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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85

Recent 13F signals

Latest portfolio disclosures to inspect

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

13F portfolio

Fairfield University

CIK 0001717825

13F-HR Q1 2026
CIK
0001717825
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
4 holdings / $199,594,329
Filed
11 May 2026, 13:37:42 UTC
Period
2026 Q1

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

13F portfolio

Financial Symmetry Inc

CIK 0002004843

13F-HR Q1 2026
CIK
0002004843
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
63 holdings / $280,386,333
Filed
11 May 2026, 13:37:19 UTC
Period
2026 Q1

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

13F portfolio

Fourth Dimension Wealth, LLC

CIK 0002056691

13F-HR Q1 2026
CIK
0002056691
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
593 holdings / $263,712,075
Filed
11 May 2026, 13:37:02 UTC
Period
2026 Q1

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

13F portfolio

Closed-End Fund Advisors, Inc.

CIK 0002103520

13F-HR Q1 2026
CIK
0002103520
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
162 holdings / $98,273,049
Filed
11 May 2026, 13:33:54 UTC
Period
2026 Q1

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

13F portfolio

Contrarius Group Holdings Ltd

CIK 0002054801

13F-HR Q1 2026
CIK
0002054801
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
39 holdings / $1,765,835,231
Filed
11 May 2026, 13:27:15 UTC
Period
2026 Q1

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

13F portfolio

LM Asset Management Inc.

CIK 0002057190

13F-HR Q1 2026
CIK
0002057190
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
9 holdings / $165,829,067
Filed
11 May 2026, 13:26:58 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
11 May 2026, 13:37:42 UTC 13F-HR Fairfield University CIK 0001717825 2026 Q1 Open parsed portfolio 4 $199,594,329 Open SEC source
11 May 2026, 13:37:19 UTC 13F-HR Financial Symmetry Inc CIK 0002004843 2026 Q1 Open parsed portfolio 63 $280,386,333 Open SEC source
11 May 2026, 13:37:02 UTC 13F-HR Fourth Dimension Wealth, LLC CIK 0002056691 2026 Q1 Open parsed portfolio 593 $263,712,075 Open SEC source
11 May 2026, 13:33:54 UTC 13F-HR Closed-End Fund Advisors, Inc. CIK 0002103520 2026 Q1 Open parsed portfolio 162 $98,273,049 Open SEC source
11 May 2026, 13:27:15 UTC 13F-HR Contrarius Group Holdings Ltd CIK 0002054801 2026 Q1 Open parsed portfolio 39 $1,765,835,231 Open SEC source
11 May 2026, 13:26:58 UTC 13F-HR LM Asset Management Inc. CIK 0002057190 2026 Q1 Open parsed portfolio 9 $165,829,067 Open SEC source
11 May 2026, 13:26:54 UTC 13F-HR Graticule Asia Macro Advisors LLC CIK 0001619390 2026 Q1 Open parsed portfolio 2 $648,677,405 Open SEC source
11 May 2026, 13:22:38 UTC 13F-HR/A PharVision Advisers, LLC CIK 0001898824 2026 Q1 - Restatement Open parsed portfolio 97 $9,855,142 Open SEC source
11 May 2026, 13:22:16 UTC 13F-HR WealthTrust Axiom LLC CIK 0001425949 2026 Q1 Open parsed portfolio 290 $406,427,133 Open SEC source
11 May 2026, 13:18:27 UTC 13F-HR Investments & Financial Planning, LLC CIK 0001909307 2026 Q1 Open parsed portfolio 36 $183,684,675 Open SEC source
11 May 2026, 13:15:17 UTC 13F-HR Haverford Trust Co CIK 0000842941 2026 Q1 Open parsed portfolio 419 $10,913,345,186 Open SEC source
11 May 2026, 13:13:30 UTC 13F-HR WRAPMANAGER INC CIK 0001266014 2026 Q1 Open parsed portfolio 135 $287,855,284 Open SEC source
11 May 2026, 13:12:31 UTC 13F-HR CLARK ESTATES INC/NY CIK 0001056466 2026 Q1 Open parsed portfolio 97 $416,205,017 Open SEC source
11 May 2026, 13:12:30 UTC 13F-HR Spark Investment Management LLC CIK 0001554871 2026 Q1 Open parsed portfolio 27 $41,601,640 Open SEC source
11 May 2026, 13:11:58 UTC 13F-HR Fairscale Capital, LLC CIK 0002032350 2026 Q1 Open parsed portfolio 437 $144,606,393 Open SEC source
11 May 2026, 13:11:08 UTC 13F-HR Salomon & Ludwin, LLC CIK 0001766156 2026 Q1 Open parsed portfolio 2,092 $1,119,710,058 Open SEC source
11 May 2026, 13:10:19 UTC 13F-HR Bull Oak Capital, LLC CIK 0001824263 2026 Q1 Open parsed portfolio 38 $260,180,472 Open SEC source
11 May 2026, 13:09:57 UTC 13F-HR Sid R. Bass CIK 0001242829 2026 Q1 Open parsed portfolio 1 $2,529,371 Open SEC source
11 May 2026, 13:07:25 UTC 13F-HR Brooklyn FI, LLC CIK 0001916123 2026 Q1 Open parsed portfolio 78 $475,871,458 Open SEC source
11 May 2026, 13:06:57 UTC 13F-HR PECAUT & CO. CIK 0001597200 2026 Q1 Open parsed portfolio 66 $307,976,995 Open SEC source
11 May 2026, 13:05:54 UTC 13F-HR Tarsadia Capital, LLC CIK 0001777371 2026 Q1 Open parsed portfolio 0 $0 Open SEC source
11 May 2026, 13:04:09 UTC 13F-HR Kestra Investment Management, LLC CIK 0001962449 2026 Q1 Open parsed portfolio 439 $5,798,282,773 Open SEC source
11 May 2026, 13:03:40 UTC 13F-HR THOMPSON SIEGEL & WALMSLEY LLC CIK 0001008322 2026 Q1 Open parsed portfolio 409 $5,660,544,000 Open SEC source
11 May 2026, 13:01:37 UTC 13F-HR Allianz Asset Management GmbH CIK 0001535323 2026 Q1 Open parsed portfolio 1,504 $86,601,899,217 Open SEC source
11 May 2026, 12:59:34 UTC 13F-HR Legacy Edge Advisors, LLC CIK 0002105396 2026 Q1 Open parsed portfolio 223 $951,362,371 Open SEC source
11 May 2026, 12:57:54 UTC 13F-HR Estate Planners Group, LLC CIK 0002118977 2026 Q1 Open parsed portfolio 73 $208,110,142 Open SEC source
11 May 2026, 12:57:27 UTC 13F-HR Eldridge Investment Advisors, Inc. CIK 0001727993 2026 Q1 Open parsed portfolio 153 $456,201,907 Open SEC source
11 May 2026, 12:54:40 UTC 13F-HR UMB Bank, n.a. CIK 0000933429 2026 Q1 Open parsed portfolio 2,284 $7,163,050,251 Open SEC source
11 May 2026, 12:54:32 UTC 13F-HR Ciovacco Capital Management LLC CIK 0001653012 2026 Q1 Open parsed portfolio 28 $171,503,010 Open SEC source
11 May 2026, 12:54:32 UTC 13F-HR Haverford Financial Services, Inc. CIK 0001347683 2026 Q1 Open parsed portfolio 46 $335,608,270 Open SEC source
11 May 2026, 12:49:26 UTC 13F-HR BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC CIK 0001352860 2026 Q1 Open parsed portfolio 724 $695,645,700 Open SEC source
11 May 2026, 12:48:53 UTC 13F-HR Accordant Advisory Group Inc CIK 0002013499 2026 Q1 Open parsed portfolio 238 $161,406,239 Open SEC source
11 May 2026, 12:47:22 UTC 13F-HR Miramar Capital, LLC CIK 0001767812 2026 Q1 Open parsed portfolio 56 $449,205,306 Open SEC source
11 May 2026, 12:47:09 UTC 13F-HR SEEDS INVESTOR LLC CIK 0002021047 2026 Q1 Open parsed portfolio 350 $734,719,641 Open SEC source
11 May 2026, 12:45:29 UTC 13F-HR Scheer, Rowlett & Associates Investment Management Ltd. CIK 0001426327 2026 Q1 Open parsed portfolio 33 $1,390,491,657 Open SEC source
11 May 2026, 12:43:59 UTC 13F-HR Portfolio Design Labs, LLC CIK 0002010278 2026 Q1 Open parsed portfolio 232 $562,312,756 Open SEC source
11 May 2026, 12:42:46 UTC 13F-HR Peak Retirement Planning, Inc. CIK 0002056697 2026 Q1 Open parsed portfolio 152 $483,862,982 Open SEC source
11 May 2026, 12:42:42 UTC 13F-HR Grantvest Financial Group LLC CIK 0002055216 2026 Q1 Open parsed portfolio 167 $154,488,834 Open SEC source
11 May 2026, 12:41:10 UTC 13F-HR ROBINSON CAPITAL MANAGEMENT, LLC CIK 0001599795 2026 Q1 Open parsed portfolio 104 $223,415,941 Open SEC source
11 May 2026, 12:40:33 UTC 13F-HR Timmons Wealth Management, LLC CIK 0002110045 2026 Q1 Open parsed portfolio 72 $105,517,089 Open SEC source
11 May 2026, 12:39:05 UTC 13F-HR 1015 Capital Partners, LLC CIK 0002133991 2026 Q1 Open parsed portfolio 597 $102,857,262 Open SEC source
11 May 2026, 12:38:06 UTC 13F-HR Edward P. Bass CIK 0001705622 2026 Q1 Open parsed portfolio 0 $0 Open SEC source
11 May 2026, 12:38:00 UTC 13F-HR Jackson Wealth Management, LLC CIK 0001536799 2026 Q1 Open parsed portfolio 145 $972,100,000 Open SEC source
11 May 2026, 12:36:51 UTC 13F-HR Partners in Financial Planning CIK 0002054264 2026 Q1 Open parsed portfolio 122 $602,944,027 Open SEC source
11 May 2026, 12:36:39 UTC 13F-HR E-L Financial Corp Ltd CIK 0001697865 2026 Q1 Open parsed portfolio 1 $1,036,868,284 Open SEC source
11 May 2026, 12:34:59 UTC 13F-HR 1015 Capital Partners, LLC CIK 0002133991 2025 Q4 Open parsed portfolio 630 $101,827,308 Open SEC source
11 May 2026, 12:34:10 UTC 13F-HR Skaana Management L.P. CIK 0001860998 2026 Q1 Open parsed portfolio 74 $249,464,776 Open SEC source
11 May 2026, 12:33:41 UTC 13F-HR Pacific Ridge Capital Partners, LLC CIK 0001591546 2026 Q1 Open parsed portfolio 137 $461,835,410 Open SEC source
11 May 2026, 12:32:59 UTC 13F-HR Connor, Clark & Lunn Investment Management Ltd. CIK 0001596800 2026 Q1 Open parsed portfolio 1,526 $43,404,014,372 Open SEC source
11 May 2026, 12:31:58 UTC 13F-HR Treasure Coast Financial Planning CIK 0001911307 2026 Q1 Open parsed portfolio 48 $194,272,878 Open SEC source
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