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Manager record

Bawa N Mallick Trust

Forest Hills, NY · CIK 2040013 · 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.

$309.08MReported 13F valueQ2 2026 · as filed
78Holdings listed
+26.6%vs prior quartervalue change includes market moves
7Quarters on record
Aug 14Latest filed
Reported 13F value by quarter, Q4 2024 to Q2 2026Q4 2024: $227.8M$227.8MQ4 202468 holdingsQ1 2025: $211.3M$211.3MQ1 202565 holdingsQ2 2025: $242.1M$242.1MQ2 202567 holdingsQ3 2025: $264.3M$264.3MQ3 202574 holdingsQ4 2025: $269.3M$269.3MQ4 202573 holdingsQ1 2026: $244.2M$244.2MQ1 202669 holdingsQ2 2026: $309.1M$309.1MQ2 202678 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 14 2026 13F-HR · period Q2 2026

$309.08M · 78 holdings listed · View original SEC filing ↗
May 15 2026 13F-HR · period Q1 2026

$244.16M · 69 holdings listed · View original SEC filing ↗
Mar 12 2026 13F-HR · period Q4 2025

$269.28M · 73 holdings listed · View original SEC filing ↗
Mar 12 2026 13F-HR · period Q3 2025

$264.27M · 74 holdings listed · View original SEC filing ↗
Mar 12 2026 13F-HR · period Q2 2025

$242.08M · 67 holdings listed · View original SEC filing ↗
Mar 12 2026 13F-HR · period Q1 2025

$211.28M · 65 holdings listed · View original SEC filing ↗
Mar 12 2026 13F-HR · period Q4 2024

$227.83M · 68 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 14, 2026 · Change methodology