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Manager record

Eley Financial Management, Inc

South Burlington, VT · CIK 1965267 · 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.

$308.81MReported 13F valueQ2 2026 · as filed
72Holdings listed
+11.5%vs prior quartervalue change includes market moves
5Quarters on record
Aug 11Latest filed
Reported 13F value by quarter, Q2 2025 to Q2 2026Q2 2025: $260.5M$260.5MQ2 202566 holdingsQ3 2025: $277.6M$277.6MQ3 202568 holdingsQ4 2025: $278.4M$278.4MQ4 202567 holdingsQ1 2026: $277.1M$277.1MQ1 202669 holdingsQ2 2026: $308.8M$308.8MQ2 202672 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 11 2026 13F-HR · period Q2 2026

$308.81M · 72 holdings listed · View original SEC filing ↗
May 19 2026 13F-HR/A · period Q1 2026

$277.07M · 69 holdings listed · amendment (restatement) · View original SEC filing ↗
May 15 2026 13F-HR · period Q1 2026

$249.51M · 66 holdings listed · View original SEC filing ↗
Feb 12 2026 13F-HR · period Q4 2025

$278.37M · 67 holdings listed · View original SEC filing ↗
Nov 12 2025 13F-HR · period Q3 2025

$277.65M · 68 holdings listed · View original SEC filing ↗
Aug 12 2025 13F-HR · period Q2 2025

$260.54M · 66 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 11, 2026 · Change methodology