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

Oaktree Fund Advisors, LLC

CIK 0001822973

13F-HR/A Q1 2026
CIK
0001822973
Source
SEC 13F-HR/A
Action
13F-HR/A accepted
Magnitude
14 holdings / $56,661,742
Filed
20 May 2026, 13:17:04 UTC
Period
2026 Q1 - Restatement

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

13F portfolio

OAKTREE CAPITAL MANAGEMENT LP

CIK 0000949509

13F-HR/A Q1 2026
CIK
0000949509
Source
SEC 13F-HR/A
Action
13F-HR/A accepted
Magnitude
142 holdings / $5,823,534,338
Filed
20 May 2026, 13:10:46 UTC
Period
2026 Q1 - Restatement

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

13F portfolio

Arete Wealth Advisors, LLC

CIK 0001600151

13F-HR/A Q1 2026
CIK
0001600151
Source
SEC 13F-HR/A
Action
13F-HR/A accepted
Magnitude
321 holdings / $1,334,498,270
Filed
20 May 2026, 12:13:44 UTC
Period
2026 Q1 - Restatement

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

13F portfolio

Union Heritage Capital, LLC

CIK 0001862428

13F-HR Q1 2026
CIK
0001862428
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
62 holdings / $269,219,024
Filed
20 May 2026, 12:08:49 UTC
Period
2026 Q1

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

13F portfolio

January Capital Advisors LLC

CIK 0001855967

13F-HR Q1 2026
CIK
0001855967
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
52 holdings / $74,152,495
Filed
20 May 2026, 11:51:25 UTC
Period
2026 Q1

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

13F portfolio

Norris Financial Group, LLC

CIK 0002129318

13F-HR Q1 2021
CIK
0002129318
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
79 holdings / $136,239,802
Filed
20 May 2026, 11:27:24 UTC
Period
2021 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
20 May 2026, 13:17:04 UTC 13F-HR/A Oaktree Fund Advisors, LLC CIK 0001822973 2026 Q1 - Restatement Open parsed portfolio 14 $56,661,742 Open SEC source
20 May 2026, 13:10:46 UTC 13F-HR/A OAKTREE CAPITAL MANAGEMENT LP CIK 0000949509 2026 Q1 - Restatement Open parsed portfolio 142 $5,823,534,338 Open SEC source
20 May 2026, 12:13:44 UTC 13F-HR/A Arete Wealth Advisors, LLC CIK 0001600151 2026 Q1 - Restatement Open parsed portfolio 321 $1,334,498,270 Open SEC source
20 May 2026, 12:08:49 UTC 13F-HR Union Heritage Capital, LLC CIK 0001862428 2026 Q1 Open parsed portfolio 62 $269,219,024 Open SEC source
20 May 2026, 11:51:25 UTC 13F-HR January Capital Advisors LLC CIK 0001855967 2026 Q1 Open parsed portfolio 52 $74,152,495 Open SEC source
20 May 2026, 11:27:24 UTC 13F-HR Norris Financial Group, LLC CIK 0002129318 2021 Q1 Open parsed portfolio 79 $136,239,802 Open SEC source
20 May 2026, 11:22:59 UTC 13F-HR Norris Financial Group, LLC CIK 0002129318 2021 Q2 Open parsed portfolio 82 $148,336,989 Open SEC source
20 May 2026, 11:16:33 UTC 13F-HR Norris Financial Group, LLC CIK 0002129318 2021 Q3 Open parsed portfolio 83 $151,235,296 Open SEC source
20 May 2026, 11:12:04 UTC 13F-HR SHUTTLEWORTH & Co CIK 0002096913 2026 Q1 Open parsed portfolio 52 $110,506,675 Open SEC source
20 May 2026, 11:00:48 UTC 13F-HR Norris Financial Group, LLC CIK 0002129318 2021 Q4 Open parsed portfolio 86 $165,780,722 Open SEC source
20 May 2026, 10:58:53 UTC 13F-HR Hobbs Group Advisors, LLC CIK 0002012280 2026 Q1 Open parsed portfolio 160 $334,417,247 Open SEC source
20 May 2026, 10:56:47 UTC 13F-HR Norris Financial Group, LLC CIK 0002129318 2022 Q1 Open parsed portfolio 84 $165,668,183 Open SEC source
20 May 2026, 10:52:28 UTC 13F-HR Norris Financial Group, LLC CIK 0002129318 2022 Q2 Open parsed portfolio 66 $124,265,448 Open SEC source
20 May 2026, 10:47:46 UTC 13F-HR Norris Financial Group, LLC CIK 0002129318 2022 Q3 Open parsed portfolio 67 $109,232,127 Open SEC source
20 May 2026, 10:43:51 UTC 13F-HR Norris Financial Group, LLC CIK 0002129318 2022 Q4 Open parsed portfolio 68 $118,293,347 Open SEC source
20 May 2026, 10:36:55 UTC 13F-HR Norris Financial Group, LLC CIK 0002129318 2023 Q1 Open parsed portfolio 66 $136,369,762 Open SEC source
20 May 2026, 10:32:53 UTC 13F-HR Norris Financial Group, LLC CIK 0002129318 2023 Q2 Open parsed portfolio 63 $144,388,243 Open SEC source
20 May 2026, 10:27:55 UTC 13F-HR Norris Financial Group, LLC CIK 0002129318 2023 Q3 Open parsed portfolio 63 $144,184,435 Open SEC source
20 May 2026, 10:23:55 UTC 13F-HR Norris Financial Group, LLC CIK 0002129318 2023 Q4 Open parsed portfolio 67 $164,615,720 Open SEC source
20 May 2026, 10:17:36 UTC 13F-HR Norris Financial Group, LLC CIK 0002129318 2024 Q1 Open parsed portfolio 74 $182,291,136 Open SEC source
20 May 2026, 10:12:14 UTC 13F-HR Norris Financial Group, LLC CIK 0002129318 2024 Q2 Open parsed portfolio 78 $192,018,073 Open SEC source
20 May 2026, 10:09:37 UTC 13F-HR/A Liontrust Investment Partners LLP CIK 0001544204 2026 Q1 - Restatement Open parsed portfolio 196 $5,858,124,377 Open SEC source
20 May 2026, 10:07:16 UTC 13F-HR Norris Financial Group, LLC CIK 0002129318 2024 Q3 Open parsed portfolio 76 $203,172,007 Open SEC source
20 May 2026, 10:03:01 UTC 13F-HR Norris Financial Group, LLC CIK 0002129318 2024 Q4 Open parsed portfolio 82 $212,839,671 Open SEC source
20 May 2026, 09:58:44 UTC 13F-HR Norris Financial Group, LLC CIK 0002129318 2025 Q1 Open parsed portfolio 85 $214,303,267 Open SEC source
20 May 2026, 09:47:26 UTC 13F-HR Norris Financial Group, LLC CIK 0002129318 2025 Q2 Open parsed portfolio 82 $244,138,367 Open SEC source
20 May 2026, 09:42:08 UTC 13F-HR Norris Financial Group, LLC CIK 0002129318 2025 Q3 Open parsed portfolio 98 $273,922,085 Open SEC source
20 May 2026, 09:34:02 UTC 13F-HR Norris Financial Group, LLC CIK 0002129318 2025 Q4 Open parsed portfolio 97 $294,218,893 Open SEC source
20 May 2026, 09:25:14 UTC 13F-HR Norris Financial Group, LLC CIK 0002129318 2026 Q1 Open parsed portfolio 97 $306,369,231 Open SEC source
20 May 2026, 08:47:44 UTC 13F-HR ION Crossover Partners Ltd CIK 0001803307 2026 Q1 Open parsed portfolio 4 $36,877,141 Open SEC source
20 May 2026, 08:46:02 UTC 13F-HR ION Crossover Partners Ltd CIK 0001803307 2025 Q4 Open parsed portfolio 4 $77,515,020 Open SEC source
20 May 2026, 08:00:01 UTC 13F-HR/A Vivo Capital, LLC CIK 0001674712 2026 Q1 - Restatement Open parsed portfolio 46 $1,202,954,264 Open SEC source
20 May 2026, 06:31:02 UTC 13F-HR STOREBRAND ASSET MANAGEMENT AS CIK 0001685676 2025 Q4 Open parsed portfolio 776 $37,243,231,495 Open SEC source
20 May 2026, 06:26:49 UTC 13F-HR E20 Capital Ltd CIK 0002127793 2026 Q1 Open parsed portfolio 22 $1,066,020,421 Open SEC source
20 May 2026, 06:21:32 UTC 13F-HR E20 Capital Ltd CIK 0002127793 2025 Q4 Open parsed portfolio 20 $277,166,044 Open SEC source
19 May 2026, 21:23:03 UTC 13F-HR Boothe Investment Group, Inc. CIK 0001749798 2026 Q1 Open parsed portfolio 40 $310,691,710 Open SEC source
19 May 2026, 17:28:33 UTC 13F-HR Rovida Investment Management Ltd CIK 0002053064 2026 Q1 Open parsed portfolio 17 $797,348,738 Open SEC source
19 May 2026, 17:12:22 UTC 13F-HR Financial Avengers, Inc. CIK 0001844393 2026 Q1 Open parsed portfolio 150 $219,317,511 Open SEC source
19 May 2026, 16:53:47 UTC 13F-HR WINNOW WEALTH LLC CIK 0002079687 2026 Q1 Open parsed portfolio 123 $129,625,196 Open SEC source
19 May 2026, 16:40:01 UTC 13F-HR Causey Wealth LLC CIK 0002132639 2025 Q3 Open parsed portfolio 66 $204,915,052 Open SEC source
19 May 2026, 16:34:55 UTC 13F-HR Causey Wealth LLC CIK 0002132639 2025 Q2 Open parsed portfolio 64 $194,532,140 Open SEC source
19 May 2026, 16:32:05 UTC 13F-HR Causey Wealth LLC CIK 0002132639 2025 Q1 Open parsed portfolio 64 $178,844,592 Open SEC source
19 May 2026, 16:30:19 UTC 13F-HR Western Wealth Management, LLC CIK 0001767902 2026 Q1 Open parsed portfolio 2,670 $2,731,893,731 Open SEC source
19 May 2026, 16:28:29 UTC 13F-HR McIlrath & Eck, LLC CIK 0001701714 2026 Q1 Open parsed portfolio 1,622 $1,330,672,291 Open SEC source
19 May 2026, 16:19:10 UTC 13F-HR Ares Systematic Credit Ltd CIK 0002135379 2025 Q4 Open parsed portfolio 145 $119,799,617 Open SEC source
19 May 2026, 16:18:41 UTC 13F-HR GTS FINANCIAL, LLC CIK 0002112647 2026 Q1 Open parsed portfolio 43 $126,254,183 Open SEC source
19 May 2026, 16:16:20 UTC 13F-HR/A Dayah Capital LLC CIK 0001980739 2026 Q1 - Restatement Open parsed portfolio 29 $171,412,721 Open SEC source
19 May 2026, 16:16:08 UTC 13F-HR/A Dayah Capital LLC CIK 0001980739 2025 Q4 - Restatement Open parsed portfolio 33 $148,631,685 Open SEC source
19 May 2026, 16:11:15 UTC 13F-HR Causey Wealth LLC CIK 0002132639 2024 Q4 Open parsed portfolio 68 $171,607,889 Open SEC source
19 May 2026, 15:43:04 UTC 13F-HR Alaska Permanent Fund Corp CIK 0001582681 2026 Q1 Open parsed portfolio 7 $1,570,983,217 Open SEC source
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