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Manager record

Boit C F David

Boston, MA · CIK 1308331 · 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.

$240.96MReported 13F valueQ3 2026 · as filed
108Holdings listed
+1.4%vs prior quartervalue change includes market moves
6Quarters on record
Oct 29Latest filed
Reported 13F value by quarter, Q2 2025 to Q3 2026Q2 2025: $207.9M$207.9MQ2 2025124 holdingsQ3 2025: $221.0M$221.0MQ3 2025119 holdingsQ4 2025: $231.4M$231.4MQ4 2025121 holdingsQ1 2026: $225.3M$225.3MQ1 2026119 holdingsQ2 2026: $237.6M$237.6MQ2 202685 holdingsQ3 2026: $241.0M$241.0MQ3 2026108 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
Oct 29 2026 13F-HR · period Q3 2026

$240.96M · 108 holdings listed · View original SEC filing ↗
Jul 30 2026 13F-HR · period Q2 2026

$237.61M · 85 holdings listed · View original SEC filing ↗
Apr 09 2026 13F-HR · period Q1 2026

$225.31M · 119 holdings listed · View original SEC filing ↗
Jan 15 2026 13F-HR · period Q4 2025

$231.40M · 121 holdings listed · View original SEC filing ↗
Oct 28 2025 13F-HR · period Q3 2025

$221.02M · 119 holdings listed · View original SEC filing ↗
Jul 30 2025 13F-HR · period Q2 2025

$207.88M · 124 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: Q3 2026 · latest filing Oct 29, 2026 · Change methodology