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Manager record

Financially in Tune, LLC

Stoneham, MA · CIK 2113970 · 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.

$116.30MReported 13F valueQ1 2026 · as filed
77Holdings listed
+8.6%vs prior quartervalue change includes market moves
2Quarters on record
Apr 22Latest filed
Reported 13F value by quarter, Q4 2025 to Q1 2026Q4 2025: $107.1M$107.1MQ4 202571 holdingsQ1 2026: $116.3M$116.3MQ1 202677 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
Apr 22 2026 13F-HR · period Q1 2026

$116.30M · 77 holdings listed · View original SEC filing ↗
Feb 27 2026 13F-HR · period Q4 2025

$107.14M · 71 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: Q1 2026 · latest filing Apr 22, 2026 · Change methodology