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

HARBERT FUND ADVISORS, INC.

CIK 0001616659

13F-HR Q1 2026
CIK
0001616659
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
2 holdings / $3,028,072
Filed
14 May 2026, 12:29:32 UTC
Period
2026 Q1

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

13F portfolio

1834 INVESTMENT ADVISORS CO

CIK 0001138486

13F-HR Q1 2026
CIK
0001138486
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
206 holdings / $801,297,142
Filed
14 May 2026, 12:29:27 UTC
Period
2026 Q1

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

13F portfolio

Peloton Wealth Strategists

CIK 0001080132

13F-HR Q1 2026
CIK
0001080132
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
86 holdings / $247,243,000
Filed
14 May 2026, 12:29:24 UTC
Period
2026 Q1

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

13F portfolio

Langdon Equity Partners

CIK 0002111148

13F-HR Q1 2026
CIK
0002111148
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
11 holdings / $133,589,725
Filed
14 May 2026, 12:28:39 UTC
Period
2026 Q1

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

13F portfolio

Wind River Trust Co

CIK 0001657703

13F-HR Q1 2026
CIK
0001657703
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
11 holdings / $265,172,951
Filed
14 May 2026, 12:27:32 UTC
Period
2026 Q1

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

13F portfolio

Meridian Wealth Partners, LLC

CIK 0001781942

13F-HR Q1 2026
CIK
0001781942
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
118 holdings / $728,564,928
Filed
14 May 2026, 12:25:26 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, 12:29:32 UTC 13F-HR HARBERT FUND ADVISORS, INC. CIK 0001616659 2026 Q1 Open parsed portfolio 2 $3,028,072 Open SEC source
14 May 2026, 12:29:27 UTC 13F-HR 1834 INVESTMENT ADVISORS CO CIK 0001138486 2026 Q1 Open parsed portfolio 206 $801,297,142 Open SEC source
14 May 2026, 12:29:24 UTC 13F-HR Peloton Wealth Strategists CIK 0001080132 2026 Q1 Open parsed portfolio 86 $247,243,000 Open SEC source
14 May 2026, 12:28:39 UTC 13F-HR Langdon Equity Partners CIK 0002111148 2026 Q1 Open parsed portfolio 11 $133,589,725 Open SEC source
14 May 2026, 12:27:32 UTC 13F-HR Wind River Trust Co CIK 0001657703 2026 Q1 Open parsed portfolio 11 $265,172,951 Open SEC source
14 May 2026, 12:25:26 UTC 13F-HR Meridian Wealth Partners, LLC CIK 0001781942 2026 Q1 Open parsed portfolio 118 $728,564,928 Open SEC source
14 May 2026, 12:25:18 UTC 13F-HR RPG Investment Advisory, LLC CIK 0001666664 2026 Q1 Open parsed portfolio 92 $818,582,478 Open SEC source
14 May 2026, 12:24:27 UTC 13F-HR Investors Portfolio Services LLC CIK 0002073833 2026 Q1 Open parsed portfolio 697 $107,844,749 Open SEC source
14 May 2026, 12:24:16 UTC 13F-HR Premier Fund Managers Ltd CIK 0001673907 2026 Q1 Open parsed portfolio 166 $1,413,255,000 Open SEC source
14 May 2026, 12:24:16 UTC 13F-HR Fulcrum Asset Management LLP CIK 0001353395 2026 Q1 Open parsed portfolio 219 $661,755,440 Open SEC source
14 May 2026, 12:24:14 UTC 13F-HR Chou Associates Management Inc. CIK 0001389403 2026 Q1 Open parsed portfolio 31 $210,266,544 Open SEC source
14 May 2026, 12:22:38 UTC 13F-HR Mudita Advisors LLP CIK 0001907809 2026 Q1 Open parsed portfolio 28 $490,065,486 Open SEC source
14 May 2026, 12:22:22 UTC 13F-HR Hyperion Asset Management Ltd CIK 0001619844 2026 Q1 Open parsed portfolio 18 $3,137,642,601 Open SEC source
14 May 2026, 12:21:25 UTC 13F-HR Tribune Investment Group LP CIK 0002000730 2026 Q1 Open parsed portfolio 25 $148,926,596 Open SEC source
14 May 2026, 12:20:45 UTC 13F-HR Newport Trust Company, LLC CIK 0001722329 2026 Q1 Open parsed portfolio 64 $40,727,980,409 Open SEC source
14 May 2026, 12:18:02 UTC 13F-HR BCWM, LLC CIK 0001542165 2026 Q1 Open parsed portfolio 57 $352,795,486 Open SEC source
14 May 2026, 12:17:22 UTC 13F-HR Monte Financial Group, LLC CIK 0001755651 2026 Q1 Open parsed portfolio 100 $281,598,010 Open SEC source
14 May 2026, 12:15:53 UTC 13F-HR Financial Engines Advisors L.L.C. CIK 0001420473 2026 Q1 Open parsed portfolio 530 $48,768,611,390 Open SEC source
14 May 2026, 12:13:20 UTC 13F-HR Permanent Capital Management, LP CIK 0002054108 2026 Q1 Open parsed portfolio 155 $638,485,335 Open SEC source
14 May 2026, 12:11:53 UTC 13F-HR Rare Wolf Capital LLC CIK 0002105393 2026 Q1 Open parsed portfolio 127 $154,368,719 Open SEC source
14 May 2026, 12:11:33 UTC 13F-HR SPG ADVISORS LLC CIK 0001843253 2026 Q1 Open parsed portfolio 10 $6,565,863 Open SEC source
14 May 2026, 12:11:11 UTC 13F-HR ACADEMY CAPITAL MANAGEMENT CIK 0001031972 2026 Q1 Open parsed portfolio 37 $699,417,109 Open SEC source
14 May 2026, 12:10:51 UTC 13F-HR Regal Investment Advisors LLC CIK 0001559789 2026 Q1 Open parsed portfolio 653 $1,732,164,443 Open SEC source
14 May 2026, 12:10:08 UTC 13F-HR FIDUCIARY MANAGEMENT INC /WI/ CIK 0000764532 2026 Q1 Open parsed portfolio 62 $8,057,092,964 Open SEC source
14 May 2026, 12:10:00 UTC 13F-HR 3 FACTOR INDEXING, LLC CIK 0002135169 2026 Q1 Open parsed portfolio 452 $105,886,492 Open SEC source
14 May 2026, 12:08:47 UTC 13F-HR Phillips Wealth Planners LLC CIK 0001962628 2026 Q1 Open parsed portfolio 210 $127,961,077 Open SEC source
14 May 2026, 12:08:08 UTC 13F-HR SEG Family Corp. CIK 0002080629 2026 Q1 Open parsed portfolio 1 $225,301,192 Open SEC source
14 May 2026, 12:06:12 UTC 13F-HR Requisite Capital Management, LLC CIK 0001730573 2026 Q1 Open parsed portfolio 114 $536,702,498 Open SEC source
14 May 2026, 12:05:58 UTC 13F-HR/A Van Berkom & Associates Inc. CIK 0001524408 2026 Q1 - New Holdings Open parsed portfolio 72 $3,076,264,000 Open SEC source
14 May 2026, 12:02:04 UTC 13F-HR SPWM Advisors LLC CIK 0002111209 2026 Q1 Open parsed portfolio 93 $110,854,327 Open SEC source
14 May 2026, 12:01:57 UTC 13F-HR TLT Family Holdco ULC CIK 0002081869 2026 Q1 Open parsed portfolio 8 $724,098,912 Open SEC source
14 May 2026, 12:01:09 UTC 13F-HR ARP Global Capital Ltd CIK 0002074760 2026 Q1 Open parsed portfolio 18 $169,852,141 Open SEC source
14 May 2026, 11:59:42 UTC 13F-HR Palliser Capital (UK) Ltd CIK 0001881490 2026 Q1 Open parsed portfolio 5 $128,845,217 Open SEC source
14 May 2026, 11:59:19 UTC 13F-HR TABLEAUX LLC CIK 0002060663 2026 Q1 Open parsed portfolio 113 $206,494,682 Open SEC source
14 May 2026, 11:58:04 UTC 13F-HR Venator Management LLC CIK 0001838211 2026 Q1 Open parsed portfolio 28 $415,877,045 Open SEC source
14 May 2026, 11:57:44 UTC 13F-HR Lingotto Investment Management LLP CIK 0001732768 2026 Q1 Open parsed portfolio 34 $5,043,086,867 Open SEC source
14 May 2026, 11:57:31 UTC 13F-HR Passive Capital Management, LLC. CIK 0001958250 2026 Q1 Open parsed portfolio 104 $334,936,067 Open SEC source
14 May 2026, 11:55:53 UTC 13F-HR Guardian Asset Advisors, LLC CIK 0002021272 2026 Q1 Open parsed portfolio 102 $171,154,174 Open SEC source
14 May 2026, 11:55:34 UTC 13F-HR Granger Management LLC CIK 0001842881 2026 Q1 Open parsed portfolio 6 $358,215,861 Open SEC source
14 May 2026, 11:53:04 UTC 13F-HR Dynasty Wealth Management, LLC CIK 0001727599 2026 Q1 Open parsed portfolio 333 $11,156,400,625 Open SEC source
14 May 2026, 11:53:01 UTC 13F-HR PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO CIK 0000315297 2026 Q1 Open parsed portfolio 1,846 $25,482,472,000 Open SEC source
14 May 2026, 11:52:59 UTC 13F-HR PJT Investments Corp. CIK 0002080606 2026 Q1 Open parsed portfolio 8 $252,294,097 Open SEC source
14 May 2026, 11:52:12 UTC 13F-HR BRIGHT FINANCIAL ADVISORS, INC. CIK 0002022456 2026 Q1 Open parsed portfolio 67 $218,243,003 Open SEC source
14 May 2026, 11:51:33 UTC 13F-HR Mount Capital Ltd CIK 0001896379 2026 Q1 Open parsed portfolio 18 $248,176,654 Open SEC source
14 May 2026, 11:50:26 UTC 13F-HR Macro Advisors, Inc. CIK 0001821406 2026 Q1 Open parsed portfolio 40 $242,176,862 Open SEC source
14 May 2026, 11:49:48 UTC 13F-HR Independent Franchise Partners LLP CIK 0001483866 2026 Q1 Open parsed portfolio 26 $14,289,822,035 Open SEC source
14 May 2026, 11:49:05 UTC 13F-HR VIRTUS ADVISERS, LLC CIK 0001587281 2026 Q1 Open parsed portfolio 496 $214,560,215 Open SEC source
14 May 2026, 11:48:50 UTC 13F-HR EDENTREE ASSET MANAGEMENT Ltd CIK 0001980273 2026 Q1 Open parsed portfolio 65 $309,048,615 Open SEC source
14 May 2026, 11:38:22 UTC 13F-HR EverSource Wealth Advisors, LLC CIK 0001710537 2026 Q1 Open parsed portfolio 6,800 $1,038,345,005 Open SEC source
14 May 2026, 11:48:13 UTC 13F-HR BLACKHILL CAPITAL INC CIK 0000872162 2026 Q1 Open parsed portfolio 49 $1,942,844,648 Open SEC source
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