13F portfolio feed
Showing filings accepted since 01 Apr 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 |
|---|---|---|---|---|---|---|
| 11 May 2026, 14:52:59 UTC | 13F-HR | Heritage Wealth Management, Inc. /CA/ CIK 0002012170 | 2026 Q1 Open parsed portfolio | 93 | $179,234,787 | Open SEC source |
| 11 May 2026, 14:52:57 UTC | 13F-HR | DCF Advisers, LLC CIK 0001802493 | 2026 Q1 Open parsed portfolio | 72 | $264,122,605 | Open SEC source |
| 11 May 2026, 14:50:07 UTC | 13F-HR | Glendon Capital Management LP CIK 0001604350 | 2026 Q1 Open parsed portfolio | 25 | $805,198,519 | Open SEC source |
| 11 May 2026, 14:49:58 UTC | 13F-HR | COMMERCE BANK CIK 0001009076 | 2026 Q1 Open parsed portfolio | 1,310 | $20,653,949,912 | Open SEC source |
| 11 May 2026, 14:49:43 UTC | 13F-HR | High Note Wealth, LLC CIK 0001807283 | 2026 Q1 Open parsed portfolio | 934 | $508,785,621 | Open SEC source |
| 11 May 2026, 14:46:53 UTC | 13F-HR | ATLAS CAPITAL ADVISORS INC. CIK 0001434165 | 2026 Q1 Open parsed portfolio | 988 | $874,233,118 | Open SEC source |
| 11 May 2026, 14:46:21 UTC | 13F-HR | NKCFO LLC CIK 0001757282 | 2026 Q1 Open parsed portfolio | 106 | $337,395,000 | Open SEC source |
| 11 May 2026, 14:46:17 UTC | 13F-HR | MSRH, LLC CIK 0002122489 | 2026 Q1 Open parsed portfolio | 29 | $112,888,759 | Open SEC source |
| 11 May 2026, 14:45:34 UTC | 13F-HR | Rock Creek Group LLC CIK 0001484067 | 2026 Q1 Open parsed portfolio | 56 | $987,711,562 | Open SEC source |
| 11 May 2026, 14:45:05 UTC | 13F-HR | AMERICAN ASSETS INC CIK 0000885118 | 2026 Q1 Open parsed portfolio | 31 | $282,130,145 | Open SEC source |
| 11 May 2026, 14:43:29 UTC | 13F-HR/A | Foyston, Gordon & Payne Inc CIK 0001322853 | 2026 Q1 - Restatement Open parsed portfolio | 67 | $433,535,432 | Open SEC source |
| 11 May 2026, 14:43:11 UTC | 13F-HR | Catawba River Capital CIK 0001843303 | 2026 Q1 Open parsed portfolio | 24 | $208,004,253 | Open SEC source |
| 11 May 2026, 14:41:06 UTC | 13F-HR | Commonwealth Retirement Investments LLC CIK 0001963787 | 2026 Q1 Open parsed portfolio | 120 | $322,520,499 | Open SEC source |
| 11 May 2026, 14:40:58 UTC | 13F-HR | POTENTIA WEALTH CIK 0002052308 | 2026 Q1 Open parsed portfolio | 89 | $258,997,994 | Open SEC source |
| 11 May 2026, 14:35:50 UTC | 13F-HR | American Assets Investment Management, LLC CIK 0001389256 | 2026 Q1 Open parsed portfolio | 146 | $1,321,299,545 | Open SEC source |
| 11 May 2026, 14:34:42 UTC | 13F-HR | SUMMITRY LLC CIK 0001280043 | 2026 Q1 Open parsed portfolio | 264 | $2,289,889,095 | Open SEC source |
| 11 May 2026, 14:27:56 UTC | 13F-HR | Strengthening Families & Communities, LLC CIK 0001921196 | 2026 Q1 Open parsed portfolio | 581 | $400,818,874 | Open SEC source |
| 11 May 2026, 14:27:22 UTC | 13F-HR | Jordan Park Group LLC CIK 0001707975 | 2026 Q1 Open parsed portfolio | 69 | $1,785,228,789 | Open SEC source |
| 11 May 2026, 14:23:48 UTC | 13F-HR | Foyston, Gordon & Payne Inc CIK 0001322853 | 2026 Q1 Open parsed portfolio | 67 | $433,535,432 | Open SEC source |
| 11 May 2026, 14:23:18 UTC | 13F-HR | Garton & Associates Financial Advisors LLC CIK 0002109857 | 2026 Q1 Open parsed portfolio | 123 | $122,232,919 | Open SEC source |
| 11 May 2026, 14:21:22 UTC | 13F-HR | WADDELL & ASSOCIATES, LLC CIK 0001776757 | 2026 Q1 Open parsed portfolio | 449 | $1,772,379,492 | Open SEC source |
| 11 May 2026, 14:16:33 UTC | 13F-HR | Integrity Advisory Solutions, LLC CIK 0002057931 | 2026 Q1 Open parsed portfolio | 293 | $757,072,655 | Open SEC source |
| 11 May 2026, 14:14:15 UTC | 13F-HR | Stonebrook Private Inc. CIK 0002008738 | 2026 Q1 Open parsed portfolio | 225 | $469,572,472 | Open SEC source |
| 11 May 2026, 14:12:45 UTC | 13F-HR | INTEGRITY ALLIANCE, LLC. CIK 0001352260 | 2026 Q1 Open parsed portfolio | 739 | $2,627,050,305 | Open SEC source |
| 11 May 2026, 14:12:26 UTC | 13F-HR | A4 Wealth Advisors LLC CIK 0002033987 | 2026 Q1 Open parsed portfolio | 100 | $120,299,871 | Open SEC source |
| 11 May 2026, 14:10:59 UTC | 13F-HR | National Wealth Management Group, LLC CIK 0001977723 | 2026 Q1 Open parsed portfolio | 215 | $268,510,661 | Open SEC source |
| 11 May 2026, 14:10:56 UTC | 13F-HR | Empower Annuity Insurance Co CIK 0001444597 | 2026 Q1 Open parsed portfolio | 1 | $267,772,082 | Open SEC source |
| 11 May 2026, 14:08:36 UTC | 13F-HR | Ducere Wealth Management LLC CIK 0002083656 | 2026 Q1 Open parsed portfolio | 126 | $251,415,547 | Open SEC source |
| 11 May 2026, 14:06:40 UTC | 13F-HR | Georgetown University CIK 0001730469 | 2026 Q1 Open parsed portfolio | 11 | $220,909,119 | Open SEC source |
| 11 May 2026, 14:06:00 UTC | 13F-HR | DELTA ASSET MANAGEMENT LLC/TN CIK 0000860857 | 2026 Q1 Open parsed portfolio | 596 | $1,096,523,494 | Open SEC source |
| 11 May 2026, 14:05:23 UTC | 13F-HR | NatWest Group plc CIK 0000844150 | 2026 Q1 Open parsed portfolio | 44 | $462,233,413 | Open SEC source |
| 11 May 2026, 14:04:35 UTC | 13F-HR | WBI INVESTMENTS, LLC CIK 0001397424 | 2026 Q1 Open parsed portfolio | 275 | $362,367,593 | Open SEC source |
| 11 May 2026, 14:03:19 UTC | 13F-HR | TRILLIUM ASSET MANAGEMENT, LLC CIK 0000884541 | 2026 Q1 Open parsed portfolio | 230 | $2,833,591,149 | Open SEC source |
| 11 May 2026, 14:02:51 UTC | 13F-HR | Glaxis Capital Management, LLC CIK 0001542161 | 2026 Q1 Open parsed portfolio | 41 | $79,025,320 | Open SEC source |
| 11 May 2026, 14:01:18 UTC | 13F-HR | Oxford Wealth Group, LLC CIK 0002007082 | 2026 Q1 Open parsed portfolio | 88 | $183,059,489 | Open SEC source |
| 11 May 2026, 14:01:05 UTC | 13F-HR | McCartney Wealth Management LLC CIK 0002110693 | 2026 Q1 Open parsed portfolio | 65 | $118,781,956 | Open SEC source |
| 11 May 2026, 14:00:56 UTC | 13F-HR | Bell & Brown Wealth Advisors, LLC CIK 0001725362 | 2026 Q1 Open parsed portfolio | 68 | $308,292,498 | Open SEC source |
| 11 May 2026, 13:59:41 UTC | 13F-HR | Strategic Family Wealth Counselors, L.L.C. CIK 0001729755 | 2026 Q1 Open parsed portfolio | 161 | $380,620,589 | Open SEC source |
| 11 May 2026, 13:55:10 UTC | 13F-HR | Strategic Wealth Investment Group, LLC CIK 0001802365 | 2026 Q1 Open parsed portfolio | 94 | $788,060,840 | Open SEC source |
| 11 May 2026, 13:55:08 UTC | 13F-HR | MAKENA CAPITAL MANAGEMENT LLC CIK 0001359262 | 2026 Q1 Open parsed portfolio | 27 | $866,074,070 | Open SEC source |
| 11 May 2026, 13:52:34 UTC | 13F-HR | MCF Advisors LLC CIK 0001602905 | 2026 Q1 Open parsed portfolio | 1,336 | $2,281,792,000 | Open SEC source |
| 11 May 2026, 13:51:25 UTC | 13F-HR | Eddie Patel Inc CIK 0002078760 | 2026 Q1 Open parsed portfolio | 95 | $130,162,997 | Open SEC source |
| 11 May 2026, 13:50:34 UTC | 13F-HR | Arnhold LLC CIK 0001733755 | 2026 Q1 Open parsed portfolio | 118 | $1,361,723,973 | Open SEC source |
| 11 May 2026, 13:47:38 UTC | 13F-HR | O'Neil Global Advisors, Inc. CIK 0001861159 | 2026 Q1 Open parsed portfolio | 12 | $14,433,209 | Open SEC source |
| 11 May 2026, 13:47:35 UTC | 13F-HR | Carbahal Olsen Financial Services Group, LLC CIK 0002052538 | 2026 Q1 Open parsed portfolio | 37 | $125,100,077 | Open SEC source |
| 11 May 2026, 13:47:26 UTC | 13F-HR | ELEVATE WEALTH ADVISORY, INC CIK 0002011651 | 2026 Q1 Open parsed portfolio | 125 | $158,420,899 | Open SEC source |
| 11 May 2026, 13:47:10 UTC | 13F-HR | MainStreet Investment Advisors LLC CIK 0001729854 | 2026 Q1 Open parsed portfolio | 158 | $664,535,940 | Open SEC source |
| 11 May 2026, 13:45:29 UTC | 13F-HR | Blueprint Financial Advisors LLC CIK 0002054129 | 2026 Q1 Open parsed portfolio | 100 | $674,914,069 | Open SEC source |
| 11 May 2026, 13:45:11 UTC | 13F-HR | Momentous Wealth Management, Inc. CIK 0002055574 | 2026 Q1 Open parsed portfolio | 41 | $175,003,338 | Open SEC source |
| 11 May 2026, 13:41:07 UTC | 13F-HR | Lee M. /tx/ Bass CIK 0000924920 | 2026 Q1 Open parsed portfolio | 0 | $0 | Open SEC source |