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Manager record

Daviman Financial, LLC

Fishers, IN · CIK 2104394 · 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.

$181.15MReported 13F valueQ2 2026 · as filed
92Holdings listed
+7.1%vs prior quartervalue change includes market moves
3Quarters on record
Jul 27Latest filed
Reported 13F value by quarter, Q4 2025 to Q2 2026Q4 2025: $170.4M$170.4MQ4 202591 holdingsQ1 2026: $169.1M$169.1MQ1 202685 holdingsQ2 2026: $181.1M$181.1MQ2 202692 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

$181.15M · 92 holdings listed · View original SEC filing ↗
Apr 23 2026 13F-HR · period Q1 2026

$169.10M · 85 holdings listed · View original SEC filing ↗
Feb 06 2026 13F-HR · period Q4 2025

$170.42M · 91 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