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 44 new positions, 77 positions with more shares reported, 116 positions with fewer shares reported, and 56 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 issuerBOWHEAD SPECIALTY HLDGS INC | $1.4 M0.0% of filing | 48,100 sh | FEWER SHARES |
| $1.3 M0.0% of filing |
| 310,100 sh |
| FEWER SHARES |
| $1.3 M0.0% of filing | 690,514 sh | MORE SHARES |
SEC issuerINTELLICHECK MOBILISA INC | $1.2 M0.0% of filing | 300,100 sh | FEWER SHARES |
SEC issuerATEGRITY SPECIALTY IN CO HO | $1.2 M0.0% of filing | 49,200 sh | MORE SHARES |
| $1.1 M0.0% of filing | 142,901 sh | MORE SHARES |
SEC issuerNORTHERN TECHNOLOGIES INTL C | $1.0 M0.0% of filing | 122,577 sh | MORE SHARES |
SEC issuerTRIPLE FLAG PRECIOUS METAL | $1.0 M0.0% of filing | 33,985 sh | MORE SHARES |
| $999,9750.0% of filing | 59,700 sh | NEW THIS QUARTER |
SEC issuerNORTECH SYS INC | $990,3160.0% of filing | 62,599 sh | MORE SHARES |
SEC issuerUNIVERSAL ELECTRS INC | $939,5280.0% of filing | 196,966 sh | FEWER SHARES |
| $903,0200.0% of filing | 163,000 sh | FEWER SHARES |
| $878,6690.0% of filing | 52,900 sh | MORE SHARES |
| $877,7040.0% of filing | 454,769 sh | FEWER SHARES |
| $835,4570.0% of filing | 168,100 sh | FEWER SHARES |
| $826,8470.0% of filing | 176,300 sh | FEWER SHARES |
SEC issuerNUVEEN CHURCHILL DIRECT LEND | $782,4600.0% of filing | 63,000 sh | FEWER SHARES |
| $749,5230.0% of filing | 43,300 sh | MORE SHARES |
| $731,3280.0% of filing | 117,200 sh | FEWER SHARES |
SEC issuerMASTECH HLDGS INC | $726,8290.0% of filing | 94,027 sh | FEWER SHARES |
SEC issuerSHENANDOAH TELECOMMUNICATION | $723,8400.0% of filing | 48,000 sh | FEWER SHARES |
SEC issuerCOMTECH TELECOMMUNICATIONS C | $698,2500.0% of filing | 332,500 sh | MORE SHARES |
| $692,4530.0% of filing | 823,271 sh | FEWER SHARES |
| $683,4000.0% of filing | 340,000 sh | MORE SHARES |
| $629,6660.0% of filing | 428,344 sh | FEWER SHARES |