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 |
|---|---|---|---|---|---|---|
| 09 Oct 2026, 11:31:49 UTC | 13F-HR | LAWOOD & CO CIK 0002109484 | 2026 Q3 Open parsed portfolio | 94 | $144,548,605 | Open SEC source |
| 09 Oct 2026, 11:20:35 UTC | 13F-HR | Cadent Capital Advisors, LLC CIK 0001803536 | 2026 Q3 Open parsed portfolio | 186 | $466,439,767 | Open SEC source |
| 09 Oct 2026, 10:53:53 UTC | 13F-HR | Intelligence Driven Advisers, LLC CIK 0001819955 | 2026 Q3 Open parsed portfolio | 134 | $579,249,017 | Open SEC source |
| 09 Oct 2026, 10:51:31 UTC | 13F-HR | Athena Wealth Management, LLC CIK 0002128243 | 2026 Q3 Open parsed portfolio | 103 | $139,286,230 | Open SEC source |
| 09 Oct 2026, 10:49:04 UTC | 13F-HR | JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC CIK 0002122180 | 2026 Q3 Open parsed portfolio | 170 | $139,645,167 | Open SEC source |
| 09 Oct 2026, 10:43:36 UTC | 13F-HR | Gouws Capital LLC CIK 0001908828 | 2026 Q3 Open parsed portfolio | 53 | $211,581,588 | Open SEC source |
| 09 Oct 2026, 10:36:24 UTC | 13F-HR | SHAH CAPITAL MANAGEMENT CIK 0001383838 | 2026 Q3 Open parsed portfolio | 11 | $605,336,542 | Open SEC source |
| 09 Oct 2026, 10:16:36 UTC | 13F-HR | CenterStar Asset Management, LLC CIK 0001722053 | 2026 Q3 Open parsed portfolio | 50 | $63,348,784 | Open SEC source |
| 09 Oct 2026, 10:05:15 UTC | 13F-HR | Koenig Investment Advisory, LLC CIK 0002114481 | 2026 Q3 Open parsed portfolio | 38 | $136,575,642 | Open SEC source |
| 09 Oct 2026, 09:47:13 UTC | 13F-HR | Werlinich Asset Management, LLC CIK 0002000493 | 2026 Q3 Open parsed portfolio | 57 | $258,349,720 | Open SEC source |
| 09 Oct 2026, 09:36:23 UTC | 13F-HR | STEPHENS GROUP ASSET MANAGEMENT, LLC CIK 0001726808 | 2026 Q3 Open parsed portfolio | 26 | $1,750,462,009 | Open SEC source |
| 09 Oct 2026, 09:17:23 UTC | 13F-HR | Wedmont Private Capital CIK 0001904274 | 2026 Q3 Open parsed portfolio | 1,002 | $4,180,617,069 | Open SEC source |
| 09 Oct 2026, 09:07:04 UTC | 13F-HR | Dale Q Rice Investment Management Ltd CIK 0002041427 | 2026 Q3 Open parsed portfolio | 68 | $183,519,784 | Open SEC source |
| 09 Oct 2026, 09:02:57 UTC | 13F-HR | Delta Wealth Advisors LLC CIK 0001970701 | 2026 Q3 Open parsed portfolio | 48 | $145,593,836 | Open SEC source |
| 09 Oct 2026, 09:02:01 UTC | 13F-HR | Turner Capital Investments, LLC CIK 0002106280 | 2026 Q3 Open parsed portfolio | 6 | $117,587,542 | Open SEC source |
| 09 Oct 2026, 09:00:49 UTC | 13F-HR | Oak Root LLC CIK 0002027377 | 2026 Q3 Open parsed portfolio | 10 | $905,618,897 | Open SEC source |
| 09 Oct 2026, 08:59:41 UTC | 13F-HR | Integrated Financial Solutions, Inc. CIK 0002086529 | 2026 Q3 Open parsed portfolio | 35 | $194,787,254 | Open SEC source |
| 09 Oct 2026, 08:58:34 UTC | 13F-HR | SACKS & ASSOCIATES, LLC CIK 0002145868 | 2026 Q3 Open parsed portfolio | 79 | $143,231,978 | Open SEC source |
| 09 Oct 2026, 08:58:21 UTC | 13F-HR | Kearns & Associates LLC CIK 0001908695 | 2026 Q3 Open parsed portfolio | 39 | $217,629,234 | Open SEC source |
| 09 Oct 2026, 08:57:29 UTC | 13F-HR | HF Advisory Group, LLC CIK 0001963169 | 2026 Q3 Open parsed portfolio | 174 | $335,787,737 | Open SEC source |
| 09 Oct 2026, 08:56:28 UTC | 13F-HR | Adirondack Capital Advisors, LLC CIK 0002107623 | 2026 Q3 Open parsed portfolio | 45 | $193,680,030 | Open SEC source |
| 09 Oct 2026, 08:56:03 UTC | 13F-HR | Councilor Wealth, LLC CIK 0002052759 | 2026 Q3 Open parsed portfolio | 87 | $242,659,497 | Open SEC source |
| 09 Oct 2026, 08:54:21 UTC | 13F-HR | Roan Capital Partners CIK 0002124783 | 2026 Q3 Open parsed portfolio | 78 | $136,543,206 | Open SEC source |
| 09 Oct 2026, 08:53:15 UTC | 13F-HR | Montz Harcus Wealth Management LLC CIK 0001918613 | 2026 Q3 Open parsed portfolio | 97 | $285,266,949 | Open SEC source |
| 09 Oct 2026, 08:52:19 UTC | 13F-HR | Client First Investment Management LLC CIK 0002018284 | 2026 Q3 Open parsed portfolio | 24 | $210,091,132 | Open SEC source |
| 09 Oct 2026, 08:51:09 UTC | 13F-HR | RTD Financial Advisors, Inc. CIK 0001810555 | 2026 Q3 Open parsed portfolio | 124 | $913,965,360 | Open SEC source |
| 09 Oct 2026, 08:49:07 UTC | 13F-HR | Gallagher Capital Advisors, LLC CIK 0002034519 | 2026 Q3 Open parsed portfolio | 72 | $175,107,565 | Open SEC source |
| 09 Oct 2026, 08:47:49 UTC | 13F-HR | Dupree Financial Group, LLC CIK 0001989251 | 2026 Q3 Open parsed portfolio | 79 | $277,181,726 | Open SEC source |
| 09 Oct 2026, 08:46:43 UTC | 13F-HR | Baron Financial Group, LLC CIK 0001832093 | 2026 Q3 Open parsed portfolio | 57 | $205,346,595 | Open SEC source |
| 09 Oct 2026, 08:45:40 UTC | 13F-HR | Taylor & Morgan Wealth Management, LLC CIK 0001844266 | 2026 Q3 Open parsed portfolio | 89 | $208,006,211 | Open SEC source |
| 09 Oct 2026, 08:44:28 UTC | 13F-HR | RIVERSEDGE ADVISORS, LLC CIK 0001787663 | 2026 Q3 Open parsed portfolio | 367 | $805,904,620 | Open SEC source |
| 09 Oct 2026, 08:42:53 UTC | 13F-HR | Towneley Capital Management, Inc / DE CIK 0002004980 | 2026 Q3 Open parsed portfolio | 45 | $504,706,270 | Open SEC source |
| 09 Oct 2026, 06:54:11 UTC | 13F-HR | Border to Coast Pensions Partnership Ltd CIK 0001876496 | 2026 Q3 Open parsed portfolio | 89 | $7,266,807,000 | Open SEC source |
| 08 Oct 2026, 21:18:03 UTC | 13F-HR | Shira Ridge Wealth Management CIK 0001961210 | 2026 Q3 Open parsed portfolio | 83 | $287,669,174 | Open SEC source |
| 08 Oct 2026, 21:11:34 UTC | 13F-HR | Ledgewood Wealth Advisors, LLC CIK 0002064043 | 2026 Q3 Open parsed portfolio | 73 | $181,479,477 | Open SEC source |
| 08 Oct 2026, 21:10:40 UTC | 13F-HR | DLK Investment Management, LLC CIK 0002016793 | 2026 Q3 Open parsed portfolio | 99 | $274,772,680 | Open SEC source |
| 08 Oct 2026, 21:10:00 UTC | 13F-HR | Retireful, LLC CIK 0001919176 | 2026 Q3 Open parsed portfolio | 86 | $116,108,447 | Open SEC source |
| 08 Oct 2026, 21:09:06 UTC | 13F-HR | TLWM CIK 0001732537 | 2026 Q3 Open parsed portfolio | 74 | $627,534,907 | Open SEC source |
| 08 Oct 2026, 21:08:23 UTC | 13F-HR | Davies Financial Advisors, Inc. CIK 0002020296 | 2026 Q3 Open parsed portfolio | 0 | $0 | Open SEC source |
| 08 Oct 2026, 21:07:05 UTC | 13F-HR | Sunburst Financial Group, LLC CIK 0001800158 | 2026 Q3 Open parsed portfolio | 134 | $611,647,912 | Open SEC source |
| 08 Oct 2026, 21:06:08 UTC | 13F-HR | Pioneer Wealth Management Group CIK 0001973339 | 2026 Q3 Open parsed portfolio | 56 | $423,841,478 | Open SEC source |
| 08 Oct 2026, 21:05:26 UTC | 13F-HR | M.E. ALLISON & CO., INC. CIK 0001619532 | 2026 Q3 Open parsed portfolio | 192 | $178,326,547 | Open SEC source |
| 08 Oct 2026, 21:04:21 UTC | 13F-HR | Shelter Rock Management, LLC CIK 0002109305 | 2026 Q3 Open parsed portfolio | 39 | $107,413,798 | Open SEC source |
| 08 Oct 2026, 21:03:34 UTC | 13F-HR | CYPRESS ASSET MANAGEMENT INC/TX CIK 0001030618 | 2026 Q3 Open parsed portfolio | 107 | $505,721,375 | Open SEC source |
| 08 Oct 2026, 21:02:34 UTC | 13F-HR | McNaughton Wealth Management, LLC CIK 0001802691 | 2026 Q3 Open parsed portfolio | 75 | $286,220,520 | Open SEC source |
| 08 Oct 2026, 21:01:50 UTC | 13F-HR | Vilga Financial Planning LLC CIK 0002083456 | 2026 Q3 Open parsed portfolio | 102 | $167,640,647 | Open SEC source |
| 08 Oct 2026, 21:00:50 UTC | 13F-HR | Graves Light Lenhart Wealth, Inc. CIK 0001759803 | 2026 Q3 Open parsed portfolio | 196 | $1,068,281,875 | Open SEC source |
| 08 Oct 2026, 21:00:00 UTC | 13F-HR | Hummer Financial Advisory Services Inc CIK 0001802279 | 2026 Q3 Open parsed portfolio | 127 | $152,985,165 | Open SEC source |
| 08 Oct 2026, 20:59:16 UTC | 13F-HR | Breakwater Capital Group CIK 0001964309 | 2026 Q3 Open parsed portfolio | 389 | $843,086,079 | Open SEC source |
| 08 Oct 2026, 20:57:21 UTC | 13F-HR | Legacy Wealth Asset Management, LLC CIK 0001846151 | 2026 Q3 Open parsed portfolio | 357 | $456,264,244 | Open SEC source |