13F portfolio feed
Showing filings accepted since 01 Oct 2026. Each row links to the manager profile, parsed portfolio, and original SEC source.
Recent 13F signals
Each card links to the parsed portfolio and original SEC filing.
Review the newly filed portfolio, top holdings, and source evidence before comparing the manager with other ownership signals.
Review the newly filed portfolio, top holdings, and source evidence before comparing the manager with other ownership signals.
Review the newly filed portfolio, top holdings, and source evidence before comparing the manager with other ownership signals.
Review the newly filed portfolio, top holdings, and source evidence before comparing the manager with other ownership signals.
Review the newly filed portfolio, top holdings, and source evidence before comparing the manager with other ownership signals.
Review the newly filed portfolio, top holdings, and source evidence before comparing the manager with other ownership signals.
| SEC accepted | Form | Manager / CIK | Filing report | Reported holdings | Reported value | Actions |
|---|---|---|---|---|---|---|
| 16 Oct 2026, 17:08:41 UTC | 13F-HR | PEDDOCK CAPITAL ADVISORS, LLC CIK 0001597843 | 2026 Q3 Open parsed portfolio | 167 | $514,388,804 | Open SEC source |
| 16 Oct 2026, 16:56:00 UTC | 13F-HR | Summitas Investment Management LLC CIK 0002134540 | 2026 Q3 Open parsed portfolio | 10 | $132,667,787 | Open SEC source |
| 16 Oct 2026, 16:50:50 UTC | 13F-HR | Snider Financial Group CIK 0001820681 | 2026 Q3 Open parsed portfolio | 102 | $414,760,862 | Open SEC source |
| 16 Oct 2026, 16:48:21 UTC | 13F-HR | Mosley Wealth Management CIK 0002011849 | 2026 Q3 Open parsed portfolio | 804 | $343,394,034 | Open SEC source |
| 16 Oct 2026, 16:47:24 UTC | 13F-HR | Selby Wealth Management, LLC CIK 0002110725 | 2026 Q3 Open parsed portfolio | 86 | $284,295,431 | Open SEC source |
| 16 Oct 2026, 16:45:49 UTC | 13F-HR | Prairiewood Capital, LLC CIK 0001839695 | 2026 Q3 Open parsed portfolio | 78 | $395,722,601 | Open SEC source |
| 16 Oct 2026, 16:45:08 UTC | 13F-HR | Andera Partners CIK 0001757283 | 2026 Q3 Open parsed portfolio | 7 | $175,700,568 | Open SEC source |
| 16 Oct 2026, 16:42:13 UTC | 13F-HR | SARD WEALTH MANAGEMENT GROUP, LLC CIK 0002010095 | 2026 Q3 Open parsed portfolio | 65 | $249,632,189 | Open SEC source |
| 16 Oct 2026, 16:38:05 UTC | 13F-HR | Parisi Gray Wealth Management CIK 0001716659 | 2026 Q3 Open parsed portfolio | 145 | $487,018,522 | Open SEC source |
| 16 Oct 2026, 16:36:51 UTC | 13F-HR | ICG Advisors, LLC CIK 0002089727 | 2026 Q3 Open parsed portfolio | 6 | $38,097,836 | Open SEC source |
| 16 Oct 2026, 16:36:47 UTC | 13F-HR | TD Waterhouse Canada Inc. CIK 0001999606 | 2026 Q3 Open parsed portfolio | 2,464 | $38,396,888,919 | Open SEC source |
| 16 Oct 2026, 16:34:47 UTC | 13F-HR | HFG Wealth Management, LLC CIK 0002027836 | 2026 Q3 Open parsed portfolio | 41 | $99,005,275 | Open SEC source |
| 16 Oct 2026, 16:34:22 UTC | 13F-HR | Bullock Wealth Management Group CIK 0002067581 | 2023 Q1 Open parsed portfolio | 575 | $112,565,552 | Open SEC source |
| 16 Oct 2026, 16:28:17 UTC | 13F-HR | Tandem Investment Partners LLC CIK 0002056333 | 2026 Q3 Open parsed portfolio | 76 | $129,407,309 | Open SEC source |
| 16 Oct 2026, 16:26:49 UTC | 13F-HR | Weitzel Financial Services, Inc. CIK 0001846789 | 2026 Q3 Open parsed portfolio | 53 | $297,522,887 | Open SEC source |
| 16 Oct 2026, 16:24:56 UTC | 13F-HR | New England Research & Management, Inc. CIK 0001596077 | 2026 Q3 Open parsed portfolio | 131 | $258,843,321 | Open SEC source |
| 16 Oct 2026, 16:24:44 UTC | 13F-HR | Bullock Wealth Management Group CIK 0002067581 | 2023 Q2 Open parsed portfolio | 592 | $126,089,984 | Open SEC source |
| 16 Oct 2026, 16:23:50 UTC | 13F-HR | Intergy Private Wealth, LLC CIK 0001911342 | 2026 Q3 Open parsed portfolio | 141 | $445,199,895 | Open SEC source |
| 16 Oct 2026, 16:22:15 UTC | 13F-HR | ACUTE INVESTMENT ADVISORY, LLC CIK 0001944780 | 2026 Q3 Open parsed portfolio | 17 | $8,992,951 | Open SEC source |
| 16 Oct 2026, 16:19:23 UTC | 13F-HR | MLP3, LLC CIK 0002109061 | 2026 Q2 Open parsed portfolio | 90 | $102,754,450 | Open SEC source |
| 16 Oct 2026, 16:18:23 UTC | 13F-HR | Berman McAleer LLC CIK 0002094332 | 2026 Q3 Open parsed portfolio | 177 | $861,786,646 | Open SEC source |
| 16 Oct 2026, 16:17:50 UTC | 13F-HR | Avail Investment Partners, LLC CIK 0002134779 | 2026 Q3 Open parsed portfolio | 205 | $136,075,222 | Open SEC source |
| 16 Oct 2026, 16:17:12 UTC | 13F-HR | Guardian Asset Advisors, LLC CIK 0002021272 | 2026 Q3 Open parsed portfolio | 127 | $224,447,225 | Open SEC source |
| 16 Oct 2026, 16:16:38 UTC | 13F-HR | Bullock Wealth Management Group CIK 0002067581 | 2023 Q3 Open parsed portfolio | 596 | $120,113,886 | Open SEC source |
| 16 Oct 2026, 16:14:13 UTC | 13F-HR | RKL Wealth Management LLC CIK 0001604723 | 2026 Q3 Open parsed portfolio | 194 | $1,261,948,742 | Open SEC source |
| 16 Oct 2026, 16:13:17 UTC | 13F-HR | Carroll Advisory Group, LLC CIK 0002108684 | 2026 Q3 Open parsed portfolio | 84 | $316,580,252 | Open SEC source |
| 16 Oct 2026, 16:12:30 UTC | 13F-HR | HENGEHOLD CAPITAL MANAGEMENT LLC CIK 0001536430 | 2026 Q3 Open parsed portfolio | 231 | $1,311,773,245 | Open SEC source |
| 16 Oct 2026, 16:11:22 UTC | 13F-HR | Peak Financial Management, Inc. CIK 0001669662 | 2026 Q3 Open parsed portfolio | 116 | $441,194,471 | Open SEC source |
| 16 Oct 2026, 16:09:30 UTC | 13F-HR | Beaumont Asset Management, L.L.C. CIK 0001798756 | 2026 Q3 Open parsed portfolio | 80 | $289,339,835 | Open SEC source |
| 16 Oct 2026, 16:08:49 UTC | 13F-HR | Eagle Strategies LLC CIK 0001907666 | 2026 Q3 Open parsed portfolio | 267 | $1,030,945,764 | Open SEC source |
| 16 Oct 2026, 16:07:33 UTC | 13F-HR | McKinley Carter Wealth Services, Inc. CIK 0001484265 | 2026 Q3 Open parsed portfolio | 316 | $1,959,805,993 | Open SEC source |
| 16 Oct 2026, 16:06:48 UTC | 13F-HR | Willow Creek Capital Management, Inc. CIK 0002152085 | 2026 Q3 Open parsed portfolio | 100 | $97,474,430 | Open SEC source |
| 16 Oct 2026, 16:06:35 UTC | 13F-HR | Bullock Wealth Management Group CIK 0002067581 | 2023 Q4 Open parsed portfolio | 592 | $133,047,200 | Open SEC source |
| 16 Oct 2026, 16:03:17 UTC | 13F-HR | St. Louis Financial Planners Asset Management, LLC CIK 0001966171 | 2026 Q3 Open parsed portfolio | 61 | $240,324,683 | Open SEC source |
| 16 Oct 2026, 16:02:29 UTC | 13F-HR | SWEENEY & MICHEL, LLC CIK 0001979556 | 2026 Q3 Open parsed portfolio | 166 | $375,747,178 | Open SEC source |
| 16 Oct 2026, 16:02:26 UTC | 13F-HR | Vontobel Holding Ltd. CIK 0001588340 | 2026 Q3 Open parsed portfolio | 1,189 | $25,742,783,769 | Open SEC source |
| 16 Oct 2026, 16:00:29 UTC | 13F-HR | Aull & Monroe Investment Management Corp CIK 0001387615 | 2026 Q3 Open parsed portfolio | 125 | $230,618,956 | Open SEC source |
| 16 Oct 2026, 15:59:54 UTC | 13F-HR | Teramo Advisors, LLC CIK 0001904821 | 2026 Q3 Open parsed portfolio | 3 | $449,621,750 | Open SEC source |
| 16 Oct 2026, 15:59:45 UTC | 13F-HR | KWB Wealth CIK 0001822236 | 2026 Q3 Open parsed portfolio | 178 | $1,170,746,644 | Open SEC source |
| 16 Oct 2026, 15:59:37 UTC | 13F-HR | Melone Private Wealth, LLC CIK 0001905765 | 2026 Q3 Open parsed portfolio | 54 | $254,919,791 | Open SEC source |
| 16 Oct 2026, 15:56:59 UTC | 13F-HR | Hutchens & Kramer Investment Management Group, LLC CIK 0001920117 | 2026 Q3 Open parsed portfolio | 156 | $334,712,037 | Open SEC source |
| 16 Oct 2026, 15:55:40 UTC | 13F-HR | FIDUCIARY ADVISORS, INC. CIK 0002047030 | 2026 Q3 Open parsed portfolio | 143 | $148,752,511 | Open SEC source |
| 16 Oct 2026, 15:52:50 UTC | 13F-HR | Smith Asset Management Co., LLC CIK 0002068217 | 2026 Q3 Open parsed portfolio | 73 | $122,729,613 | Open SEC source |
| 16 Oct 2026, 15:52:27 UTC | 13F-HR | Choice Wealth Advisors LLC CIK 0001842357 | 2026 Q3 Open parsed portfolio | 35 | $289,305,451 | Open SEC source |
| 16 Oct 2026, 15:48:19 UTC | 13F-HR | Forum Financial Management, LP CIK 0001911832 | 2026 Q3 Open parsed portfolio | 342 | $7,697,600,796 | Open SEC source |
| 16 Oct 2026, 15:46:59 UTC | 13F-HR | Howard Capital Management Group, LLC CIK 0001860501 | 2026 Q3 Open parsed portfolio | 144 | $1,730,279,271 | Open SEC source |
| 16 Oct 2026, 15:45:46 UTC | 13F-HR | Kintegral Advisory, LLC CIK 0001569518 | 2026 Q3 Open parsed portfolio | 233 | $1,250,785,979 | Open SEC source |
| 16 Oct 2026, 15:35:07 UTC | 13F-HR | AWM CAPITAL, LLC CIK 0001806820 | 2026 Q3 Open parsed portfolio | 127 | $1,421,004,567 | Open SEC source |
| 16 Oct 2026, 15:24:03 UTC | 13F-HR | USA FINANCIAL FORMULAS CIK 0001633716 | 2026 Q3 Open parsed portfolio | 394 | $514,342,485 | Open SEC source |
| 16 Oct 2026, 15:20:13 UTC | 13F-HR | CWS Financial Advisors, LLC CIK 0001802459 | 2026 Q3 Open parsed portfolio | 171 | $454,144,351 | Open SEC source |