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

Bluesphere Advisors LLC

CIK 0001844108

13F-HR Q3 2026
CIK
0001844108
Source
SEC 13F-HR
Action
13F-HR accepted
Value
115 holdings / $325,188,931
Filed
19 Oct 2026, 09:43:21 UTC
Period
2026 Q3

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

13F portfolio

GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC.

CIK 0002110760

13F-HR Q3 2026
CIK
0002110760
Source
SEC 13F-HR
Action
13F-HR accepted
Value
43 holdings / $143,955,112
Filed
19 Oct 2026, 09:40:01 UTC
Period
2026 Q3

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

13F portfolio

Private Wealth Management Group, LLC

CIK 0002011342

13F-HR Q3 2026
CIK
0002011342
Source
SEC 13F-HR
Action
13F-HR accepted
Value
1,505 holdings / $444,634,323
Filed
19 Oct 2026, 09:37:47 UTC
Period
2026 Q3

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

13F portfolio

AdviceOne Advisory Services, LLC

CIK 0001998980

13F-HR Q3 2026
CIK
0001998980
Source
SEC 13F-HR
Action
13F-HR accepted
Value
42 holdings / $167,610,472
Filed
19 Oct 2026, 09:31:33 UTC
Period
2026 Q3

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

13F portfolio

FOURPATH CAPITAL MANAGEMENT, LLC

CIK 0001894484

13F-HR Q3 2026
CIK
0001894484
Source
SEC 13F-HR
Action
13F-HR accepted
Value
221 holdings / $769,158,850
Filed
19 Oct 2026, 09:27:48 UTC
Period
2026 Q3

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

13F portfolio

NWF Advisory Services Inc.

CIK 0002045735

13F-HR Q3 2026
CIK
0002045735
Source
SEC 13F-HR
Action
13F-HR accepted
Value
430 holdings / $1,073,995,376
Filed
19 Oct 2026, 09:22:52 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, 09:43:21 UTC 13F-HR Bluesphere Advisors LLC CIK 0001844108 2026 Q3 Open parsed portfolio 115 $325,188,931 Open SEC source
19 Oct 2026, 09:40:01 UTC 13F-HR GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC. CIK 0002110760 2026 Q3 Open parsed portfolio 43 $143,955,112 Open SEC source
19 Oct 2026, 09:37:47 UTC 13F-HR Private Wealth Management Group, LLC CIK 0002011342 2026 Q3 Open parsed portfolio 1,505 $444,634,323 Open SEC source
19 Oct 2026, 09:31:33 UTC 13F-HR AdviceOne Advisory Services, LLC CIK 0001998980 2026 Q3 Open parsed portfolio 42 $167,610,472 Open SEC source
19 Oct 2026, 09:27:48 UTC 13F-HR FOURPATH CAPITAL MANAGEMENT, LLC CIK 0001894484 2026 Q3 Open parsed portfolio 221 $769,158,850 Open SEC source
19 Oct 2026, 09:22:52 UTC 13F-HR NWF Advisory Services Inc. CIK 0002045735 2026 Q3 Open parsed portfolio 430 $1,073,995,376 Open SEC source
19 Oct 2026, 09:18:20 UTC 13F-HR/A Aubrey Capital Management Ltd CIK 0001730754 2026 Q3 - Restatement Open parsed portfolio 38 $115,181,381 Open SEC source
19 Oct 2026, 09:15:08 UTC 13F-HR Todd Wealth Management, LLC CIK 0002157683 2026 Q3 Open parsed portfolio 108 $131,034,948 Open SEC source
19 Oct 2026, 09:14:44 UTC 13F-HR Woodward Financial Advisors, Inc. CIK 0002136600 2026 Q3 Open parsed portfolio 66 $253,869,377 Open SEC source
19 Oct 2026, 09:13:26 UTC 13F-HR Lancaster Investment Management CIK 0001630064 2026 Q3 Open parsed portfolio 9 $57,459,000 Open SEC source
19 Oct 2026, 09:12:06 UTC 13F-HR Paradice Investment Management LLC CIK 0001620275 2026 Q3 Open parsed portfolio 22 $593,631,611 Open SEC source
19 Oct 2026, 09:11:45 UTC 13F-HR Svenska Handelsbanken AB (publ) CIK 0001643792 2026 Q3 Open parsed portfolio 0 $0 Open SEC source
19 Oct 2026, 09:04:04 UTC 13F-HR Thoma Capital Management LLC CIK 0002060298 2026 Q3 Open parsed portfolio 54 $191,303,846 Open SEC source
19 Oct 2026, 09:03:28 UTC 13F-HR Klaas Financial Asset Advisors, LLC CIK 0001819279 2026 Q3 Open parsed portfolio 60 $801,124,733 Open SEC source
19 Oct 2026, 08:33:18 UTC 13F-HR Private Wealth Group, LLC CIK 0001512780 2026 Q3 Open parsed portfolio 72 $262,652,345 Open SEC source
19 Oct 2026, 08:31:36 UTC 13F-HR SOUTHERN CAPITAL SERVICES INC /ADV CIK 0000711987 2026 Q3 Open parsed portfolio 30 $175,525,155 Open SEC source
19 Oct 2026, 08:30:34 UTC 13F-HR Family Investment Center, Inc. CIK 0001897700 2026 Q3 Open parsed portfolio 112 $606,172,271 Open SEC source
19 Oct 2026, 08:29:14 UTC 13F-HR Capstone Wealth Management Group, Inc. CIK 0002140601 2026 Q3 Open parsed portfolio 123 $169,998,913 Open SEC source
19 Oct 2026, 08:27:55 UTC 13F-HR Targeted Financial Services LLC CIK 0001758288 2026 Q3 Open parsed portfolio 63 $136,411,512 Open SEC source
19 Oct 2026, 08:27:00 UTC 13F-HR Financial Partners Group, Inc CIK 0001731169 2026 Q3 Open parsed portfolio 251 $963,606,700 Open SEC source
19 Oct 2026, 08:26:06 UTC 13F-HR GREENBERG FINANCIAL GROUP CIK 0000946626 2025 Q3 Open parsed portfolio 122 $259,695,318 Open SEC source
19 Oct 2026, 08:25:02 UTC 13F-HR Wealthstar Advisors, LLC CIK 0001602224 2026 Q3 Open parsed portfolio 113 $189,357,385 Open SEC source
19 Oct 2026, 08:23:00 UTC 13F-HR PATHWAY WEALTH MANAGEMENT LLC CIK 0002135623 2026 Q3 Open parsed portfolio 30 $149,500,617 Open SEC source
19 Oct 2026, 08:19:40 UTC 13F-HR SJBENEN ADVISORY, LLC CIK 0001813225 2026 Q3 Open parsed portfolio 28 $159,089,189 Open SEC source
19 Oct 2026, 08:18:45 UTC 13F-HR Mullaney, Keating & Wright, Inc. CIK 0002135840 2026 Q3 Open parsed portfolio 70 $214,777,984 Open SEC source
19 Oct 2026, 08:17:52 UTC 13F-HR University of Cambridge Investment Management Ltd CIK 0002103357 2026 Q3 Open parsed portfolio 1 $96,396,973 Open SEC source
19 Oct 2026, 08:17:44 UTC 13F-HR High Probability Advisors, LLC CIK 0002039415 2026 Q3 Open parsed portfolio 71 $892,178,961 Open SEC source
19 Oct 2026, 08:09:24 UTC 13F-HR CERTIOR FINANCIAL GROUP, LLC CIK 0002055620 2026 Q3 Open parsed portfolio 143 $184,482,557 Open SEC source
19 Oct 2026, 07:58:24 UTC 13F-HR Acorn Wealth Advisors, LLC CIK 0001730610 2026 Q3 Open parsed portfolio 302 $407,058,482 Open SEC source
19 Oct 2026, 07:36:09 UTC 13F-HR PensionDanmark Pensionsforsikringsaktieselskab CIK 0001897090 2026 Q3 Open parsed portfolio 585 $12,324,003,853 Open SEC source
19 Oct 2026, 07:12:21 UTC 13F-HR ZENITH SOLUTIONS, INC. CIK 0001948435 2026 Q3 Open parsed portfolio 85 $112,336,666 Open SEC source
19 Oct 2026, 06:23:59 UTC 13F-HR Generali Investments, Management Co LLC CIK 0002043136 2026 Q3 Open parsed portfolio 168 $516,504,239 Open SEC source
19 Oct 2026, 06:07:20 UTC 13F-HR SageOak Financial, LLC CIK 0002055829 2026 Q3 Open parsed portfolio 34 $153,450,896 Open SEC source
16 Oct 2026, 20:55:04 UTC 13F-HR Grant Private Wealth Management Inc CIK 0002056418 2026 Q3 Open parsed portfolio 156 $222,918,088 Open SEC source
16 Oct 2026, 19:49:26 UTC 13F-HR/A Prospera Capital Management, LLC CIK 0002082673 2026 Q3 - New Holdings Open parsed portfolio 75 $406,312,626 Open SEC source
16 Oct 2026, 19:22:12 UTC 13F-HR Blankinship & Foster, LLC CIK 0001708872 2026 Q3 Open parsed portfolio 76 $489,551,701 Open SEC source
16 Oct 2026, 18:43:10 UTC 13F-HR CLIENT 1ST ADVISORY GROUP, LLC CIK 0001802816 2026 Q3 Open parsed portfolio 142 $378,809,723 Open SEC source
16 Oct 2026, 18:27:58 UTC 13F-HR MIRAMONTES CAPITAL, LLC CIK 0002134516 2026 Q3 Open parsed portfolio 143 $331,082,035 Open SEC source
16 Oct 2026, 18:25:04 UTC 13F-HR First Bank & Trust CIK 0001692632 2026 Q3 Open parsed portfolio 277 $686,994,773 Open SEC source
16 Oct 2026, 18:22:55 UTC 13F-HR Optivise Advisory Services LLC CIK 0002042876 2026 Q3 Open parsed portfolio 231 $203,582,033 Open SEC source
16 Oct 2026, 18:08:23 UTC 13F-HR WEYBOSSET RESEARCH & MANAGEMENT LLC CIK 0001280604 2026 Q3 Open parsed portfolio 32 $347,263,295 Open SEC source
16 Oct 2026, 18:01:01 UTC 13F-HR Narus Financial Partners, LLC CIK 0001698091 2026 Q3 Open parsed portfolio 172 $376,910,394 Open SEC source
16 Oct 2026, 17:43:03 UTC 13F-HR Cottage Street Advisors LLC CIK 0001665302 2026 Q3 Open parsed portfolio 148 $260,574,273 Open SEC source
16 Oct 2026, 17:38:30 UTC 13F-HR Clark Wealth Partners CIK 0002107657 2026 Q3 Open parsed portfolio 1,061 $192,568,659 Open SEC source
16 Oct 2026, 17:24:44 UTC 13F-HR Twin Cities Retirement Group LLC CIK 0002109366 2026 Q3 Open parsed portfolio 27 $120,509,274 Open SEC source
16 Oct 2026, 17:24:37 UTC 13F-HR ShankerValleau Wealth Advisors, Inc. CIK 0001903273 2026 Q3 Open parsed portfolio 49 $374,430,160 Open SEC source
16 Oct 2026, 17:20:28 UTC 13F-HR WealthBridge Capital Management, LLC CIK 0001767313 2026 Q3 Open parsed portfolio 250 $514,629,192 Open SEC source
16 Oct 2026, 17:19:59 UTC 13F-HR IFC & Insurance Marketing, Inc. CIK 0002095709 2026 Q3 Open parsed portfolio 87 $116,961,151 Open SEC source
16 Oct 2026, 17:14:43 UTC 13F-HR Safir Wealth Advisors, LLC CIK 0001830103 2026 Q3 Open parsed portfolio 18 $156,627,147 Open SEC source
16 Oct 2026, 17:12:43 UTC 13F-HR Stronghold Wealth Management L.L.C. CIK 0002107257 2026 Q3 Open parsed portfolio 125 $72,372,088 Open SEC source
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