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
37

Recent 13F signals

Latest portfolio disclosures to inspect

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

13F portfolio

Agate Pass Investment Management, LLC

CIK 0001900409

13F-HR Q3 2026
CIK
0001900409
Source
SEC 13F-HR
Action
13F-HR accepted
Value
111 holdings / $284,942,380
Filed
20 Oct 2026, 13:53:05 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

Kathmere Capital Management, LLC

CIK 0001794543

13F-HR Q3 2026
CIK
0001794543
Source
SEC 13F-HR
Action
13F-HR accepted
Value
713 holdings / $2,056,164,597
Filed
20 Oct 2026, 13:51:41 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
13F portfolio

LVM CAPITAL MANAGEMENT LTD/MI

CIK 0001053054

13F-HR Q3 2026
CIK
0001053054
Source
SEC 13F-HR
Action
13F-HR accepted
Value
154 holdings / $1,199,584,492
Filed
20 Oct 2026, 13:51:39 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

Atlantic Edge Private Wealth Management, LLC

CIK 0002011145

13F-HR Q3 2026
CIK
0002011145
Source
SEC 13F-HR
Action
13F-HR accepted
Value
620 holdings / $484,023,868
Filed
20 Oct 2026, 13:50:59 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

marrick wealth, LLC

CIK 0002109850

13F-HR Q3 2026
CIK
0002109850
Source
SEC 13F-HR
Action
13F-HR accepted
Value
62 holdings / $142,425,708
Filed
20 Oct 2026, 13:50:53 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

McCarthy Asset Management, Inc.

CIK 0001843169

13F-HR Q3 2026
CIK
0001843169
Source
SEC 13F-HR
Action
13F-HR accepted
Value
28 holdings / $209,083,953
Filed
20 Oct 2026, 13:48:31 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
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, 13:53:05 UTC 13F-HR Agate Pass Investment Management, LLC CIK 0001900409 2026 Q3 Open parsed portfolio 111 $284,942,380 Open SEC source
20 Oct 2026, 13:51:41 UTC 13F-HR Kathmere Capital Management, LLC CIK 0001794543 2026 Q3 Open parsed portfolio 713 $2,056,164,597 Open SEC source
20 Oct 2026, 13:51:39 UTC 13F-HR LVM CAPITAL MANAGEMENT LTD/MI CIK 0001053054 2026 Q3 Open parsed portfolio 154 $1,199,584,492 Open SEC source
20 Oct 2026, 13:50:59 UTC 13F-HR Atlantic Edge Private Wealth Management, LLC CIK 0002011145 2026 Q3 Open parsed portfolio 620 $484,023,868 Open SEC source
20 Oct 2026, 13:50:53 UTC 13F-HR marrick wealth, LLC CIK 0002109850 2026 Q3 Open parsed portfolio 62 $142,425,708 Open SEC source
20 Oct 2026, 13:48:31 UTC 13F-HR McCarthy Asset Management, Inc. CIK 0001843169 2026 Q3 Open parsed portfolio 28 $209,083,953 Open SEC source
20 Oct 2026, 13:46:05 UTC 13F-HR Milestone Asset Management Group, LLC CIK 0002063452 2026 Q3 Open parsed portfolio 136 $216,481,845 Open SEC source
20 Oct 2026, 13:39:11 UTC 13F-HR Cannon Global Investment Management, LLC CIK 0001844427 2026 Q3 Open parsed portfolio 0 $0 Open SEC source
20 Oct 2026, 13:36:25 UTC 13F-HR LPWM LLC CIK 0001801101 2026 Q3 Open parsed portfolio 101 $457,898,782 Open SEC source
20 Oct 2026, 13:34:15 UTC 13F-HR Asset Allocation Strategies LLC CIK 0001922879 2026 Q3 Open parsed portfolio 171 $668,022,826 Open SEC source
20 Oct 2026, 13:31:01 UTC 13F-HR Councilmark Asset Management, LLC CIK 0002022076 2026 Q3 Open parsed portfolio 87 $194,475,389 Open SEC source
20 Oct 2026, 13:30:50 UTC 13F-HR Long Island Wealth Management, Inc. CIK 0002011177 2026 Q3 Open parsed portfolio 98 $256,317,241 Open SEC source
20 Oct 2026, 13:28:49 UTC 13F-HR Hobbs Wealth Management, LLC CIK 0002019202 2026 Q3 Open parsed portfolio 21 $121,903,323 Open SEC source
20 Oct 2026, 13:27:42 UTC 13F-HR LifeGuide Financial Advisors, LLC CIK 0001908585 2026 Q3 Open parsed portfolio 45 $355,954,945 Open SEC source
20 Oct 2026, 13:25:23 UTC 13F-HR HILL ISLAND FINANCIAL LLC CIK 0001909798 2026 Q3 Open parsed portfolio 101 $480,817,584 Open SEC source
20 Oct 2026, 13:23:17 UTC 13F-HR Clear Trail Advisors, LLC CIK 0002097856 2026 Q3 Open parsed portfolio 159 $656,984,444 Open SEC source
20 Oct 2026, 13:17:54 UTC 13F-HR POM Investment Strategies, LLC CIK 0001906322 2026 Q3 Open parsed portfolio 399 $123,894,393 Open SEC source
20 Oct 2026, 13:13:59 UTC 13F-HR Rothschild & Co Wealth Management UK Ltd CIK 0001784260 2026 Q3 Open parsed portfolio 25 $7,167,836,485 Open SEC source
20 Oct 2026, 13:13:28 UTC 13F-HR A4 Wealth Advisors LLC CIK 0002033987 2026 Q3 Open parsed portfolio 73 $150,617,480 Open SEC source
20 Oct 2026, 13:08:40 UTC 13F-HR Trilogy Capital Inc. CIK 0001722512 2026 Q3 Open parsed portfolio 401 $2,593,298,290 Open SEC source
20 Oct 2026, 13:00:55 UTC 13F-HR Bridgelight Financial Advisors, Inc. CIK 0002145102 2026 Q3 Open parsed portfolio 46 $145,765,398 Open SEC source
20 Oct 2026, 12:59:28 UTC 13F-HR Kelly Financial Services LLC CIK 0002023336 2026 Q3 Open parsed portfolio 130 $463,165,789 Open SEC source
20 Oct 2026, 12:55:41 UTC 13F-HR WEATHERLY ASSET MANAGEMENT L. P. CIK 0000934745 2026 Q3 Open parsed portfolio 188 $1,416,458,396 Open SEC source
20 Oct 2026, 12:52:55 UTC 13F-HR Trust Investment Advisors CIK 0001597690 2026 Q3 Open parsed portfolio 102 $229,034,015 Open SEC source
20 Oct 2026, 12:51:20 UTC 13F-HR Jaffetilchin Investment Partners, LLC CIK 0001404652 2026 Q2 Open parsed portfolio 489 $1,885,575,878 Open SEC source
20 Oct 2026, 12:46:36 UTC 13F-HR Chris Bulman Inc CIK 0002032404 2026 Q3 Open parsed portfolio 169 $285,345,690 Open SEC source
20 Oct 2026, 12:46:30 UTC 13F-HR North Growth Management Ltd. CIK 0001745796 2026 Q3 Open parsed portfolio 48 $742,897,000 Open SEC source
20 Oct 2026, 12:43:15 UTC 13F-HR Advus Financial Partners, LLC CIK 0002150676 2026 Q3 Open parsed portfolio 143 $354,761,917 Open SEC source
20 Oct 2026, 12:41:17 UTC 13F-HR CHERRYDALE WEALTH MANAGEMENT, LLC CIK 0001907327 2026 Q3 Open parsed portfolio 82 $385,893,087 Open SEC source
20 Oct 2026, 12:39:16 UTC 13F-HR Bull Street Advisors, LLC CIK 0001790837 2026 Q3 Open parsed portfolio 92 $221,235,000 Open SEC source
20 Oct 2026, 12:35:17 UTC 13F-HR Mokosak Advisory Group, LLC CIK 0001713112 2026 Q3 Open parsed portfolio 43 $453,864,954 Open SEC source
20 Oct 2026, 12:28:47 UTC 13F-HR INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV CIK 0000867926 2026 Q3 Open parsed portfolio 194 $276,254,662 Open SEC source
20 Oct 2026, 12:19:27 UTC 13F-HR ISLAY CAPITAL MANAGEMENT, LLC CIK 0001738560 2026 Q3 Open parsed portfolio 97 $212,509,118 Open SEC source
20 Oct 2026, 12:07:20 UTC 13F-HR Flagship Capital Management Inc. CIK 0002106796 2026 Q3 Open parsed portfolio 52 $164,291,714 Open SEC source
20 Oct 2026, 12:03:05 UTC 13F-HR Ballast, Inc. CIK 0001730477 2026 Q3 Open parsed portfolio 166 $535,886,287 Open SEC source
20 Oct 2026, 11:59:58 UTC 13F-HR DAGCO, INC. CIK 0001767343 2026 Q3 Open parsed portfolio 118 $576,347,757 Open SEC source
20 Oct 2026, 11:58:45 UTC 13F-HR Cypress Capital, LLC CIK 0001729939 2026 Q3 Open parsed portfolio 114 $376,535,906 Open SEC source
20 Oct 2026, 11:56:44 UTC 13F-HR HEMMING& WEALTH MANAGEMENT, INC. CIK 0001782624 2026 Q3 Open parsed portfolio 16 $169,817,718 Open SEC source
20 Oct 2026, 11:56:28 UTC 13F-HR Hyperion Asset Management Ltd CIK 0001619844 2026 Q3 Open parsed portfolio 20 $3,658,339,330 Open SEC source
20 Oct 2026, 11:53:13 UTC 13F-HR Prentice Wealth Management LLC CIK 0001864229 2026 Q3 Open parsed portfolio 119 $492,372,929 Open SEC source
20 Oct 2026, 11:50:38 UTC 13F-HR Stewardship Advisors, LLC CIK 0001733219 2026 Q3 Open parsed portfolio 177 $480,011,156 Open SEC source
20 Oct 2026, 11:50:17 UTC 13F-HR HT Partners LLC CIK 0001552999 2026 Q3 Open parsed portfolio 56 $364,437,938 Open SEC source
20 Oct 2026, 11:49:18 UTC 13F-HR Climber Capital SA CIK 0002011229 2026 Q3 Open parsed portfolio 66 $159,807,168 Open SEC source
20 Oct 2026, 11:48:33 UTC 13F-HR Metropolis Capital Ltd CIK 0001765388 2026 Q3 Open parsed portfolio 16 $3,629,522,142 Open SEC source
20 Oct 2026, 11:48:31 UTC 13F-HR PEOPLES FINANCIAL SERVICES CORP. CIK 0001056943 2026 Q3 Open parsed portfolio 276 $226,996,473 Open SEC source
20 Oct 2026, 11:47:28 UTC 13F-HR Norway Savings Bank CIK 0001692227 2026 Q3 Open parsed portfolio 103 $243,719,196 Open SEC source
20 Oct 2026, 11:47:01 UTC 13F-HR Greenhouse Wealth Management, LLC CIK 0001843566 2026 Q3 Open parsed portfolio 55 $145,453,415 Open SEC source
20 Oct 2026, 11:44:50 UTC 13F-HR Genesee Capital Advisors, LLC CIK 0001652348 2026 Q3 Open parsed portfolio 183 $317,506,060 Open SEC source
20 Oct 2026, 11:43:46 UTC 13F-HR Willis Investment Counsel CIK 0001310929 2026 Q3 Open parsed portfolio 128 $1,969,469,148 Open SEC source
20 Oct 2026, 11:34:42 UTC 13F-HR Commonwealth Financial Services, LLC CIK 0001536755 2026 Q3 Open parsed portfolio 287 $559,168,337 Open SEC source
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