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Manager record

626 Financial, LLC

Portage, MI · CIK 1911035 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$256.75MReported 13F valueQ2 2026 · as filed
127Holdings listed
+14.5%vs prior quartervalue change includes market moves
5Quarters on record
Jul 27Latest filed
Reported 13F value by quarter, Q2 2025 to Q2 2026Q2 2025: $213.8M$213.8MQ2 2025114 holdingsQ3 2025: $227.9M$227.9MQ3 2025117 holdingsQ4 2025: $232.5M$232.5MQ4 2025121 holdingsQ1 2026: $224.3M$224.3MQ1 2026121 holdingsQ2 2026: $256.8M$256.8MQ2 2026127 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Jul 27 2026 13F-HR · period Q2 2026

$256.75M · 127 holdings listed · View original SEC filing ↗
Apr 23 2026 13F-HR · period Q1 2026

$224.31M · 121 holdings listed · View original SEC filing ↗
Feb 05 2026 13F-HR · period Q4 2025

$232.48M · 121 holdings listed · View original SEC filing ↗
Nov 07 2025 13F-HR · period Q3 2025

$227.88M · 117 holdings listed · View original SEC filing ↗
Aug 04 2025 13F-HR/A · period Q2 2025

$213.78M · 114 holdings listed · amendment (restatement) · View original SEC filing ↗
Jul 23 2025 13F-HR · period Q2 2025

$187.25M · 101 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q2 2026 · latest filing Jul 27, 2026 · Change methodology