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 |
|---|---|---|---|---|---|---|
| 07 May 2026, 16:57:19 UTC | 13F-HR | Legacy Wealth Managment, LLC/ID CIK 0002045082 | 2026 Q1 Open parsed portfolio | 1,037 | $200,810,435 | Open SEC source |
| 07 May 2026, 16:55:10 UTC | 13F-HR | Hopwood Financial Services, Inc. CIK 0002023166 | 2026 Q1 Open parsed portfolio | 83 | $148,410,810 | Open SEC source |
| 07 May 2026, 16:53:16 UTC | 13F-HR | FLORIDA FINANCIAL ADVISORS, LLC CIK 0002050972 | 2026 Q1 Open parsed portfolio | 317 | $418,011,679 | Open SEC source |
| 07 May 2026, 16:52:48 UTC | 13F-HR | Kapitalo Investimentos Ltda CIK 0001798686 | 2026 Q1 Open parsed portfolio | 48 | $530,906,402 | Open SEC source |
| 07 May 2026, 16:49:50 UTC | 13F-HR | Leith Wheeler Investment Counsel Ltd. CIK 0001353651 | 2026 Q1 Open parsed portfolio | 84 | $1,209,636,520 | Open SEC source |
| 07 May 2026, 16:47:21 UTC | 13F-HR | Beta Wealth Group, Inc. CIK 0001594417 | 2026 Q1 Open parsed portfolio | 112 | $241,681,797 | Open SEC source |
| 07 May 2026, 16:47:02 UTC | 13F-HR | Alta Advisers Ltd CIK 0001536114 | 2026 Q1 Open parsed portfolio | 206 | $276,375,929 | Open SEC source |
| 07 May 2026, 16:46:38 UTC | 13F-HR | HANOVER ADVISORS INC CIK 0000914973 | 2026 Q1 Open parsed portfolio | 118 | $246,059,026 | Open SEC source |
| 07 May 2026, 16:42:34 UTC | 13F-HR | Paul R. Ried Financial Group, LLC CIK 0002033053 | 2026 Q1 Open parsed portfolio | 41 | $215,102,618 | Open SEC source |
| 07 May 2026, 16:39:53 UTC | 13F-HR | Swan Global Investments, LLC CIK 0001591505 | 2026 Q1 Open parsed portfolio | 64 | $1,862,860,106 | Open SEC source |
| 07 May 2026, 16:38:31 UTC | 13F-HR | AlTi Global, Inc. CIK 0001838615 | 2026 Q1 Open parsed portfolio | 437 | $4,599,841,351 | Open SEC source |
| 07 May 2026, 16:37:08 UTC | 13F-HR | Harbor Advisors LLC CIK 0001687156 | 2026 Q1 Open parsed portfolio | 197 | $692,178,004 | Open SEC source |
| 07 May 2026, 16:36:57 UTC | 13F-HR | VAN STRUM & TOWNE INC. CIK 0001080173 | 2026 Q1 Open parsed portfolio | 111 | $342,526,905 | Open SEC source |
| 07 May 2026, 16:35:53 UTC | 13F-HR | ALLEN OPERATIONS LLC CIK 0001389544 | 2026 Q1 Open parsed portfolio | 35 | $669,748,897 | Open SEC source |
| 07 May 2026, 16:35:30 UTC | 13F-HR | EARNED WEALTH ADVISORS, LLC CIK 0001905663 | 2026 Q1 Open parsed portfolio | 466 | $1,495,037,564 | Open SEC source |
| 07 May 2026, 16:34:08 UTC | 13F-HR | Van Berkom & Associates Inc. CIK 0001524408 | 2026 Q1 Open parsed portfolio | 72 | $3,076,264,000 | Open SEC source |
| 07 May 2026, 16:33:32 UTC | 13F-HR | Allen Investment Management, LLC CIK 0001326234 | 2026 Q1 Open parsed portfolio | 221 | $8,088,445,200 | Open SEC source |
| 07 May 2026, 16:33:05 UTC | 13F-HR | ALLEN HOLDING INC /NY CIK 0000919489 | 2026 Q1 Open parsed portfolio | 9 | $1,007,773,543 | Open SEC source |
| 07 May 2026, 16:31:37 UTC | 13F-HR | Grant Street Asset Management, Inc. CIK 0001740642 | 2026 Q1 Open parsed portfolio | 96 | $519,046,467 | Open SEC source |
| 07 May 2026, 16:30:28 UTC | 13F-HR | CVS HEALTH Corp CIK 0000064803 | 2026 Q1 Open parsed portfolio | 33 | $212,255,190 | Open SEC source |
| 07 May 2026, 16:29:24 UTC | 13F-HR | Cassaday & Co Wealth Management LLC CIK 0001963612 | 2026 Q1 Open parsed portfolio | 1,363 | $4,694,269,977 | Open SEC source |
| 07 May 2026, 16:27:57 UTC | 13F-HR | Symetra Investment Management Co CIK 0001811513 | 2026 Q1 Open parsed portfolio | 6 | $1,154,419,000 | Open SEC source |
| 07 May 2026, 16:27:40 UTC | 13F-HR | Rice Partnership, LLC CIK 0001736736 | 2026 Q1 Open parsed portfolio | 178 | $731,812,407 | Open SEC source |
| 07 May 2026, 16:27:34 UTC | 13F-HR | JMG Financial Group, Ltd. CIK 0001314404 | 2026 Q1 Open parsed portfolio | 127 | $3,633,288,235 | Open SEC source |
| 07 May 2026, 16:27:31 UTC | 13F-HR | CUTLER INVESTMENT COUNSEL LLC CIK 0001285973 | 2026 Q1 Open parsed portfolio | 146 | $971,118,052 | Open SEC source |
| 07 May 2026, 16:25:22 UTC | 13F-HR | MWA Asset Management CIK 0001903058 | 2026 Q1 Open parsed portfolio | 154 | $92,275,466 | Open SEC source |
| 07 May 2026, 16:25:07 UTC | 13F-HR | Fox Financial, Inc CIK 0002004131 | 2026 Q1 Open parsed portfolio | 11 | $122,529,084 | Open SEC source |
| 07 May 2026, 16:22:54 UTC | 13F-HR | Alpha Zero LLC CIK 0002079032 | 2026 Q1 Open parsed portfolio | 79 | $197,574,370 | Open SEC source |
| 07 May 2026, 16:20:12 UTC | 13F-HR | MAIMON WEALTH MANAGEMENT LTD. CIK 0001760401 | 2026 Q1 Open parsed portfolio | 77 | $113,960,998 | Open SEC source |
| 07 May 2026, 16:19:27 UTC | 13F-HR | Ridgepath Capital Management LLC CIK 0001943071 | 2026 Q1 Open parsed portfolio | 51 | $201,182,693 | Open SEC source |
| 07 May 2026, 16:19:15 UTC | 13F-HR | TITAN GLOBAL CAPITAL MANAGEMENT USA LLC CIK 0001845930 | 2026 Q1 Open parsed portfolio | 59 | $671,132,248 | Open SEC source |
| 07 May 2026, 16:18:06 UTC | 13F-HR | Johnson Financial Group, Inc. CIK 0001477024 | 2026 Q1 Open parsed portfolio | 889 | $2,762,041,465 | Open SEC source |
| 07 May 2026, 16:16:39 UTC | 13F-HR | ELEMENT POINTE ADVISORS, LLC CIK 0001764059 | 2026 Q1 Open parsed portfolio | 86 | $529,960,853 | Open SEC source |
| 07 May 2026, 16:16:10 UTC | 13F-HR | TRV GP IV, LLC CIK 0001688325 | 2026 Q1 Open parsed portfolio | 2 | $266,903,734 | Open SEC source |
| 07 May 2026, 16:16:09 UTC | 13F-HR | TRV GP VI, LLC CIK 0001990716 | 2026 Q1 Open parsed portfolio | 3 | $135,595,117 | Open SEC source |
| 07 May 2026, 16:16:08 UTC | 13F-HR | TRV GP V, LLC CIK 0001990717 | 2026 Q1 Open parsed portfolio | 3 | $401,003,473 | Open SEC source |
| 07 May 2026, 16:13:25 UTC | 13F-HR | Convergence Investment Partners, LLC CIK 0001456133 | 2026 Q1 Open parsed portfolio | 235 | $610,680,627 | Open SEC source |
| 07 May 2026, 16:12:21 UTC | 13F-HR | Cannon Capital Management, Inc. CIK 0002100130 | 2026 Q1 Open parsed portfolio | 28 | $123,075,788 | Open SEC source |
| 07 May 2026, 16:10:44 UTC | 13F-HR | JSF Financial, LLC CIK 0001802224 | 2026 Q1 Open parsed portfolio | 126 | $510,079,489 | Open SEC source |
| 07 May 2026, 16:08:15 UTC | 13F-HR | SEGRA CAPITAL MANAGEMENT, LLC CIK 0001607512 | 2026 Q1 Open parsed portfolio | 6 | $128,447,868 | Open SEC source |
| 07 May 2026, 16:07:34 UTC | 13F-HR | HF Capital, LLC CIK 0002063476 | 2026 Q1 Open parsed portfolio | 5 | $239,211,902 | Open SEC source |
| 07 May 2026, 16:07:29 UTC | 13F-HR | Amova Asset Management Americas, Inc. CIK 0001480751 | 2026 Q1 Open parsed portfolio | 186 | $7,070,004,157 | Open SEC source |
| 07 May 2026, 16:06:45 UTC | 13F-HR | MAIMON WEALTH MANAGEMENT LTD. CIK 0001760401 | 2025 Q4 Open parsed portfolio | 71 | $107,612,204 | Open SEC source |
| 07 May 2026, 16:01:40 UTC | 13F-HR | COMMERZBANK AKTIENGESELLSCHAFT /FI CIK 0000852933 | 2026 Q1 Open parsed portfolio | 354 | $4,782,682,000 | Open SEC source |
| 07 May 2026, 16:00:34 UTC | 13F-HR | Eagle Point Credit Management LLC CIK 0001607203 | 2026 Q1 Open parsed portfolio | 14 | $76,477,688 | Open SEC source |
| 07 May 2026, 16:00:15 UTC | 13F-HR | LOUNTZIS ASSET MANAGEMENT, LLC CIK 0001821168 | 2026 Q1 Open parsed portfolio | 52 | $272,643,484 | Open SEC source |
| 07 May 2026, 15:56:11 UTC | 13F-HR | Argyle Capital Partners, LLC CIK 0002079995 | 2026 Q1 Open parsed portfolio | 160 | $138,849,026 | Open SEC source |
| 07 May 2026, 15:55:21 UTC | 13F-HR | MANAGED ASSET PORTFOLIOS, LLC CIK 0001600999 | 2026 Q1 Open parsed portfolio | 51 | $834,419,053 | Open SEC source |
| 07 May 2026, 15:52:21 UTC | 13F-HR | Renaissance Capital LLC CIK 0001535058 | 2026 Q1 Open parsed portfolio | 47 | $124,164,555 | Open SEC source |
| 07 May 2026, 15:51:15 UTC | 13F-HR | CONQUIS FINANCIAL LLC CIK 0002052436 | 2026 Q1 Open parsed portfolio | 54 | $120,453,869 | Open SEC source |