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

HICKS CAPITAL MANAGEMENT LLC

CIK 0002062978

13F-HR Q3 2026
CIK
0002062978
Source
SEC 13F-HR
Action
13F-HR accepted
Value
39 holdings / $121,969,841
Filed
19 Oct 2026, 18:40:12 UTC
Period
2026 Q3

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

13F portfolio

Lakeside Advisors, INC.

CIK 0001913467

13F-HR Q3 2026
CIK
0001913467
Source
SEC 13F-HR
Action
13F-HR accepted
Value
66 holdings / $171,285,556
Filed
19 Oct 2026, 18:32:06 UTC
Period
2026 Q3

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

13F portfolio

ICG Advisors, LLC

CIK 0002089727

13F-HR/A Q3 2026
CIK
0002089727
Source
SEC 13F-HR/A
Action
13F-HR/A accepted
Value
7 holdings / $136,489,992
Filed
19 Oct 2026, 18:29:35 UTC
Period
2026 Q3 - Restatement

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

13F portfolio

Vision Capital Management, Inc.

CIK 0001417889

13F-HR Q3 2026
CIK
0001417889
Source
SEC 13F-HR
Action
13F-HR accepted
Value
151 holdings / $881,535,200
Filed
19 Oct 2026, 18:28:01 UTC
Period
2026 Q3

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

13F portfolio

Kenora Financial, LLC

CIK 0001990080

13F-HR Q3 2026
CIK
0001990080
Source
SEC 13F-HR
Action
13F-HR accepted
Value
131 holdings / $320,995,393
Filed
19 Oct 2026, 18:27:15 UTC
Period
2026 Q3

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

13F portfolio

Hingham Institution for Savings

CIK 0002044671

13F-HR Q3 2026
CIK
0002044671
Source
SEC 13F-HR
Action
13F-HR accepted
Value
15 holdings / $134,049,109
Filed
19 Oct 2026, 18:19:09 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
19 Oct 2026, 18:40:12 UTC 13F-HR HICKS CAPITAL MANAGEMENT LLC CIK 0002062978 2026 Q3 Open parsed portfolio 39 $121,969,841 Open SEC source
19 Oct 2026, 18:32:06 UTC 13F-HR Lakeside Advisors, INC. CIK 0001913467 2026 Q3 Open parsed portfolio 66 $171,285,556 Open SEC source
19 Oct 2026, 18:29:35 UTC 13F-HR/A ICG Advisors, LLC CIK 0002089727 2026 Q3 - Restatement Open parsed portfolio 7 $136,489,992 Open SEC source
19 Oct 2026, 18:28:01 UTC 13F-HR Vision Capital Management, Inc. CIK 0001417889 2026 Q3 Open parsed portfolio 151 $881,535,200 Open SEC source
19 Oct 2026, 18:27:15 UTC 13F-HR Kenora Financial, LLC CIK 0001990080 2026 Q3 Open parsed portfolio 131 $320,995,393 Open SEC source
19 Oct 2026, 18:19:09 UTC 13F-HR Hingham Institution for Savings CIK 0002044671 2026 Q3 Open parsed portfolio 15 $134,049,109 Open SEC source
19 Oct 2026, 17:58:43 UTC 13F-HR TRED AVON FAMILY WEALTH, LLC CIK 0002094435 2026 Q3 Open parsed portfolio 261 $329,420,880 Open SEC source
19 Oct 2026, 17:52:44 UTC 13F-HR FOCUSED ALPHA, LLC CIK 0002105062 2026 Q3 Open parsed portfolio 249 $401,997,663 Open SEC source
19 Oct 2026, 17:51:28 UTC 13F-HR ARK & TLK INVESTMENTS, LLC CIK 0002013188 2026 Q3 Open parsed portfolio 125 $415,040,269 Open SEC source
19 Oct 2026, 17:47:01 UTC 13F-HR tru Independence LLC CIK 0001785445 2026 Q3 Open parsed portfolio 109 $233,903,733 Open SEC source
19 Oct 2026, 17:41:44 UTC 13F-HR Parkway Wealth Management Group, LLC CIK 0002065679 2026 Q3 Open parsed portfolio 144 $868,716,050 Open SEC source
19 Oct 2026, 17:36:25 UTC 13F-HR Freedom Day Solutions, LLC CIK 0001467517 2026 Q3 Open parsed portfolio 133 $454,836,577 Open SEC source
19 Oct 2026, 17:34:28 UTC 13F-HR Mayfair Advisory Group, LLC CIK 0001801926 2026 Q3 Open parsed portfolio 186 $344,712,387 Open SEC source
19 Oct 2026, 17:34:00 UTC 13F-HR Eagle Wealth Advisors LLC CIK 0002107271 2026 Q3 Open parsed portfolio 102 $136,162,848 Open SEC source
19 Oct 2026, 17:26:53 UTC 13F-HR Yarbrough Capital, LLC CIK 0001767686 2026 Q3 Open parsed portfolio 81 $3,583,247,377 Open SEC source
19 Oct 2026, 17:23:43 UTC 13F-HR Value Partners Investments Inc. CIK 0001800916 2026 Q3 Open parsed portfolio 103 $1,442,242,282 Open SEC source
19 Oct 2026, 17:13:49 UTC 13F-HR Fairvoy Private Wealth, LLC CIK 0002046607 2026 Q3 Open parsed portfolio 210 $496,325,121 Open SEC source
19 Oct 2026, 17:10:43 UTC 13F-HR Trellis Wealth Advisors LLC CIK 0001989031 2026 Q3 Open parsed portfolio 115 $299,246,988 Open SEC source
19 Oct 2026, 17:00:09 UTC 13F-HR CLARK FINANCIAL SERVICES GROUP INC /BD CIK 0001001011 2026 Q3 Open parsed portfolio 94 $214,212,689 Open SEC source
19 Oct 2026, 16:54:17 UTC 13F-HR Hidden Cove Wealth Management, LLC CIK 0001963736 2026 Q3 Open parsed portfolio 149 $186,776,694 Open SEC source
19 Oct 2026, 16:52:31 UTC 13F-HR TENET WEALTH PARTNERS, LLC CIK 0002149209 2026 Q3 Open parsed portfolio 107 $142,332,367 Open SEC source
19 Oct 2026, 16:52:31 UTC 13F-HR McHugh Group, LLC CIK 0002052657 2026 Q3 Open parsed portfolio 88 $204,074,154 Open SEC source
19 Oct 2026, 16:51:05 UTC 13F-HR Kercheville Advisors, LLC CIK 0001890748 2026 Q3 Open parsed portfolio 119 $361,386,802 Open SEC source
19 Oct 2026, 16:48:45 UTC 13F-HR Integrated Wealth Management CIK 0002113155 2026 Q3 Open parsed portfolio 99 $101,574,266 Open SEC source
19 Oct 2026, 16:47:23 UTC 13F-HR Penn Mutual Asset Management CIK 0000855702 2026 Q3 Open parsed portfolio 7 $23,117,593 Open SEC source
19 Oct 2026, 16:47:19 UTC 13F-HR Gold Investment Management Ltd. CIK 0002006008 2026 Q3 Open parsed portfolio 198 $357,236,453 Open SEC source
19 Oct 2026, 16:46:19 UTC 13F-HR AA Financial Advisors, LLC CIK 0002016899 2026 Q3 Open parsed portfolio 251 $840,198,615 Open SEC source
19 Oct 2026, 16:44:44 UTC 13F-HR Brueske Advisory Services, LLC CIK 0001879492 2026 Q3 Open parsed portfolio 0 $0 Open SEC source
19 Oct 2026, 16:41:40 UTC 13F-HR Fortitude Financial, LLC CIK 0002066105 2026 Q3 Open parsed portfolio 43 $211,991,448 Open SEC source
19 Oct 2026, 16:37:37 UTC 13F-HR Teamwork Financial Advisors, LLC CIK 0001629931 2026 Q3 Open parsed portfolio 150 $864,282,081 Open SEC source
19 Oct 2026, 16:36:42 UTC 13F-HR Greg Jennings, LLC CIK 0002160590 2026 Q3 Open parsed portfolio 49 $142,295,999 Open SEC source
19 Oct 2026, 16:36:07 UTC 13F-HR Abel Hall, LLC CIK 0002013339 2026 Q3 Open parsed portfolio 890 $555,588,381 Open SEC source
19 Oct 2026, 16:35:57 UTC 13F-HR LIFELONG WEALTH ADVISORS, INC. CIK 0002051717 2026 Q3 Open parsed portfolio 102 $431,010,531 Open SEC source
19 Oct 2026, 16:35:54 UTC 13F-HR PMG Family Office LLC CIK 0002102299 2026 Q3 Open parsed portfolio 112 $108,106,732 Open SEC source
19 Oct 2026, 16:34:19 UTC 13F-HR Crown Wealth Group, LLC CIK 0001845698 2026 Q3 Open parsed portfolio 148 $403,534,022 Open SEC source
19 Oct 2026, 16:33:55 UTC 13F-HR Kagan Cocozza Asset Management CIK 0002064489 2026 Q3 Open parsed portfolio 66 $161,668,187 Open SEC source
19 Oct 2026, 16:32:44 UTC 13F-HR MontVue Capital Management, Inc. CIK 0002008758 2026 Q3 Open parsed portfolio 73 $171,301,405 Open SEC source
19 Oct 2026, 16:31:33 UTC 13F-HR LOCKERMAN FINANCIAL GROUP, INC. CIK 0001906539 2026 Q3 Open parsed portfolio 89 $69,727,272 Open SEC source
19 Oct 2026, 16:30:45 UTC 13F-HR Legacy Advisors, LLC CIK 0001720969 2026 Q3 Open parsed portfolio 318 $1,050,179,911 Open SEC source
19 Oct 2026, 16:30:31 UTC 13F-HR STACKSTONE WEALTH, LLC CIK 0002153379 2026 Q3 Open parsed portfolio 323 $1,014,602,226 Open SEC source
19 Oct 2026, 16:30:04 UTC 13F-HR Key Client Fiduciary Advisors, LLC CIK 0001912612 2026 Q3 Open parsed portfolio 220 $355,363,472 Open SEC source
19 Oct 2026, 16:29:39 UTC 13F-HR LVW Advisors, LLC CIK 0001576053 2026 Q3 Open parsed portfolio 459 $1,179,813,451 Open SEC source
19 Oct 2026, 16:28:57 UTC 13F-HR Cordoba Advisory Partners LLC CIK 0002067133 2026 Q3 Open parsed portfolio 153 $812,896,874 Open SEC source
19 Oct 2026, 16:28:51 UTC 13F-HR CWA Asset Management Group, LLC CIK 0001667134 2026 Q3 Open parsed portfolio 712 $3,370,282,660 Open SEC source
19 Oct 2026, 16:27:36 UTC 13F-HR Verisail Partners, LLC CIK 0002016904 2026 Q3 Open parsed portfolio 29 $270,079,578 Open SEC source
19 Oct 2026, 16:26:47 UTC 13F-HR Williams Financial, LLC CIK 0001846923 2026 Q3 Open parsed portfolio 31 $196,601,047 Open SEC source
19 Oct 2026, 16:26:34 UTC 13F-HR CFS Investment Advisory Services, LLC CIK 0001845688 2026 Q3 Open parsed portfolio 361 $1,541,279,804 Open SEC source
19 Oct 2026, 16:26:07 UTC 13F-HR Cordatus Wealth Management LLC CIK 0001715862 2026 Q3 Open parsed portfolio 160 $450,597,776 Open SEC source
19 Oct 2026, 16:25:38 UTC 13F-HR Grandview Asset Management LLC CIK 0001766791 2026 Q3 Open parsed portfolio 132 $361,031,331 Open SEC source
19 Oct 2026, 16:25:09 UTC 13F-HR Investment Research Partners LLC CIK 0002069274 2026 Q3 Open parsed portfolio 280 $295,324,099 Open SEC source
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