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 93 new positions, 176 positions with more shares reported, 225 positions with fewer shares reported, and 85 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 issuerPENSKE AUTOMOTIVE GRP INC | $9.3 M0.0% of filing | 51,700 sh | FEWER SHARES |
SEC issuerNATURAL GAS SVCS GROUP INC | $9.2 M0.0% of filing |
| 214,142 sh |
| FEWER SHARES |
SEC issuerNATURAL GROCERS BY VITAMIN | $9.1 M0.0% of filing | 294,899 sh | FEWER SHARES |
SEC issuerCOMMERCIAL VEH GROUP INC | $9.0 M0.0% of filing | 1,956,659 sh | MORE SHARES |
SEC issuerNAVIGATOR HLDGS LTD | $9.0 M0.0% of filing | 483,988 sh | FEWER SHARES |
SEC issuerINNOVATIVE SOLUTIONS & SUPPO | $8.8 M0.0% of filing | 490,155 sh | MORE SHARES |
SEC issuerUNIVERSAL HEALTH RLTY INCOME | $8.6 M0.0% of filing | 196,510 sh | FEWER SHARES |
SEC issuerAMERICAS GOLD AND SILVER COR | $8.6 M0.0% of filing | 1,822,600 sh | MORE SHARES |
SEC issuerSUNSTONE HOTEL INVS INC NEW | $8.4 M0.0% of filing | 736,096 sh | MORE SHARES |
SEC issuerINVENTRUST PPTYS CORP | $8.4 M0.0% of filing | 236,044 sh | MORE SHARES |
| $8.1 M0.0% of filing | 154,628 sh | MORE SHARES |
SEC issuerPALVELLA THERAPEUTICS INC NE | $8.1 M0.0% of filing | 53,270 sh | MORE SHARES |
| $8.1 M0.0% of filing | 2,808,095 sh | NEW THIS QUARTER |
SEC issuerFIVERR INTL LTD | $7.9 M0.0% of filing | 767,359 sh | MORE SHARES |
SEC issuerINFORMATION SVCS GROUP INC | $7.7 M0.0% of filing | 1,863,237 sh | FEWER SHARES |
| $7.6 M0.0% of filing | 316,370 sh | FEWER SHARES |
| $7.6 M0.0% of filing | 1,345,995 sh | MORE SHARES |
SEC issuerFIRST BUSINESS FINL SVCS INC | $7.6 M0.0% of filing | 120,865 sh | FEWER SHARES |
| $7.6 M0.0% of filing | 262,865 sh | MORE SHARES |
SEC issuerINVESCO EXCH TRADED FD TR II | $7.6 M0.0% of filing | 322,300 sh | MORE SHARES |
SEC issuerINVESCO EXCH TRADED FD TR II | $7.5 M0.0% of filing | 81,040 sh | NEW THIS QUARTER |
SEC issuerVANGUARD INDEX FDS | $7.5 M0.0% of filing | 93,080 sh | MORE SHARES |
| $7.3 M0.0% of filing | 518,932 sh | FEWER SHARES |
SEC issuerNATIONAL ENERGY SERVICES REU | $7.2 M0.0% of filing | 239,139 sh | NEW THIS QUARTER |
| $7.1 M0.0% of filing | 24,480 sh | MORE SHARES |