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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4,601-4,650 of 9,551
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Current page
93

Recent 13F signals

Latest portfolio disclosures to inspect

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

13F portfolio

Align Financial, LLC

CIK 0002089183

13F-HR Q1 2026
CIK
0002089183
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
373 holdings / $175,929,910
Filed
08 May 2026, 13:31:54 UTC
Period
2026 Q1

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

13F portfolio

BURKE & HERBERT BANK & TRUST CO

CIK 0001101250

13F-HR Q1 2026
CIK
0001101250
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
235 holdings / $361,895,013
Filed
08 May 2026, 13:28:10 UTC
Period
2026 Q1

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

13F portfolio

Buck Wealth Strategies, LLC

CIK 0001973259

13F-HR Q1 2026
CIK
0001973259
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
166 holdings / $809,842,882
Filed
08 May 2026, 13:25:17 UTC
Period
2026 Q1

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

13F portfolio

Delta Accumulation, LLC

CIK 0001808389

13F-HR Q1 2026
CIK
0001808389
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
14 holdings / $27,339,486
Filed
08 May 2026, 13:24:53 UTC
Period
2026 Q1

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

13F portfolio

BP PLC

CIK 0000313807

13F-HR Q1 2026
CIK
0000313807
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
1 holdings / $17,721,000
Filed
08 May 2026, 13:23:22 UTC
Period
2026 Q1

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

13F portfolio

Freedom Together Foundation

CIK 0002002798

13F-HR Q1 2026
CIK
0002002798
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
2 holdings / $762,210,116
Filed
08 May 2026, 13:22:47 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
08 May 2026, 13:31:54 UTC 13F-HR Align Financial, LLC CIK 0002089183 2026 Q1 Open parsed portfolio 373 $175,929,910 Open SEC source
08 May 2026, 13:28:10 UTC 13F-HR BURKE & HERBERT BANK & TRUST CO CIK 0001101250 2026 Q1 Open parsed portfolio 235 $361,895,013 Open SEC source
08 May 2026, 13:25:17 UTC 13F-HR Buck Wealth Strategies, LLC CIK 0001973259 2026 Q1 Open parsed portfolio 166 $809,842,882 Open SEC source
08 May 2026, 13:24:53 UTC 13F-HR Delta Accumulation, LLC CIK 0001808389 2026 Q1 Open parsed portfolio 14 $27,339,486 Open SEC source
08 May 2026, 13:23:22 UTC 13F-HR BP PLC CIK 0000313807 2026 Q1 Open parsed portfolio 1 $17,721,000 Open SEC source
08 May 2026, 13:22:47 UTC 13F-HR Freedom Together Foundation CIK 0002002798 2026 Q1 Open parsed portfolio 2 $762,210,116 Open SEC source
08 May 2026, 13:20:30 UTC 13F-HR CYBER HORNET ETFs LLC CIK 0001818014 2026 Q1 Open parsed portfolio 507 $154,917,572 Open SEC source
08 May 2026, 13:19:55 UTC 13F-HR NewSquare Capital LLC CIK 0001546989 2026 Q1 Open parsed portfolio 202 $1,148,023,678 Open SEC source
08 May 2026, 13:14:22 UTC 13F-HR Darden Wealth Group Inc CIK 0002011221 2026 Q1 Open parsed portfolio 150 $196,232,632 Open SEC source
08 May 2026, 13:09:14 UTC 13F-HR Prime Capital Investment Advisors, LLC CIK 0001731446 2026 Q1 Open parsed portfolio 1,025 $8,648,098,249 Open SEC source
08 May 2026, 13:04:39 UTC 13F-HR Kurt F. Somerville CIK 0001215208 2026 Q1 Open parsed portfolio 91 $379,074,999 Open SEC source
08 May 2026, 13:03:17 UTC 13F-HR Vann Equity Management LLC CIK 0002018412 2026 Q1 Open parsed portfolio 158 $140,398,589 Open SEC source
08 May 2026, 12:55:07 UTC 13F-HR Private Advisory Group LLC CIK 0001632965 2026 Q1 Open parsed portfolio 272 $1,437,142,954 Open SEC source
08 May 2026, 12:48:19 UTC 13F-HR SG Capital Management LLC CIK 0001510099 2026 Q1 Open parsed portfolio 79 $1,215,218,116 Open SEC source
08 May 2026, 12:45:16 UTC 13F-HR Red Wave Investments LLC CIK 0001846493 2026 Q1 Open parsed portfolio 111 $334,595,197 Open SEC source
08 May 2026, 12:44:28 UTC 13F-HR Emeth Value Capital, LLC CIK 0002053013 2026 Q1 Open parsed portfolio 4 $65,973,637 Open SEC source
08 May 2026, 12:38:37 UTC 13F-HR Jackson, Grant Investment Advisers, Inc. CIK 0001650300 2026 Q1 Open parsed portfolio 398 $299,511,054 Open SEC source
08 May 2026, 12:36:47 UTC 13F-HR RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC CIK 0001962166 2026 Q1 Open parsed portfolio 80 $296,113,623 Open SEC source
08 May 2026, 12:36:45 UTC 13F-HR MARVIN & PALMER ASSOCIATES INC CIK 0000860645 2026 Q1 Open parsed portfolio 21 $83,534,800 Open SEC source
08 May 2026, 12:33:26 UTC 13F-HR Prudent Man Advisors, LLC CIK 0001817174 2026 Q1 Open parsed portfolio 132 $329,356,216 Open SEC source
08 May 2026, 12:30:02 UTC 13F-HR Na Bokf CIK 0000009634 2026 Q1 Open parsed portfolio 1,028 $6,539,519,804 Open SEC source
08 May 2026, 12:24:17 UTC 13F-HR QUANTIFY CHAOS ADVISORS, LLC CIK 0002107086 2026 Q1 Open parsed portfolio 45 $32,063,483 Open SEC source
08 May 2026, 12:22:30 UTC 13F-HR HOMESTEAD ADVISERS CORP CIK 0000944804 2026 Q1 Open parsed portfolio 111 $3,722,728,461 Open SEC source
08 May 2026, 12:15:49 UTC 13F-HR Simcoe Capital LLC CIK 0002109203 2026 Q1 Open parsed portfolio 31 $109,000,336 Open SEC source
08 May 2026, 12:15:23 UTC 13F-HR CROSBY Co OF NEW HAMPSHIRE LLC CIK 0001595683 2026 Q1 Open parsed portfolio 0 $0 Open SEC source
08 May 2026, 12:14:51 UTC 13F-HR Mitsubishi UFJ Asset Management (UK) Ltd. CIK 0001694895 2026 Q1 Open parsed portfolio 96 $193,487,000 Open SEC source
08 May 2026, 12:14:03 UTC 13F-HR Cetera Trust Company, N.A CIK 0002005547 2026 Q1 Open parsed portfolio 351 $176,888,896 Open SEC source
08 May 2026, 12:12:44 UTC 13F-HR Altiora Financial Group, LLC CIK 0001986156 2026 Q1 Open parsed portfolio 110 $607,110,070 Open SEC source
08 May 2026, 12:12:23 UTC 13F-HR CENTRAL SECURITIES CORP CIK 0000018748 2026 Q1 Open parsed portfolio 30 $1,211,567,416 Open SEC source
08 May 2026, 12:05:57 UTC 13F-HR Enhancing Capital LLC CIK 0001909572 2026 Q1 Open parsed portfolio 86 $134,842,437 Open SEC source
08 May 2026, 12:05:19 UTC 13F-HR ARTHUR M. COHEN & ASSOCIATES, LLC CIK 0001692252 2026 Q1 Open parsed portfolio 127 $562,552,155 Open SEC source
08 May 2026, 12:04:35 UTC 13F-HR TFO Wealth Partners, LLC CIK 0001698750 2026 Q1 Open parsed portfolio 72 $735,385,487 Open SEC source
08 May 2026, 12:03:59 UTC 13F-HR Westview Management dba Westview Investment Advisors CIK 0002073768 2026 Q1 Open parsed portfolio 70 $192,183,513 Open SEC source
08 May 2026, 12:03:20 UTC 13F-HR PRIVATE MANAGEMENT GROUP INC CIK 0001142031 2026 Q1 Open parsed portfolio 310 $3,472,692,210 Open SEC source
08 May 2026, 12:02:52 UTC 13F-HR Stonebridge Financial Planning Group, LLC CIK 0001802494 2026 Q1 Open parsed portfolio 171 $272,315,150 Open SEC source
08 May 2026, 12:02:22 UTC 13F-HR GRAND WEALTH MANAGEMENT, LLC CIK 0001939443 2026 Q1 Open parsed portfolio 87 $212,487,407 Open SEC source
08 May 2026, 12:02:00 UTC 13F-HR SEARLE & CO. CIK 0000710127 2026 Q1 Open parsed portfolio 194 $397,692,380 Open SEC source
08 May 2026, 12:01:21 UTC 13F-HR LOGAN CAPITAL MANAGEMENT INC CIK 0001121330 2026 Q1 Open parsed portfolio 0 $0 Open SEC source
08 May 2026, 12:00:40 UTC 13F-HR WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC CIK 0001165805 2026 Q1 Open parsed portfolio 122 $2,054,991,164 Open SEC source
08 May 2026, 11:58:52 UTC 13F-HR Vontobel Holding Ltd. CIK 0001588340 2026 Q1 Open parsed portfolio 1,188 $29,089,084,749 Open SEC source
08 May 2026, 11:55:34 UTC 13F-HR B. Metzler seel. Sohn & Co. AG CIK 0001847838 2026 Q1 Open parsed portfolio 712 $10,773,003,092 Open SEC source
08 May 2026, 11:55:11 UTC 13F-HR Matisse Capital CIK 0001668256 2026 Q1 Open parsed portfolio 163 $233,636,404 Open SEC source
08 May 2026, 11:54:24 UTC 13F-HR GSA CAPITAL PARTNERS LLP CIK 0001362033 2026 Q1 Open parsed portfolio 1,664 $1,608,282,000 Open SEC source
08 May 2026, 11:54:07 UTC 13F-HR MOSAIC FINANCIAL GROUP, LLC CIK 0002011050 2026 Q1 Open parsed portfolio 126 $140,872,000 Open SEC source
08 May 2026, 11:52:00 UTC 13F-HR Sound Financial Strategies Group, LLC CIK 0001800620 2026 Q1 Open parsed portfolio 111 $146,530,353 Open SEC source
08 May 2026, 11:50:15 UTC 13F-HR JABODON PT CO CIK 0001594167 2026 Q1 Open parsed portfolio 8 $860,261,000 Open SEC source
08 May 2026, 11:50:04 UTC 13F-HR Joseph Group Capital Management CIK 0001910383 2026 Q1 Open parsed portfolio 379 $400,363,179 Open SEC source
08 May 2026, 11:49:56 UTC 13F-HR Banco de Sabadell, S.A CIK 0001730299 2026 Q1 Open parsed portfolio 62 $150,762,000 Open SEC source
08 May 2026, 11:48:59 UTC 13F-HR Equity Wealth Partners, LLC CIK 0002097037 2026 Q1 Open parsed portfolio 76 $154,705,830 Open SEC source
08 May 2026, 11:48:23 UTC 13F-HR PRINCETON CAPITAL MANAGEMENT LLC CIK 0001167026 2026 Q1 Open parsed portfolio 139 $366,605,723 Open SEC source
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