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.
14 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 39 new positions, 49 positions with more shares reported, 74 positions with fewer shares reported, and 26 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 issuerRUSH ENTERPRISES INC | $11.1 M0.0% of filing | 152,200 sh | FEWER SHARES |
SEC issuerFIDELITY WISE ORIGIN BITCOIN | $11.1 M0.0% of filing |
| 216,500 sh |
| MORE SHARES |
| $10.4 M0.0% of filing | 85,573 sh | FEWER SHARES |
SEC issuerFERGUSON ENTERPRISES INC | $10.4 M0.0% of filing | 43,900 sh | MORE SHARES |
| $9.2 M0.0% of filing | 1,635,488 sh | MORE SHARES |
SEC issuerSELECT SECTOR SPDR TR | $9.0 M0.0% of filing | 205,200 sh | NEW THIS QUARTER |
SEC issuerESSENTIAL UTILS INC | $9.0 M0.0% of filing | 235,283 sh | NEW THIS QUARTER |
SEC issuerSPDR SERIES TRUST | $8.8 M0.0% of filing | 294,500 sh | NEW THIS QUARTER |
SEC issuerESSEX PPTY TR INC | $8.7 M0.0% of filing | 30,006 sh | FEWER SHARES |
| $8.5 M0.0% of filing | 1,607,692 sh | FEWER SHARES |
SEC issuerSEANERGY MARITIME HLDGS CORP | $8.2 M0.0% of filing | 609,100 sh | FEWER SHARES |
SEC issuerSEABOARD CORP DEL | $8.1 M0.0% of filing | 1,822 sh | FEWER SHARES |
SEC issuerSELECT SECTOR SPDR TR | $7.9 M0.0% of filing | 146,510 sh | FEWER SHARES |
| $7.3 M0.0% of filing | 283,300 sh | NEW THIS QUARTER |
| $7.2 M0.0% of filing | 58,300 sh | MORE SHARES |
SEC issuerNATIONAL ENERGY SERVICES REU | $7.2 M0.0% of filing | 239,139 sh | NEW THIS QUARTER |
SEC issuerSPDR SERIES TRUST | $7.0 M0.0% of filing | 115,100 sh | MORE SHARES |
SEC issuerFIRST BUSEY CORP | $6.5 M0.0% of filing | 221,100 sh | FEWER SHARES |
SEC issuerMIDDLESEX WTR CO | $6.2 M0.0% of filing | 110,813 sh | FEWER SHARES |
SEC issuerCHEFS WHSE INC | $6.1 M0.0% of filing | 63,749 sh | NEW THIS QUARTER |
SEC issuerSPDR SERIES TRUST | $6.0 M0.0% of filing | 211,304 sh | FEWER SHARES |
SEC issuerSPDR SERIES TRUST | $5.9 M0.0% of filing | 85,854 sh | MORE SHARES |
SEC issuerSTRATTEC SEC CORP | $5.6 M0.0% of filing | 69,206 sh | FEWER SHARES |
SEC issuerSERVICE PPTYS TR | $5.3 M0.0% of filing | 3,136,100 sh | MORE SHARES |
SEC issuerBASSETT FURNITURE INDS INC | $5.1 M0.0% of filing | 288,543 sh | FEWER SHARES |