13F portfolio feed
Showing filings accepted since 01 Oct 2026. Each row links to the manager profile, parsed portfolio, and original SEC source.
Recent 13F signals
Each card links to the parsed portfolio and original SEC filing.
Review the newly filed portfolio, top holdings, and source evidence before comparing the manager with other ownership signals.
Review the newly filed portfolio, top holdings, and source evidence before comparing the manager with other ownership signals.
Review the newly filed portfolio, top holdings, and source evidence before comparing the manager with other ownership signals.
Review the newly filed portfolio, top holdings, and source evidence before comparing the manager with other ownership signals.
Review the newly filed portfolio, top holdings, and source evidence before comparing the manager with other ownership signals.
Review the newly filed portfolio, top holdings, and source evidence before comparing the manager with other ownership signals.
| SEC accepted | Form | Manager / CIK | Filing report | Reported holdings | Reported value | Actions |
|---|---|---|---|---|---|---|
| 13 Oct 2026, 06:53:40 UTC | 13F-HR | JBR Co Financial Management Inc CIK 0002017878 | 2026 Q3 Open parsed portfolio | 126 | $260,965,232 | Open SEC source |
| 13 Oct 2026, 06:53:08 UTC | 13F-HR | Harbour Capital Advisors, LLC CIK 0001682501 | 2026 Q3 Open parsed portfolio | 292 | $548,439,429 | Open SEC source |
| 13 Oct 2026, 06:46:05 UTC | 13F-HR | MLG Wealth Management DBA Pine Grove Financial Group CIK 0002149956 | 2026 Q3 Open parsed portfolio | 224 | $1,032,825,468 | Open SEC source |
| 13 Oct 2026, 06:43:29 UTC | 13F-HR | CANERECTOR INC CIK 0001113234 | 2026 Q3 Open parsed portfolio | 9 | $218,095,930 | Open SEC source |
| 13 Oct 2026, 06:40:16 UTC | 13F-HR | FIDUCIARY FINANCIAL GROUP, LLC CIK 0001925420 | 2026 Q3 Open parsed portfolio | 394 | $856,580,077 | Open SEC source |
| 13 Oct 2026, 06:37:45 UTC | 13F-HR | Professional Financial Advisors, LLC CIK 0001798221 | 2026 Q3 Open parsed portfolio | 140 | $587,911,479 | Open SEC source |
| 13 Oct 2026, 06:35:34 UTC | 13F-HR | Outbound Financial Inc CIK 0002144328 | 2026 Q3 Open parsed portfolio | 46 | $157,220,948 | Open SEC source |
| 13 Oct 2026, 06:33:48 UTC | 13F-HR | Innovative Advisory Group, LLC CIK 0002156202 | 2026 Q3 Open parsed portfolio | 32 | $137,440,155 | Open SEC source |
| 13 Oct 2026, 06:28:46 UTC | 13F-HR | DWR WEALTH MANAGEMENT, LLC CIK 0002123012 | 2026 Q3 Open parsed portfolio | 58 | $144,335,778 | Open SEC source |
| 13 Oct 2026, 06:26:38 UTC | 13F-HR | Haven Capital Group, Inc. CIK 0002055804 | 2026 Q3 Open parsed portfolio | 39 | $130,823,287 | Open SEC source |
| 13 Oct 2026, 06:26:13 UTC | 13F-HR | Pensjonsforsikring As Oslo CIK 0001828808 | 2025 Q4 Open parsed portfolio | 452 | $635,222,603 | Open SEC source |
| 13 Oct 2026, 06:21:04 UTC | 13F-HR | Avior Wealth Management, LLC CIK 0001599868 | 2026 Q3 Open parsed portfolio | 786 | $3,790,277,607 | Open SEC source |
| 13 Oct 2026, 06:15:12 UTC | 13F-HR | BALDWIN WEALTH PARTNERS LLC/MA CIK 0001021258 | 2026 Q3 Open parsed portfolio | 234 | $1,517,390,590 | Open SEC source |
| 13 Oct 2026, 06:15:03 UTC | 13F-HR | CALEDONIA INVESTMENTS PLC CIK 0001037766 | 2026 Q3 Open parsed portfolio | 15 | $890,187,571 | Open SEC source |
| 13 Oct 2026, 06:01:48 UTC | 13F-HR | Perpetual Ltd CIK 0001647273 | 2026 Q3 Open parsed portfolio | 391 | $6,475,674,427 | Open SEC source |
| 13 Oct 2026, 06:01:44 UTC | 13F-HR | WOODSTOCK CORP CIK 0001008877 | 2026 Q3 Open parsed portfolio | 160 | $1,244,910,317 | Open SEC source |
| 09 Oct 2026, 21:08:13 UTC | 13F-HR | Vertrix Wealth Management, LLC CIK 0002118328 | 2026 Q3 Open parsed portfolio | 99 | $291,639,859 | Open SEC source |
| 09 Oct 2026, 21:07:31 UTC | 13F-HR | Midwest Financial Network, LLC CIK 0002137280 | 2026 Q3 Open parsed portfolio | 105 | $146,781,837 | Open SEC source |
| 09 Oct 2026, 21:06:27 UTC | 13F-HR | JGP Wealth Management, LLC CIK 0001748278 | 2026 Q3 Open parsed portfolio | 242 | $1,132,346,851 | Open SEC source |
| 09 Oct 2026, 21:05:43 UTC | 13F-HR | Scott Capital Advisors, LLC CIK 0001905673 | 2026 Q3 Open parsed portfolio | 74 | $696,208,847 | Open SEC source |
| 09 Oct 2026, 21:04:57 UTC | 13F-HR | Burkett Asset Management Ltd CIK 0002109360 | 2026 Q3 Open parsed portfolio | 59 | $106,072,740 | Open SEC source |
| 09 Oct 2026, 21:04:11 UTC | 13F-HR | Paller Financial Services Inc CIK 0002095931 | 2026 Q3 Open parsed portfolio | 45 | $130,302,122 | Open SEC source |
| 09 Oct 2026, 21:03:23 UTC | 13F-HR | CONSOLIDATED CAPITAL MANAGEMENT, LLC CIK 0001666613 | 2026 Q3 Open parsed portfolio | 73 | $363,884,577 | Open SEC source |
| 09 Oct 2026, 21:02:27 UTC | 13F-HR | Terra Nova Asset Management LLC CIK 0001658652 | 2026 Q3 Open parsed portfolio | 95 | $155,439,578 | Open SEC source |
| 09 Oct 2026, 21:01:39 UTC | 13F-HR | Stegent Equity Advisors, Inc. CIK 0001908976 | 2026 Q3 Open parsed portfolio | 93 | $126,244,608 | Open SEC source |
| 09 Oct 2026, 21:00:54 UTC | 13F-HR | Fermata Advisors, LLC CIK 0001859259 | 2026 Q3 Open parsed portfolio | 293 | $516,994,575 | Open SEC source |
| 09 Oct 2026, 20:14:59 UTC | 13F-HR | MOULTON WEALTH MANAGEMENT, INC CIK 0001792510 | 2026 Q3 Open parsed portfolio | 63 | $147,612,002 | Open SEC source |
| 09 Oct 2026, 20:11:26 UTC | 13F-HR | JBGlobal.com LLC CIK 0002051348 | 2026 Q3 Open parsed portfolio | 35 | $112,986,292 | Open SEC source |
| 09 Oct 2026, 19:03:10 UTC | 13F-HR | NorthCrest Asset Manangement, LLC CIK 0001893159 | 2026 Q3 Open parsed portfolio | 991 | $4,238,978,489 | Open SEC source |
| 09 Oct 2026, 18:27:55 UTC | 13F-HR | ESCHATON OPPORTUNITIES FUND MANAGEMENT LP CIK 0001729545 | 2025 Q4 Open parsed portfolio | 9 | $60,666,558 | Open SEC source |
| 09 Oct 2026, 18:14:33 UTC | 13F-HR | Value Investment Professionals, LLC CIK 0002110205 | 2026 Q3 Open parsed portfolio | 101 | $114,945,729 | Open SEC source |
| 09 Oct 2026, 17:17:35 UTC | 13F-HR | Peoples Bank/KS CIK 0001998269 | 2026 Q3 Open parsed portfolio | 97 | $102,545,498 | Open SEC source |
| 09 Oct 2026, 17:02:07 UTC | 13F-HR | DKM Wealth Management, Inc. CIK 0002055833 | 2026 Q3 Open parsed portfolio | 76 | $157,904,357 | Open SEC source |
| 09 Oct 2026, 17:01:01 UTC | 13F-HR | Stokes Capital Advisors, LLC CIK 0001734460 | 2026 Q3 Open parsed portfolio | 118 | $455,466,202 | Open SEC source |
| 09 Oct 2026, 17:00:08 UTC | 13F-HR | Mirador Capital Partners LP CIK 0001633446 | 2026 Q3 Open parsed portfolio | 224 | $859,264,054 | Open SEC source |
| 09 Oct 2026, 16:59:22 UTC | 13F-HR | CogentBlue Wealth Advisors, LLC CIK 0002054047 | 2026 Q3 Open parsed portfolio | 52 | $107,556,395 | Open SEC source |
| 09 Oct 2026, 16:58:24 UTC | 13F-HR | FELL CAPITAL MANAGEMENT /ADV CIK 0000850601 | 2026 Q3 Open parsed portfolio | 94 | $116,305,464 | Open SEC source |
| 09 Oct 2026, 16:57:40 UTC | 13F-HR | Capital Advisors Wealth Management, LLC CIK 0001824700 | 2026 Q3 Open parsed portfolio | 230 | $886,816,714 | Open SEC source |
| 09 Oct 2026, 16:56:46 UTC | 13F-HR | Williams & Novak Wealth Management, LLC CIK 0001998419 | 2026 Q3 Open parsed portfolio | 148 | $166,585,580 | Open SEC source |
| 09 Oct 2026, 16:55:54 UTC | 13F-HR | Kaizen Financial Strategies CIK 0001842013 | 2026 Q3 Open parsed portfolio | 177 | $254,210,328 | Open SEC source |
| 09 Oct 2026, 16:55:07 UTC | 13F-HR | RFG - Bristol Wealth Advisors, LLC CIK 0002055104 | 2026 Q3 Open parsed portfolio | 172 | $419,872,607 | Open SEC source |
| 09 Oct 2026, 16:54:20 UTC | 13F-HR | Biltmore Wealth Management, LLC CIK 0001598102 | 2026 Q3 Open parsed portfolio | 59 | $322,865,136 | Open SEC source |
| 09 Oct 2026, 16:53:34 UTC | 13F-HR | Sound Income Strategies, LLC CIK 0001730960 | 2026 Q3 Open parsed portfolio | 478 | $2,242,290,558 | Open SEC source |
| 09 Oct 2026, 16:52:50 UTC | 13F-HR | GK Wealth Management LLC CIK 0002069222 | 2026 Q3 Open parsed portfolio | 1,603 | $177,315,566 | Open SEC source |
| 09 Oct 2026, 16:52:43 UTC | 13F-HR | Balefire, LLC CIK 0001750924 | 2026 Q3 Open parsed portfolio | 463 | $635,929,247 | Open SEC source |
| 09 Oct 2026, 16:51:47 UTC | 13F-HR | Decker Wealth Management LLC CIK 0002129751 | 2026 Q3 Open parsed portfolio | 121 | $492,381,670 | Open SEC source |
| 09 Oct 2026, 16:50:52 UTC | 13F-HR | Sprinkle Financial Consultants LLC CIK 0002011593 | 2026 Q3 Open parsed portfolio | 108 | $256,056,772 | Open SEC source |
| 09 Oct 2026, 16:50:07 UTC | 13F-HR | Castle Rock Wealth Management, LLC CIK 0001727605 | 2026 Q3 Open parsed portfolio | 269 | $530,967,174 | Open SEC source |
| 09 Oct 2026, 16:49:13 UTC | 13F-HR | David J Yvars Group CIK 0001836266 | 2026 Q3 Open parsed portfolio | 109 | $217,585,920 | Open SEC source |
| 09 Oct 2026, 16:48:15 UTC | 13F-HR | Lincoln Capital LLC CIK 0001633862 | 2026 Q3 Open parsed portfolio | 138 | $570,309,745 | Open SEC source |