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 |
|---|---|---|---|---|---|---|
| 06 Oct 2026, 13:21:50 UTC | 13F-HR | STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC CIK 0002105785 | 2026 Q3 Open parsed portfolio | 70 | $152,653,433 | Open SEC source |
| 06 Oct 2026, 13:04:56 UTC | 13F-HR | JUNCTURE WEALTH STRATEGIES, LLC CIK 0001632866 | 2026 Q3 Open parsed portfolio | 185 | $390,300,906 | Open SEC source |
| 06 Oct 2026, 13:01:11 UTC | 13F-HR | Mallini Complete Financial Planning LLC CIK 0002049540 | 2026 Q3 Open parsed portfolio | 72 | $142,674,099 | Open SEC source |
| 06 Oct 2026, 12:27:28 UTC | 13F-HR | Legacy Private Trust Co. CIK 0001352547 | 2026 Q3 Open parsed portfolio | 268 | $1,810,612,822 | Open SEC source |
| 06 Oct 2026, 12:01:04 UTC | 13F-HR | TETRAD CORP CIK 0000883597 | 2026 Q3 Open parsed portfolio | 3 | $1,037,799,698 | Open SEC source |
| 06 Oct 2026, 11:57:02 UTC | 13F-HR | Financial Symmetry Inc CIK 0002004843 | 2026 Q3 Open parsed portfolio | 66 | $313,003,508 | Open SEC source |
| 06 Oct 2026, 11:49:34 UTC | 13F-HR | Samson Rock Capital LLP CIK 0001788558 | 2026 Q3 Open parsed portfolio | 1 | $24,760,000 | Open SEC source |
| 06 Oct 2026, 11:41:28 UTC | 13F-HR | Byrne Asset Management LLC CIK 0001911322 | 2026 Q3 Open parsed portfolio | 623 | $179,073,854 | Open SEC source |
| 06 Oct 2026, 11:28:33 UTC | 13F-HR | Iowa State Bank CIK 0001546967 | 2026 Q3 Open parsed portfolio | 116 | $591,712,382 | Open SEC source |
| 06 Oct 2026, 11:17:59 UTC | 13F-HR | ABLES, IANNONE, MOORE & ASSOCIATES, INC. CIK 0002013713 | 2026 Q3 Open parsed portfolio | 63 | $192,857,318 | Open SEC source |
| 06 Oct 2026, 11:03:36 UTC | 13F-HR | Eleva Capital SAS CIK 0002054496 | 2026 Q3 Open parsed portfolio | 26 | $113,183,524 | Open SEC source |
| 06 Oct 2026, 10:47:16 UTC | 13F-HR | COLTON GROOME FINANCIAL ADVISORS, LLC CIK 0001780330 | 2026 Q3 Open parsed portfolio | 162 | $426,894,169 | Open SEC source |
| 06 Oct 2026, 10:42:03 UTC | 13F-HR | GoalFusion Wealth Management, LLC CIK 0001895678 | 2026 Q3 Open parsed portfolio | 34 | $250,076,356 | Open SEC source |
| 06 Oct 2026, 10:25:17 UTC | 13F-HR | DUDLEY & SHANLEY, INC. CIK 0000883511 | 2026 Q3 Open parsed portfolio | 36 | $629,160,693 | Open SEC source |
| 06 Oct 2026, 10:11:07 UTC | 13F-HR/A | PHOENIX ASSET MANAGEMENT PARTNERS Ltd CIK 0001685660 | 2024 Q4 - New Holdings Open parsed portfolio | 1 | $2,285,280 | Open SEC source |
| 06 Oct 2026, 10:08:14 UTC | 13F-HR/A | PHOENIX ASSET MANAGEMENT PARTNERS Ltd CIK 0001685660 | 2024 Q4 - Restatement Open parsed portfolio | 10 | $117,441,823 | Open SEC source |
| 06 Oct 2026, 09:57:43 UTC | 13F-HR | SEGRA CAPITAL MANAGEMENT, LLC CIK 0001607512 | 2026 Q3 Open parsed portfolio | 10 | $495,829,998 | Open SEC source |
| 06 Oct 2026, 09:50:22 UTC | 13F-HR | Paladin Partners, LLC CIK 0002141570 | 2026 Q3 Open parsed portfolio | 201 | $162,478,311 | Open SEC source |
| 06 Oct 2026, 08:49:55 UTC | 13F-HR | BOYUM WEALTH ARCHITECTS LLC CIK 0002068635 | 2026 Q3 Open parsed portfolio | 68 | $246,014,472 | Open SEC source |
| 06 Oct 2026, 06:15:27 UTC | 13F-HR | JIA INVESTMENT ALLIANCE PTE. LTD. CIK 0001966595 | 2026 Q3 Open parsed portfolio | 23 | $1,161,632,942 | Open SEC source |
| 06 Oct 2026, 06:05:35 UTC | 13F-HR | Stephens Group, LLC CIK 0001427999 | 2026 Q3 Open parsed portfolio | 4 | $204,387,822 | Open SEC source |
| 05 Oct 2026, 19:57:29 UTC | 13F-HR | Lakehouse Capital Pty Ltd CIK 0001844830 | 2026 Q3 Open parsed portfolio | 12 | $114,056,000 | Open SEC source |
| 05 Oct 2026, 17:51:18 UTC | 13F-HR | Central Pacific Bank - Trust Division CIK 0002020066 | 2026 Q3 Open parsed portfolio | 849 | $952,002,604 | Open SEC source |
| 05 Oct 2026, 16:22:21 UTC | 13F-HR | Morrissey Wealth Management, LLC CIK 0001867057 | 2026 Q2 Open parsed portfolio | 30 | $158,958,186 | Open SEC source |
| 05 Oct 2026, 16:00:46 UTC | 13F-HR | Olistico Wealth, LLC CIK 0001962695 | 2026 Q3 Open parsed portfolio | 353 | $238,960,266 | Open SEC source |
| 05 Oct 2026, 15:26:30 UTC | 13F-HR | Norman Fields, Gottscho Capital Management, LLC CIK 0001352449 | 2026 Q3 Open parsed portfolio | 63 | $328,764,246 | Open SEC source |
| 05 Oct 2026, 14:51:36 UTC | 13F-HR | Ballew Advisors, Inc CIK 0001729096 | 2026 Q3 Open parsed portfolio | 133 | $201,282,049 | Open SEC source |
| 05 Oct 2026, 14:50:41 UTC | 13F-HR | Factorial Partners, LLC CIK 0001732687 | 2026 Q3 Open parsed portfolio | 1 | $75,720 | Open SEC source |
| 05 Oct 2026, 14:36:03 UTC | 13F-HR | Gladwyn Financial Advisors, Inc. CIK 0002078684 | 2026 Q3 Open parsed portfolio | 81 | $156,601,180 | Open SEC source |
| 05 Oct 2026, 14:01:36 UTC | 13F-HR | Pacific Wealth Management CIK 0001852338 | 2026 Q3 Open parsed portfolio | 20 | $227,337,612 | Open SEC source |
| 05 Oct 2026, 13:55:26 UTC | 13F-HR | Ridgewood Investments LLC CIK 0001703556 | 2026 Q3 Open parsed portfolio | 217 | $271,337,300 | Open SEC source |
| 05 Oct 2026, 13:51:34 UTC | 13F-HR | Kennon-Green & Company, LLC CIK 0001963352 | 2026 Q3 Open parsed portfolio | 42 | $130,526,031 | Open SEC source |
| 05 Oct 2026, 13:44:31 UTC | 13F-HR | Frisco Financial Planning LLC CIK 0002133972 | 2026 Q3 Open parsed portfolio | 34 | $128,515,245 | Open SEC source |
| 05 Oct 2026, 13:19:28 UTC | 13F-HR | Box Hill Private Wealth LLC CIK 0002094120 | 2026 Q3 Open parsed portfolio | 75 | $137,522,247 | Open SEC source |
| 05 Oct 2026, 13:05:00 UTC | 13F-HR | ACIMA PRIVATE WEALTH, LLC CIK 0001761961 | 2026 Q3 Open parsed portfolio | 174 | $344,380,808 | Open SEC source |
| 05 Oct 2026, 13:04:05 UTC | 13F-HR | SCOPIA CAPITAL MANAGEMENT LP CIK 0001279150 | 2026 Q3 Open parsed portfolio | 0 | $0 | Open SEC source |
| 05 Oct 2026, 12:37:34 UTC | 13F-HR | Matthew Hamilton Rosenberg CIK 0001812103 | 2026 Q3 Open parsed portfolio | 817 | $558,480,794 | Open SEC source |
| 05 Oct 2026, 12:01:58 UTC | 13F-HR | COLLECTIVE FAMILY OFFICE LLC CIK 0001845066 | 2026 Q3 Open parsed portfolio | 162 | $484,238,735 | Open SEC source |
| 05 Oct 2026, 11:58:13 UTC | 13F-HR | FC Advisory LLC CIK 0001683754 | 2026 Q3 Open parsed portfolio | 113 | $381,639,952 | Open SEC source |
| 05 Oct 2026, 11:45:30 UTC | 13F-HR | Heartwood Wealth Advisors LLC CIK 0001794935 | 2026 Q3 Open parsed portfolio | 223 | $1,266,202,185 | Open SEC source |
| 05 Oct 2026, 11:38:16 UTC | 13F-HR | ROCKLAND TRUST CO CIK 0000084616 | 2026 Q3 Open parsed portfolio | 320 | $2,613,760,554 | Open SEC source |
| 05 Oct 2026, 11:07:23 UTC | 13F-HR | ARGENT CAPITAL MANAGEMENT LLC CIK 0001120926 | 2026 Q3 Open parsed portfolio | 172 | $3,137,277,788 | Open SEC source |
| 05 Oct 2026, 11:06:39 UTC | 13F-HR | EASTERN BANK CIK 0001126395 | 2026 Q3 Open parsed portfolio | 1,106 | $6,580,825,502 | Open SEC source |
| 05 Oct 2026, 10:59:23 UTC | 13F-HR | CapWealth Advisors, LLC CIK 0001531809 | 2026 Q3 Open parsed portfolio | 122 | $1,324,357,553 | Open SEC source |
| 05 Oct 2026, 10:53:42 UTC | 13F-HR | BRIGHT ROCK CAPITAL MANAGEMENT, LLC CIK 0001509973 | 2026 Q3 Open parsed portfolio | 72 | $529,095,014 | Open SEC source |
| 05 Oct 2026, 10:51:39 UTC | 13F-HR | Adelphi Trust Co CIK 0002106968 | 2026 Q3 Open parsed portfolio | 113 | $151,898,236 | Open SEC source |
| 05 Oct 2026, 10:47:02 UTC | 13F-HR | HERALD INVESTMENT MANAGEMENT Ltd CIK 0001512022 | 2026 Q3 Open parsed portfolio | 0 | $0 | Open SEC source |
| 05 Oct 2026, 10:43:15 UTC | 13F-HR | Acasta Partners UK LLP CIK 0002090007 | 2026 Q3 Open parsed portfolio | 19 | $223,163,430 | Open SEC source |
| 05 Oct 2026, 10:28:40 UTC | 13F-HR | Partnership Wealth Management, LLC CIK 0002010656 | 2026 Q3 Open parsed portfolio | 67 | $140,165,206 | Open SEC source |
| 05 Oct 2026, 10:27:11 UTC | 13F-HR | VALINOR MANAGEMENT, L.P. CIK 0001401388 | 2026 Q3 Open parsed portfolio | 0 | $0 | Open SEC source |