13F portfolio feed

Latest 13F Portfolio Filings

Showing filings accepted since 01 Oct 2026. Each row links to the manager profile, parsed portfolio, and original SEC source.

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Current page
77

Recent 13F signals

Latest portfolio disclosures to inspect

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

13F portfolio

VALLEY WEALTH MANAGERS, INC.

CIK 0000924166

13F-HR Q3 2026
CIK
0000924166
Source
SEC 13F-HR
Action
13F-HR accepted
Value
339 holdings / $1,759,099,118
Filed
09 Oct 2026, 15:28:09 UTC
Period
2026 Q3

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

13F portfolio

Prism Advisors, Inc.

CIK 0001717027

13F-HR Q3 2026
CIK
0001717027
Source
SEC 13F-HR
Action
13F-HR accepted
Value
82 holdings / $398,526,310
Filed
09 Oct 2026, 15:23:49 UTC
Period
2026 Q3

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

13F portfolio

SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI

CIK 0001033974

13F-HR Q3 2026
CIK
0001033974
Source
SEC 13F-HR
Action
13F-HR accepted
Value
160 holdings / $1,510,232,911
Filed
09 Oct 2026, 15:19:40 UTC
Period
2026 Q3

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

13F portfolio

ARGUS INVESTORS' COUNSEL, INC.

CIK 0000007195

13F-HR Q3 2026
CIK
0000007195
Source
SEC 13F-HR
Action
13F-HR accepted
Value
106 holdings / $128,644,093
Filed
09 Oct 2026, 15:16:04 UTC
Period
2026 Q3

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

13F portfolio

ANB BANK

CIK 0002067126

13F-HR Q3 2026
CIK
0002067126
Source
SEC 13F-HR
Action
13F-HR accepted
Value
123 holdings / $281,540,406
Filed
09 Oct 2026, 14:49:45 UTC
Period
2026 Q3

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

13F portfolio

Trust Co

CIK 0001632554

13F-HR Q3 2026
CIK
0001632554
Source
SEC 13F-HR
Action
13F-HR accepted
Value
913 holdings / $1,149,371,341
Filed
09 Oct 2026, 14:41:49 UTC
Period
2026 Q3

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
09 Oct 2026, 15:28:09 UTC 13F-HR VALLEY WEALTH MANAGERS, INC. CIK 0000924166 2026 Q3 Open parsed portfolio 339 $1,759,099,118 Open SEC source
09 Oct 2026, 15:23:49 UTC 13F-HR Prism Advisors, Inc. CIK 0001717027 2026 Q3 Open parsed portfolio 82 $398,526,310 Open SEC source
09 Oct 2026, 15:19:40 UTC 13F-HR SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI CIK 0001033974 2026 Q3 Open parsed portfolio 160 $1,510,232,911 Open SEC source
09 Oct 2026, 15:16:04 UTC 13F-HR ARGUS INVESTORS' COUNSEL, INC. CIK 0000007195 2026 Q3 Open parsed portfolio 106 $128,644,093 Open SEC source
09 Oct 2026, 14:49:45 UTC 13F-HR ANB BANK CIK 0002067126 2026 Q3 Open parsed portfolio 123 $281,540,406 Open SEC source
09 Oct 2026, 14:41:49 UTC 13F-HR Trust Co CIK 0001632554 2026 Q3 Open parsed portfolio 913 $1,149,371,341 Open SEC source
09 Oct 2026, 14:29:12 UTC 13F-HR JACOBS & CO/CA CIK 0001055544 2026 Q3 Open parsed portfolio 132 $1,157,266,000 Open SEC source
09 Oct 2026, 14:09:27 UTC 13F-HR Friday Financial CIK 0002048792 2026 Q3 Open parsed portfolio 119 $505,800,185 Open SEC source
09 Oct 2026, 14:00:54 UTC 13F-HR REINHART PARTNERS, LLC. CIK 0001080298 2026 Q3 Open parsed portfolio 72 $4,111,121,386 Open SEC source
09 Oct 2026, 13:41:06 UTC 13F-HR GILPIN WEALTH MANAGEMENT, LLC CIK 0002058144 2026 Q3 Open parsed portfolio 1,420 $147,886,264 Open SEC source
09 Oct 2026, 13:39:25 UTC 13F-HR Capital Planning LLC CIK 0001790688 2026 Q3 Open parsed portfolio 84 $376,074,682 Open SEC source
09 Oct 2026, 13:36:46 UTC 13F-HR jvl associates llc CIK 0001915765 2026 Q3 Open parsed portfolio 75 $347,401,589 Open SEC source
09 Oct 2026, 13:35:08 UTC 13F-HR Harpswell Capital Advisors, LLC CIK 0001806630 2026 Q3 Open parsed portfolio 43 $152,401,068 Open SEC source
09 Oct 2026, 13:31:17 UTC 13F-HR/A TILIA FIDUCIARY PARTNERS, INC. CIK 0001910210 2026 Q3 - Restatement Open parsed portfolio 114 $216,943,077 Open SEC source
09 Oct 2026, 13:26:31 UTC 13F-HR TILIA FIDUCIARY PARTNERS, INC. CIK 0001910210 2026 Q3 Open parsed portfolio 114 $216,943,077 Open SEC source
09 Oct 2026, 13:21:49 UTC 13F-HR Wealth Science Advisors LLC CIK 0002083087 2026 Q3 Open parsed portfolio 80 $237,855,423 Open SEC source
09 Oct 2026, 13:16:32 UTC 13F-HR Oak Grove Capital LLC CIK 0001661762 2026 Q3 Open parsed portfolio 104 $1,677,344,289 Open SEC source
09 Oct 2026, 13:10:52 UTC 13F-HR Marquette Asset Management, LLC CIK 0001395067 2026 Q3 Open parsed portfolio 784 $761,578,706 Open SEC source
09 Oct 2026, 13:09:33 UTC 13F-HR MAGNOLIA CAPITAL MANAGEMENT LTD CIK 0001802361 2026 Q3 Open parsed portfolio 71 $141,250,000 Open SEC source
09 Oct 2026, 13:05:48 UTC 13F-HR Hunting Hill Global Capital, LLC CIK 0001697398 2026 Q3 Open parsed portfolio 0 $0 Open SEC source
09 Oct 2026, 13:02:57 UTC 13F-HR Sherry Group, Inc. CIK 0002107738 2026 Q3 Open parsed portfolio 51 $106,525,975 Open SEC source
09 Oct 2026, 12:36:28 UTC 13F-HR Arbor Wealth Advisors LLC CIK 0002009890 2026 Q3 Open parsed portfolio 60 $160,568,088 Open SEC source
09 Oct 2026, 12:33:44 UTC 13F-HR ARMSTRONG ADVISORY GROUP, INC CIK 0001932952 2026 Q3 Open parsed portfolio 1,039 $1,661,110,960 Open SEC source
09 Oct 2026, 12:28:33 UTC 13F-HR Insight Wealth Strategies, LLC CIK 0001749914 2026 Q3 Open parsed portfolio 192 $1,010,918,893 Open SEC source
09 Oct 2026, 12:24:42 UTC 13F-HR Douglas Lane & Associates, LLC CIK 0001672594 2026 Q3 Open parsed portfolio 245 $7,460,883,594 Open SEC source
09 Oct 2026, 12:16:30 UTC 13F-HR Gerald Baker Financial Group LLC CIK 0002133489 2026 Q3 Open parsed portfolio 123 $353,957,839 Open SEC source
09 Oct 2026, 12:12:02 UTC 13F-HR O'Keefe Stevens Advisory, Inc. CIK 0001780565 2026 Q3 Open parsed portfolio 81 $489,199,206 Open SEC source
09 Oct 2026, 12:07:02 UTC 13F-HR Dakota Community Bank & Trust NA CIK 0001950556 2026 Q3 Open parsed portfolio 102 $34,825,298 Open SEC source
09 Oct 2026, 12:04:26 UTC 13F-HR Aventus Investment Advisors, Inc. CIK 0002093055 2026 Q3 Open parsed portfolio 173 $136,859,658 Open SEC source
09 Oct 2026, 11:55:56 UTC 13F-HR BOS Asset Management, LLC CIK 0001965814 2026 Q3 Open parsed portfolio 192 $428,040,112 Open SEC source
09 Oct 2026, 11:55:04 UTC 13F-HR CENTRAL BANK & TRUST CO CIK 0001175954 2026 Q3 Open parsed portfolio 181 $701,418,907 Open SEC source
09 Oct 2026, 11:54:28 UTC 13F-HR Kopion Asset Management, LLC CIK 0001728689 2026 Q3 Open parsed portfolio 20 $156,486,828 Open SEC source
09 Oct 2026, 11:53:33 UTC 13F-HR WoodTrust Financial Corp CIK 0001725247 2026 Q3 Open parsed portfolio 179 $825,160,000 Open SEC source
09 Oct 2026, 11:46:09 UTC 13F-HR Brown Shipley& Co Ltd CIK 0001912970 2026 Q3 Open parsed portfolio 77 $207,818,964 Open SEC source
09 Oct 2026, 11:45:47 UTC 13F-HR PKO BP BANKOWY Universal Pension Society JSC CIK 0002055875 2026 Q3 Open parsed portfolio 13 $339,789,760 Open SEC source
09 Oct 2026, 11:37:42 UTC 13F-HR Paragon Capital Management Ltd CIK 0001569765 2026 Q3 Open parsed portfolio 206 $537,837,794 Open SEC source
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
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