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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2,501-2,550 of 3,309
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Current page
51

Recent 13F signals

Latest portfolio disclosures to inspect

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

13F portfolio

Revolution Growth Management Company, Inc.

CIK 0001816374

13F-HR Q3 2026
CIK
0001816374
Source
SEC 13F-HR
Action
13F-HR accepted
Value
0 holdings / $0
Filed
13 Oct 2026, 16:51:15 UTC
Period
2026 Q3

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

13F portfolio

CONTRAVISORY INVESTMENT MANAGEMENT, INC.

CIK 0001365707

13F-HR Q3 2026
CIK
0001365707
Source
SEC 13F-HR
Action
13F-HR accepted
Value
448 holdings / $551,579,628
Filed
13 Oct 2026, 16:49:48 UTC
Period
2026 Q3

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

13F portfolio

Euro Pacific Asset Management, LLC

CIK 0001796651

13F-HR Q3 2026
CIK
0001796651
Source
SEC 13F-HR
Action
13F-HR accepted
Value
108 holdings / $1,210,960,311
Filed
13 Oct 2026, 16:43:38 UTC
Period
2026 Q3

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

13F portfolio

CATALYST PRIVATE WEALTH, LLC

CIK 0001831193

13F-HR Q3 2026
CIK
0001831193
Source
SEC 13F-HR
Action
13F-HR accepted
Value
106 holdings / $239,469,116
Filed
13 Oct 2026, 16:40:28 UTC
Period
2026 Q3

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

13F portfolio

Financial Planning Hawaii, Inc.

CIK 0002105146

13F-HR Q3 2026
CIK
0002105146
Source
SEC 13F-HR
Action
13F-HR accepted
Value
127 holdings / $184,652,134
Filed
13 Oct 2026, 16:39:11 UTC
Period
2026 Q3

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

13F portfolio

Bouvel Investment Partners, LLC

CIK 0001839122

13F-HR Q3 2026
CIK
0001839122
Source
SEC 13F-HR
Action
13F-HR accepted
Value
85 holdings / $433,419,457
Filed
13 Oct 2026, 16:38:13 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
13 Oct 2026, 16:51:15 UTC 13F-HR Revolution Growth Management Company, Inc. CIK 0001816374 2026 Q3 Open parsed portfolio 0 $0 Open SEC source
13 Oct 2026, 16:49:48 UTC 13F-HR CONTRAVISORY INVESTMENT MANAGEMENT, INC. CIK 0001365707 2026 Q3 Open parsed portfolio 448 $551,579,628 Open SEC source
13 Oct 2026, 16:43:38 UTC 13F-HR Euro Pacific Asset Management, LLC CIK 0001796651 2026 Q3 Open parsed portfolio 108 $1,210,960,311 Open SEC source
13 Oct 2026, 16:40:28 UTC 13F-HR CATALYST PRIVATE WEALTH, LLC CIK 0001831193 2026 Q3 Open parsed portfolio 106 $239,469,116 Open SEC source
13 Oct 2026, 16:39:11 UTC 13F-HR Financial Planning Hawaii, Inc. CIK 0002105146 2026 Q3 Open parsed portfolio 127 $184,652,134 Open SEC source
13 Oct 2026, 16:38:13 UTC 13F-HR Bouvel Investment Partners, LLC CIK 0001839122 2026 Q3 Open parsed portfolio 85 $433,419,457 Open SEC source
13 Oct 2026, 16:37:01 UTC 13F-HR Salvus Wealth Management, LLC CIK 0001809236 2026 Q3 Open parsed portfolio 132 $175,388,041 Open SEC source
13 Oct 2026, 16:35:17 UTC 13F-HR Downshift Financial, LLC CIK 0002118380 2026 Q3 Open parsed portfolio 710 $226,784,108 Open SEC source
13 Oct 2026, 16:35:05 UTC 13F-HR MONTRUSCO BOLTON INVESTMENTS INC. CIK 0001475940 2026 Q3 Open parsed portfolio 85 $5,770,487,919 Open SEC source
13 Oct 2026, 16:32:30 UTC 13F-HR LINCOLN CAPITAL CORP CIK 0000872359 2026 Q3 Open parsed portfolio 100 $306,443,392 Open SEC source
13 Oct 2026, 16:31:58 UTC 13F-HR St. Clair Advisors, LLC CIK 0002056292 2026 Q3 Open parsed portfolio 81 $402,362,885 Open SEC source
13 Oct 2026, 16:30:54 UTC 13F-HR Foster Group, Inc. CIK 0001841544 2026 Q3 Open parsed portfolio 314 $3,680,014,085 Open SEC source
13 Oct 2026, 16:29:46 UTC 13F-HR B. Riley Wealth Advisors, Inc. CIK 0001464811 2026 Q3 Open parsed portfolio 997 $2,529,072,460 Open SEC source
13 Oct 2026, 16:28:28 UTC 13F-HR Cooke Wealth Management, LLC CIK 0002093659 2026 Q3 Open parsed portfolio 38 $119,605,921 Open SEC source
13 Oct 2026, 16:26:51 UTC 13F-HR Ulrich Consultants & Investment Group, LLC CIK 0001878849 2026 Q3 Open parsed portfolio 47 $100,102,695 Open SEC source
13 Oct 2026, 16:26:00 UTC 13F-HR Alaska Permanent Fund Corp CIK 0001582681 2026 Q3 Open parsed portfolio 10 $1,276,026,250 Open SEC source
13 Oct 2026, 16:24:54 UTC 13F-HR Vestment Financial LLC CIK 0002056705 2026 Q3 Open parsed portfolio 44 $223,751,524 Open SEC source
13 Oct 2026, 16:24:36 UTC 13F-HR Krilogy Financial LLC CIK 0001659047 2026 Q3 Open parsed portfolio 1,070 $3,660,028,609 Open SEC source
13 Oct 2026, 16:23:25 UTC 13F-HR PEAVINE CAPITAL, LLC CIK 0001594540 2026 Q3 Open parsed portfolio 9 $456,638,345 Open SEC source
13 Oct 2026, 16:23:21 UTC 13F-HR Walker Asset Management, LLC CIK 0001923053 2026 Q3 Open parsed portfolio 149 $197,344,162 Open SEC source
13 Oct 2026, 16:22:46 UTC 13F-HR Edge Wealth Management LLC CIK 0001567163 2026 Q3 Open parsed portfolio 89 $665,834,345 Open SEC source
13 Oct 2026, 16:19:48 UTC 13F-HR RHS Financial, LLC CIK 0001766514 2026 Q3 Open parsed portfolio 185 $295,500,341 Open SEC source
13 Oct 2026, 16:18:21 UTC 13F-HR Affinity Capital Advisors, LLC CIK 0001810023 2026 Q3 Open parsed portfolio 233 $855,589,954 Open SEC source
13 Oct 2026, 16:17:37 UTC 13F-HR Maltin Wealth Management, Inc. CIK 0001764260 2026 Q3 Open parsed portfolio 147 $303,926,435 Open SEC source
13 Oct 2026, 16:16:52 UTC 13F-HR Trinity Wealth Management, LLC CIK 0001685364 2026 Q3 Open parsed portfolio 90 $315,393,597 Open SEC source
13 Oct 2026, 16:15:42 UTC 13F-HR Fluent Financial, LLC CIK 0001722283 2026 Q3 Open parsed portfolio 46 $292,173,080 Open SEC source
13 Oct 2026, 16:15:03 UTC 13F-HR Mechanics Bank Trust Department CIK 0001439743 2026 Q3 Open parsed portfolio 205 $798,115,623 Open SEC source
13 Oct 2026, 16:14:38 UTC 13F-HR Spartan Planning & Wealth Management CIK 0001749283 2026 Q3 Open parsed portfolio 74 $153,442,553 Open SEC source
13 Oct 2026, 16:14:11 UTC 13F-HR David Kennon Inc CIK 0001954126 2026 Q3 Open parsed portfolio 45 $302,336,990 Open SEC source
13 Oct 2026, 16:13:42 UTC 13F-HR UNICOM Systems, Inc. CIK 0001996154 2026 Q3 Open parsed portfolio 39 $1,463,803,959 Open SEC source
13 Oct 2026, 16:13:14 UTC 13F-HR Twele Capital Management, Inc. CIK 0001411268 2026 Q3 Open parsed portfolio 39 $604,767,179 Open SEC source
13 Oct 2026, 16:12:16 UTC 13F-HR Clay Northam Wealth Management, LLC CIK 0001915687 2026 Q3 Open parsed portfolio 109 $214,256,853 Open SEC source
13 Oct 2026, 16:11:12 UTC 13F-HR FAGAN ASSOCIATES, INC. CIK 0001607866 2026 Q3 Open parsed portfolio 139 $860,623,550 Open SEC source
13 Oct 2026, 16:10:30 UTC 13F-HR Lineweaver Wealth Advisors, LLC CIK 0001797873 2026 Q3 Open parsed portfolio 182 $862,534,396 Open SEC source
13 Oct 2026, 16:09:09 UTC 13F-HR Forvis Mazars Wealth Advisors, LLC CIK 0001352864 2026 Q3 Open parsed portfolio 427 $6,087,487,996 Open SEC source
13 Oct 2026, 16:05:02 UTC 13F-HR New York University CIK 0002069154 2026 Q3 Open parsed portfolio 2 $313,760,099 Open SEC source
13 Oct 2026, 16:05:00 UTC 13F-HR DAVIS-REA LTD. CIK 0001482171 2026 Q3 Open parsed portfolio 41 $379,284,390 Open SEC source
13 Oct 2026, 16:04:40 UTC 13F-HR VERUS WEALTH MANAGEMENT, LLC CIK 0002042938 2026 Q3 Open parsed portfolio 62 $158,814,874 Open SEC source
13 Oct 2026, 16:04:36 UTC 13F-HR FIRST FINANCIAL CORP /IN/ CIK 0000714562 2026 Q3 Open parsed portfolio 300 $284,064,201 Open SEC source
13 Oct 2026, 15:58:12 UTC 13F-HR 4WEALTH ADVISORS, INC. CIK 0002056676 2026 Q3 Open parsed portfolio 144 $144,571,955 Open SEC source
13 Oct 2026, 15:50:59 UTC 13F-HR GEM Asset Management, LLC CIK 0001963319 2026 Q3 Open parsed portfolio 113 $251,259,209 Open SEC source
13 Oct 2026, 15:46:44 UTC 13F-HR Ifrah Financial Services, Inc. CIK 0001382646 2026 Q3 Open parsed portfolio 205 $395,735,448 Open SEC source
13 Oct 2026, 15:45:04 UTC 13F-HR Copeland Capital Management, LLC CIK 0001541743 2026 Q3 Open parsed portfolio 306 $4,341,151,755 Open SEC source
13 Oct 2026, 15:43:23 UTC 13F-HR Bison Wealth, LLC CIK 0001845251 2026 Q3 Open parsed portfolio 498 $1,189,924,543 Open SEC source
13 Oct 2026, 15:38:29 UTC 13F-HR BigSur Wealth Management LLC CIK 0001659171 2026 Q3 Open parsed portfolio 166 $422,980,058 Open SEC source
13 Oct 2026, 15:19:29 UTC 13F-HR Fidato Wealth LLC CIK 0001711360 2026 Q3 Open parsed portfolio 31 $184,118,008 Open SEC source
13 Oct 2026, 15:13:59 UTC 13F-HR Cape Investment Advisory, Inc. CIK 0001944437 2026 Q3 Open parsed portfolio 1,469 $388,354,889 Open SEC source
13 Oct 2026, 15:13:23 UTC 13F-HR First PREMIER Bank CIK 0001653926 2026 Q3 Open parsed portfolio 375 $620,596,000 Open SEC source
13 Oct 2026, 15:11:57 UTC 13F-HR Fisher Funds Management LTD CIK 0001435028 2026 Q3 Open parsed portfolio 170 $3,437,008,098 Open SEC source
13 Oct 2026, 15:06:46 UTC 13F-HR Altus Wealth Management, LLC CIK 0001802107 2026 Q3 Open parsed portfolio 27 $263,431,966 Open SEC source
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