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Manager record

Avise Financial Cooperative, Inc.

Los Angeles, CA · CIK 2013342 · 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.

$141.01MReported 13F valueQ2 2026 · as filed
114Holdings listed
+16.7%vs prior quartervalue change includes market moves
3Quarters on record
Aug 06Latest filed
Reported 13F value by quarter, Q4 2025 to Q2 2026Q4 2025: $111.0M$111.0MQ4 202594 holdingsQ1 2026: $120.9M$120.9MQ1 2026102 holdingsQ2 2026: $141.0M$141.0MQ2 2026114 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
Aug 06 2026 13F-HR · period Q2 2026

$141.01M · 114 holdings listed · View original SEC filing ↗
Apr 23 2026 13F-HR · period Q1 2026

$120.86M · 102 holdings listed · View original SEC filing ↗
Feb 11 2026 13F-HR · period Q4 2025

$111.00M · 94 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 Aug 06, 2026 · Change methodology