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Manager record

Oakland Financial Corp

Sterling Heights, MI · CIK 1169683 · 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.

$4.51MReported 13F valueQ2 2026 · as filed
6Holdings listed
-28.8%vs prior quartervalue change includes market moves
5Quarters on record
Aug 03Latest filed
Reported 13F value by quarter, Q2 2025 to Q2 2026Q2 2025: $20.8M$20.8MQ2 202539 holdingsQ3 2025: $5.9M$5.9MQ3 202510 holdingsQ4 2025: $6.0M$6.0MQ4 202510 holdingsQ1 2026: $6.3M$6.3MQ1 202610 holdingsQ2 2026: $4.5M$4.5MQ2 20266 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 03 2026 13F-HR · period Q2 2026

$4.51M · 6 holdings listed · View original SEC filing ↗
Apr 28 2026 13F-HR · period Q1 2026

$6.34M · 10 holdings listed · View original SEC filing ↗
Jan 29 2026 13F-HR · period Q4 2025

$6.04M · 10 holdings listed · View original SEC filing ↗
Nov 07 2025 13F-HR · period Q3 2025

$5.87M · 10 holdings listed · View original SEC filing ↗
Aug 21 2025 13F-HR · period Q2 2025

$6.77M · 13 holdings listed · View original SEC filing ↗
Aug 21 2025 13F-HR · period Q2 2025

$8.74M · 16 holdings listed · View original SEC filing ↗
Aug 14 2025 13F-HR · period Q2 2025

$5.31M · 10 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 03, 2026 · Change methodology