13F portfolio feed

Latest 13F Portfolio Filings

Showing filings accepted since 01 Apr 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

Jeffrey B. Broadhurst

CIK 0002114882

13F-HR Q4 2025
CIK
0002114882
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
40 holdings / $96,288,830
Filed
14 May 2026, 17:38:40 UTC
Period
2025 Q4

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

13F portfolio

C M BIDWELL & ASSOCIATES LTD

CIK 0001091860

13F-HR Q1 2026
CIK
0001091860
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
481 holdings / $214,123,297
Filed
14 May 2026, 17:38:36 UTC
Period
2026 Q1

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

13F portfolio

Pinnacle Family Advisors, LLC

CIK 0001679064

13F-HR Q1 2026
CIK
0001679064
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
135 holdings / $212,826,233
Filed
14 May 2026, 17:37:47 UTC
Period
2026 Q1

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

13F portfolio

Veltria Advisors Corp.

CIK 0001941369

13F-HR Q1 2026
CIK
0001941369
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
37 holdings / $29,308,957
Filed
14 May 2026, 17:37:10 UTC
Period
2026 Q1

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

13F portfolio

Hyperion Capital Advisors LP

CIK 0001794499

13F-HR Q1 2026
CIK
0001794499
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
68 holdings / $207,686,979
Filed
14 May 2026, 17:36:09 UTC
Period
2026 Q1

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

13F portfolio

White Lighthouse Investment Management Inc.

CIK 0001727593

13F-HR Q1 2026
CIK
0001727593
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
145 holdings / $717,797,013
Filed
14 May 2026, 17:35:39 UTC
Period
2026 Q1

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
14 May 2026, 17:38:40 UTC 13F-HR Jeffrey B. Broadhurst CIK 0002114882 2025 Q4 Open parsed portfolio 40 $96,288,830 Open SEC source
14 May 2026, 17:38:36 UTC 13F-HR C M BIDWELL & ASSOCIATES LTD CIK 0001091860 2026 Q1 Open parsed portfolio 481 $214,123,297 Open SEC source
14 May 2026, 17:37:47 UTC 13F-HR Pinnacle Family Advisors, LLC CIK 0001679064 2026 Q1 Open parsed portfolio 135 $212,826,233 Open SEC source
14 May 2026, 17:37:10 UTC 13F-HR Veltria Advisors Corp. CIK 0001941369 2026 Q1 Open parsed portfolio 37 $29,308,957 Open SEC source
14 May 2026, 17:36:09 UTC 13F-HR Hyperion Capital Advisors LP CIK 0001794499 2026 Q1 Open parsed portfolio 68 $207,686,979 Open SEC source
14 May 2026, 17:35:39 UTC 13F-HR White Lighthouse Investment Management Inc. CIK 0001727593 2026 Q1 Open parsed portfolio 145 $717,797,013 Open SEC source
14 May 2026, 17:35:26 UTC 13F-HR Herold Advisors, Inc. CIK 0001891713 2026 Q1 Open parsed portfolio 263 $455,348,540 Open SEC source
14 May 2026, 17:34:51 UTC 13F-HR Ahara Advisors LLC CIK 0002116771 2026 Q1 Open parsed portfolio 53 $119,616,408 Open SEC source
14 May 2026, 17:34:26 UTC 13F-HR CAPITAL COUNSEL LLC/NY CIK 0001114928 2026 Q1 Open parsed portfolio 62 $2,350,568,940 Open SEC source
14 May 2026, 17:30:06 UTC 13F-HR Sunstone Asset Management, L.P. CIK 0002111996 2026 Q1 Open parsed portfolio 56 $82,916,109 Open SEC source
14 May 2026, 17:29:42 UTC 13F-HR Bain Capital Credit, LP CIK 0001317947 2026 Q1 Open parsed portfolio 6 $302,971,486 Open SEC source
14 May 2026, 17:29:39 UTC 13F-HR Firsthand Capital Management, Inc. CIK 0001476179 2026 Q1 Open parsed portfolio 47 $46,882,333 Open SEC source
14 May 2026, 17:28:23 UTC 13F-HR ENTREWEALTH, LLC CIK 0002052200 2026 Q1 Open parsed portfolio 104 $223,093,533 Open SEC source
14 May 2026, 17:26:57 UTC 13F-HR GLAZER CAPITAL, LLC CIK 0001076809 2026 Q1 Open parsed portfolio 474 $4,666,878,000 Open SEC source
14 May 2026, 17:26:25 UTC 13F-HR Alpha Wave Global, LP CIK 0001558858 2026 Q1 Open parsed portfolio 20 $790,519,656 Open SEC source
14 May 2026, 17:25:32 UTC 13F-HR S SQUARED TECHNOLOGY, LLC CIK 0001322924 2026 Q1 Open parsed portfolio 35 $257,752,084 Open SEC source
14 May 2026, 17:23:41 UTC 13F-HR JHP Wealth Management, LLC CIK 0002110669 2026 Q1 Open parsed portfolio 32 $104,604,798 Open SEC source
14 May 2026, 17:22:55 UTC 13F-HR Roehl & Yi Investment Advisors, LLC CIK 0002097566 2026 Q1 Open parsed portfolio 180 $192,681,052 Open SEC source
14 May 2026, 17:21:52 UTC 13F-HR MRP Capital Investments, LLC CIK 0001964831 2026 Q1 Open parsed portfolio 210 $111,529,582 Open SEC source
14 May 2026, 17:20:57 UTC 13F-HR Marble Wealth, LLC CIK 0002110081 2026 Q1 Open parsed portfolio 222 $571,388,295 Open SEC source
14 May 2026, 17:20:27 UTC 13F-HR JHP Wealth Management, LLC CIK 0002110669 2025 Q4 Open parsed portfolio 33 $103,268,534 Open SEC source
14 May 2026, 17:20:13 UTC 13F-HR Venture Visionary Partners LLC CIK 0001792283 2026 Q1 Open parsed portfolio 603 $2,998,545,267 Open SEC source
14 May 2026, 17:19:34 UTC 13F-HR Bain Capital Public Equity Management II, LLC CIK 0001768111 2026 Q1 Open parsed portfolio 0 $0 Open SEC source
14 May 2026, 17:19:14 UTC 13F-HR Lane Generational LLC CIK 0001901384 2026 Q1 Open parsed portfolio 39 $125,626,431 Open SEC source
14 May 2026, 17:18:47 UTC 13F-HR THRYVE WEALTH MANAGEMENT LLC CIK 0002113283 2026 Q1 Open parsed portfolio 43 $149,712,428 Open SEC source
14 May 2026, 17:18:26 UTC 13F-HR Dennis R. Delaney CIK 0001661536 2026 Q1 Open parsed portfolio 60 $282,436,804 Open SEC source
14 May 2026, 17:18:26 UTC 13F-HR ARIEL INVESTMENTS, LLC CIK 0000936753 2026 Q1 Open parsed portfolio 106 $8,934,260,435 Open SEC source
14 May 2026, 17:18:15 UTC 13F-HR Missouri Trust & Investment Co CIK 0001908186 2026 Q1 Open parsed portfolio 411 $340,831,691 Open SEC source
14 May 2026, 17:17:09 UTC 13F-HR Laraway Financial Advisors Inc CIK 0001908275 2026 Q1 Open parsed portfolio 129 $142,265,752 Open SEC source
14 May 2026, 17:16:35 UTC 13F-HR Securities Ulc Presima CIK 0001399360 2026 Q1 Open parsed portfolio 48 $178,268,498 Open SEC source
14 May 2026, 17:13:18 UTC 13F-HR ISLAY CAPITAL MANAGEMENT, LLC CIK 0001738560 2026 Q1 Open parsed portfolio 203 $196,975,844 Open SEC source
14 May 2026, 17:12:57 UTC 13F-HR Davis Wealth Advisors, LLC CIK 0002104502 2026 Q1 Open parsed portfolio 72 $120,340,641 Open SEC source
14 May 2026, 17:12:56 UTC 13F-HR Owls Nest Partners IA, LLC CIK 0001845806 2026 Q1 Open parsed portfolio 13 $285,712,275 Open SEC source
14 May 2026, 17:12:25 UTC 13F-HR Granby Capital Management, LLC CIK 0001857581 2026 Q1 Open parsed portfolio 14 $174,470,750 Open SEC source
14 May 2026, 17:12:03 UTC 13F-HR North Ridge Wealth Advisors, Inc. CIK 0001974277 2026 Q1 Open parsed portfolio 192 $177,728,779 Open SEC source
14 May 2026, 17:11:53 UTC 13F-HR Norwood Investment Partners, LP CIK 0001888610 2026 Q1 Open parsed portfolio 15 $64,962,594 Open SEC source
14 May 2026, 17:10:22 UTC 13F-HR Kensington Asset Management, LLC CIK 0001979884 2026 Q1 Open parsed portfolio 41 $1,935,119,235 Open SEC source
14 May 2026, 17:08:35 UTC 13F-HR StoneX Group Inc. CIK 0000913760 2026 Q1 Open parsed portfolio 917 $1,857,831,976 Open SEC source
14 May 2026, 17:08:21 UTC 13F-HR Coalescence Partners Investment Management, LP CIK 0001759662 2026 Q1 Open parsed portfolio 12 $462,507,014 Open SEC source
14 May 2026, 17:07:09 UTC 13F-HR Long Pond Capital, LP CIK 0001499066 2026 Q1 Open parsed portfolio 32 $978,107,195 Open SEC source
14 May 2026, 17:06:53 UTC 13F-HR Shannon River Fund Management LLC CIK 0001301050 2026 Q1 Open parsed portfolio 28 $524,080,072 Open SEC source
14 May 2026, 17:06:50 UTC 13F-HR Nitor Capital Management LLC CIK 0002019017 2026 Q1 Open parsed portfolio 24 $129,875,818 Open SEC source
14 May 2026, 17:06:45 UTC 13F-HR KANE INVESTMENT MANAGEMENT, INC. CIK 0002056671 2026 Q1 Open parsed portfolio 99 $194,397,823 Open SEC source
14 May 2026, 17:05:53 UTC 13F-HR Orion Capital Management LLC CIK 0001846758 2026 Q1 Open parsed portfolio 482 $289,764,970 Open SEC source
14 May 2026, 17:04:38 UTC 13F-HR Walsh & Associates, LLC CIK 0002135144 2025 Q4 Open parsed portfolio 235 $101,416,483 Open SEC source
14 May 2026, 17:04:18 UTC 13F-HR RBO & CO LLC CIK 0001162827 2026 Q1 Open parsed portfolio 57 $619,606,447 Open SEC source
14 May 2026, 17:03:53 UTC 13F-HR Frederick Financial Consultants, LLC CIK 0002055328 2026 Q1 Open parsed portfolio 109 $200,990,322 Open SEC source
14 May 2026, 17:03:26 UTC 13F-HR Collar Capital Management, LLC CIK 0002056719 2026 Q1 Open parsed portfolio 72 $154,501,614 Open SEC source
14 May 2026, 17:03:18 UTC 13F-HR Vanguard Personalized Indexing Management, LLC CIK 0001767306 2026 Q1 Open parsed portfolio 2,165 $10,188,346,996 Open SEC source
14 May 2026, 17:01:56 UTC 13F-HR Chieftain Capital Management, Inc. CIK 0001491126 2026 Q1 Open parsed portfolio 0 $0 Open SEC source
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