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Manager record

Lederer & Associates Investment Counsel/Ca

Long Beach, CA · CIK 1089707 · 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.

$155,092Reported 13F valueQ3 2026 · as filed
88Holdings listed
+2.1%vs prior quartervalue change includes market moves
6Quarters on record
Oct 23Latest filed
Reported 13F value by quarter, Q2 2025 to Q3 2026Q2 2025: $151.2K$151.2KQ2 202583 holdingsQ3 2025: $154.0K$154.0KQ3 202585 holdingsQ4 2025: $149.0K$149.0KQ4 202583 holdingsQ1 2026: $141.2K$141.2KQ1 202683 holdingsQ2 2026: $151.9K$151.9KQ2 202684 holdingsQ3 2026: $155.1K$155.1KQ3 202688 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 23 2026 13F-HR · period Q3 2026

$155,092 · 88 holdings listed · View original SEC filing ↗
Jul 10 2026 13F-HR · period Q2 2026

$151,917 · 84 holdings listed · View original SEC filing ↗
Apr 24 2026 13F-HR · period Q1 2026

$141,186 · 83 holdings listed · View original SEC filing ↗
Jan 26 2026 13F-HR · period Q4 2025

$148,981 · 83 holdings listed · View original SEC filing ↗
Oct 24 2025 13F-HR · period Q3 2025

$154,046 · 85 holdings listed · View original SEC filing ↗
Jul 14 2025 13F-HR · period Q2 2025

$151,154 · 83 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 23, 2026 · Change methodology