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.

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96

Recent 13F signals

Latest portfolio disclosures to inspect

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

13F portfolio

Woodward Financial Advisors, Inc.

CIK 0002136600

13F-HR Q4 2024
CIK
0002136600
Source
SEC 13F-HR
Action
13F-HR accepted
Value
56 holdings / $200,046,868
Filed
01 Oct 2026, 11:53:37 UTC
Period
2024 Q4

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

13F portfolio

Woodward Financial Advisors, Inc.

CIK 0002136600

13F-HR Q1 2025
CIK
0002136600
Source
SEC 13F-HR
Action
13F-HR accepted
Value
55 holdings / $210,951,852
Filed
01 Oct 2026, 11:51:34 UTC
Period
2025 Q1

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

13F portfolio

Woodward Financial Advisors, Inc.

CIK 0002136600

13F-HR Q3 2025
CIK
0002136600
Source
SEC 13F-HR
Action
13F-HR accepted
Value
60 holdings / $262,266,819
Filed
01 Oct 2026, 11:49:40 UTC
Period
2025 Q3

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

13F portfolio

Marathon Mission, Inc.

CIK 0001987261

13F-HR Q3 2026
CIK
0001987261
Source
SEC 13F-HR
Action
13F-HR accepted
Value
56 holdings / $198,227,894
Filed
01 Oct 2026, 11:22:22 UTC
Period
2026 Q3

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

13F portfolio

CONFLUENCE INVESTMENT MANAGEMENT LLC

CIK 0001442056

13F-HR Q3 2026
CIK
0001442056
Source
SEC 13F-HR
Action
13F-HR accepted
Value
294 holdings / $5,967,592,942
Filed
01 Oct 2026, 10:34:53 UTC
Period
2026 Q3

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

13F portfolio

Sarver Vrooman Wealth Advisors

CIK 0002076215

13F-HR Q3 2026
CIK
0002076215
Source
SEC 13F-HR
Action
13F-HR accepted
Value
142 holdings / $169,980,493
Filed
01 Oct 2026, 10:33:23 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
01 Oct 2026, 11:53:37 UTC 13F-HR Woodward Financial Advisors, Inc. CIK 0002136600 2024 Q4 Open parsed portfolio 56 $200,046,868 Open SEC source
01 Oct 2026, 11:51:34 UTC 13F-HR Woodward Financial Advisors, Inc. CIK 0002136600 2025 Q1 Open parsed portfolio 55 $210,951,852 Open SEC source
01 Oct 2026, 11:49:40 UTC 13F-HR Woodward Financial Advisors, Inc. CIK 0002136600 2025 Q3 Open parsed portfolio 60 $262,266,819 Open SEC source
01 Oct 2026, 11:22:22 UTC 13F-HR Marathon Mission, Inc. CIK 0001987261 2026 Q3 Open parsed portfolio 56 $198,227,894 Open SEC source
01 Oct 2026, 10:34:53 UTC 13F-HR CONFLUENCE INVESTMENT MANAGEMENT LLC CIK 0001442056 2026 Q3 Open parsed portfolio 294 $5,967,592,942 Open SEC source
01 Oct 2026, 10:33:23 UTC 13F-HR Sarver Vrooman Wealth Advisors CIK 0002076215 2026 Q3 Open parsed portfolio 142 $169,980,493 Open SEC source
01 Oct 2026, 10:30:04 UTC 13F-HR Parrish Capital LLC CIK 0002131053 2026 Q3 Open parsed portfolio 84 $102,635,225 Open SEC source
01 Oct 2026, 08:37:30 UTC 13F-HR CACTI ASSET MANAGEMENT LLC CIK 0001452208 2026 Q3 Open parsed portfolio 79 $1,894,004,518 Open SEC source
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