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Manager record

Ketron Financial

Novato, CA · CIK 2113129 · 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.

$321.95MReported 13F valueQ2 2026 · as filed
64Holdings listed
+15.3%vs prior quartervalue change includes market moves
3Quarters on record
Aug 06Latest filed
Reported 13F value by quarter, Q4 2025 to Q2 2026Q4 2025: $300.4M$300.4MQ4 202556 holdingsQ1 2026: $279.3M$279.3MQ1 202655 holdingsQ2 2026: $321.9M$321.9MQ2 202664 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 06 2026 13F-HR · period Q2 2026

$321.95M · 64 holdings listed · View original SEC filing ↗
Apr 22 2026 13F-HR · period Q1 2026

$279.34M · 55 holdings listed · View original SEC filing ↗
Feb 24 2026 13F-HR · period Q4 2025

$300.42M · 56 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 06, 2026 · Change methodology