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 429 new positions, 796 positions with more shares reported, 1086 positions with fewer shares reported, and 479 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 issuerINDEPENDENT BK CORP MICH | $22.3 M0.0% of filing | 617,500 sh | MORE SHARES |
| $22.2 M0.0% of filing |
| 59,680 sh |
| MORE SHARES |
| $22.1 M0.0% of filing | 1,580,425 sh | FEWER SHARES |
SEC issuerUNIVERSAL DISPLAY CORP | $22.1 M0.0% of filing | 254,839 sh | MORE SHARES |
SEC issuerSOLARIS ENERGY INFRAS INC | $22.0 M0.0% of filing | 273,400 sh | NEW THIS QUARTER |
SEC issuerWATERSTONE FINL INC MD | $21.8 M0.0% of filing | 1,051,571 sh | FEWER SHARES |
| $21.8 M0.0% of filing | 436,815 sh | FEWER SHARES |
| $21.5 M0.0% of filing | 218,501 sh | FEWER SHARES |
SEC issuerEVERUS CONSTR GROUP | $21.4 M0.0% of filing | 129,200 sh | FEWER SHARES |
| $21.4 M0.0% of filing | 130,900 sh | FEWER SHARES |
| $21.4 M0.0% of filing | 178,055 sh | FEWER SHARES |
| $21.3 M0.0% of filing | 820,228 sh | FEWER SHARES |
SEC issuerISHARES TR | $21.1 M0.0% of filing | 170,128 sh | MORE SHARES |
SEC issuerPROPETRO HLDG CORP | $21.1 M0.0% of filing | 1,472,100 sh | MORE SHARES |
| $21.1 M0.0% of filing | 3,441,361 sh | FEWER SHARES |
SEC issuerSPDR SERIES TRUST | $21.0 M0.0% of filing | 628,500 sh | MORE SHARES |
SEC issuerWP CAREY INC | $20.9 M0.0% of filing | 292,200 sh | MORE SHARES |
| $20.7 M0.0% of filing | 844,234 sh | NO CHANGE |
| $20.6 M0.0% of filing | 170,403 sh | MORE SHARES |
| $20.6 M0.0% of filing | 441,800 sh | MORE SHARES |
| $20.5 M0.0% of filing | 444,827 sh | NEW THIS QUARTER |
| $20.5 M0.0% of filing | 958,520 sh | FEWER SHARES |
| $20.5 M0.0% of filing | 263,549 sh | MORE SHARES |
| $20.4 M0.0% of filing | 1,487,395 sh | FEWER SHARES |
SEC issuerUNIVERSAL TECHNICAL INST INC | $20.4 M0.0% of filing | 476,030 sh | FEWER SHARES |