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Manager record

Premier Financial Group

Eureka, CA · CIK 1989061 · 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.

$497.29MReported 13F valueQ2 2026 · as filed
243Holdings listed
-15.3%vs prior quartervalue change includes market moves
5Quarters on record
Sep 21Latest filed
Reported 13F value by quarter, Q2 2025 to Q2 2026Q2 2025: $359.8M$359.8MQ2 202536 holdingsQ3 2025: $374.2M$374.2MQ3 202563 holdingsQ4 2025: $383.5M$383.5MQ4 202556 holdingsQ1 2026: $587.3M$587.3MQ1 202646 holdingsQ2 2026: $497.3M$497.3MQ2 2026243 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
Sep 21 2026 13F-HR · period Q2 2026

$497.29M · 243 holdings listed · View original SEC filing ↗

May 06 2026 13F-HR · period Q1 2026

$587.26M · 46 holdings listed · View original SEC filing ↗

Feb 09 2026 13F-HR · period Q4 2025

$383.54M · 56 holdings listed · View original SEC filing ↗

Oct 20 2025 13F-HR · period Q3 2025

$374.23M · 63 holdings listed · View original SEC filing ↗

Aug 14 2025 13F-HR · period Q2 2025

$359.77M · 36 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 Sep 21, 2026 · Change methodology