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Manager record

Lanark Financial, Inc.

Birmingham, AL · CIK 791540 · 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.

$1.48BReported 13F valueQ2 2026 · as filed
2,420Holdings listed
+10.8%vs prior quartervalue change includes market moves
5Quarters on record
Jul 21Latest filed
Reported 13F value by quarter, Q2 2025 to Q2 2026Q2 2025: $1.2M$1.2MQ2 20252,445 holdingsQ3 2025: $1.3B$1.3BQ3 20252,795 holdingsQ4 2025: $1.3B$1.3BQ4 20252,811 holdingsQ1 2026: $1.3B$1.3BQ1 20262,548 holdingsQ2 2026: $1.5B$1.5BQ2 20262,420 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. One or more quarters appear to be reported in $ thousands; figures are shown exactly as filed.
Filing record
Jul 21 2026 13F-HR · period Q2 2026

$1.48B · 2,420 holdings listed · View original SEC filing ↗
Apr 14 2026 13F-HR · period Q1 2026

$1.33B · 2,548 holdings listed · View original SEC filing ↗
Jan 29 2026 13F-HR · period Q4 2025

$1.33B · 2,811 holdings listed · View original SEC filing ↗
Nov 14 2025 13F-HR · period Q3 2025

$1.30B · 2,795 holdings listed · View original SEC filing ↗
Jul 08 2025 13F-HR · period Q2 2025

$1.23M · 2,445 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 Jul 21, 2026 · Change methodology