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Manager record

Conrad Siegel Investment Advisors, Inc.

Harrisburg, PA · CIK 1905875 · 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.

$618.19MReported 13F valueQ3 2026 · as filed
74Holdings listed
+0.6%vs prior quartervalue change includes market moves
6Quarters on record
Oct 08Latest filed
Reported 13F value by quarter, Q2 2025 to Q3 2026Q2 2025: $445.8M$445.8MQ2 202553 holdingsQ3 2025: $476.4M$476.4MQ3 202557 holdingsQ4 2025: $527.3M$527.3MQ4 202559 holdingsQ1 2026: $554.0M$554.0MQ1 202663 holdingsQ2 2026: $614.6M$614.6MQ2 202674 holdingsQ3 2026: $618.2M$618.2MQ3 202674 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 08 2026 13F-HR · period Q3 2026

$618.19M · 74 holdings listed · View original SEC filing ↗
Jul 17 2026 13F-HR · period Q2 2026

$614.62M · 74 holdings listed · View original SEC filing ↗
Apr 13 2026 13F-HR · period Q1 2026

$554.05M · 63 holdings listed · View original SEC filing ↗
Jan 14 2026 13F-HR · period Q4 2025

$527.25M · 59 holdings listed · View original SEC filing ↗
Oct 16 2025 13F-HR · period Q3 2025

$476.36M · 57 holdings listed · View original SEC filing ↗
Jul 14 2025 13F-HR · period Q2 2025

$445.77M · 53 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 08, 2026 · Change methodology