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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76

Recent 13F signals

Latest portfolio disclosures to inspect

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

13F portfolio

Birnam Oak Advisors, LP

CIK 0001997245

13F-HR Q1 2026
CIK
0001997245
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
31 holdings / $360,953,097
Filed
12 May 2026, 13:47:57 UTC
Period
2026 Q1

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

13F portfolio

Fidelis Wealth Advisors LLC

CIK 0002010051

13F-HR Q1 2026
CIK
0002010051
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
11 holdings / $68,660,356
Filed
12 May 2026, 13:47:33 UTC
Period
2026 Q1

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

13F portfolio

Callahan Advisors, LLC

CIK 0001395055

13F-HR Q1 2026
CIK
0001395055
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
177 holdings / $1,198,184,611
Filed
12 May 2026, 13:47:02 UTC
Period
2026 Q1

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

13F portfolio

All Terrain Financial Advisors, LLC

CIK 0001731358

13F-HR Q1 2026
CIK
0001731358
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
96 holdings / $320,742,946
Filed
12 May 2026, 13:44:24 UTC
Period
2026 Q1

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

13F portfolio

HRC WEALTH MANAGEMENT, LLC

CIK 0002009521

13F-HR Q1 2026
CIK
0002009521
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
59 holdings / $211,667,435
Filed
12 May 2026, 13:41:02 UTC
Period
2026 Q1

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

13F portfolio

Legacy Advisory Services, LLC

CIK 0002068847

13F-HR Q1 2026
CIK
0002068847
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
49 holdings / $130,982,058
Filed
12 May 2026, 13:39:17 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, 13:47:57 UTC 13F-HR Birnam Oak Advisors, LP CIK 0001997245 2026 Q1 Open parsed portfolio 31 $360,953,097 Open SEC source
12 May 2026, 13:47:33 UTC 13F-HR Fidelis Wealth Advisors LLC CIK 0002010051 2026 Q1 Open parsed portfolio 11 $68,660,356 Open SEC source
12 May 2026, 13:47:02 UTC 13F-HR Callahan Advisors, LLC CIK 0001395055 2026 Q1 Open parsed portfolio 177 $1,198,184,611 Open SEC source
12 May 2026, 13:44:24 UTC 13F-HR All Terrain Financial Advisors, LLC CIK 0001731358 2026 Q1 Open parsed portfolio 96 $320,742,946 Open SEC source
12 May 2026, 13:41:02 UTC 13F-HR HRC WEALTH MANAGEMENT, LLC CIK 0002009521 2026 Q1 Open parsed portfolio 59 $211,667,435 Open SEC source
12 May 2026, 13:39:17 UTC 13F-HR Legacy Advisory Services, LLC CIK 0002068847 2026 Q1 Open parsed portfolio 49 $130,982,058 Open SEC source
12 May 2026, 13:38:37 UTC 13F-HR CBM Financial, LLC CIK 0002055702 2026 Q1 Open parsed portfolio 16 $158,138,067 Open SEC source
12 May 2026, 13:37:57 UTC 13F-HR STIFEL FINANCIAL CORP CIK 0000720672 2026 Q1 Open parsed portfolio 3,624 $108,790,735,259 Open SEC source
12 May 2026, 13:37:41 UTC 13F-HR STRATEGY ASSET MANAGERS LLC CIK 0001166716 2026 Q1 Open parsed portfolio 263 $609,355,437 Open SEC source
12 May 2026, 13:34:40 UTC 13F-HR Community Bank, N.A. CIK 0001632187 2026 Q1 Open parsed portfolio 501 $840,109,213 Open SEC source
12 May 2026, 13:34:36 UTC 13F-HR Magnitude Capital, LLC CIK 0001556278 2026 Q1 Open parsed portfolio 1 $450,341,720 Open SEC source
12 May 2026, 13:33:36 UTC 13F-HR AMES NATIONAL CORP CIK 0001132651 2026 Q1 Open parsed portfolio 67 $165,310,082 Open SEC source
12 May 2026, 13:32:25 UTC 13F-HR ARK Investment Management LLC CIK 0001697748 2026 Q1 Open parsed portfolio 180 $12,858,877,041 Open SEC source
12 May 2026, 13:28:47 UTC 13F-HR RPO LLC CIK 0001885066 2026 Q1 Open parsed portfolio 22 $24,793,708 Open SEC source
12 May 2026, 13:28:23 UTC 13F-HR Providence Financial Advisors, LLC CIK 0002072264 2026 Q1 Open parsed portfolio 59 $175,469,077 Open SEC source
12 May 2026, 13:28:03 UTC 13F-HR Olde Wealth Management, LLC CIK 0001840760 2026 Q1 Open parsed portfolio 116 $315,976,000 Open SEC source
12 May 2026, 13:27:39 UTC 13F-HR PIPER SANDLER & CO. CIK 0000724683 2026 Q1 Open parsed portfolio 20 $102,023,994 Open SEC source
12 May 2026, 13:27:22 UTC 13F-HR Pandi, LLC CIK 0002058702 2026 Q1 Open parsed portfolio 4 $609,798,034 Open SEC source
12 May 2026, 13:27:10 UTC 13F-HR Cheviot Value Management, LLC CIK 0001427147 2026 Q1 Open parsed portfolio 424 $995,581,220 Open SEC source
12 May 2026, 13:26:33 UTC 13F-HR Motley Fool Wealth Management, LLC CIK 0001607978 2026 Q1 Open parsed portfolio 124 $884,214,118 Open SEC source
12 May 2026, 13:25:38 UTC 13F-HR SGL Investment Advisors, Inc. CIK 0002043186 2026 Q1 Open parsed portfolio 126 $255,059,650 Open SEC source
12 May 2026, 13:25:28 UTC 13F-HR RESOLUTE CAPITAL, LLC CIK 0002069920 2026 Q1 Open parsed portfolio 57 $246,892,146 Open SEC source
12 May 2026, 13:25:13 UTC 13F-HR Niatross Investments Ltd CIK 0002093071 2026 Q1 Open parsed portfolio 1 $198,671,208 Open SEC source
12 May 2026, 13:24:28 UTC 13F-HR LONGFELLOW INVESTMENT MANAGEMENT CO LLC CIK 0001167487 2026 Q1 Open parsed portfolio 243 $479,791,147 Open SEC source
12 May 2026, 13:24:16 UTC 13F-HR GoodHaven Capital Management, LLC CIK 0001542300 2026 Q1 Open parsed portfolio 24 $286,208,643 Open SEC source
12 May 2026, 13:23:51 UTC 13F-HR WCG Wealth Advisors LLC CIK 0001855713 2026 Q1 Open parsed portfolio 519 $3,574,113,779 Open SEC source
12 May 2026, 13:23:29 UTC 13F-HR Elite Financial, Inc. CIK 0002059349 2026 Q1 Open parsed portfolio 54 $223,062,000 Open SEC source
12 May 2026, 13:22:12 UTC 13F-HR Motley Fool Asset Management LLC CIK 0001512814 2026 Q1 Open parsed portfolio 237 $2,326,025,992 Open SEC source
12 May 2026, 13:19:19 UTC 13F-HR Columbia River Financial Group, LLC CIK 0002057074 2026 Q1 Open parsed portfolio 58 $172,266,000 Open SEC source
12 May 2026, 13:17:56 UTC 13F-HR Trans-Canada Capital Inc. CIK 0001896476 2026 Q1 Open parsed portfolio 6 $1,390,015,189 Open SEC source
12 May 2026, 13:13:10 UTC 13F-HR Vienna Asset Management LLC CIK 0001913545 2026 Q1 Open parsed portfolio 53 $126,601,843 Open SEC source
12 May 2026, 13:10:15 UTC 13F-HR Ameritas Advisory Services, LLC CIK 0001901275 2026 Q1 Open parsed portfolio 1,075 $2,579,071,592 Open SEC source
12 May 2026, 13:08:21 UTC 13F-HR Frist Capital, LLC CIK 0002059425 2026 Q1 Open parsed portfolio 0 $0 Open SEC source
12 May 2026, 13:06:51 UTC 13F-HR MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 2026 Q1 Open parsed portfolio 800 $11,816,853,584 Open SEC source
12 May 2026, 13:03:32 UTC 13F-HR Cloud Capital Management, LLC CIK 0002060492 2026 Q1 Open parsed portfolio 105 $229,414,000 Open SEC source
12 May 2026, 13:03:03 UTC 13F-HR ANCHOR CAPITAL ADVISORS LLC CIK 0000813933 2026 Q1 Open parsed portfolio 251 $3,512,626,600 Open SEC source
12 May 2026, 13:00:08 UTC 13F-HR RHUMBLINE ADVISERS CIK 0001115418 2026 Q1 Open parsed portfolio 4,091 $116,896,704,354 Open SEC source
12 May 2026, 12:57:30 UTC 13F-HR IPG Investment Advisors LLC CIK 0001602237 2026 Q1 Open parsed portfolio 243 $580,360,119 Open SEC source
12 May 2026, 12:56:42 UTC 13F-HR TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 2026 Q1 Open parsed portfolio 390 $1,645,229,666 Open SEC source
12 May 2026, 12:56:39 UTC 13F-HR Angel Oak Capital Advisors, LLC CIK 0001613158 2026 Q1 Open parsed portfolio 33 $89,997,329 Open SEC source
12 May 2026, 12:53:48 UTC 13F-HR PLANWISER FINANCIAL, LLC CIK 0002043741 2026 Q1 Open parsed portfolio 47 $138,134,154 Open SEC source
12 May 2026, 12:53:48 UTC 13F-HR PURA VIDA INVESTMENTS, LLC CIK 0001590144 2026 Q1 Open parsed portfolio 17 $14,879,240 Open SEC source
12 May 2026, 12:52:31 UTC 13F-HR TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC CIK 0000882928 2026 Q1 Open parsed portfolio 702 $26,005,228,668 Open SEC source
12 May 2026, 12:52:10 UTC 13F-HR PARADIGM ASSET MANAGEMENT CO LLC CIK 0001034549 2026 Q1 Open parsed portfolio 424 $426,471,866 Open SEC source
12 May 2026, 12:49:33 UTC 13F-HR KilterHowling LLC CIK 0001759354 2026 Q1 Open parsed portfolio 49 $198,252,484 Open SEC source
12 May 2026, 12:49:01 UTC 13F-HR TIAA Wealth Investment Management LLC CIK 0002124867 2026 Q1 Open parsed portfolio 563 $13,100,626,938 Open SEC source
12 May 2026, 12:46:16 UTC 13F-HR TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA CIK 0000315038 2026 Q1 Open parsed portfolio 83 $79,736,093 Open SEC source
12 May 2026, 12:45:45 UTC 13F-HR Operose Advisors LLC CIK 0001909750 2026 Q1 Open parsed portfolio 593 $431,305,234 Open SEC source
12 May 2026, 12:42:47 UTC 13F-HR Daybright Advisory Services, Inc. CIK 0002107111 2026 Q1 Open parsed portfolio 133 $361,336,180 Open SEC source
12 May 2026, 12:40:18 UTC 13F-HR Bristol Gate Capital Partners Inc. CIK 0001650142 2026 Q1 Open parsed portfolio 31 $1,551,962,195 Open SEC source
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