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 |
|---|---|---|---|---|---|---|
| 05 Oct 2026, 10:04:31 UTC | 13F-HR | Eastover Investment Advisors LLC CIK 0001472800 | 2026 Q3 Open parsed portfolio | 49 | $257,163,377 | Open SEC source |
| 05 Oct 2026, 10:03:12 UTC | 13F-HR | FERGUSON WELLMAN CAPITAL MANAGEMENT, INC CIK 0000869353 | 2026 Q3 Open parsed portfolio | 431 | $8,382,728,004 | Open SEC source |
| 05 Oct 2026, 09:59:01 UTC | 13F-HR | Miura Global Management, LLC CIK 0001352272 | 2026 Q3 Open parsed portfolio | 0 | $0 | Open SEC source |
| 05 Oct 2026, 09:53:17 UTC | 13F-HR | NEVILLE RODIE & SHAW INC CIK 0000071210 | 2026 Q3 Open parsed portfolio | 237 | $1,475,262,000 | Open SEC source |
| 05 Oct 2026, 09:34:32 UTC | 13F-HR | BAKER TILLY WEALTH MANAGEMENT, LLC CIK 0001840565 | 2026 Q3 Open parsed portfolio | 286 | $502,910,750 | Open SEC source |
| 05 Oct 2026, 09:28:54 UTC | 13F-HR | Pensionfund Sabic CIK 0001637246 | 2026 Q3 Open parsed portfolio | 72 | $82,905,000 | Open SEC source |
| 05 Oct 2026, 09:21:14 UTC | 13F-HR | Pdn Pensionfund CIK 0001297731 | 2026 Q3 Open parsed portfolio | 72 | $169,980,000 | Open SEC source |
| 05 Oct 2026, 09:18:58 UTC | 13F-HR | Horizons Wealth Management CIK 0001943228 | 2026 Q3 Open parsed portfolio | 162 | $158,194,345 | Open SEC source |
| 05 Oct 2026, 09:15:20 UTC | 13F-HR | TOMPKINS FINANCIAL CORP CIK 0001005817 | 2026 Q3 Open parsed portfolio | 558 | $1,419,419,141 | Open SEC source |
| 05 Oct 2026, 08:25:09 UTC | 13F-HR | PARK NATIONAL CORP /OH/ CIK 0000805676 | 2026 Q3 Open parsed portfolio | 314 | $3,686,260,297 | Open SEC source |
| 05 Oct 2026, 07:14:36 UTC | 13F-HR | General Partner, Inc. CIK 0001800508 | 2026 Q3 Open parsed portfolio | 168 | $186,626,520 | Open SEC source |
| 05 Oct 2026, 06:18:28 UTC | 13F-HR | MassMutual Private Wealth & Trust, FSB CIK 0001103653 | 2026 Q3 Open parsed portfolio | 2,356 | $3,791,126,681 | Open SEC source |
| 02 Oct 2026, 18:11:56 UTC | 13F-HR | Violich Capital Management, Inc. CIK 0001326766 | 2026 Q3 Open parsed portfolio | 113 | $926,739,547 | Open SEC source |
| 02 Oct 2026, 17:18:15 UTC | 13F-HR | CX Institutional CIK 0001737089 | 2026 Q3 Open parsed portfolio | 1,668 | $3,691,783,000 | Open SEC source |
| 02 Oct 2026, 16:52:21 UTC | 13F-HR | Pennsylvania State University CIK 0002134719 | 2026 Q3 Open parsed portfolio | 3 | $251,667,553 | Open SEC source |
| 02 Oct 2026, 16:39:40 UTC | 13F-HR | Boltwood Capital Management CIK 0001563690 | 2026 Q3 Open parsed portfolio | 195 | $443,308,560 | Open SEC source |
| 02 Oct 2026, 15:28:46 UTC | 13F-HR | First Citizens Financial Corp CIK 0001800597 | 2026 Q3 Open parsed portfolio | 137 | $237,933,560 | Open SEC source |
| 02 Oct 2026, 15:28:42 UTC | 13F-HR | Polaris Financial Partners CIK 0002103435 | 2026 Q3 Open parsed portfolio | 364 | $223,109,071 | Open SEC source |
| 02 Oct 2026, 15:14:03 UTC | 13F-HR | Robert B. Daugherty Foundation CIK 0001515721 | 2026 Q3 Open parsed portfolio | 1 | $115,745,000 | Open SEC source |
| 02 Oct 2026, 14:42:31 UTC | 13F-HR | Miller Global Investments, LLC CIK 0002099097 | 2026 Q3 Open parsed portfolio | 326 | $123,995,286 | Open SEC source |
| 02 Oct 2026, 14:30:25 UTC | 13F-HR | GLP Holdings LLLP CIK 0002103074 | 2026 Q3 Open parsed portfolio | 4 | $127,249,659 | Open SEC source |
| 02 Oct 2026, 13:54:23 UTC | 13F-HR | Marotta Asset Management CIK 0001802091 | 2026 Q3 Open parsed portfolio | 101 | $588,945,021 | Open SEC source |
| 02 Oct 2026, 12:37:50 UTC | 13F-HR | Silverleafe Capital Partners, LLC CIK 0001535611 | 2026 Q3 Open parsed portfolio | 100 | $351,299,364 | Open SEC source |
| 02 Oct 2026, 12:30:55 UTC | 13F-HR | PRIVATE CLIENT SERVICES, LLC CIK 0001457005 | 2026 Q3 Open parsed portfolio | 232 | $372,240,285 | Open SEC source |
| 02 Oct 2026, 11:38:14 UTC | 13F-HR/A | Advus Financial Partners, LLC CIK 0002150676 | 2026 Q2 - Restatement Open parsed portfolio | 142 | $350,946,858 | Open SEC source |
| 02 Oct 2026, 11:34:41 UTC | 13F-HR/A | Advus Financial Partners, LLC CIK 0002150676 | 2026 Q1 - Restatement Open parsed portfolio | 69 | $264,069,392 | Open SEC source |
| 02 Oct 2026, 11:30:12 UTC | 13F-HR/A | Advus Financial Partners, LLC CIK 0002150676 | 2025 Q4 - Restatement Open parsed portfolio | 65 | $278,316,234 | Open SEC source |
| 02 Oct 2026, 11:26:15 UTC | 13F-HR/A | Advus Financial Partners, LLC CIK 0002150676 | 2025 Q3 - Restatement Open parsed portfolio | 65 | $269,502,592 | Open SEC source |
| 02 Oct 2026, 11:23:00 UTC | 13F-HR/A | Advus Financial Partners, LLC CIK 0002150676 | 2025 Q2 - Restatement Open parsed portfolio | 64 | $253,235,796 | Open SEC source |
| 02 Oct 2026, 11:19:29 UTC | 13F-HR/A | Advus Financial Partners, LLC CIK 0002150676 | 2025 Q1 - Restatement Open parsed portfolio | 60 | $233,410,167 | Open SEC source |
| 02 Oct 2026, 11:14:23 UTC | 13F-HR/A | Advus Financial Partners, LLC CIK 0002150676 | 2024 Q4 - Restatement Open parsed portfolio | 61 | $233,489,746 | Open SEC source |
| 02 Oct 2026, 11:09:34 UTC | 13F-HR | Beacon Wealthcare LLC CIK 0001849336 | 2026 Q3 Open parsed portfolio | 32 | $315,408,703 | Open SEC source |
| 02 Oct 2026, 11:09:11 UTC | 13F-HR/A | Advus Financial Partners, LLC CIK 0002150676 | 2024 Q3 - Restatement Open parsed portfolio | 62 | $237,965,197 | Open SEC source |
| 02 Oct 2026, 11:05:41 UTC | 13F-HR/A | Advus Financial Partners, LLC CIK 0002150676 | 2024 Q2 - Restatement Open parsed portfolio | 59 | $224,589,381 | Open SEC source |
| 02 Oct 2026, 11:01:57 UTC | 13F-HR/A | Advus Financial Partners, LLC CIK 0002150676 | 2024 Q1 - Restatement Open parsed portfolio | 59 | $224,819,039 | Open SEC source |
| 02 Oct 2026, 10:56:33 UTC | 13F-HR/A | Advus Financial Partners, LLC CIK 0002150676 | 2023 Q4 - Restatement Open parsed portfolio | 53 | $204,327,820 | Open SEC source |
| 02 Oct 2026, 10:53:05 UTC | 13F-HR/A | Advus Financial Partners, LLC CIK 0002150676 | 2023 Q3 - Restatement Open parsed portfolio | 53 | $186,431,752 | Open SEC source |
| 02 Oct 2026, 10:49:25 UTC | 13F-HR/A | Advus Financial Partners, LLC CIK 0002150676 | 2023 Q2 - Restatement Open parsed portfolio | 53 | $188,245,222 | Open SEC source |
| 02 Oct 2026, 10:49:00 UTC | 13F-HR | Planning Strategies Inc. CIK 0002139665 | 2026 Q3 Open parsed portfolio | 1,155 | $168,368,639 | Open SEC source |
| 02 Oct 2026, 10:45:31 UTC | 13F-HR/A | Advus Financial Partners, LLC CIK 0002150676 | 2023 Q1 - Restatement Open parsed portfolio | 52 | $181,871,313 | Open SEC source |
| 02 Oct 2026, 10:40:25 UTC | 13F-HR/A | Advus Financial Partners, LLC CIK 0002150676 | 2022 Q4 - Restatement Open parsed portfolio | 64 | $176,681,555 | Open SEC source |
| 02 Oct 2026, 10:36:29 UTC | 13F-HR/A | Advus Financial Partners, LLC CIK 0002150676 | 2022 Q3 - Restatement Open parsed portfolio | 55 | $141,172,891 | Open SEC source |
| 02 Oct 2026, 10:32:45 UTC | 13F-HR/A | Advus Financial Partners, LLC CIK 0002150676 | 2022 Q2 - Restatement Open parsed portfolio | 59 | $145,197,896 | Open SEC source |
| 02 Oct 2026, 10:28:44 UTC | 13F-HR/A | Advus Financial Partners, LLC CIK 0002150676 | 2022 Q1 - Restatement Open parsed portfolio | 55 | $147,544,178 | Open SEC source |
| 02 Oct 2026, 10:24:20 UTC | 13F-HR | Advus Financial Partners, LLC CIK 0002150676 | 2021 Q4 Open parsed portfolio | 46 | $140,194,753 | Open SEC source |
| 02 Oct 2026, 10:19:42 UTC | 13F-HR/A | Allie Family Office LLC CIK 0001908612 | 2026 Q2 - Restatement Open parsed portfolio | 107 | $208,164,680 | Open SEC source |
| 02 Oct 2026, 09:58:41 UTC | 13F-HR/A | Advus Financial Partners, LLC CIK 0002150676 | 2024 Q4 - Restatement Open parsed portfolio | 46 | $133,101,800 | Open SEC source |
| 02 Oct 2026, 09:05:31 UTC | 13F-HR | GoalVest Advisory LLC CIK 0001839307 | 2026 Q3 Open parsed portfolio | 725 | $485,858,722 | Open SEC source |
| 02 Oct 2026, 06:39:45 UTC | 13F-HR | REYL & Cie S.A. CIK 0001450599 | 2026 Q2 Open parsed portfolio | 154 | $80,279,105 | Open SEC source |
| 01 Oct 2026, 18:46:24 UTC | 13F-HR | Global Wealth Strategies & Associates CIK 0001912297 | 2026 Q3 Open parsed portfolio | 114 | $545,614,098 | Open SEC source |