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.
15 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 59 new positions, 109 positions with more shares reported, 172 positions with fewer shares reported, and 81 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 issuerUWM HOLDINGS CORPORATION | $9.4 M0.0% of filing | 4,106,460 sh | MORE SHARES |
SEC issuerVANGUARD WHITEHALL FDS | $9.3 M0.0% of filing |
| 59,000 sh |
| FEWER SHARES |
| $9.1 M0.0% of filing | 308,267 sh | MORE SHARES |
SEC issuerSKYWATER TECHNOLOGY INC | $9.1 M0.0% of filing | 260,900 sh | NEW THIS QUARTER |
| $8.9 M0.0% of filing | 177,933 sh | FEWER SHARES |
SEC issuerSUNSTONE HOTEL INVS INC NEW | $8.4 M0.0% of filing | 736,096 sh | MORE SHARES |
| $8.1 M0.0% of filing | 385,947 sh | MORE SHARES |
| $7.9 M0.0% of filing | 239,991 sh | FEWER SHARES |
| $7.9 M0.0% of filing | 9,932 sh | FEWER SHARES |
SEC issuerARROW FINL CORP | $7.7 M0.0% of filing | 186,721 sh | FEWER SHARES |
| $7.4 M0.0% of filing | 475,920 sh | FEWER SHARES |
SEC issuerHAWAIIAN ELEC INDS INC MTN B | $7.2 M0.0% of filing | 532,200 sh | FEWER SHARES |
SEC issuerSCHWAB STRATEGIC TR | $7.1 M0.0% of filing | 276,100 sh | MORE SHARES |
SEC issuerCALIFORNIA WTR SVC GROUP | $7.0 M0.0% of filing | 144,200 sh | MORE SHARES |
SEC issuerCOMMUNITY WEST BANCSHARES NE | $7.0 M0.0% of filing | 259,325 sh | MORE SHARES |
| $6.8 M0.0% of filing | 133,000 sh | NEW THIS QUARTER |
SEC issuerWORTHINGTON STL INC | $6.4 M0.0% of filing | 191,138 sh | MORE SHARES |
| $6.4 M0.0% of filing | 1,091,255 sh | FEWER SHARES |
| $6.4 M0.0% of filing | 209,336 sh | FEWER SHARES |
| $6.3 M0.0% of filing | 1,053,438 sh | FEWER SHARES |
SEC issuerWESTWOOD HLDGS GROUP INC | $6.3 M0.0% of filing | 328,558 sh | FEWER SHARES |
| $6.3 M0.0% of filing | 129,540 sh | FEWER SHARES |
SEC issuerWELLS FARGO & CO | $6.2 M0.0% of filing | 75,567 sh | MORE 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 |