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
3,251-3,281 of 3,281
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Current page
66

Recent 13F signals

Latest portfolio disclosures to inspect

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

13F portfolio

Hickory Point Bank & Trust

CIK 0002039144

13F-HR Q3 2026
CIK
0002039144
Source
SEC 13F-HR
Action
13F-HR accepted
Value
465 holdings / $166,305,862
Filed
01 Oct 2026, 14:06:07 UTC
Period
2026 Q3

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

13F portfolio

DOLIVER ADVISORS, LP

CIK 0000938077

13F-HR Q3 2026
CIK
0000938077
Source
SEC 13F-HR
Action
13F-HR accepted
Value
180 holdings / $455,158,158
Filed
01 Oct 2026, 13:42:40 UTC
Period
2026 Q3

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

13F portfolio

Roxbury Financial LLC

CIK 0002054149

13F-HR Q3 2026
CIK
0002054149
Source
SEC 13F-HR
Action
13F-HR accepted
Value
415 holdings / $130,095,543
Filed
01 Oct 2026, 13:19:33 UTC
Period
2026 Q3

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

13F portfolio

BURKETT FINANCIAL SERVICES, LLC

CIK 0001762716

13F-HR Q3 2026
CIK
0001762716
Source
SEC 13F-HR
Action
13F-HR accepted
Value
375 holdings / $331,372,490
Filed
01 Oct 2026, 13:09:18 UTC
Period
2026 Q3

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

13F portfolio

Defender Capital, LLC.

CIK 0001766929

13F-HR Q3 2026
CIK
0001766929
Source
SEC 13F-HR
Action
13F-HR accepted
Value
38 holdings / $319,152,797
Filed
01 Oct 2026, 12:52:27 UTC
Period
2026 Q3

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

13F portfolio

Woodward Financial Advisors, Inc.

CIK 0002136600

13F-HR Q2 2023
CIK
0002136600
Source
SEC 13F-HR
Action
13F-HR accepted
Value
50 holdings / $133,861,470
Filed
01 Oct 2026, 12:49:52 UTC
Period
2023 Q2

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
01 Oct 2026, 14:06:07 UTC 13F-HR Hickory Point Bank & Trust CIK 0002039144 2026 Q3 Open parsed portfolio 465 $166,305,862 Open SEC source
01 Oct 2026, 13:42:40 UTC 13F-HR DOLIVER ADVISORS, LP CIK 0000938077 2026 Q3 Open parsed portfolio 180 $455,158,158 Open SEC source
01 Oct 2026, 13:19:33 UTC 13F-HR Roxbury Financial LLC CIK 0002054149 2026 Q3 Open parsed portfolio 415 $130,095,543 Open SEC source
01 Oct 2026, 13:09:18 UTC 13F-HR BURKETT FINANCIAL SERVICES, LLC CIK 0001762716 2026 Q3 Open parsed portfolio 375 $331,372,490 Open SEC source
01 Oct 2026, 12:52:27 UTC 13F-HR Defender Capital, LLC. CIK 0001766929 2026 Q3 Open parsed portfolio 38 $319,152,797 Open SEC source
01 Oct 2026, 12:49:52 UTC 13F-HR Woodward Financial Advisors, Inc. CIK 0002136600 2023 Q2 Open parsed portfolio 50 $133,861,470 Open SEC source
01 Oct 2026, 12:49:24 UTC 13F-HR Noble Wealth Management PBC CIK 0002055065 2026 Q3 Open parsed portfolio 777 $217,540,639 Open SEC source
01 Oct 2026, 12:44:16 UTC 13F-HR Woodward Financial Advisors, Inc. CIK 0002136600 2023 Q1 Open parsed portfolio 44 $121,763,483 Open SEC source
01 Oct 2026, 12:42:02 UTC 13F-HR Woodward Financial Advisors, Inc. CIK 0002136600 2023 Q4 Open parsed portfolio 52 $149,752,650 Open SEC source
01 Oct 2026, 12:39:41 UTC 13F-HR Woodward Financial Advisors, Inc. CIK 0002136600 2022 Q4 Open parsed portfolio 43 $116,639,897 Open SEC source
01 Oct 2026, 12:37:05 UTC 13F-HR Woodward Financial Advisors, Inc. CIK 0002136600 2023 Q3 Open parsed portfolio 44 $132,970,480 Open SEC source
01 Oct 2026, 12:36:32 UTC 13F-HR First Financial Bank - Trust Division CIK 0001315339 2026 Q3 Open parsed portfolio 205 $1,385,921,522 Open SEC source
01 Oct 2026, 12:30:00 UTC 13F-HR Woodward Financial Advisors, Inc. CIK 0002136600 2022 Q3 Open parsed portfolio 44 $106,915,389 Open SEC source
01 Oct 2026, 12:28:44 UTC 13F-HR Woodward Financial Advisors, Inc. CIK 0002136600 2025 Q2 Open parsed portfolio 58 $242,858,283 Open SEC source
01 Oct 2026, 12:26:20 UTC 13F-HR Woodward Financial Advisors, Inc. CIK 0002136600 2026 Q1 Open parsed portfolio 60 $259,531,208 Open SEC source
01 Oct 2026, 12:25:01 UTC 13F-HR Woodward Financial Advisors, Inc. CIK 0002136600 2025 Q4 Open parsed portfolio 61 $267,002,902 Open SEC source
01 Oct 2026, 12:22:14 UTC 13F-HR Woodward Financial Advisors, Inc. CIK 0002136600 2024 Q1 Open parsed portfolio 55 $163,825,466 Open SEC source
01 Oct 2026, 12:21:36 UTC 13F-HR Woodward Financial Advisors, Inc. CIK 0002136600 2022 Q2 Open parsed portfolio 46 $108,099,329 Open SEC source
01 Oct 2026, 12:11:03 UTC 13F-HR Coastline Trust Co CIK 0001324279 2026 Q3 Open parsed portfolio 347 $1,072,132,909 Open SEC source
01 Oct 2026, 12:10:15 UTC 13F-HR Woodward Financial Advisors, Inc. CIK 0002136600 2022 Q1 Open parsed portfolio 40 $97,653,721 Open SEC source
01 Oct 2026, 12:01:34 UTC 13F-HR Woodward Financial Advisors, Inc. CIK 0002136600 2021 Q4 Open parsed portfolio 40 $99,005,496 Open SEC source
01 Oct 2026, 12:00:05 UTC 13F-HR Woodward Financial Advisors, Inc. CIK 0002136600 2024 Q2 Open parsed portfolio 51 $173,784,717 Open SEC source
01 Oct 2026, 11:58:59 UTC 13F-HR Woodward Financial Advisors, Inc. CIK 0002136600 2024 Q3 Open parsed portfolio 55 $197,342,099 Open SEC source
01 Oct 2026, 11:53:37 UTC 13F-HR Woodward Financial Advisors, Inc. CIK 0002136600 2024 Q4 Open parsed portfolio 56 $200,046,868 Open SEC source
01 Oct 2026, 11:51:34 UTC 13F-HR Woodward Financial Advisors, Inc. CIK 0002136600 2025 Q1 Open parsed portfolio 55 $210,951,852 Open SEC source
01 Oct 2026, 11:49:40 UTC 13F-HR Woodward Financial Advisors, Inc. CIK 0002136600 2025 Q3 Open parsed portfolio 60 $262,266,819 Open SEC source
01 Oct 2026, 11:22:22 UTC 13F-HR Marathon Mission, Inc. CIK 0001987261 2026 Q3 Open parsed portfolio 56 $198,227,894 Open SEC source
01 Oct 2026, 10:34:53 UTC 13F-HR CONFLUENCE INVESTMENT MANAGEMENT LLC CIK 0001442056 2026 Q3 Open parsed portfolio 294 $5,967,592,942 Open SEC source
01 Oct 2026, 10:33:23 UTC 13F-HR Sarver Vrooman Wealth Advisors CIK 0002076215 2026 Q3 Open parsed portfolio 142 $169,980,493 Open SEC source
01 Oct 2026, 10:30:04 UTC 13F-HR Parrish Capital LLC CIK 0002131053 2026 Q3 Open parsed portfolio 84 $102,635,225 Open SEC source
01 Oct 2026, 08:37:30 UTC 13F-HR CACTI ASSET MANAGEMENT LLC CIK 0001452208 2026 Q3 Open parsed portfolio 79 $1,894,004,518 Open SEC source
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