Delayed SEC reports
Compare what managers reported this quarter with last quarter. These reports are delayed.Large US investment managers report many holdings every quarter. We compare the shares they reported this quarter with the prior quarter. The reports arrive late and do not show the exact trade day, trade price, shorts, cash, or the manager’s reason.
16 of 16 managers have a matching row in their newest complete report.
These managers' newest complete report is at least 2 quarters behind the newest period above. They remain available for history, but are kept separate from managers with newer reports.
$72.62 B total reported value across 3140 holdings · 13F-HR · filed Aug 13, 2026 · open SEC report ↗
For the matching rows, compared with Q1 2026, the Q2 2026 report's stock rows show 123 new positions, 284 positions with more shares reported, 411 positions with fewer shares reported, and 123 positions that no longer appear.
Green + ▲ means new or more shares; red + ▼ means fewer shares or no longer listed. The words and dot count repeat the meaning without relying on colour. Fewer shares or no listing does not mean the manager opened a short position.
13F reports can arrive up to 45 days after quarter-end, so this comparison is not proof of when, why, or at what price the manager traded.
Green means the manager reported a new or larger share amount. Red means a smaller amount or the stock was no longer listed. This compares two delayed reports; it does not show the exact trade.
Biggest reported changes — ranked by position value. The bar is the position's size against the largest one shown; the figure under it is the difference in the filed SH or principal amount. Corporate actions are not normalized.
Absent from latest filing — a 13F reports only that the position is absent, not when, why, or for what proceeds it changed. The prior SH or principal amount is printed, but these rows are not ranked because those units are not comparable.
| Position | Value | Filed amount | Change |
|---|---|---|---|
SEC issuerFIRST FINANCIAL CORPORATION | $7.2 M0.0% of filing | 92,873 sh | FEWER SHARES |
| $7.2 M0.0% of filing |
| 58,300 sh |
| MORE SHARES |
| $7.0 M0.0% of filing | 86,415 sh | FEWER SHARES |
SEC issuerCALIFORNIA WTR SVC GROUP | $7.0 M0.0% of filing | 144,200 sh | MORE SHARES |
| $6.9 M0.0% of filing | 75,300 sh | FEWER SHARES |
| $6.8 M0.0% of filing | 5,720 sh | NEW THIS QUARTER |
SEC issuerPROTHENA CORP PLC | $6.8 M0.0% of filing | 697,615 sh | MORE SHARES |
SEC issuerD R HORTON INC | $6.8 M0.0% of filing | 41,838 sh | FEWER SHARES |
SEC issuerVONTIER CORPORATION | $6.7 M0.0% of filing | 232,300 sh | MORE SHARES |
| $6.7 M0.0% of filing | 23,620 sh | NEW THIS QUARTER |
| $6.7 M0.0% of filing | 418,892 sh | MORE SHARES |
SEC issuerACACIA RESH CORP | $6.6 M0.0% of filing | 1,415,088 sh | MORE SHARES |
SEC issuerFIRST BUSEY CORP | $6.5 M0.0% of filing | 221,100 sh | FEWER SHARES |
SEC issuerADAPTIVE BIOTECHNOLOGIES COR | $6.5 M0.0% of filing | 302,800 sh | MORE SHARES |
| $6.5 M0.0% of filing | 1,433,400 sh | FEWER SHARES |
SEC issuerFOX FACTORY HLDG CORP | $6.5 M0.0% of filing | 382,093 sh | FEWER SHARES |
SEC issuerWORTHINGTON STL INC | $6.4 M0.0% of filing | 191,138 sh | MORE SHARES |
| $6.4 M0.0% of filing | 279,515 sh | FEWER SHARES |
| $6.3 M0.0% of filing | 129,540 sh | FEWER SHARES |
SEC issuerC & F FINL CORP | $6.2 M0.0% of filing | 78,079 sh | FEWER SHARES |
SEC issuerESPEY MFG & ELECTRS CORP | $6.2 M0.0% of filing | 92,712 sh | FEWER SHARES |
SEC issuerJ P MORGAN EXCHANGE TRADED F | $6.1 M0.0% of filing | 132,188 sh | NEW THIS QUARTER |
SEC issuerSOUTHERN MO BANCORP INC | $6.1 M0.0% of filing | 79,824 sh | FEWER SHARES |
SEC issuerALBANY INTL CORP | $6.0 M0.0% of filing | 81,200 sh | FEWER SHARES |
| $6.0 M0.0% of filing | 579,910 sh | FEWER SHARES |