 2026 Q3 Open parsed portfolio 1,225 $3,694,772,827 Open SEC source
20 Oct 2026, 15:31:15 UTC 13F-HR NIGHTVIEW CAPITAL, LLC CIK 0001680843 2026 Q3 Open parsed portfolio 13 $131,713,842 Open SEC source
20 Oct 2026, 15:30:27 UTC 13F-HR Arlington Partners LLC CIK 0001389848 2026 Q3 Open parsed portfolio 3 $65,389,107 Open SEC source
20 Oct 2026, 15:30:10 UTC 13F-HR Chronos Wealth Management, LLC CIK 0001801792 2026 Q3 Open parsed portfolio 37 $224,622,319 Open SEC source
20 Oct 2026, 15:29:55 UTC 13F-HR Aurora Private Wealth, Inc. CIK 0001802132 2026 Q3 Open parsed portfolio 168 $158,687,000 Open SEC source
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