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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Recent 13F signals

Latest portfolio disclosures to inspect

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

13F portfolio

Asset Advisory Group, Inc.

CIK 0002110402

13F-HR Q3 2026
CIK
0002110402
Source
SEC 13F-HR
Action
13F-HR accepted
Value
121 holdings / $231,709,679
Filed
20 Oct 2026, 11:33:33 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

LAZARI CAPITAL MANAGEMENT, INC.

CIK 0001986389

13F-HR Q3 2026
CIK
0001986389
Source
SEC 13F-HR
Action
13F-HR accepted
Value
187 holdings / $339,493,466
Filed
20 Oct 2026, 11:31:26 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

Nearside Advisors, LLC

CIK 0002154145

13F-HR Q3 2026
CIK
0002154145
Source
SEC 13F-HR
Action
13F-HR accepted
Value
47 holdings / $139,965,904
Filed
20 Oct 2026, 11:29:14 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

Div Capital Phoenix Assets Ltd

CIK 0002089718

13F-HR Q3 2026
CIK
0002089718
Source
SEC 13F-HR
Action
13F-HR accepted
Value
10 holdings / $648,000,115
Filed
20 Oct 2026, 11:28:06 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

STRATEGIC INVESTMENT MANAGEMENT, LLC

CIK 0000846633

13F-HR Q3 2026
CIK
0000846633
Source
SEC 13F-HR
Action
13F-HR accepted
Value
17 holdings / $437,455,845
Filed
20 Oct 2026, 11:27:43 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

Westbourne Investment Advisors, Inc.

CIK 0001650092

13F-HR Q3 2026
CIK
0001650092
Source
SEC 13F-HR
Action
13F-HR accepted
Value
124 holdings / $378,254,461
Filed
20 Oct 2026, 11:24:51 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, 11:33:33 UTC 13F-HR Asset Advisory Group, Inc. CIK 0002110402 2026 Q3 Open parsed portfolio 121 $231,709,679 Open SEC source
20 Oct 2026, 11:31:26 UTC 13F-HR LAZARI CAPITAL MANAGEMENT, INC. CIK 0001986389 2026 Q3 Open parsed portfolio 187 $339,493,466 Open SEC source
20 Oct 2026, 11:29:14 UTC 13F-HR Nearside Advisors, LLC CIK 0002154145 2026 Q3 Open parsed portfolio 47 $139,965,904 Open SEC source
20 Oct 2026, 11:28:06 UTC 13F-HR Div Capital Phoenix Assets Ltd CIK 0002089718 2026 Q3 Open parsed portfolio 10 $648,000,115 Open SEC source
20 Oct 2026, 11:27:43 UTC 13F-HR STRATEGIC INVESTMENT MANAGEMENT, LLC CIK 0000846633 2026 Q3 Open parsed portfolio 17 $437,455,845 Open SEC source
20 Oct 2026, 11:24:51 UTC 13F-HR Westbourne Investment Advisors, Inc. CIK 0001650092 2026 Q3 Open parsed portfolio 124 $378,254,461 Open SEC source
20 Oct 2026, 11:24:35 UTC 13F-HR ABNER HERRMAN & BROCK LLC CIK 0001038661 2026 Q3 Open parsed portfolio 119 $1,043,258,000 Open SEC source
20 Oct 2026, 11:24:29 UTC 13F-HR Robinswood Financial LLC CIK 0002139748 2026 Q3 Open parsed portfolio 72 $324,104,488 Open SEC source
20 Oct 2026, 11:20:13 UTC 13F-HR South Shore Capital Advisors CIK 0001852993 2026 Q3 Open parsed portfolio 157 $144,560,981 Open SEC source
20 Oct 2026, 11:17:44 UTC 13F-HR Hegarty Advisors, LLC CIK 0002107727 2026 Q3 Open parsed portfolio 65 $161,796,603 Open SEC source
20 Oct 2026, 11:16:52 UTC 13F-HR Bank Pictet & Cie (Europe) AG CIK 0001123274 2026 Q3 Open parsed portfolio 198 $5,308,328,351 Open SEC source
20 Oct 2026, 11:16:39 UTC 13F-HR Nasional Berhad Khazanah CIK 0001763068 2026 Q2 Open parsed portfolio 149 $1,738,806,397 Open SEC source
20 Oct 2026, 11:16:24 UTC 13F-HR Canal Insurance CO CIK 0001313473 2026 Q3 Open parsed portfolio 73 $425,551,000 Open SEC source
20 Oct 2026, 11:15:50 UTC 13F-HR Nasional Berhad Khazanah CIK 0001763068 2026 Q1 Open parsed portfolio 142 $1,544,867,719 Open SEC source
20 Oct 2026, 11:14:58 UTC 13F-HR Nasional Berhad Khazanah CIK 0001763068 2025 Q4 Open parsed portfolio 124 $1,662,861,454 Open SEC source
20 Oct 2026, 11:14:46 UTC 13F-HR Cornerstone National Bank & Trust Co CIK 0002104293 2026 Q3 Open parsed portfolio 235 $309,005,722 Open SEC source
20 Oct 2026, 11:14:19 UTC 13F-HR MBM WEALTH CONSULTANTS, LLC CIK 0001762068 2026 Q3 Open parsed portfolio 119 $545,668,559 Open SEC source
20 Oct 2026, 11:13:51 UTC 13F-HR Nasional Berhad Khazanah CIK 0001763068 2025 Q3 Open parsed portfolio 14 $1,754,877,083 Open SEC source
20 Oct 2026, 11:11:47 UTC 13F-HR Nasional Berhad Khazanah CIK 0001763068 2025 Q2 Open parsed portfolio 14 $1,636,790,850 Open SEC source
20 Oct 2026, 11:10:58 UTC 13F-HR Nasional Berhad Khazanah CIK 0001763068 2025 Q1 Open parsed portfolio 17 $1,475,605,347 Open SEC source
20 Oct 2026, 11:10:09 UTC 13F-HR Nasional Berhad Khazanah CIK 0001763068 2024 Q4 Open parsed portfolio 17 $1,357,049,248 Open SEC source
20 Oct 2026, 11:08:48 UTC 13F-HR Nasional Berhad Khazanah CIK 0001763068 2024 Q3 Open parsed portfolio 19 $1,263,638,660 Open SEC source
20 Oct 2026, 11:07:24 UTC 13F-HR Nasional Berhad Khazanah CIK 0001763068 2024 Q2 Open parsed portfolio 31 $1,031,857,971 Open SEC source
20 Oct 2026, 11:05:04 UTC 13F-HR 55 North Private Wealth, LLC CIK 0002106457 2026 Q3 Open parsed portfolio 313 $532,447,816 Open SEC source
20 Oct 2026, 11:03:33 UTC 13F-HR Nasional Berhad Khazanah CIK 0001763068 2024 Q1 Open parsed portfolio 14 $871,730,917 Open SEC source
20 Oct 2026, 11:02:21 UTC 13F-HR Prime Capital Investment Advisors, LLC CIK 0001731446 2026 Q3 Open parsed portfolio 1,075 $10,190,724,658 Open SEC source
20 Oct 2026, 11:02:18 UTC 13F-HR Nasional Berhad Khazanah CIK 0001763068 2023 Q4 Open parsed portfolio 7 $750,622,430 Open SEC source
20 Oct 2026, 11:01:00 UTC 13F-HR Nasional Berhad Khazanah CIK 0001763068 2023 Q3 Open parsed portfolio 6 $500,243,844 Open SEC source
20 Oct 2026, 10:59:36 UTC 13F-HR Nasional Berhad Khazanah CIK 0001763068 2023 Q2 Open parsed portfolio 7 $478,246,659 Open SEC source
20 Oct 2026, 10:58:25 UTC 13F-HR Nasional Berhad Khazanah CIK 0001763068 2023 Q1 Open parsed portfolio 7 $453,723,844 Open SEC source
20 Oct 2026, 10:57:10 UTC 13F-HR Nasional Berhad Khazanah CIK 0001763068 2022 Q4 Open parsed portfolio 6 $392,142,726 Open SEC source
20 Oct 2026, 10:56:05 UTC 13F-HR Nasional Berhad Khazanah CIK 0001763068 2022 Q3 Open parsed portfolio 5 $496,534,179 Open SEC source
20 Oct 2026, 10:55:46 UTC 13F-HR Relyea Zuckerberg Hanson LLC CIK 0001793691 2026 Q3 Open parsed portfolio 296 $1,208,486,808 Open SEC source
20 Oct 2026, 10:54:53 UTC 13F-HR Nasional Berhad Khazanah CIK 0001763068 2022 Q2 Open parsed portfolio 4 $197,802,248 Open SEC source
20 Oct 2026, 10:53:08 UTC 13F-HR Wheelhouse Advisory Group LLC CIK 0001998946 2026 Q3 Open parsed portfolio 56 $378,154,166 Open SEC source
20 Oct 2026, 10:52:51 UTC 13F-HR Nasional Berhad Khazanah CIK 0001763068 2022 Q1 Open parsed portfolio 4 $142,958,573 Open SEC source
20 Oct 2026, 10:51:56 UTC 13F-HR John Sempolinski William CIK 0002149024 2026 Q3 Open parsed portfolio 104 $258,865,163 Open SEC source
20 Oct 2026, 10:50:07 UTC 13F-HR FFG RETIREMENT ADVISORS LLC CIK 0001966438 2026 Q3 Open parsed portfolio 40 $187,823,044 Open SEC source
20 Oct 2026, 10:50:05 UTC 13F-HR Aspect Partners, LLC CIK 0001985284 2026 Q3 Open parsed portfolio 680 $264,355,360 Open SEC source
20 Oct 2026, 10:49:31 UTC 13F-HR Hudson Capital Management LLC CIK 0001727342 2026 Q3 Open parsed portfolio 78 $405,429,460 Open SEC source
20 Oct 2026, 10:46:32 UTC 13F-HR EHRLICH FINANCIAL GROUP CIK 0002010632 2026 Q3 Open parsed portfolio 120 $193,320,873 Open SEC source
20 Oct 2026, 10:45:47 UTC 13F-HR Egerton Capital (UK) LLP CIK 0001581811 2026 Q3 Open parsed portfolio 23 $9,819,775,522 Open SEC source
20 Oct 2026, 10:44:29 UTC 13F-HR Eagle Bluffs Wealth Management LLC CIK 0001906547 2026 Q3 Open parsed portfolio 85 $290,849,946 Open SEC source
20 Oct 2026, 10:42:16 UTC 13F-HR Jessup Wealth Management, Inc CIK 0001963536 2026 Q3 Open parsed portfolio 86 $475,535,348 Open SEC source
20 Oct 2026, 10:41:16 UTC 13F-HR Apex Wealth Management, LLC CIK 0002056695 2026 Q3 Open parsed portfolio 60 $169,887,045 Open SEC source
20 Oct 2026, 10:41:03 UTC 13F-HR LeConte Wealth Management, LLC CIK 0002060443 2026 Q3 Open parsed portfolio 197 $187,127,632 Open SEC source
20 Oct 2026, 10:38:01 UTC 13F-HR Wilkerson Advisory Group LLC CIK 0002079661 2026 Q3 Open parsed portfolio 640 $335,316,457 Open SEC source
20 Oct 2026, 10:30:58 UTC 13F-HR RF&L WEALTH MANAGEMENT, LLC CIK 0001965915 2026 Q3 Open parsed portfolio 51 $148,811,542 Open SEC source
20 Oct 2026, 10:26:49 UTC 13F-HR Poehling Capital Management, INC. CIK 0001730815 2026 Q3 Open parsed portfolio 163 $485,992,470 Open SEC source
20 Oct 2026, 10:26:02 UTC 13F-HR New Hampshire Trust CIK 0001961742 2026 Q3 Open parsed portfolio 171 $532,050,801 Open SEC source
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