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Manager record

Godfrey Financial Associates, Inc.

Glenmont, NY · CIK 2097943 · 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.

$130.66MReported 13F valueQ2 2026 · as filed
1,090Holdings listed
+12.1%vs prior quartervalue change includes market moves
3Quarters on record
Aug 11Latest filed
Reported 13F value by quarter, Q4 2025 to Q2 2026Q4 2025: $115.3M$115.3MQ4 20251,116 holdingsQ1 2026: $116.5M$116.5MQ1 20261,122 holdingsQ2 2026: $130.7M$130.7MQ2 20261,090 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

$130.66M · 1,090 holdings listed · View original SEC filing ↗
May 12 2026 13F-HR · period Q1 2026

$116.53M · 1,122 holdings listed · View original SEC filing ↗
Feb 10 2026 13F-HR · period Q4 2025

$115.33M · 1,116 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