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.

Rows shown
3,051-3,100 of 3,310
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50
Current page
62

Recent 13F signals

Latest portfolio disclosures to inspect

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

13F portfolio

Apeiron RIA LLC

CIK 0001801846

13F-HR Q3 2026
CIK
0001801846
Source
SEC 13F-HR
Action
13F-HR accepted
Value
136 holdings / $440,022,411
Filed
08 Oct 2026, 09:56:14 UTC
Period
2026 Q3

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

13F portfolio

YHB Investment Advisors, Inc.

CIK 0001469219

13F-HR Q3 2026
CIK
0001469219
Source
SEC 13F-HR
Action
13F-HR accepted
Value
314 holdings / $1,585,396,906
Filed
08 Oct 2026, 09:46:55 UTC
Period
2026 Q3

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

13F portfolio

TITLEIST ASSET MANAGEMENT, LLC

CIK 0001977759

13F-HR Q3 2026
CIK
0001977759
Source
SEC 13F-HR
Action
13F-HR accepted
Value
423 holdings / $1,542,502,655
Filed
08 Oct 2026, 09:43:46 UTC
Period
2026 Q3

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

13F portfolio

Apella Capital, LLC

CIK 0001801507

13F-HR Q3 2026
CIK
0001801507
Source
SEC 13F-HR
Action
13F-HR accepted
Value
767 holdings / $7,879,257,672
Filed
08 Oct 2026, 09:35:48 UTC
Period
2026 Q3

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

13F portfolio

DIVERSIFIED MANAGEMENT INC

CIK 0000922372

13F-HR Q3 2026
CIK
0000922372
Source
SEC 13F-HR
Action
13F-HR accepted
Value
236 holdings / $572,852,841
Filed
08 Oct 2026, 09:27:42 UTC
Period
2026 Q3

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

13F portfolio

Green Ridge Wealth Planning LLC

CIK 0002117069

13F-HR Q3 2026
CIK
0002117069
Source
SEC 13F-HR
Action
13F-HR accepted
Value
87 holdings / $249,187,278
Filed
08 Oct 2026, 09:25:59 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
08 Oct 2026, 09:56:14 UTC 13F-HR Apeiron RIA LLC CIK 0001801846 2026 Q3 Open parsed portfolio 136 $440,022,411 Open SEC source
08 Oct 2026, 09:46:55 UTC 13F-HR YHB Investment Advisors, Inc. CIK 0001469219 2026 Q3 Open parsed portfolio 314 $1,585,396,906 Open SEC source
08 Oct 2026, 09:43:46 UTC 13F-HR TITLEIST ASSET MANAGEMENT, LLC CIK 0001977759 2026 Q3 Open parsed portfolio 423 $1,542,502,655 Open SEC source
08 Oct 2026, 09:35:48 UTC 13F-HR Apella Capital, LLC CIK 0001801507 2026 Q3 Open parsed portfolio 767 $7,879,257,672 Open SEC source
08 Oct 2026, 09:27:42 UTC 13F-HR DIVERSIFIED MANAGEMENT INC CIK 0000922372 2026 Q3 Open parsed portfolio 236 $572,852,841 Open SEC source
08 Oct 2026, 09:25:59 UTC 13F-HR Green Ridge Wealth Planning LLC CIK 0002117069 2026 Q3 Open parsed portfolio 87 $249,187,278 Open SEC source
08 Oct 2026, 09:24:12 UTC 13F-HR Keystone Financial Planning, Inc. CIK 0001596906 2026 Q3 Open parsed portfolio 39 $403,850,248 Open SEC source
08 Oct 2026, 09:23:20 UTC 13F-HR Acropolis Investment Management, LLC CIK 0001318601 2026 Q3 Open parsed portfolio 379 $2,487,476,771 Open SEC source
08 Oct 2026, 09:22:23 UTC 13F-HR First Heartland Consultants, Inc. CIK 0001428793 2026 Q3 Open parsed portfolio 592 $1,504,021,776 Open SEC source
08 Oct 2026, 09:13:47 UTC 13F-HR Artemis Investment Management LLP CIK 0001535385 2026 Q3 Open parsed portfolio 200 $11,465,943,359 Open SEC source
08 Oct 2026, 09:11:26 UTC 13F-HR Hamlin Capital Management, LLC CIK 0001277403 2026 Q3 Open parsed portfolio 28 $4,037,339,156 Open SEC source
08 Oct 2026, 08:24:56 UTC 13F-HR Lee, Kelleher & Klein Wealth Management CIK 0002063827 2026 Q3 Open parsed portfolio 48 $194,357,958 Open SEC source
08 Oct 2026, 08:07:21 UTC 13F-HR Mn Services Vermogensbeheer B.V. CIK 0001666940 2026 Q3 Open parsed portfolio 428 $13,364,994,000 Open SEC source
08 Oct 2026, 06:39:18 UTC 13F-HR Prota Financial, LLC CIK 0002126257 2026 Q3 Open parsed portfolio 69 $156,511,728 Open SEC source
08 Oct 2026, 06:21:29 UTC 13F-HR Neumann Advisory Hong Kong Ltd CIK 0001727862 2026 Q3 Open parsed portfolio 5 $314,287,000 Open SEC source
08 Oct 2026, 06:01:50 UTC 13F-HR Ayalon Insurance Comp Ltd. CIK 0001642216 2026 Q3 Open parsed portfolio 69 $1,204,416,000 Open SEC source
07 Oct 2026, 19:51:17 UTC 13F-HR Ausbil Investment Management Ltd CIK 0001966036 2026 Q3 Open parsed portfolio 66 $198,866,652 Open SEC source
07 Oct 2026, 18:54:37 UTC 13F-HR HWG Holdings LP CIK 0001599390 2026 Q3 Open parsed portfolio 46 $433,748,223 Open SEC source
07 Oct 2026, 18:45:54 UTC 13F-HR Vann Equity Management LLC CIK 0002018412 2026 Q3 Open parsed portfolio 174 $168,160,277 Open SEC source
07 Oct 2026, 18:42:58 UTC 13F-HR ALKEME WEALTH, LLC CIK 0001752045 2026 Q3 Open parsed portfolio 100 $265,274,362 Open SEC source
07 Oct 2026, 18:42:39 UTC 13F-HR City Center Advisors, LLC CIK 0002030341 2026 Q3 Open parsed portfolio 185 $130,767,207 Open SEC source
07 Oct 2026, 18:28:54 UTC 13F-HR CHICKASAW CAPITAL MANAGEMENT LLC CIK 0001276460 2026 Q3 Open parsed portfolio 95 $2,787,637,067 Open SEC source
07 Oct 2026, 18:16:24 UTC 13F-HR Buska Wealth Management, LLC CIK 0001910503 2026 Q3 Open parsed portfolio 75 $290,523,516 Open SEC source
07 Oct 2026, 17:25:29 UTC 13F-HR Rye Brook Capital LLC CIK 0001844147 2026 Q3 Open parsed portfolio 40 $154,462,000 Open SEC source
07 Oct 2026, 17:18:22 UTC 13F-HR SILVIA MCCOLL WEALTH MANAGEMENT, LLC CIK 0001991983 2026 Q3 Open parsed portfolio 118 $166,536,768 Open SEC source
07 Oct 2026, 17:11:20 UTC 13F-HR MFA WEALTH ADVISORS, LLC CIK 0001688184 2026 Q3 Open parsed portfolio 93 $588,767,343 Open SEC source
07 Oct 2026, 16:50:34 UTC 13F-HR DECISION INVESTMENTS, INC CIK 0002111652 2026 Q3 Open parsed portfolio 145 $108,631,387 Open SEC source
07 Oct 2026, 16:42:42 UTC 13F-HR Wealth Enhancement Trust Services, Inc. CIK 0002067696 2026 Q3 Open parsed portfolio 780 $936,614,794 Open SEC source
07 Oct 2026, 16:41:34 UTC 13F-HR Echo45 Advisors LLC CIK 0001908617 2026 Q3 Open parsed portfolio 120 $219,436,094 Open SEC source
07 Oct 2026, 16:28:42 UTC 13F-HR OxenFree Capital LLC CIK 0002009781 2026 Q3 Open parsed portfolio 57 $231,412,112 Open SEC source
07 Oct 2026, 16:22:33 UTC 13F-HR Investors Research Corp CIK 0001730630 2026 Q3 Open parsed portfolio 789 $568,991,431 Open SEC source
07 Oct 2026, 16:04:47 UTC 13F-HR RHODES INVESTMENT ADVISORS INC /ADV CIK 0001005186 2026 Q3 Open parsed portfolio 124 $141,080,810 Open SEC source
07 Oct 2026, 15:58:21 UTC 13F-HR Greenfield Savings Bank CIK 0001940406 2026 Q3 Open parsed portfolio 147 $264,394,433 Open SEC source
07 Oct 2026, 15:49:39 UTC 13F-HR Cassilly Financial Group LLC CIK 0002090777 2026 Q3 Open parsed portfolio 78 $148,890,565 Open SEC source
07 Oct 2026, 15:24:45 UTC 13F-HR Spectrum Advisors, Inc. CIK 0002153446 2026 Q2 Open parsed portfolio 55 $141,386,928 Open SEC source
07 Oct 2026, 15:24:37 UTC 13F-HR Baring Financial LLC CIK 0002052588 2026 Q3 Open parsed portfolio 81 $185,379,701 Open SEC source
07 Oct 2026, 15:20:59 UTC 13F-HR Bath Savings Trust Co CIK 0001384943 2026 Q3 Open parsed portfolio 178 $965,853,121 Open SEC source
07 Oct 2026, 15:14:00 UTC 13F-HR Boston Standard Wealth Management, LLC CIK 0001630939 2026 Q3 Open parsed portfolio 57 $695,883,251 Open SEC source
07 Oct 2026, 14:32:59 UTC 13F-HR Persium Advisors, LLC CIK 0002033683 2026 Q3 Open parsed portfolio 70 $190,979,126 Open SEC source
07 Oct 2026, 14:31:30 UTC 13F-HR EPIQ PARTNERS, LLC CIK 0001799435 2026 Q3 Open parsed portfolio 98 $232,138,836 Open SEC source
07 Oct 2026, 14:20:33 UTC 13F-HR Whitcomb & Hess, Inc. CIK 0001813577 2026 Q3 Open parsed portfolio 65 $466,899,513 Open SEC source
07 Oct 2026, 14:19:04 UTC 13F-HR Canandaigua National Trust Co of Florida CIK 0001471384 2026 Q3 Open parsed portfolio 143 $180,881,244 Open SEC source
07 Oct 2026, 14:15:09 UTC 13F-HR Family Legacy Financial Solutions, LLC CIK 0002076068 2026 Q3 Open parsed portfolio 51 $172,735,345 Open SEC source
07 Oct 2026, 14:14:00 UTC 13F-HR CANANDAIGUA NATIONAL BANK & TRUST CO CIK 0001074266 2026 Q3 Open parsed portfolio 310 $1,152,379,362 Open SEC source
07 Oct 2026, 14:05:49 UTC 13F-HR Exchange Bank CIK 0002001155 2026 Q3 Open parsed portfolio 129 $161,586,461 Open SEC source
07 Oct 2026, 13:55:04 UTC 13F-HR Cooper Financial Group CIK 0001751581 2026 Q3 Open parsed portfolio 447 $1,254,450,808 Open SEC source
07 Oct 2026, 13:34:47 UTC 13F-HR Elm3 Financial Group, LLC CIK 0002011201 2026 Q3 Open parsed portfolio 150 $149,897,271 Open SEC source
07 Oct 2026, 13:30:24 UTC 13F-HR STEPH & CO CIK 0000941519 2026 Q3 Open parsed portfolio 279 $392,374,225 Open SEC source
07 Oct 2026, 13:28:17 UTC 13F-HR Dominguez Wealth Management Solutions, Inc. CIK 0001881335 2026 Q3 Open parsed portfolio 76 $180,636,488 Open SEC source
07 Oct 2026, 13:27:42 UTC 13F-HR KFA Private Wealth Group, LLC CIK 0001800556 2026 Q3 Open parsed portfolio 157 $425,223,199 Open SEC source
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