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

TSP Capital Management Group, LLC

CIK 0001317208

13F-HR Q3 2026
CIK
0001317208
Source
SEC 13F-HR
Action
13F-HR accepted
Value
44 holdings / $397,052,747
Filed
15 Oct 2026, 15:43:08 UTC
Period
2026 Q3

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

13F portfolio

FIRST MERCHANTS CORP

CIK 0000712534

13F-HR Q3 2026
CIK
0000712534
Source
SEC 13F-HR
Action
13F-HR accepted
Value
360 holdings / $3,045,732,768
Filed
15 Oct 2026, 15:37:05 UTC
Period
2026 Q3

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

13F portfolio

MIRAE ASSET SECURITIES (USA) INC.

CIK 0000890203

13F-HR Q3 2026
CIK
0000890203
Source
SEC 13F-HR
Action
13F-HR accepted
Value
60 holdings / $2,276,464,163
Filed
15 Oct 2026, 15:28:04 UTC
Period
2026 Q3

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

13F portfolio

Summit Financial Consulting LLC

CIK 0002065794

13F-HR Q3 2026
CIK
0002065794
Source
SEC 13F-HR
Action
13F-HR accepted
Value
48 holdings / $136,357,091
Filed
15 Oct 2026, 15:26:42 UTC
Period
2026 Q3

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

13F portfolio

WHITENER CAPITAL MANAGEMENT, INC.

CIK 0000825217

13F-HR Q3 2026
CIK
0000825217
Source
SEC 13F-HR
Action
13F-HR accepted
Value
187 holdings / $501,077,705
Filed
15 Oct 2026, 15:15:19 UTC
Period
2026 Q3

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

13F portfolio

Walser Wealth Management Company, A Ltd Liability Co

CIK 0002112280

13F-HR Q3 2026
CIK
0002112280
Source
SEC 13F-HR
Action
13F-HR accepted
Value
217 holdings / $249,748,546
Filed
15 Oct 2026, 15:12:06 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
15 Oct 2026, 15:43:08 UTC 13F-HR TSP Capital Management Group, LLC CIK 0001317208 2026 Q3 Open parsed portfolio 44 $397,052,747 Open SEC source
15 Oct 2026, 15:37:05 UTC 13F-HR FIRST MERCHANTS CORP CIK 0000712534 2026 Q3 Open parsed portfolio 360 $3,045,732,768 Open SEC source
15 Oct 2026, 15:28:04 UTC 13F-HR MIRAE ASSET SECURITIES (USA) INC. CIK 0000890203 2026 Q3 Open parsed portfolio 60 $2,276,464,163 Open SEC source
15 Oct 2026, 15:26:42 UTC 13F-HR Summit Financial Consulting LLC CIK 0002065794 2026 Q3 Open parsed portfolio 48 $136,357,091 Open SEC source
15 Oct 2026, 15:15:19 UTC 13F-HR WHITENER CAPITAL MANAGEMENT, INC. CIK 0000825217 2026 Q3 Open parsed portfolio 187 $501,077,705 Open SEC source
15 Oct 2026, 15:12:06 UTC 13F-HR Walser Wealth Management Company, A Ltd Liability Co CIK 0002112280 2026 Q3 Open parsed portfolio 217 $249,748,546 Open SEC source
15 Oct 2026, 15:08:06 UTC 13F-HR R2 Capital Strategies, LLC CIK 0002146947 2026 Q3 Open parsed portfolio 114 $235,738,691 Open SEC source
15 Oct 2026, 15:06:44 UTC 13F-HR Uptown Financial Advisors LLC CIK 0002066147 2026 Q3 Open parsed portfolio 77 $140,099,280 Open SEC source
15 Oct 2026, 15:04:19 UTC 13F-HR Manuka Financial, LLC CIK 0002049064 2026 Q3 Open parsed portfolio 56 $200,846,682 Open SEC source
15 Oct 2026, 15:01:47 UTC 13F-HR MOLLER WEALTH PARTNERS CIK 0001475271 2026 Q3 Open parsed portfolio 68 $545,164,214 Open SEC source
15 Oct 2026, 14:59:34 UTC 13F-HR TrustWell Financial Advisors, LLC CIK 0002133429 2026 Q3 Open parsed portfolio 74 $117,716,707 Open SEC source
15 Oct 2026, 14:58:14 UTC 13F-HR NFSG Corp CIK 0001879757 2026 Q3 Open parsed portfolio 1,313 $867,914,114 Open SEC source
15 Oct 2026, 14:57:13 UTC 13F-HR Activest Wealth Management CIK 0001883134 2026 Q3 Open parsed portfolio 1,051 $540,401,957 Open SEC source
15 Oct 2026, 14:55:41 UTC 13F-HR Detalus Advisors, LLC CIK 0001799677 2026 Q3 Open parsed portfolio 187 $506,677,592 Open SEC source
15 Oct 2026, 14:44:08 UTC 13F-HR White Pine Investment CO CIK 0001318259 2026 Q3 Open parsed portfolio 68 $480,279,000 Open SEC source
15 Oct 2026, 14:44:05 UTC 13F-HR TRUE BLUE FINANCIAL, LLC CIK 0002010212 2026 Q3 Open parsed portfolio 58 $270,405,091 Open SEC source
15 Oct 2026, 14:40:35 UTC 13F-HR GUYASUTA INVESTMENT ADVISORS INC CIK 0000928568 2026 Q3 Open parsed portfolio 270 $1,909,793,878 Open SEC source
15 Oct 2026, 14:39:34 UTC 13F-HR Split Rock Private Trading & Wealth Management, LLC CIK 0002095884 2026 Q3 Open parsed portfolio 50 $148,752,862 Open SEC source
15 Oct 2026, 14:36:21 UTC 13F-HR Murphy, Middleton, Hinkle & Parker, Inc. CIK 0001730521 2026 Q3 Open parsed portfolio 143 $245,569,220 Open SEC source
15 Oct 2026, 14:35:55 UTC 13F-HR COLUMBIA ADVISORY PARTNERS LLC CIK 0001808179 2026 Q3 Open parsed portfolio 100 $181,200,437 Open SEC source
15 Oct 2026, 14:34:55 UTC 13F-HR Centerline Wealth Advisors, LLC CIK 0001802059 2026 Q3 Open parsed portfolio 82 $320,714,493 Open SEC source
15 Oct 2026, 14:34:25 UTC 13F-HR SLT Holdings LLC CIK 0002052222 2026 Q3 Open parsed portfolio 149 $165,960,187 Open SEC source
15 Oct 2026, 14:29:43 UTC 13F-HR Riverbend Wealth Management, LLC CIK 0002055570 2026 Q3 Open parsed portfolio 167 $215,023,978 Open SEC source
15 Oct 2026, 14:27:53 UTC 13F-HR Sustainable Growth Advisers, LP CIK 0001290668 2026 Q3 Open parsed portfolio 49 $9,949,688,138 Open SEC source
15 Oct 2026, 14:24:59 UTC 13F-HR Rizvi Traverse Management, LLC CIK 0001569633 2026 Q2 Open parsed portfolio 3 $1,409,511,027 Open SEC source
15 Oct 2026, 14:24:35 UTC 13F-HR PATRIOT INVESTMENT MANAGEMENT GROUP, INC. CIK 0001773830 2026 Q3 Open parsed portfolio 236 $1,729,373,016 Open SEC source
15 Oct 2026, 14:23:24 UTC 13F-HR Morangie Management LLC CIK 0002056670 2026 Q3 Open parsed portfolio 36 $119,400,613 Open SEC source
15 Oct 2026, 14:21:28 UTC 13F-HR Goldstein Advisors, LLC CIK 0001963807 2026 Q3 Open parsed portfolio 268 $1,128,849,569 Open SEC source
15 Oct 2026, 14:21:24 UTC 13F-HR ACT Advisors, LLC. CIK 0001842554 2026 Q3 Open parsed portfolio 86 $307,810,479 Open SEC source
15 Oct 2026, 14:21:18 UTC 13F-HR Courant Investment Management LLC CIK 0001695426 2026 Q3 Open parsed portfolio 7 $87,244,153 Open SEC source
15 Oct 2026, 14:21:17 UTC 13F-HR QUATTRO FINANCIAL ADVISORS LLC CIK 0001705929 2026 Q3 Open parsed portfolio 89 $481,967,910 Open SEC source
15 Oct 2026, 14:19:19 UTC 13F-HR PARAGON CAPITAL MANAGEMENT INC CIK 0002038506 2026 Q3 Open parsed portfolio 70 $131,935,374 Open SEC source
15 Oct 2026, 14:14:31 UTC 13F-HR Daytona Street Capital LLC CIK 0002101936 2026 Q3 Open parsed portfolio 292 $140,562,087 Open SEC source
15 Oct 2026, 14:13:49 UTC 13F-HR MILESTONE ASSET MANAGEMENT, LLC CIK 0001964722 2026 Q3 Open parsed portfolio 238 $631,269,348 Open SEC source
15 Oct 2026, 14:10:32 UTC 13F-HR Ellsworth Advisors, LLC CIK 0001843553 2026 Q3 Open parsed portfolio 193 $620,057,174 Open SEC source
15 Oct 2026, 14:10:01 UTC 13F-HR Legacy Wealth Partners, LLC CIK 0002066638 2026 Q3 Open parsed portfolio 196 $462,021,695 Open SEC source
15 Oct 2026, 14:08:51 UTC 13F-HR Andrews Advisory Associates, LLC CIK 0002110646 2026 Q3 Open parsed portfolio 84 $214,930,756 Open SEC source
15 Oct 2026, 14:06:37 UTC 13F-HR KOM Wealth Management Group, LLC CIK 0001804116 2026 Q3 Open parsed portfolio 96 $201,380,959 Open SEC source
15 Oct 2026, 14:06:22 UTC 13F-HR Neumann Capital Management, LLC CIK 0001631930 2026 Q3 Open parsed portfolio 105 $391,133,125 Open SEC source
15 Oct 2026, 14:02:34 UTC 13F-HR IAMS WEALTH MANAGEMENT, LLC CIK 0001998182 2026 Q3 Open parsed portfolio 184 $341,922,961 Open SEC source
15 Oct 2026, 13:58:46 UTC 13F-HR First Growth Capital LLC CIK 0002112081 2026 Q3 Open parsed portfolio 134 $122,770,636 Open SEC source
15 Oct 2026, 13:56:48 UTC 13F-HR Roof Eidam Maycock Peralta, LLC CIK 0001028874 2026 Q3 Open parsed portfolio 135 $530,926,119 Open SEC source
15 Oct 2026, 13:56:17 UTC 13F-HR FFG Partners, LLC CIK 0002045972 2026 Q3 Open parsed portfolio 46 $316,588,185 Open SEC source
15 Oct 2026, 13:52:57 UTC 13F-HR Envision Financial LLC CIK 0002051355 2026 Q3 Open parsed portfolio 48 $219,773,089 Open SEC source
15 Oct 2026, 13:45:47 UTC 13F-HR Northland Capital Management LLC CIK 0001693032 2026 Q3 Open parsed portfolio 33 $217,875,907 Open SEC source
15 Oct 2026, 13:42:24 UTC 13F-HR InTrack Investment Management Inc CIK 0001847343 2026 Q3 Open parsed portfolio 106 $206,964,441 Open SEC source
15 Oct 2026, 13:41:51 UTC 13F-HR VISTA INVESTMENT PARTNERS II, LLC CIK 0002035219 2026 Q3 Open parsed portfolio 158 $248,435,990 Open SEC source
15 Oct 2026, 13:41:23 UTC 13F-HR HCR Wealth Advisors CIK 0001697715 2026 Q3 Open parsed portfolio 267 $1,265,771,768 Open SEC source
15 Oct 2026, 13:36:27 UTC 13F-HR CORNERSTONE ENTERPRISES, LLC CIK 0001987314 2026 Q3 Open parsed portfolio 51 $171,226,340 Open SEC source
15 Oct 2026, 13:30:39 UTC 13F-HR Citadel Investment Advisory, Inc. CIK 0001811907 2026 Q3 Open parsed portfolio 76 $218,229,000 Open SEC source
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