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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1,901-1,950 of 3,689
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Current page
39

Recent 13F signals

Latest portfolio disclosures to inspect

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

13F portfolio

BROWN WEALTH MANAGEMENT, LLC

CIK 0001987005

13F-HR Q3 2026
CIK
0001987005
Source
SEC 13F-HR
Action
13F-HR accepted
Value
135 holdings / $455,792,832
Filed
20 Oct 2026, 10:23:40 UTC
Period
2026 Q3

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

13F portfolio

HARMONY ASSET MANAGEMENT LLC

CIK 0002002815

13F-HR Q3 2026
CIK
0002002815
Source
SEC 13F-HR
Action
13F-HR accepted
Value
197 holdings / $397,849,739
Filed
20 Oct 2026, 10:22:06 UTC
Period
2026 Q3

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

13F portfolio

Polunin Capital Partners Ltd

CIK 0001629869

13F-HR Q3 2026
CIK
0001629869
Source
SEC 13F-HR
Action
13F-HR accepted
Value
24 holdings / $496,779,000
Filed
20 Oct 2026, 10:20:31 UTC
Period
2026 Q3

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

13F portfolio

FORTEM FINANCIAL GROUP, LLC

CIK 0001766509

13F-HR Q3 2026
CIK
0001766509
Source
SEC 13F-HR
Action
13F-HR accepted
Value
190 holdings / $487,339,238
Filed
20 Oct 2026, 10:18:21 UTC
Period
2026 Q3

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

13F portfolio

Kingsbury Capital Investment Advisors LLC

CIK 0001927315

13F-HR Q3 2026
CIK
0001927315
Source
SEC 13F-HR
Action
13F-HR accepted
Value
107 holdings / $105,984,702
Filed
20 Oct 2026, 10:15:08 UTC
Period
2026 Q3

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

13F portfolio

Oak Harvest Investment Services

CIK 0001839430

13F-HR Q3 2026
CIK
0001839430
Source
SEC 13F-HR
Action
13F-HR accepted
Value
159 holdings / $1,065,452,721
Filed
20 Oct 2026, 10:11:19 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, 10:23:40 UTC 13F-HR BROWN WEALTH MANAGEMENT, LLC CIK 0001987005 2026 Q3 Open parsed portfolio 135 $455,792,832 Open SEC source
20 Oct 2026, 10:22:06 UTC 13F-HR HARMONY ASSET MANAGEMENT LLC CIK 0002002815 2026 Q3 Open parsed portfolio 197 $397,849,739 Open SEC source
20 Oct 2026, 10:20:31 UTC 13F-HR Polunin Capital Partners Ltd CIK 0001629869 2026 Q3 Open parsed portfolio 24 $496,779,000 Open SEC source
20 Oct 2026, 10:18:21 UTC 13F-HR FORTEM FINANCIAL GROUP, LLC CIK 0001766509 2026 Q3 Open parsed portfolio 190 $487,339,238 Open SEC source
20 Oct 2026, 10:15:08 UTC 13F-HR Kingsbury Capital Investment Advisors LLC CIK 0001927315 2026 Q3 Open parsed portfolio 107 $105,984,702 Open SEC source
20 Oct 2026, 10:11:19 UTC 13F-HR Oak Harvest Investment Services CIK 0001839430 2026 Q3 Open parsed portfolio 159 $1,065,452,721 Open SEC source
20 Oct 2026, 10:07:17 UTC 13F-HR PREVAIL INNOVATIVE WEALTH ADVISORS, LLC CIK 0001989941 2026 Q3 Open parsed portfolio 285 $776,473,378 Open SEC source
20 Oct 2026, 10:06:37 UTC 13F-HR PRIVATE TRUST CO NA CIK 0001277557 2026 Q3 Open parsed portfolio 2,767 $1,272,611,238 Open SEC source
20 Oct 2026, 10:01:41 UTC 13F-HR Wealth Quarterback LLC CIK 0001803386 2026 Q3 Open parsed portfolio 180 $328,116,767 Open SEC source
20 Oct 2026, 09:59:19 UTC 13F-HR SYQUANT CAPITAL SAS CIK 0001766392 2026 Q3 Open parsed portfolio 60 $453,452,000 Open SEC source
20 Oct 2026, 09:47:57 UTC 13F-HR INSTRUMENTAL WEALTH, LLC CIK 0001976010 2026 Q3 Open parsed portfolio 89 $205,970,069 Open SEC source
20 Oct 2026, 09:39:35 UTC 13F-HR Wealth Advisory Solutions, LLC CIK 0001834802 2026 Q3 Open parsed portfolio 149 $484,098,035 Open SEC source
20 Oct 2026, 09:38:47 UTC 13F-HR Avalon Advisory Group CIK 0001802119 2026 Q3 Open parsed portfolio 15 $265,871,873 Open SEC source
20 Oct 2026, 09:30:33 UTC 13F-HR Gulf International Bank (UK) Ltd CIK 0001598697 2026 Q3 Open parsed portfolio 547 $5,187,814,000 Open SEC source
20 Oct 2026, 09:30:13 UTC 13F-HR RETIREMENT FINANCIAL SOLUTIONS, LLC CIK 0001962532 2026 Q3 Open parsed portfolio 57 $422,991,971 Open SEC source
20 Oct 2026, 09:28:53 UTC 13F-HR Cardano Risk Management B.V. CIK 0001619124 2026 Q3 Open parsed portfolio 59 $18,186,206,000 Open SEC source
20 Oct 2026, 09:26:40 UTC 13F-HR Kepler Cheuvreux (Suisse) SA CIK 0002096459 2026 Q3 Open parsed portfolio 184 $1,645,881,559 Open SEC source
20 Oct 2026, 09:21:07 UTC 13F-HR Ironsides Asset Advisors, LLC CIK 0001615135 2026 Q3 Open parsed portfolio 87 $413,985,544 Open SEC source
20 Oct 2026, 09:20:36 UTC 13F-HR Forza Wealth Management, LLC CIK 0001963030 2026 Q3 Open parsed portfolio 194 $345,675,227 Open SEC source
20 Oct 2026, 09:10:34 UTC 13F-HR Owl Creek Wealth Partners LLC CIK 0002133805 2026 Q3 Open parsed portfolio 1,317 $354,956,660 Open SEC source
20 Oct 2026, 09:06:00 UTC 13F-HR Amplius Wealth Advisors, LLC CIK 0001900584 2026 Q3 Open parsed portfolio 224 $1,457,301,853 Open SEC source
20 Oct 2026, 08:55:17 UTC 13F-HR Whipplewood Advisors, LLC CIK 0002052510 2026 Q3 Open parsed portfolio 200 $148,326,034 Open SEC source
20 Oct 2026, 08:54:06 UTC 13F-HR Carrhae Capital LLP CIK 0001555254 2026 Q3 Open parsed portfolio 22 $1,561,549,815 Open SEC source
20 Oct 2026, 08:24:31 UTC 13F-HR TCFG Investment Advisors, LLC CIK 0002121836 2026 Q3 Open parsed portfolio 287 $292,663,274 Open SEC source
20 Oct 2026, 08:23:34 UTC 13F-HR Accurate Wealth Management, LLC CIK 0001877728 2026 Q3 Open parsed portfolio 600 $1,157,655,272 Open SEC source
20 Oct 2026, 08:16:19 UTC 13F-HR Klingman & Associates, LLC CIK 0001662449 2026 Q3 Open parsed portfolio 423 $2,405,294,224 Open SEC source
20 Oct 2026, 08:16:10 UTC 13F-HR Ranmore Fund Management Ltd CIK 0002055400 2026 Q3 Open parsed portfolio 26 $900,605,810 Open SEC source
20 Oct 2026, 07:53:14 UTC 13F-HR Breakwater Investment Management CIK 0002025925 2026 Q3 Open parsed portfolio 774 $301,704,680 Open SEC source
20 Oct 2026, 07:25:01 UTC 13F-HR Urban Wealth Management, LLC CIK 0001845521 2026 Q3 Open parsed portfolio 108 $111,628,461 Open SEC source
20 Oct 2026, 07:22:15 UTC 13F-HR SHARIAPORTFOLIO, INC. CIK 0001998574 2026 Q3 Open parsed portfolio 37 $284,091,480 Open SEC source
20 Oct 2026, 07:21:09 UTC 13F-HR Tranquility Partners, LLC CIK 0001783773 2026 Q3 Open parsed portfolio 221 $288,297,877 Open SEC source
20 Oct 2026, 07:19:57 UTC 13F-HR Portside Wealth Group, LLC CIK 0001978608 2026 Q3 Open parsed portfolio 514 $900,446,359 Open SEC source
20 Oct 2026, 07:05:28 UTC 13F-HR TABR Capital Management, LLC CIK 0001805603 2026 Q3 Open parsed portfolio 59 $136,414,272 Open SEC source
20 Oct 2026, 06:26:16 UTC 13F-HR Alken Asset Management Ltd CIK 0001629996 2026 Q3 Open parsed portfolio 30 $78,487,000 Open SEC source
20 Oct 2026, 06:15:05 UTC 13F-HR Sumitomo Mitsui DS Asset Management Company, Ltd CIK 0001411530 2026 Q3 Open parsed portfolio 772 $14,783,129,979 Open SEC source
19 Oct 2026, 21:44:12 UTC 13F-HR Midway Capital Research & Management CIK 0002115416 2026 Q3 Open parsed portfolio 50 $118,092,577 Open SEC source
19 Oct 2026, 21:25:30 UTC 13F-HR Retail Employees Superannuation Pty Ltd as trustee for Retail Employees Superannuation Trust CIK 0002086998 2026 Q3 Open parsed portfolio 30 $383,780,602 Open SEC source
19 Oct 2026, 21:07:58 UTC 13F-HR Altium Investment Strategies LLC CIK 0002131949 2026 Q3 Open parsed portfolio 25 $87,420,020 Open SEC source
19 Oct 2026, 21:05:45 UTC 13F-HR TAIYO LIFE INSURANCE CO CIK 0001254890 2026 Q3 Open parsed portfolio 11 $1,118,328,000 Open SEC source
19 Oct 2026, 19:47:54 UTC 13F-HR VESTIA PERSONAL WEALTH ADVISORS CIK 0002033299 2026 Q3 Open parsed portfolio 112 $263,446,283 Open SEC source
19 Oct 2026, 19:40:05 UTC 13F-HR FAMILY WEALTH PARTNERS, LLC CIK 0002016217 2026 Q3 Open parsed portfolio 105 $331,063,533 Open SEC source
19 Oct 2026, 19:33:38 UTC 13F-HR JEPPSON WEALTH MANAGEMENT, LLC CIK 0001831263 2026 Q3 Open parsed portfolio 244 $350,499,952 Open SEC source
19 Oct 2026, 19:05:33 UTC 13F-HR Drum Hill Capital, LLC CIK 0002054679 2026 Q3 Open parsed portfolio 47 $120,798,061 Open SEC source
19 Oct 2026, 19:04:53 UTC 13F-HR BANK OF STOCKTON CIK 0001387723 2026 Q3 Open parsed portfolio 124 $332,929,565 Open SEC source
19 Oct 2026, 19:02:42 UTC 13F-HR Ayrshire Capital Management LLC CIK 0001801563 2026 Q3 Open parsed portfolio 50 $218,815,844 Open SEC source
19 Oct 2026, 19:02:07 UTC 13F-HR JDH Wealth Management, LLC CIK 0002022512 2026 Q3 Open parsed portfolio 59 $165,424,384 Open SEC source
19 Oct 2026, 18:58:01 UTC 13F-HR Five Pine Wealth Management CIK 0002041807 2026 Q3 Open parsed portfolio 50 $176,850,568 Open SEC source
19 Oct 2026, 18:57:58 UTC 13F-HR INVENIO WEALTH PARTNERS LLC CIK 0001989341 2026 Q3 Open parsed portfolio 87 $279,627,087 Open SEC source
19 Oct 2026, 18:54:02 UTC 13F-HR Net Worth Advisory Group CIK 0001791998 2026 Q3 Open parsed portfolio 430 $397,022,718 Open SEC source
19 Oct 2026, 18:50:03 UTC 13F-HR Boyd Wealth Management, LLC CIK 0001846114 2026 Q3 Open parsed portfolio 61 $284,523,885 Open SEC source
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