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.

Rows shown
4,651-4,700 of 4,758
Per page
50
Current page
94

Recent 13F signals

Latest portfolio disclosures to inspect

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

13F portfolio

Kennon-Green & Company, LLC

CIK 0001963352

13F-HR Q3 2026
CIK
0001963352
Source
SEC 13F-HR
Action
13F-HR accepted
Value
42 holdings / $130,526,031
Filed
05 Oct 2026, 13:51:34 UTC
Period
2026 Q3

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

13F portfolio

Frisco Financial Planning LLC

CIK 0002133972

13F-HR Q3 2026
CIK
0002133972
Source
SEC 13F-HR
Action
13F-HR accepted
Value
34 holdings / $128,515,245
Filed
05 Oct 2026, 13:44:31 UTC
Period
2026 Q3

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

13F portfolio

Box Hill Private Wealth LLC

CIK 0002094120

13F-HR Q3 2026
CIK
0002094120
Source
SEC 13F-HR
Action
13F-HR accepted
Value
75 holdings / $137,522,247
Filed
05 Oct 2026, 13:19:28 UTC
Period
2026 Q3

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

13F portfolio

ACIMA PRIVATE WEALTH, LLC

CIK 0001761961

13F-HR Q3 2026
CIK
0001761961
Source
SEC 13F-HR
Action
13F-HR accepted
Value
174 holdings / $344,380,808
Filed
05 Oct 2026, 13:05:00 UTC
Period
2026 Q3

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

13F portfolio

SCOPIA CAPITAL MANAGEMENT LP

CIK 0001279150

13F-HR Q3 2026
CIK
0001279150
Source
SEC 13F-HR
Action
13F-HR accepted
Value
0 holdings / $0
Filed
05 Oct 2026, 13:04:05 UTC
Period
2026 Q3

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

13F portfolio

Matthew Hamilton Rosenberg

CIK 0001812103

13F-HR Q3 2026
CIK
0001812103
Source
SEC 13F-HR
Action
13F-HR accepted
Value
817 holdings / $558,480,794
Filed
05 Oct 2026, 12:37:34 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
05 Oct 2026, 13:51:34 UTC 13F-HR Kennon-Green & Company, LLC CIK 0001963352 2026 Q3 Open parsed portfolio 42 $130,526,031 Open SEC source
05 Oct 2026, 13:44:31 UTC 13F-HR Frisco Financial Planning LLC CIK 0002133972 2026 Q3 Open parsed portfolio 34 $128,515,245 Open SEC source
05 Oct 2026, 13:19:28 UTC 13F-HR Box Hill Private Wealth LLC CIK 0002094120 2026 Q3 Open parsed portfolio 75 $137,522,247 Open SEC source
05 Oct 2026, 13:05:00 UTC 13F-HR ACIMA PRIVATE WEALTH, LLC CIK 0001761961 2026 Q3 Open parsed portfolio 174 $344,380,808 Open SEC source
05 Oct 2026, 13:04:05 UTC 13F-HR SCOPIA CAPITAL MANAGEMENT LP CIK 0001279150 2026 Q3 Open parsed portfolio 0 $0 Open SEC source
05 Oct 2026, 12:37:34 UTC 13F-HR Matthew Hamilton Rosenberg CIK 0001812103 2026 Q3 Open parsed portfolio 817 $558,480,794 Open SEC source
05 Oct 2026, 12:01:58 UTC 13F-HR COLLECTIVE FAMILY OFFICE LLC CIK 0001845066 2026 Q3 Open parsed portfolio 162 $484,238,735 Open SEC source
05 Oct 2026, 11:58:13 UTC 13F-HR FC Advisory LLC CIK 0001683754 2026 Q3 Open parsed portfolio 113 $381,639,952 Open SEC source
05 Oct 2026, 11:45:30 UTC 13F-HR Heartwood Wealth Advisors LLC CIK 0001794935 2026 Q3 Open parsed portfolio 223 $1,266,202,185 Open SEC source
05 Oct 2026, 11:38:16 UTC 13F-HR ROCKLAND TRUST CO CIK 0000084616 2026 Q3 Open parsed portfolio 320 $2,613,760,554 Open SEC source
05 Oct 2026, 11:07:23 UTC 13F-HR ARGENT CAPITAL MANAGEMENT LLC CIK 0001120926 2026 Q3 Open parsed portfolio 172 $3,137,277,788 Open SEC source
05 Oct 2026, 11:06:39 UTC 13F-HR EASTERN BANK CIK 0001126395 2026 Q3 Open parsed portfolio 1,106 $6,580,825,502 Open SEC source
05 Oct 2026, 10:59:23 UTC 13F-HR CapWealth Advisors, LLC CIK 0001531809 2026 Q3 Open parsed portfolio 122 $1,324,357,553 Open SEC source
05 Oct 2026, 10:53:42 UTC 13F-HR BRIGHT ROCK CAPITAL MANAGEMENT, LLC CIK 0001509973 2026 Q3 Open parsed portfolio 72 $529,095,014 Open SEC source
05 Oct 2026, 10:51:39 UTC 13F-HR Adelphi Trust Co CIK 0002106968 2026 Q3 Open parsed portfolio 113 $151,898,236 Open SEC source
05 Oct 2026, 10:47:02 UTC 13F-HR HERALD INVESTMENT MANAGEMENT Ltd CIK 0001512022 2026 Q3 Open parsed portfolio 0 $0 Open SEC source
05 Oct 2026, 10:43:15 UTC 13F-HR Acasta Partners UK LLP CIK 0002090007 2026 Q3 Open parsed portfolio 19 $223,163,430 Open SEC source
05 Oct 2026, 10:28:40 UTC 13F-HR Partnership Wealth Management, LLC CIK 0002010656 2026 Q3 Open parsed portfolio 67 $140,165,206 Open SEC source
05 Oct 2026, 10:27:11 UTC 13F-HR VALINOR MANAGEMENT, L.P. CIK 0001401388 2026 Q3 Open parsed portfolio 0 $0 Open SEC source
05 Oct 2026, 10:04:31 UTC 13F-HR Eastover Investment Advisors LLC CIK 0001472800 2026 Q3 Open parsed portfolio 49 $257,163,377 Open SEC source
05 Oct 2026, 10:03:12 UTC 13F-HR FERGUSON WELLMAN CAPITAL MANAGEMENT, INC CIK 0000869353 2026 Q3 Open parsed portfolio 431 $8,382,728,004 Open SEC source
05 Oct 2026, 09:59:01 UTC 13F-HR Miura Global Management, LLC CIK 0001352272 2026 Q3 Open parsed portfolio 0 $0 Open SEC source
05 Oct 2026, 09:53:17 UTC 13F-HR NEVILLE RODIE & SHAW INC CIK 0000071210 2026 Q3 Open parsed portfolio 237 $1,475,262,000 Open SEC source
05 Oct 2026, 09:34:32 UTC 13F-HR BAKER TILLY WEALTH MANAGEMENT, LLC CIK 0001840565 2026 Q3 Open parsed portfolio 286 $502,910,750 Open SEC source
05 Oct 2026, 09:28:54 UTC 13F-HR Pensionfund Sabic CIK 0001637246 2026 Q3 Open parsed portfolio 72 $82,905,000 Open SEC source
05 Oct 2026, 09:21:14 UTC 13F-HR Pdn Pensionfund CIK 0001297731 2026 Q3 Open parsed portfolio 72 $169,980,000 Open SEC source
05 Oct 2026, 09:18:58 UTC 13F-HR Horizons Wealth Management CIK 0001943228 2026 Q3 Open parsed portfolio 162 $158,194,345 Open SEC source
05 Oct 2026, 09:15:20 UTC 13F-HR TOMPKINS FINANCIAL CORP CIK 0001005817 2026 Q3 Open parsed portfolio 558 $1,419,419,141 Open SEC source
05 Oct 2026, 08:25:09 UTC 13F-HR PARK NATIONAL CORP /OH/ CIK 0000805676 2026 Q3 Open parsed portfolio 314 $3,686,260,297 Open SEC source
05 Oct 2026, 07:14:36 UTC 13F-HR General Partner, Inc. CIK 0001800508 2026 Q3 Open parsed portfolio 168 $186,626,520 Open SEC source
05 Oct 2026, 06:18:28 UTC 13F-HR MassMutual Private Wealth & Trust, FSB CIK 0001103653 2026 Q3 Open parsed portfolio 2,356 $3,791,126,681 Open SEC source
02 Oct 2026, 18:11:56 UTC 13F-HR Violich Capital Management, Inc. CIK 0001326766 2026 Q3 Open parsed portfolio 113 $926,739,547 Open SEC source
02 Oct 2026, 17:18:15 UTC 13F-HR CX Institutional CIK 0001737089 2026 Q3 Open parsed portfolio 1,668 $3,691,783,000 Open SEC source
02 Oct 2026, 16:52:21 UTC 13F-HR Pennsylvania State University CIK 0002134719 2026 Q3 Open parsed portfolio 3 $251,667,553 Open SEC source
02 Oct 2026, 16:39:40 UTC 13F-HR Boltwood Capital Management CIK 0001563690 2026 Q3 Open parsed portfolio 195 $443,308,560 Open SEC source
02 Oct 2026, 15:28:46 UTC 13F-HR First Citizens Financial Corp CIK 0001800597 2026 Q3 Open parsed portfolio 137 $237,933,560 Open SEC source
02 Oct 2026, 15:28:42 UTC 13F-HR Polaris Financial Partners CIK 0002103435 2026 Q3 Open parsed portfolio 364 $223,109,071 Open SEC source
02 Oct 2026, 15:14:03 UTC 13F-HR Robert B. Daugherty Foundation CIK 0001515721 2026 Q3 Open parsed portfolio 1 $115,745,000 Open SEC source
02 Oct 2026, 14:42:31 UTC 13F-HR Miller Global Investments, LLC CIK 0002099097 2026 Q3 Open parsed portfolio 326 $123,995,286 Open SEC source
02 Oct 2026, 14:30:25 UTC 13F-HR GLP Holdings LLLP CIK 0002103074 2026 Q3 Open parsed portfolio 4 $127,249,659 Open SEC source
02 Oct 2026, 13:54:23 UTC 13F-HR Marotta Asset Management CIK 0001802091 2026 Q3 Open parsed portfolio 101 $588,945,021 Open SEC source
02 Oct 2026, 12:37:50 UTC 13F-HR Silverleafe Capital Partners, LLC CIK 0001535611 2026 Q3 Open parsed portfolio 100 $351,299,364 Open SEC source
02 Oct 2026, 12:30:55 UTC 13F-HR PRIVATE CLIENT SERVICES, LLC CIK 0001457005 2026 Q3 Open parsed portfolio 232 $372,240,285 Open SEC source
02 Oct 2026, 11:38:14 UTC 13F-HR/A Advus Financial Partners, LLC CIK 0002150676 2026 Q2 - Restatement Open parsed portfolio 142 $350,946,858 Open SEC source
02 Oct 2026, 11:34:41 UTC 13F-HR/A Advus Financial Partners, LLC CIK 0002150676 2026 Q1 - Restatement Open parsed portfolio 69 $264,069,392 Open SEC source
02 Oct 2026, 11:30:12 UTC 13F-HR/A Advus Financial Partners, LLC CIK 0002150676 2025 Q4 - Restatement Open parsed portfolio 65 $278,316,234 Open SEC source
02 Oct 2026, 11:26:15 UTC 13F-HR/A Advus Financial Partners, LLC CIK 0002150676 2025 Q3 - Restatement Open parsed portfolio 65 $269,502,592 Open SEC source
02 Oct 2026, 11:23:00 UTC 13F-HR/A Advus Financial Partners, LLC CIK 0002150676 2025 Q2 - Restatement Open parsed portfolio 64 $253,235,796 Open SEC source
02 Oct 2026, 11:19:29 UTC 13F-HR/A Advus Financial Partners, LLC CIK 0002150676 2025 Q1 - Restatement Open parsed portfolio 60 $233,410,167 Open SEC source
02 Oct 2026, 11:14:23 UTC 13F-HR/A Advus Financial Partners, LLC CIK 0002150676 2024 Q4 - Restatement Open parsed portfolio 61 $233,489,746 Open SEC source
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