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 |
|---|---|---|---|---|---|---|
| 08 May 2026, 11:46:33 UTC | 13F-HR | AMJ Financial Wealth Management CIK 0001801585 | 2026 Q1 Open parsed portfolio | 83 | $422,234,441 | Open SEC source |
| 08 May 2026, 11:43:47 UTC | 13F-HR | NIA IMPACT ADVISORS, LLC CIK 0001815217 | 2026 Q1 Open parsed portfolio | 89 | $224,910,682 | Open SEC source |
| 08 May 2026, 11:40:04 UTC | 13F-HR | Dodds Wealth, LLC CIK 0001973728 | 2026 Q1 Open parsed portfolio | 51 | $407,397,577 | Open SEC source |
| 08 May 2026, 11:37:55 UTC | 13F-HR | AIHC Capital Management Ltd CIK 0002103725 | 2026 Q1 Open parsed portfolio | 5 | $119,668,111 | Open SEC source |
| 08 May 2026, 11:33:23 UTC | 13F-HR | Leisure Capital Management CIK 0001631507 | 2026 Q1 Open parsed portfolio | 154 | $285,720,869 | Open SEC source |
| 08 May 2026, 11:33:04 UTC | 13F-HR | Valley Brook Capital Group, Inc. CIK 0001851418 | 2026 Q1 Open parsed portfolio | 112 | $149,157,922 | Open SEC source |
| 08 May 2026, 11:32:23 UTC | 13F-HR | MARSHALL INVESTMENT MANAGEMENT, LLC CIK 0002022427 | 2026 Q1 Open parsed portfolio | 274 | $208,492,154 | Open SEC source |
| 08 May 2026, 11:32:18 UTC | 13F-HR | Palatine Hill Wealth Management, LLC CIK 0002107248 | 2026 Q1 Open parsed portfolio | 48 | $114,872,096 | Open SEC source |
| 08 May 2026, 11:23:38 UTC | 13F-HR | Maia Wealth LLC CIK 0002010858 | 2026 Q1 Open parsed portfolio | 346 | $591,071,509 | Open SEC source |
| 08 May 2026, 11:23:37 UTC | 13F-HR | Minot DeBlois Advisors LLC CIK 0001475933 | 2026 Q1 Open parsed portfolio | 222 | $110,225,075 | Open SEC source |
| 08 May 2026, 11:18:45 UTC | 13F-HR | Steward Partners Investment Advisory, LLC CIK 0001723397 | 2026 Q1 Open parsed portfolio | 4,414 | $19,608,783,830 | Open SEC source |
| 08 May 2026, 11:17:18 UTC | 13F-HR | KAHN BROTHERS GROUP INC CIK 0001039565 | 2026 Q1 Open parsed portfolio | 47 | $564,065,307 | Open SEC source |
| 08 May 2026, 11:17:09 UTC | 13F-HR | Fund Evaluation Group, LLC CIK 0001356249 | 2026 Q1 Open parsed portfolio | 73 | $3,254,797,058 | Open SEC source |
| 08 May 2026, 11:16:46 UTC | 13F-HR | INTACT INVESTMENT MANAGEMENT INC. CIK 0001443077 | 2026 Q1 Open parsed portfolio | 269 | $3,508,759,611 | Open SEC source |
| 08 May 2026, 11:15:50 UTC | 13F-HR | Evolution Wealth Advisors, LLC CIK 0001763121 | 2026 Q1 Open parsed portfolio | 176 | $979,666,939 | Open SEC source |
| 08 May 2026, 11:15:33 UTC | 13F-HR | LaSalle St. Investment Advisors, LLC CIK 0001966193 | 2026 Q1 Open parsed portfolio | 411 | $709,962,999 | Open SEC source |
| 08 May 2026, 11:15:32 UTC | 13F-HR | Price Financial Group Wealth Management, Inc CIK 0002107127 | 2026 Q1 Open parsed portfolio | 28 | $6,057,269 | Open SEC source |
| 08 May 2026, 11:13:44 UTC | 13F-HR | Tieton Capital Management, LLC CIK 0001381954 | 2026 Q1 Open parsed portfolio | 35 | $298,570,000 | Open SEC source |
| 08 May 2026, 11:11:30 UTC | 13F-HR | 1776 Wealth LLC CIK 0001803140 | 2026 Q1 Open parsed portfolio | 146 | $254,319,495 | Open SEC source |
| 08 May 2026, 11:08:30 UTC | 13F-HR | Fire Capital Management LLC CIK 0002059571 | 2026 Q1 Open parsed portfolio | 108 | $213,514,649 | Open SEC source |
| 08 May 2026, 11:07:54 UTC | 13F-HR | Creekmur Asset Management LLC CIK 0002013091 | 2026 Q1 Open parsed portfolio | 5 | $1,326,262 | Open SEC source |
| 08 May 2026, 11:07:38 UTC | 13F-HR | MIDDLETON & CO INC/MA CIK 0000919497 | 2026 Q1 Open parsed portfolio | 164 | $876,861,963 | Open SEC source |
| 08 May 2026, 11:07:29 UTC | 13F-HR | Highview Capital Management LLC/DE/ CIK 0001903786 | 2026 Q1 Open parsed portfolio | 101 | $275,070,964 | Open SEC source |
| 08 May 2026, 11:03:42 UTC | 13F-HR | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ CIK 0000109380 | 2026 Q1 Open parsed portfolio | 1,529 | $1,551,100,385 | Open SEC source |
| 08 May 2026, 11:01:21 UTC | 13F-HR | SYM FINANCIAL Corp CIK 0000764739 | 2026 Q1 Open parsed portfolio | 413 | $1,000,831,406 | Open SEC source |
| 08 May 2026, 10:58:58 UTC | 13F-HR | Cypress Capital Management LLC (WY) CIK 0001633896 | 2026 Q1 Open parsed portfolio | 205 | $108,129,093 | Open SEC source |
| 08 May 2026, 10:58:31 UTC | 13F-HR | AMALGAMATED BANK CIK 0000919192 | 2026 Q1 Open parsed portfolio | 1,618 | $13,067,577,000 | Open SEC source |
| 08 May 2026, 10:58:11 UTC | 13F-HR | Helikon Investments Ltd CIK 0001839497 | 2026 Q1 Open parsed portfolio | 17 | $2,648,555,113 | Open SEC source |
| 08 May 2026, 10:52:21 UTC | 13F-HR | Pinnacle Holdings, LLC CIK 0001411784 | 2026 Q1 Open parsed portfolio | 233 | $309,212,226 | Open SEC source |
| 08 May 2026, 10:50:58 UTC | 13F-HR | Clayton, Dubilier & Rice, LLC CIK 0001538642 | 2026 Q1 Open parsed portfolio | 2 | $536,485,747 | Open SEC source |
| 08 May 2026, 10:46:15 UTC | 13F-HR | Rothschild & Co Wealth Management UK Ltd CIK 0001784260 | 2026 Q1 Open parsed portfolio | 25 | $6,534,071,253 | Open SEC source |
| 08 May 2026, 10:45:56 UTC | 13F-HR | Marble Harbor Investment Counsel, LLC CIK 0001387130 | 2026 Q1 Open parsed portfolio | 192 | $922,901,111 | Open SEC source |
| 08 May 2026, 10:41:57 UTC | 13F-HR | BAILLIE GIFFORD & CO CIK 0001088875 | 2026 Q1 Open parsed portfolio | 271 | $97,893,043,995 | Open SEC source |
| 08 May 2026, 10:41:50 UTC | 13F-HR | VELA Investment Management, LLC CIK 0001895612 | 2026 Q1 Open parsed portfolio | 136 | $394,288,112 | Open SEC source |
| 08 May 2026, 10:41:31 UTC | 13F-HR | Waterfall Asset Management, LLC CIK 0001570717 | 2026 Q1 Open parsed portfolio | 20 | $178,814,295 | Open SEC source |
| 08 May 2026, 10:40:09 UTC | 13F-HR | Smithfield Trust Co CIK 0001019754 | 2026 Q1 Open parsed portfolio | 1,079 | $2,296,144,000 | Open SEC source |
| 08 May 2026, 10:38:46 UTC | 13F-HR | Fortis Group Advisors, LLC CIK 0001815183 | 2026 Q1 Open parsed portfolio | 585 | $592,833,457 | Open SEC source |
| 08 May 2026, 10:38:44 UTC | 13F-HR | Comprehensive Financial Consultants Institutional, Inc. CIK 0001915714 | 2026 Q1 Open parsed portfolio | 193 | $336,585,539 | Open SEC source |
| 08 May 2026, 10:38:36 UTC | 13F-HR | ACT CAPITAL MANAGEMENT, LLC CIK 0001442273 | 2026 Q1 Open parsed portfolio | 56 | $127,234,648 | Open SEC source |
| 08 May 2026, 10:34:21 UTC | 13F-HR | Campbell Deegan Wealth Management, LLC CIK 0002059743 | 2026 Q1 Open parsed portfolio | 49 | $124,455,421 | Open SEC source |
| 08 May 2026, 10:34:03 UTC | 13F-HR | Jackson Hole Capital Partners, LLC CIK 0001767049 | 2026 Q1 Open parsed portfolio | 312 | $603,807,307 | Open SEC source |
| 08 May 2026, 10:34:00 UTC | 13F-HR | CM Management, LLC CIK 0001841857 | 2026 Q1 Open parsed portfolio | 71 | $119,610,574 | Open SEC source |
| 08 May 2026, 10:29:44 UTC | 13F-HR | SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC CIK 0001794153 | 2026 Q1 Open parsed portfolio | 173 | $481,758,787 | Open SEC source |
| 08 May 2026, 10:24:08 UTC | 13F-HR | Valeo Financial Advisors, LLC CIK 0001722641 | 2026 Q1 Open parsed portfolio | 722 | $4,179,825,124 | Open SEC source |
| 08 May 2026, 10:21:45 UTC | 13F-HR | Truepoint, Inc. CIK 0001427748 | 2026 Q1 Open parsed portfolio | 149 | $4,483,012,905 | Open SEC source |
| 08 May 2026, 10:20:31 UTC | 13F-HR | Zinnia Wealth Advisory, LLC CIK 0002073676 | 2026 Q1 Open parsed portfolio | 96 | $89,345,602 | Open SEC source |
| 08 May 2026, 10:17:36 UTC | 13F-HR | Peachtree Investment Partners, LLC CIK 0001743863 | 2026 Q1 Open parsed portfolio | 129 | $262,399,230 | Open SEC source |
| 08 May 2026, 10:15:28 UTC | 13F-HR | Orange County Employees Retirement System CIK 0002107791 | 2026 Q1 Open parsed portfolio | 2 | $238,764,759 | Open SEC source |
| 08 May 2026, 10:14:38 UTC | 13F-HR | WEALTHEDGE INVESTMENT ADVISORS, LLC CIK 0002058455 | 2026 Q1 Open parsed portfolio | 141 | $272,211,644 | Open SEC source |
| 08 May 2026, 10:14:32 UTC | 13F-HR | BCI SECURITIES, INC. CIK 0001577928 | 2026 Q1 Open parsed portfolio | 16 | $10,149,831 | Open SEC source |