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Manager record

Notis-McConarty Edward

Boston, MA · CIK 1592616 · 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.

$231.46MReported 13F valueQ2 2026 · as filed
167Holdings listed
+15.0%vs prior quartervalue change includes market moves
5Quarters on record
Aug 11Latest filed
Reported 13F value by quarter, Q2 2025 to Q2 2026Q2 2025: $205.2M$205.2MQ2 2025230 holdingsQ3 2025: $215.0M$215.0MQ3 2025228 holdingsQ4 2025: $215.6M$215.6MQ4 2025218 holdingsQ1 2026: $201.3M$201.3MQ1 2026182 holdingsQ2 2026: $231.5M$231.5MQ2 2026167 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 11 2026 13F-HR · period Q2 2026

$231.46M · 167 holdings listed · View original SEC filing ↗
May 08 2026 13F-HR · period Q1 2026

$218.92M · 175 holdings listed · View original SEC filing ↗
May 08 2026 13F-HR/A · period Q1 2026

$201.26M · 182 holdings listed · amendment (restatement) · View original SEC filing ↗
Feb 17 2026 13F-HR · period Q4 2025

$215.64M · 218 holdings listed · View original SEC filing ↗
Nov 10 2025 13F-HR · period Q3 2025

$214.96M · 228 holdings listed · View original SEC filing ↗
Jul 23 2025 13F-HR · period Q2 2025

$205.23M · 230 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 11, 2026 · Change methodology