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Manager record

Integrated Financial Solutions, Inc.

Reston, VA · CIK 2086529 · 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.

$194.79MReported 13F valueQ3 2026 · as filed
35Holdings listed
+5.2%vs prior quartervalue change includes market moves
5Quarters on record
Oct 09Latest filed
Reported 13F value by quarter, Q3 2025 to Q3 2026Q3 2025: $145.1M$145.1MQ3 202526 holdingsQ4 2025: $284.5M$284.5MQ4 202558 holdingsQ1 2026: $144.1M$144.1MQ1 202632 holdingsQ2 2026: $185.1M$185.1MQ2 202636 holdingsQ3 2026: $194.8M$194.8MQ3 202635 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

$194.79M · 35 holdings listed · View original SEC filing ↗
Jul 16 2026 13F-HR · period Q2 2026

$185.13M · 36 holdings listed · View original SEC filing ↗
Apr 13 2026 13F-HR · period Q1 2026

$144.06M · 32 holdings listed · View original SEC filing ↗
Jan 23 2026 13F-HR · period Q4 2025

$166.91M · 34 holdings listed · View original SEC filing ↗
Jan 16 2026 13F-HR · period Q4 2025

$117.57M · 24 holdings listed · View original SEC filing ↗
Jan 16 2026 13F-HR/A · period Q3 2025

$145.14M · 26 holdings listed · amendment (restatement) · View original SEC filing ↗
Nov 12 2025 13F-HR · period Q3 2025

$117.57M · 24 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