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Manager record

Financial Designs Corp

Claremont, CA · CIK 1561383 · 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.

$194.22MReported 13F valueQ3 2026 · as filed
39Holdings listed
+4.1%vs prior quartervalue change includes market moves
6Quarters on record
Oct 09Latest filed
Reported 13F value by quarter, Q2 2025 to Q3 2026Q2 2025: $163.1M$163.1MQ2 202535 holdingsQ3 2025: $172.7M$172.7MQ3 202522 holdingsQ4 2025: $176.6M$176.6MQ4 202523 holdingsQ1 2026: $179.6M$179.6MQ1 202640 holdingsQ2 2026: $186.6M$186.6MQ2 202641 holdingsQ3 2026: $194.2M$194.2MQ3 202639 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 09 2026 13F-HR · period Q3 2026

$194.22M · 39 holdings listed · View original SEC filing ↗
Jul 10 2026 13F-HR · period Q2 2026

$186.57M · 41 holdings listed · View original SEC filing ↗
Apr 16 2026 13F-HR · period Q1 2026

$179.65M · 40 holdings listed · View original SEC filing ↗
Jan 23 2026 13F-HR · period Q4 2025

$176.57M · 23 holdings listed · View original SEC filing ↗
Nov 10 2025 13F-HR · period Q3 2025

$172.71M · 22 holdings listed · View original SEC filing ↗
Jul 17 2025 13F-HR · period Q2 2025

$163.12M · 35 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 09, 2026 · Change methodology