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Manager record

Professional Financial Management, Inc.

Appleton, WI · CIK 2130270 · 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.

$98.60MReported 13F valueQ2 2026 · as filed
24Holdings listed
+2.6%vs prior quartervalue change includes market moves
3Quarters on record
Jul 15Latest filed
Reported 13F value by quarter, Q4 2025 to Q2 2026Q4 2025: $88.2M$88.2MQ4 202521 holdingsQ1 2026: $96.1M$96.1MQ1 202623 holdingsQ2 2026: $98.6M$98.6MQ2 202624 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
Jul 15 2026 13F-HR · period Q2 2026

$98.60M · 24 holdings listed · View original SEC filing ↗
May 12 2026 13F-HR · period Q1 2026

$96.06M · 23 holdings listed · View original SEC filing ↗
May 12 2026 13F-HR · period Q4 2025

$88.19M · 21 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 15, 2026 · Change methodology