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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95

Recent 13F signals

Latest portfolio disclosures to inspect

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

13F portfolio

Gen-Wealth Partners Inc

CIK 0002023375

13F-HR Q1 2026
CIK
0002023375
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
727 holdings / $313,468,886
Filed
08 May 2026, 10:14:28 UTC
Period
2026 Q1

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

13F portfolio

MACROVIEW INVESTMENT MANAGEMENT LLC

CIK 0001551727

13F-HR Q1 2026
CIK
0001551727
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
98 holdings / $143,214,844
Filed
08 May 2026, 10:11:24 UTC
Period
2026 Q1

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

13F portfolio

DBA TRADING, LLC

CIK 0002067608

13F-HR Q1 2026
CIK
0002067608
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
39 holdings / $201,325,899
Filed
08 May 2026, 10:10:34 UTC
Period
2026 Q1

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

13F portfolio

Suncoast Equity Management

CIK 0001315059

13F-HR Q1 2026
CIK
0001315059
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
101 holdings / $833,304,875
Filed
08 May 2026, 10:04:50 UTC
Period
2026 Q1

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

13F portfolio

SUMMIT PARTNERS L P

CIK 0000830588

13F-HR Q1 2026
CIK
0000830588
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
7 holdings / $670,154,351
Filed
08 May 2026, 10:03:35 UTC
Period
2026 Q1

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

13F portfolio

Greenwoods Asset Management Hong Kong Ltd.

CIK 0001848138

13F-HR Q1 2026
CIK
0001848138
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
25 holdings / $3,878,030,259
Filed
08 May 2026, 09:57:41 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, 10:14:28 UTC 13F-HR Gen-Wealth Partners Inc CIK 0002023375 2026 Q1 Open parsed portfolio 727 $313,468,886 Open SEC source
08 May 2026, 10:11:24 UTC 13F-HR MACROVIEW INVESTMENT MANAGEMENT LLC CIK 0001551727 2026 Q1 Open parsed portfolio 98 $143,214,844 Open SEC source
08 May 2026, 10:10:34 UTC 13F-HR DBA TRADING, LLC CIK 0002067608 2026 Q1 Open parsed portfolio 39 $201,325,899 Open SEC source
08 May 2026, 10:04:50 UTC 13F-HR Suncoast Equity Management CIK 0001315059 2026 Q1 Open parsed portfolio 101 $833,304,875 Open SEC source
08 May 2026, 10:03:35 UTC 13F-HR SUMMIT PARTNERS L P CIK 0000830588 2026 Q1 Open parsed portfolio 7 $670,154,351 Open SEC source
08 May 2026, 09:57:41 UTC 13F-HR Greenwoods Asset Management Hong Kong Ltd. CIK 0001848138 2026 Q1 Open parsed portfolio 25 $3,878,030,259 Open SEC source
08 May 2026, 09:57:35 UTC 13F-HR BUCKHEAD CAPITAL MANAGEMENT LLC CIK 0001133999 2026 Q1 Open parsed portfolio 144 $265,268,365 Open SEC source
08 May 2026, 09:57:00 UTC 13F-HR Eurizon Capital SGR S.p.A. CIK 0002107286 2026 Q1 Open parsed portfolio 1,193 $32,014,932,979 Open SEC source
08 May 2026, 09:55:12 UTC 13F-HR Camelot Portfolios, LLC CIK 0001569766 2026 Q1 Open parsed portfolio 190 $133,108,051 Open SEC source
08 May 2026, 09:52:56 UTC 13F-HR SHP Wealth Management CIK 0001807060 2026 Q1 Open parsed portfolio 1,816 $1,325,807,575 Open SEC source
08 May 2026, 09:52:45 UTC 13F-HR KELLEHER FINANCIAL ADVISORS CIK 0001507971 2026 Q1 Open parsed portfolio 702 $388,470,621 Open SEC source
08 May 2026, 09:51:31 UTC 13F-HR STAR Financial Bank CIK 0001965329 2026 Q1 Open parsed portfolio 104 $211,893,559 Open SEC source
08 May 2026, 09:47:54 UTC 13F-HR Capital Developers, LLC CIK 0002105385 2026 Q1 Open parsed portfolio 52 $111,036,378 Open SEC source
08 May 2026, 09:46:09 UTC 13F-HR Bluebird Wealth Management LLC CIK 0002104503 2026 Q1 Open parsed portfolio 77 $97,671,103 Open SEC source
08 May 2026, 09:45:10 UTC 13F-HR Forge Financial Services LLC CIK 0002055357 2026 Q1 Open parsed portfolio 31 $987,255,030 Open SEC source
08 May 2026, 09:43:37 UTC 13F-HR BOYAR ASSET MANAGEMENT INC. CIK 0001218254 2026 Q1 Open parsed portfolio 78 $175,721,204 Open SEC source
08 May 2026, 09:43:00 UTC 13F-HR NUANCE INVESTMENTS, LLC CIK 0001473182 2026 Q1 Open parsed portfolio 43 $717,103,328 Open SEC source
08 May 2026, 09:40:55 UTC 13F-HR Core Wealth Partners LLC CIK 0001965078 2026 Q1 Open parsed portfolio 176 $215,017,926 Open SEC source
08 May 2026, 09:40:55 UTC 13F-HR Chico Wealth RIA CIK 0001926037 2026 Q1 Open parsed portfolio 37 $163,705,893 Open SEC source
08 May 2026, 09:39:52 UTC 13F-HR Idaho Trust Co CIK 0001568069 2026 Q1 Open parsed portfolio 97 $307,609,553 Open SEC source
08 May 2026, 09:39:28 UTC 13F-HR/A Beacon Capital Management, Inc. CIK 0001575301 2026 Q1 - Restatement Open parsed portfolio 125 $1,777,961,537 Open SEC source
08 May 2026, 09:38:31 UTC 13F-HR Financial Gravity Asset Management, Inc. CIK 0001741736 2026 Q1 Open parsed portfolio 934 $561,812,118 Open SEC source
08 May 2026, 09:37:49 UTC 13F-HR BloombergSen Inc. CIK 0001484047 2026 Q1 Open parsed portfolio 27 $892,776,399 Open SEC source
08 May 2026, 09:37:27 UTC 13F-HR Divco West Real Estate Services, LLC CIK 0001561877 2026 Q1 Open parsed portfolio 4 $71,880,307 Open SEC source
08 May 2026, 09:24:12 UTC 13F-HR Glenview Trust Co CIK 0001691827 2026 Q1 Open parsed portfolio 500 $6,366,947,294 Open SEC source
08 May 2026, 09:22:08 UTC 13F-HR ROSS\JOHNSON & Associates LLC CIK 0002056532 2026 Q1 Open parsed portfolio 216 $5,547,642 Open SEC source
08 May 2026, 09:22:07 UTC 13F-HR DUTCH ASSET Corp CIK 0002115141 2026 Q1 Open parsed portfolio 95 $148,840,266 Open SEC source
08 May 2026, 09:19:25 UTC 13F-HR ATLANTIC FAMILY WEALTH, LLC CIK 0002012511 2026 Q1 Open parsed portfolio 59 $138,426,163 Open SEC source
08 May 2026, 09:16:44 UTC 13F-HR Long Road Investment Counsel, LLC CIK 0001620081 2026 Q1 Open parsed portfolio 78 $255,028,870 Open SEC source
08 May 2026, 09:12:14 UTC 13F-HR CURA WEALTH ADVISORS, LLC CIK 0002056729 2026 Q1 Open parsed portfolio 125 $223,454,683 Open SEC source
08 May 2026, 09:06:47 UTC 13F-HR EMERGENCE GP PARTNERS, LLC CIK 0001589115 2026 Q1 Open parsed portfolio 4 $111,467,284 Open SEC source
08 May 2026, 09:06:19 UTC 13F-HR NewGen Asset Management Ltd CIK 0001845012 2026 Q1 Open parsed portfolio 26 $164,492,200 Open SEC source
08 May 2026, 09:02:59 UTC 13F-HR PIAR LLC CIK 0002054677 2026 Q1 Open parsed portfolio 62 $118,040,620 Open SEC source
08 May 2026, 09:01:30 UTC 13F-HR Atlas Merchant Capital LLC CIK 0001945789 2026 Q1 Open parsed portfolio 1 $789,360 Open SEC source
08 May 2026, 09:00:07 UTC 13F-HR Summit Asset Management, LLC CIK 0001509974 2026 Q1 Open parsed portfolio 172 $718,826,706 Open SEC source
08 May 2026, 09:00:07 UTC 13F-HR Bulldog Investors, LLP CIK 0001504304 2026 Q1 Open parsed portfolio 216 $444,957,764 Open SEC source
08 May 2026, 08:58:38 UTC 13F-HR Wilkerson Advisory Group LLC CIK 0002079661 2026 Q1 Open parsed portfolio 615 $290,960,411 Open SEC source
08 May 2026, 08:54:47 UTC 13F-HR STONE LOFT WEALTH MANAGEMENT LLC CIK 0002130930 2026 Q1 Open parsed portfolio 29 $139,943,314 Open SEC source
08 May 2026, 08:52:12 UTC 13F-HR Atlantic Private Wealth, LLC CIK 0001893143 2026 Q1 Open parsed portfolio 312 $152,899,533 Open SEC source
08 May 2026, 08:47:15 UTC 13F-HR Dale Q Rice Investment Management Ltd CIK 0002041427 2026 Q1 Open parsed portfolio 68 $131,982,677 Open SEC source
08 May 2026, 08:35:44 UTC 13F-HR Andar Capital Management HK Ltd CIK 0001805591 2026 Q1 Open parsed portfolio 13 $116,940,057 Open SEC source
08 May 2026, 08:25:16 UTC 13F-HR DJE Kapital AG CIK 0001659196 2026 Q1 Open parsed portfolio 113 $4,508,316,366 Open SEC source
08 May 2026, 08:13:15 UTC 13F-HR BURLING WEALTH PARTNERS, LLC CIK 0002054946 2026 Q1 Open parsed portfolio 177 $618,312,670 Open SEC source
08 May 2026, 08:01:57 UTC 13F-HR Ap-Fonden Andra CIK 0001535452 2026 Q1 Open parsed portfolio 396 $8,020,287,272 Open SEC source
08 May 2026, 08:00:08 UTC 13F-HR Stephens Greth Foundation CIK 0002107267 2026 Q1 Open parsed portfolio 4 $319,974,838 Open SEC source
08 May 2026, 07:59:18 UTC 13F-HR CMC Financial Group CIK 0001770940 2026 Q1 Open parsed portfolio 34 $49,352,837 Open SEC source
08 May 2026, 07:54:18 UTC 13F-HR Pensjonsforsikring As Oslo CIK 0001828808 2026 Q1 Open parsed portfolio 450 $642,355,471 Open SEC source
08 May 2026, 07:52:38 UTC 13F-HR Mathes Company, Inc. CIK 0001389223 2026 Q1 Open parsed portfolio 126 $273,716,000 Open SEC source
08 May 2026, 07:44:48 UTC 13F-HR HORAN Wealth, LLC CIK 0002072569 2026 Q1 Open parsed portfolio 196 $1,052,270,379 Open SEC source
08 May 2026, 07:32:20 UTC 13F-HR Baader Bank Aktiengesellschaft CIK 0001542629 2026 Q1 Open parsed portfolio 380 $1,013,200,084 Open SEC source
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