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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3,601-3,650 of 9,551
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Current page
73

Recent 13F signals

Latest portfolio disclosures to inspect

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

13F portfolio

PANORAMIC INVESTMENT ADVISORS, LLC

CIK 0001967332

13F-HR/A Q1 2026
CIK
0001967332
Source
SEC 13F-HR/A
Action
13F-HR/A accepted
Magnitude
130 holdings / $184,927,058
Filed
12 May 2026, 17:08:14 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

COOPER/HAIMS ADVISORS, LLC

CIK 0001654033

13F-HR Q1 2026
CIK
0001654033
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
103 holdings / $212,495,344
Filed
12 May 2026, 17:07:30 UTC
Period
2026 Q1

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

13F portfolio

Councilmark Asset Management, LLC

CIK 0002022076

13F-HR Q1 2026
CIK
0002022076
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
85 holdings / $174,334,959
Filed
12 May 2026, 17:06:50 UTC
Period
2026 Q1

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

13F portfolio

Pacific Center for Financial Services

CIK 0001698222

13F-HR Q1 2026
CIK
0001698222
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
512 holdings / $394,278,875
Filed
12 May 2026, 17:01:05 UTC
Period
2026 Q1

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

13F portfolio

WORLDLY PARTNERS MANAGEMENT, LLC

CIK 0001904574

13F-HR Q1 2026
CIK
0001904574
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
3 holdings / $118,434,182
Filed
12 May 2026, 17:01:00 UTC
Period
2026 Q1

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

13F portfolio

Alaethes Wealth, LLC

CIK 0001859677

13F-HR Q1 2026
CIK
0001859677
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
114 holdings / $346,744,637
Filed
12 May 2026, 17:00:27 UTC
Period
2026 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
12 May 2026, 17:08:14 UTC 13F-HR/A PANORAMIC INVESTMENT ADVISORS, LLC CIK 0001967332 2026 Q1 - Restatement Open parsed portfolio 130 $184,927,058 Open SEC source
12 May 2026, 17:07:30 UTC 13F-HR COOPER/HAIMS ADVISORS, LLC CIK 0001654033 2026 Q1 Open parsed portfolio 103 $212,495,344 Open SEC source
12 May 2026, 17:06:50 UTC 13F-HR Councilmark Asset Management, LLC CIK 0002022076 2026 Q1 Open parsed portfolio 85 $174,334,959 Open SEC source
12 May 2026, 17:01:05 UTC 13F-HR Pacific Center for Financial Services CIK 0001698222 2026 Q1 Open parsed portfolio 512 $394,278,875 Open SEC source
12 May 2026, 17:01:00 UTC 13F-HR WORLDLY PARTNERS MANAGEMENT, LLC CIK 0001904574 2026 Q1 Open parsed portfolio 3 $118,434,182 Open SEC source
12 May 2026, 17:00:27 UTC 13F-HR Alaethes Wealth, LLC CIK 0001859677 2026 Q1 Open parsed portfolio 114 $346,744,637 Open SEC source
12 May 2026, 17:00:25 UTC 13F-HR ADVANCED MICRO DEVICES INC CIK 0000002488 2026 Q1 Open parsed portfolio 4 $174,386,596 Open SEC source
12 May 2026, 16:59:57 UTC 13F-HR Guidance Point Advisors, LLC CIK 0001767710 2026 Q1 Open parsed portfolio 96 $422,154,443 Open SEC source
12 May 2026, 16:59:49 UTC 13F-HR THOROUGHBRED FINANCIAL SERVICES, LLC CIK 0001091370 2026 Q1 Open parsed portfolio 574 $1,655,280,000 Open SEC source
12 May 2026, 16:59:05 UTC 13F-HR Private Capital Advisors, Inc. CIK 0001350780 2026 Q1 Open parsed portfolio 72 $872,034,489 Open SEC source
12 May 2026, 16:57:48 UTC 13F-HR LANDSCAPE CAPITAL MANAGEMENT, L.L.C. CIK 0001536186 2026 Q1 Open parsed portfolio 703 $1,576,518,975 Open SEC source
12 May 2026, 16:56:14 UTC 13F-HR BOK Financial Private Wealth, Inc. CIK 0001317348 2026 Q1 Open parsed portfolio 424 $1,655,623,247 Open SEC source
12 May 2026, 16:56:07 UTC 13F-HR Great Diamond Partners, LLC CIK 0001801112 2026 Q1 Open parsed portfolio 228 $519,507,991 Open SEC source
12 May 2026, 16:51:51 UTC 13F-HR PFIZER INC CIK 0000078003 2026 Q1 Open parsed portfolio 18 $238,775,816 Open SEC source
12 May 2026, 16:49:36 UTC 13F-HR Aspect Management, LLC CIK 0002111529 2026 Q1 Open parsed portfolio 1 $223,510,241 Open SEC source
12 May 2026, 16:44:06 UTC 13F-HR Cornerstone Capital, Inc. CIK 0000819535 2026 Q1 Open parsed portfolio 118 $1,001,243,511 Open SEC source
12 May 2026, 16:41:55 UTC 13F-HR SymBiosis Capital Partners, LLC CIK 0002006045 2026 Q1 Open parsed portfolio 6 $52,769,920 Open SEC source
12 May 2026, 16:40:54 UTC 13F-HR E6 Portfolios, LLC CIK 0002110817 2026 Q1 Open parsed portfolio 58 $95,911,419 Open SEC source
12 May 2026, 16:39:43 UTC 13F-HR LEAVELL INVESTMENT MANAGEMENT, INC. CIK 0000924181 2026 Q1 Open parsed portfolio 603 $2,438,640,382 Open SEC source
12 May 2026, 16:39:26 UTC 13F-HR Deborah Lee Renwick CIK 0002074836 2026 Q1 Open parsed portfolio 0 $0 Open SEC source
12 May 2026, 16:38:22 UTC 13F-HR Oakmont Advisory Group, LLC CIK 0002115370 2026 Q1 Open parsed portfolio 119 $98,203,936 Open SEC source
12 May 2026, 16:31:31 UTC 13F-HR WealthTrak Capital Management LLC CIK 0002052710 2026 Q1 Open parsed portfolio 80 $140,020,284 Open SEC source
12 May 2026, 16:30:43 UTC 13F-HR CAZ INVESTMENTS LP CIK 0001159363 2026 Q1 Open parsed portfolio 41 $83,033,877 Open SEC source
12 May 2026, 16:30:28 UTC 13F-HR Portside Wealth Group, LLC CIK 0001978608 2026 Q1 Open parsed portfolio 458 $736,688,596 Open SEC source
12 May 2026, 16:30:13 UTC 13F-HR Longbow Finance SA CIK 0001965552 2026 Q1 Open parsed portfolio 55 $552,175,149 Open SEC source
12 May 2026, 16:30:06 UTC 13F-HR FIRST AMERICAN TRUST, FSB CIK 0000036066 2026 Q1 Open parsed portfolio 289 $1,486,643,582 Open SEC source
12 May 2026, 16:30:03 UTC 13F-HR First American Financial Corp CIK 0001472787 2026 Q1 Open parsed portfolio 3 $369,849,920 Open SEC source
12 May 2026, 16:30:03 UTC 13F-HR PROSPERITY BANCSHARES INC CIK 0001068851 2026 Q1 Open parsed portfolio 414 $124,753,836 Open SEC source
12 May 2026, 16:29:51 UTC 13F-HR JANE STREET GROUP, LLC CIK 0001595888 2026 Q1 Open parsed portfolio 6,009 $93,069,960,657 Open SEC source
12 May 2026, 16:28:43 UTC 13F-HR Blue Line Capital, LLC / IL CIK 0002111406 2026 Q1 Open parsed portfolio 65 $88,366,045 Open SEC source
12 May 2026, 16:28:18 UTC 13F-HR Bregal General Partner Jersey Ltd CIK 0001695721 2026 Q1 Open parsed portfolio 1 $62,261,449 Open SEC source
12 May 2026, 16:26:43 UTC 13F-HR Atlantic Union Bankshares Corp CIK 0000883948 2026 Q1 Open parsed portfolio 1,745 $5,205,926,719 Open SEC source
12 May 2026, 16:26:12 UTC 13F-HR Bregal Sagemount IV General Partner Jersey Ltd CIK 0002087970 2026 Q1 Open parsed portfolio 1 $472,442,118 Open SEC source
12 May 2026, 16:22:49 UTC 13F-HR Professional Financial Management, Inc. CIK 0002130270 2025 Q4 Open parsed portfolio 21 $88,194,674 Open SEC source
12 May 2026, 16:20:45 UTC 13F-HR Madison International Realty Holdings, LLC CIK 0001640680 2026 Q1 Open parsed portfolio 0 $0 Open SEC source
12 May 2026, 16:19:18 UTC 13F-HR MIRABELLA FINANCIAL SERVICES LLP CIK 0001538853 2026 Q1 Open parsed portfolio 884 $1,031,216,123 Open SEC source
12 May 2026, 16:18:43 UTC 13F-HR CENTRAL BANK OF BRAZIL CIK 0001914083 2026 Q1 Open parsed portfolio 0 $0 Open SEC source
12 May 2026, 16:17:45 UTC 13F-HR Electrum Group LLC CIK 0001565641 2026 Q1 Open parsed portfolio 8 $1,082,293,119 Open SEC source
12 May 2026, 16:17:31 UTC 13F-HR Notable Capital Management, L.L.C. CIK 0002065606 2026 Q1 Open parsed portfolio 7 $53,394,888 Open SEC source
12 May 2026, 16:16:50 UTC 13F-HR Mountain Capital Management, LLC CIK 0002096127 2026 Q1 Open parsed portfolio 0 $0 Open SEC source
12 May 2026, 16:16:23 UTC 13F-HR Affinity Partners GP LP CIK 0002059583 2026 Q1 Open parsed portfolio 1 $634,763,382 Open SEC source
12 May 2026, 16:16:13 UTC 13F-HR VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 2026 Q1 Open parsed portfolio 2,348 $95,873,409,379 Open SEC source
12 May 2026, 16:16:16 UTC 13F-HR Belvedere Trading LLC CIK 0001632341 2026 Q1 Open parsed portfolio 222 $749,775,319 Open SEC source
12 May 2026, 16:16:00 UTC 13F-HR Commerce Advisors, LLC CIK 0001567247 2026 Q1 Open parsed portfolio 122 $118,976,364 Open SEC source
12 May 2026, 16:15:58 UTC 13F-HR Ally Invest Advisors Inc. CIK 0001706013 2026 Q1 Open parsed portfolio 75 $1,485,681,633 Open SEC source
12 May 2026, 16:15:37 UTC 13F-HR Napean Trading & Investment Co (Singapore) PTE Ltd CIK 0002011874 2026 Q1 Open parsed portfolio 16 $232,963,608 Open SEC source
12 May 2026, 16:14:53 UTC 13F-HR BENJAMIN EDWARDS INC CIK 0001451623 2026 Q1 Open parsed portfolio 1,350 $10,057,845,939 Open SEC source
12 May 2026, 16:14:19 UTC 13F-HR Pelham Capital Ltd. CIK 0001654111 2026 Q1 Open parsed portfolio 9 $127,599,755 Open SEC source
12 May 2026, 16:14:04 UTC 13F-HR Navera Investment Management Ltd. CIK 0001842702 2026 Q1 Open parsed portfolio 56 $3,916,598,866 Open SEC source
12 May 2026, 16:11:18 UTC 13F-HR Invesco Ltd. CIK 0000914208 2026 Q1 Open parsed portfolio 3,734 $653,253,519,573 Open SEC source
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