13F Intelligence / Filing season
Filing season
Q3 2026 reports.
Due November 16.
Managers report holdings as of September 30 by the 45-day deadline. November 14 falls on a Saturday, so filings are due Monday, November 16, 2026.
Counts come from SEC EDGAR. As of Oct 15, 2026.
- 13F-HR filed this season
- 1,224
- Same date last year
- 1,007
- Last year’s season total
- 8,190
- Our 100 filed
- 0 / 100
Last season, for pace
How filings arrive
Our 100 managers
Who has filed
| None of our 100 have filed for the September quarter yet. Most file in the final week before the deadline. | |
All filers
Latest 13F filings
Through Oct 15, 2026
| Oct 15, 2026 | Michael J. Porro & Co. Financial Advisors, Inc. | 13F-HR | 2158818 | SEC |
| Oct 15, 2026 | B.A. Schrock Wealth Management, Inc. | 13F-HR | 2157691 | SEC |
| Oct 15, 2026 | Gainline Financial Partners, LLC | 13F-HR | 2149002 | SEC |
| Oct 15, 2026 | R2 Capital Strategies, LLC | 13F-HR | 2146947 | SEC |
| Oct 15, 2026 | KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni | 13F-HR | 2137659 | SEC |
| Oct 15, 2026 | 3 Factor Indexing, LLC | 13F-HR | 2135169 | SEC |
| Oct 15, 2026 | FinArc Investments, Inc. | 13F-HR | 2133911 | SEC |
| Oct 15, 2026 | TrustWell Financial Advisors, LLC | 13F-HR | 2133429 | SEC |
| Oct 15, 2026 | PW Nova Financial Services LLC | 13F-HR | 2127408 | SEC |
| Oct 15, 2026 | Walser Wealth Management Company, A Ltd Liability Co | 13F-HR | 2112280 | SEC |
| Oct 15, 2026 | First Growth Capital LLC | 13F-HR | 2112081 | SEC |
| Oct 15, 2026 | Braeburn Wealth Management LLC | 13F-HR | 2111759 | SEC |
| Oct 15, 2026 | Sbe LLC Dba Cedar Cove Wealth Partners | 13F-HR | 2111343 | SEC |
| Oct 15, 2026 | Andrews Advisory Associates, LLC | 13F-HR | 2110646 | SEC |
| Oct 15, 2026 | Blueline Advisors LLC | 13F-HR | 2110066 | SEC |
| Oct 15, 2026 | Reflection Asset Management | 13F-HR | 2108398 | SEC |
| Oct 15, 2026 | VMS Asset Management Limited | 13F-HR | 2107719 | SEC |
| Oct 15, 2026 | Cdm Financial Counseling Services, Inc. | 13F-HR | 2107537 | SEC |
| Oct 15, 2026 | ASL Financial, LLC | 13F-HR | 2105933 | SEC |
| Oct 15, 2026 | Daytona Street Capital LLC | 13F-HR | 2101936 | SEC |
| Oct 15, 2026 | Split Rock Private Trading & Wealth Management, LLC | 13F-HR | 2095884 | SEC |
| Oct 15, 2026 | Mann Financial Group, Inc. | 13F-HR | 2093991 | SEC |
| Oct 15, 2026 | BAM Wealth Management, LLC | 13F-HR | 2093649 | SEC |
| Oct 15, 2026 | Aureum Wealth Management, LLC | 13F-HR | 2093444 | SEC |
| Oct 15, 2026 | Elevated Private Wealth, LLC | 13F-HR | 2083411 | SEC |
| Oct 15, 2026 | Brindle & Bay Financial Advisors, LLC | 13F-HR | 2081139 | SEC |
| Oct 15, 2026 | Winnacle Wealth LLC | 13F-HR | 2079687 | SEC |
| Oct 15, 2026 | Legacy Wealth Partners, LLC | 13F-HR | 2066638 | SEC |
| Oct 15, 2026 | Infinity Wealth Counsel, LLC | 13F-HR | 2066524 | SEC |
| Oct 15, 2026 | Uptown Financial Advisors LLC | 13F-HR | 2066147 | SEC |
| Oct 15, 2026 | Summit Financial Consulting LLC | 13F-HR | 2065794 | SEC |
| Oct 15, 2026 | Greenbush Financial Group, LLC | 13F-HR | 2061818 | SEC |
| Oct 15, 2026 | Morangie Management LLC | 13F-HR | 2056670 | SEC |
| Oct 15, 2026 | Nolet Wealth Management, LLC | 13F-HR | 2056656 | SEC |
| Oct 15, 2026 | TT Capital Management LLC | 13F-HR | 2056338 | SEC |
| Oct 15, 2026 | Red Tree Management, LLC | 13F-HR | 2055980 | SEC |
| Oct 15, 2026 | Riverbend Wealth Management, LLC | 13F-HR | 2055570 | SEC |
| Oct 15, 2026 | Kentucky Trust Co | 13F-HR | 2054100 | SEC |
| Oct 15, 2026 | Pacific Asset Management, LLC | 13F-HR | 2054012 | SEC |
| Oct 15, 2026 | Financial Harvest, LLC | 13F-HR | 2052933 | SEC |
Important information
Form 13F data is delayed. Managers have up to 45 days after each calendar quarter to file, so holdings shown may have changed materially since the report date. 13F reports cover long positions in US-listed equities and certain other securities only; they exclude short positions, most non-US holdings, cash, bonds and private investments, and managers may request confidential treatment for some positions. Options rows are listed in filings but are not counted in the holdings and weights shown here.
Estimated holdings returns, estimated cost and high-conviction results are hypothetical calculations from quarter-end holdings and public prices, assuming no trades between reports. They are not the actual returns or costs of any fund or manager and do not reflect fees, trading, leverage, shorts or cash. Biographies are drawn from cited public sources. This page is for information only and is not individualized investment advice or a recommendation to buy or sell any security. Gulfstream Capital and its clients may hold positions in securities shown.
