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.
4 of 16 managers have a matching row in their newest complete report.
$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 3 new positions, 10 positions with more shares reported, 16 positions with fewer shares reported, and 1 position that no longer appears.
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 |
|---|---|---|---|
| $160.7 M0.2% of filing | 453,720 sh | MORE SHARES | |
| $95.7 M0.1% of filing |
| 1,078,600 sh |
| FEWER SHARES |
| $63.8 M0.1% of filing | 158,860 sh | MORE SHARES |
SEC issuerUNITED STS LIME & MINERALS I | $63.7 M0.1% of filing | 609,011 sh | FEWER SHARES |
| $61.1 M0.1% of filing | 829,602 sh | MORE SHARES |
| $40.0 M0.1% of filing | 1,025,381 sh | FEWER SHARES |
SEC issuerGENERAL MTRS CO | $36.5 M0.1% of filing | 472,900 sh | FEWER SHARES |
| $31.4 M0.0% of filing | 1,331,209 sh | FEWER SHARES |
SEC issuerCENTRAL PAC FINL CORP | $19.3 M0.0% of filing | 506,400 sh | FEWER SHARES |
SEC issuerFEDERAL RLTY INVT TR NEW | $14.0 M0.0% of filing | 113,600 sh | MORE SHARES |
| $12.5 M0.0% of filing | 321,756 sh | FEWER SHARES |
| $10.2 M0.0% of filing | 378,300 sh | FEWER SHARES |
| $9.4 M0.0% of filing | 212,887 sh | MORE 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 issuerNORTHERN DYNASTY MINERALS LT | $8.9 M0.0% of filing | 4,650,149 sh | MORE SHARES |
SEC issuerFEDERAL AGRIC MTG CORP | $4.8 M0.0% of filing | 24,000 sh | NEW THIS QUARTER |
| $3.2 M0.0% of filing | 199,907 sh | MORE SHARES |
SEC issuerGIBRALTAR INDS INC | $3.0 M0.0% of filing | 66,668 sh | MORE SHARES |
| $1.3 M0.0% of filing | 21,729 sh | MORE SHARES |
SEC issuerVANGUARD ADMIRAL FDS INC | $1.1 M0.0% of filing | 13,613 sh | NEW THIS QUARTER |
| $1.1 M0.0% of filing | 171,790 sh | FEWER SHARES |
| $963,0160.0% of filing | 544,077 sh | FEWER SHARES |
SEC issuerVANGUARD ADMIRAL FDS INC | $789,1560.0% of filing | 3,600 sh | NEW THIS QUARTER |
SEC issuerNATURAL ALTERNATIVES INTL IN | $663,1220.0% of filing | 277,457 sh | FEWER SHARES |