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Manager record

Halter Ferguson Financial Inc.

Carmel, IN · CIK 1842665 · 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.

$617.39MReported 13F valueQ2 2026 · as filed
36Holdings listed
+35.5%vs prior quartervalue change includes market moves
5Quarters on record
Aug 03Latest filed
Reported 13F value by quarter, Q2 2025 to Q2 2026Q2 2025: $287.7M$287.7MQ2 202530 holdingsQ3 2025: $437.4M$437.4MQ3 202533 holdingsQ4 2025: $455.0M$455.0MQ4 202536 holdingsQ1 2026: $455.6M$455.6MQ1 202638 holdingsQ2 2026: $617.4M$617.4MQ2 202636 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 03 2026 13F-HR · period Q2 2026

$617.39M · 36 holdings listed · View original SEC filing ↗
Jun 22 2026 13F-HR/A · period Q4 2025

$455.01M · 36 holdings listed · amendment (restatement) · View original SEC filing ↗
Apr 28 2026 13F-HR · period Q1 2026

$455.64M · 38 holdings listed · View original SEC filing ↗
Feb 05 2026 13F-HR · period Q4 2025

$455.01M · 36 holdings listed · View original SEC filing ↗
Oct 09 2025 13F-HR · period Q3 2025

$437.42M · 33 holdings listed · View original SEC filing ↗
Jul 11 2025 13F-HR · period Q2 2025

$287.70M · 30 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 03, 2026 · Change methodology