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Manager record

Financial Management Network Inc

Mission Viejo, CA · CIK 1844831 · 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.

$694.65MReported 13F valueQ3 2026 · as filed
209Holdings listed
-0.3%vs prior quartervalue change includes market moves
6Quarters on record
Oct 09Latest filed
Reported 13F value by quarter, Q2 2025 to Q3 2026Q2 2025: $558.1M$558.1MQ2 2025176 holdingsQ3 2025: $606.4M$606.4MQ3 2025186 holdingsQ4 2025: $632.0M$632.0MQ4 2025186 holdingsQ1 2026: $653.0M$653.0MQ1 2026191 holdingsQ2 2026: $696.8M$696.8MQ2 2026211 holdingsQ3 2026: $694.6M$694.6MQ3 2026209 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

$694.65M · 209 holdings listed · View original SEC filing ↗
Aug 06 2026 13F-HR · period Q2 2026

$696.81M · 211 holdings listed · View original SEC filing ↗
Apr 17 2026 13F-HR · period Q1 2026

$652.96M · 191 holdings listed · View original SEC filing ↗
Jan 08 2026 13F-HR · period Q4 2025

$631.96M · 186 holdings listed · View original SEC filing ↗
Oct 29 2025 13F-HR · period Q3 2025

$606.40M · 186 holdings listed · View original SEC filing ↗
Jul 10 2025 13F-HR · period Q2 2025

$558.11M · 176 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