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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42

Recent 13F signals

Latest portfolio disclosures to inspect

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

13F portfolio

SummerHaven Investment Management, LLC

CIK 0001846436

13F-HR/A Q3 2026
CIK
0001846436
Source
SEC 13F-HR/A
Action
13F-HR/A accepted
Value
201 holdings / $178,852,027
Filed
19 Oct 2026, 15:17:28 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

Hobart Private Capital, LLC

CIK 0001767062

13F-HR Q3 2026
CIK
0001767062
Source
SEC 13F-HR
Action
13F-HR accepted
Value
151 holdings / $590,681,879
Filed
19 Oct 2026, 15:13:54 UTC
Period
2026 Q3

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

13F portfolio

BEACON FINANCIAL GROUP

CIK 0001591379

13F-HR Q3 2026
CIK
0001591379
Source
SEC 13F-HR
Action
13F-HR accepted
Value
385 holdings / $1,108,200,687
Filed
19 Oct 2026, 15:13:05 UTC
Period
2026 Q3

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

13F portfolio

Cambridge Advisors Inc.

CIK 0001633695

13F-HR Q3 2026
CIK
0001633695
Source
SEC 13F-HR
Action
13F-HR accepted
Value
182 holdings / $580,957,407
Filed
19 Oct 2026, 15:10:56 UTC
Period
2026 Q3

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

13F portfolio

SOUTHERN MICHIGAN BANK & TRUST

CIK 0001173227

13F-HR Q3 2026
CIK
0001173227
Source
SEC 13F-HR
Action
13F-HR accepted
Value
422 holdings / $279,731,896
Filed
19 Oct 2026, 15:08:39 UTC
Period
2026 Q3

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

13F portfolio

PVG ASSET MANAGEMENT CORP

CIK 0000820434

13F-HR Q3 2026
CIK
0000820434
Source
SEC 13F-HR
Action
13F-HR accepted
Value
122 holdings / $145,762,246
Filed
19 Oct 2026, 15:00:23 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, 15:17:28 UTC 13F-HR/A SummerHaven Investment Management, LLC CIK 0001846436 2026 Q3 - Restatement Open parsed portfolio 201 $178,852,027 Open SEC source
19 Oct 2026, 15:13:54 UTC 13F-HR Hobart Private Capital, LLC CIK 0001767062 2026 Q3 Open parsed portfolio 151 $590,681,879 Open SEC source
19 Oct 2026, 15:13:05 UTC 13F-HR BEACON FINANCIAL GROUP CIK 0001591379 2026 Q3 Open parsed portfolio 385 $1,108,200,687 Open SEC source
19 Oct 2026, 15:10:56 UTC 13F-HR Cambridge Advisors Inc. CIK 0001633695 2026 Q3 Open parsed portfolio 182 $580,957,407 Open SEC source
19 Oct 2026, 15:08:39 UTC 13F-HR SOUTHERN MICHIGAN BANK & TRUST CIK 0001173227 2026 Q3 Open parsed portfolio 422 $279,731,896 Open SEC source
19 Oct 2026, 15:00:23 UTC 13F-HR PVG ASSET MANAGEMENT CORP CIK 0000820434 2026 Q3 Open parsed portfolio 122 $145,762,246 Open SEC source
19 Oct 2026, 15:00:21 UTC 13F-HR RIVER'S EDGE WEALTH MANAGEMENT, LLC CIK 0002109861 2026 Q3 Open parsed portfolio 49 $119,268,483 Open SEC source
19 Oct 2026, 14:56:35 UTC 13F-HR Kroeger Financial Partners CIK 0002146729 2026 Q3 Open parsed portfolio 129 $100,877,198 Open SEC source
19 Oct 2026, 14:55:21 UTC 13F-HR PROMETHIUM ADVISORS,LLC CIK 0002034073 2026 Q3 Open parsed portfolio 118 $203,467,595 Open SEC source
19 Oct 2026, 14:51:11 UTC 13F-HR LILLY ENDOWMENT INC CIK 0000316011 2026 Q3 Open parsed portfolio 1 $104,214,698,904 Open SEC source
19 Oct 2026, 14:51:06 UTC 13F-HR CITY HOLDING CO CIK 0000726854 2026 Q3 Open parsed portfolio 599 $897,917,809 Open SEC source
19 Oct 2026, 14:50:02 UTC 13F-HR CIGNA INVESTMENTS INC /NEW CIK 0000049969 2026 Q3 Open parsed portfolio 462 $763,129,000 Open SEC source
19 Oct 2026, 14:49:40 UTC 13F-HR Ares Financial Consulting, LLC CIK 0002106717 2026 Q3 Open parsed portfolio 1,069 $144,379,213 Open SEC source
19 Oct 2026, 14:49:06 UTC 13F-HR Addis & Hill, Inc CIK 0002016470 2026 Q3 Open parsed portfolio 29 $181,204,749 Open SEC source
19 Oct 2026, 14:44:50 UTC 13F-HR ADVOCATE GROUP LLC CIK 0001853401 2026 Q3 Open parsed portfolio 122 $646,043,780 Open SEC source
19 Oct 2026, 14:42:55 UTC 13F-HR PSG Equity L.L.C. CIK 0001865991 2026 Q3 Open parsed portfolio 1 $740,122,709 Open SEC source
19 Oct 2026, 14:40:33 UTC 13F-HR ELEVATUS WELATH MANAGEMENT CIK 0001982776 2026 Q3 Open parsed portfolio 238 $415,493,463 Open SEC source
19 Oct 2026, 14:38:57 UTC 13F-HR Clark Asset Management, LLC CIK 0002062026 2026 Q3 Open parsed portfolio 299 $1,363,206,992 Open SEC source
19 Oct 2026, 14:38:14 UTC 13F-HR HIGHLINE WEALTH PARTNERS LLC CIK 0002042654 2026 Q3 Open parsed portfolio 1,461 $526,678,696 Open SEC source
19 Oct 2026, 14:35:39 UTC 13F-HR Archford Capital Strategies, LLC CIK 0001606609 2026 Q3 Open parsed portfolio 363 $1,009,032,694 Open SEC source
19 Oct 2026, 14:35:01 UTC 13F-HR Castellan Group CIK 0001832521 2026 Q3 Open parsed portfolio 41 $856,026,077 Open SEC source
19 Oct 2026, 14:32:28 UTC 13F-HR Spectrum Asset Management, Inc. (NB/CA) CIK 0001632078 2026 Q3 Open parsed portfolio 110 $346,071,848 Open SEC source
19 Oct 2026, 14:31:34 UTC 13F-HR VVR Holdings LLC CIK 0002070884 2026 Q3 Open parsed portfolio 41 $242,573,456 Open SEC source
19 Oct 2026, 14:22:05 UTC 13F-HR Freedom Financial Partners LLC CIK 0002054598 2026 Q3 Open parsed portfolio 89 $305,301,187 Open SEC source
19 Oct 2026, 14:21:41 UTC 13F-HR Human Investing LLC CIK 0001767513 2026 Q3 Open parsed portfolio 107 $787,123,885 Open SEC source
19 Oct 2026, 14:16:25 UTC 13F-HR OMC Financial Services LTD CIK 0002026391 2026 Q3 Open parsed portfolio 31 $175,119,541 Open SEC source
19 Oct 2026, 14:12:06 UTC 13F-HR FTX Recovery Trust CIK 0002079200 2026 Q3 Open parsed portfolio 1 $13,074,395 Open SEC source
19 Oct 2026, 14:01:04 UTC 13F-HR BNC WEALTH MANAGEMENT, LLC CIK 0001821549 2026 Q3 Open parsed portfolio 104 $436,210,814 Open SEC source
19 Oct 2026, 13:59:56 UTC 13F-HR KANAWHA CAPITAL MANAGEMENT LLC CIK 0001164478 2026 Q3 Open parsed portfolio 228 $1,563,591,116 Open SEC source
19 Oct 2026, 13:51:16 UTC 13F-HR ROI Financial Advisors, LLC CIK 0002011633 2026 Q3 Open parsed portfolio 72 $192,522,823 Open SEC source
19 Oct 2026, 13:48:19 UTC 13F-HR Plus Group Wealth Advisors LLC CIK 0002109515 2026 Q3 Open parsed portfolio 51 $111,807,138 Open SEC source
19 Oct 2026, 13:47:01 UTC 13F-HR MINDSET WEALTH MANAGEMENT, LLC CIK 0002044232 2026 Q3 Open parsed portfolio 198 $562,090,228 Open SEC source
19 Oct 2026, 13:42:59 UTC 13F-HR JB Capital LLC CIK 0001879371 2026 Q3 Open parsed portfolio 269 $2,928,707,786 Open SEC source
19 Oct 2026, 13:42:49 UTC 13F-HR UMB Private Wealth Management, LLC CIK 0002154233 2026 Q3 Open parsed portfolio 1,409 $103,316,748 Open SEC source
19 Oct 2026, 13:41:40 UTC 13F-HR ROFFMAN MILLER ASSOCIATES INC /PA/ CIK 0000869367 2026 Q3 Open parsed portfolio 90 $1,949,770,409 Open SEC source
19 Oct 2026, 13:40:24 UTC 13F-HR J2 Capital Management Inc CIK 0001586882 2026 Q3 Open parsed portfolio 119 $157,800,958 Open SEC source
19 Oct 2026, 13:26:41 UTC 13F-HR Junk Investment Group, LLC CIK 0002112570 2026 Q3 Open parsed portfolio 98 $241,474,755 Open SEC source
19 Oct 2026, 13:19:24 UTC 13F-HR Traveka Wealth, LLC CIK 0002009176 2026 Q3 Open parsed portfolio 213 $324,090,564 Open SEC source
19 Oct 2026, 13:16:41 UTC 13F-HR WASHINGTON CAPITAL MANAGEMENT, INC CIK 0000928566 2026 Q3 Open parsed portfolio 118 $148,116,361 Open SEC source
19 Oct 2026, 13:08:02 UTC 13F-HR BankChampaign, National Association CIK 0002135773 2026 Q3 Open parsed portfolio 202 $119,063,694 Open SEC source
19 Oct 2026, 13:06:34 UTC 13F-HR RS CRUM INC. CIK 0001401459 2026 Q3 Open parsed portfolio 102 $534,432,615 Open SEC source
19 Oct 2026, 13:03:56 UTC 13F-HR MONARCH CAPITAL MANAGEMENT INC CIK 0000938759 2026 Q3 Open parsed portfolio 130 $436,455,295 Open SEC source
19 Oct 2026, 13:00:21 UTC 13F-HR Eagle Capital Management, LLC CIK 0001600746 2026 Q3 Open parsed portfolio 50 $291,916,000 Open SEC source
19 Oct 2026, 12:58:28 UTC 13F-HR Vertex Investment Solutions Co., Ltd. CIK 0002092214 2026 Q3 Open parsed portfolio 25 $137,003,745 Open SEC source
19 Oct 2026, 12:56:51 UTC 13F-HR MW ADVISORY, LLC CIK 0002149104 2026 Q3 Open parsed portfolio 152 $251,999,805 Open SEC source
19 Oct 2026, 12:48:00 UTC 13F-HR F&V Capital Management, LLC CIK 0001569453 2026 Q3 Open parsed portfolio 60 $561,385,000 Open SEC source
19 Oct 2026, 12:46:20 UTC 13F-HR DB Fitzpatrick & Co, Inc CIK 0001885767 2026 Q3 Open parsed portfolio 100 $121,470,675 Open SEC source
19 Oct 2026, 12:40:43 UTC 13F-HR LAUREL OAK WEALTH MANAGEMENT, LLC CIK 0002111403 2026 Q3 Open parsed portfolio 379 $712,559,757 Open SEC source
19 Oct 2026, 12:39:40 UTC 13F-HR Advantage Trust Co CIK 0002009346 2026 Q3 Open parsed portfolio 193 $284,559,186 Open SEC source
19 Oct 2026, 12:36:49 UTC 13F-HR Decker Retirement Planning Inc. CIK 0001975700 2026 Q3 Open parsed portfolio 358 $301,841,867 Open SEC source
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