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Manager record

Ritter Daniher Financial Advisory LLC / DE

Cincinnati, OH · CIK 1936603 · 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.

$656.81MReported 13F valueQ2 2026 · as filed
606Holdings listed
+11.4%vs prior quartervalue change includes market moves
5Quarters on record
Jul 14Latest filed
Reported 13F value by quarter, Q2 2025 to Q2 2026Q2 2025: $407.2M$407.2MQ2 2025336 holdingsQ3 2025: $567.9M$567.9MQ3 2025467 holdingsQ4 2025: $596.2M$596.2MQ4 2025595 holdingsQ1 2026: $589.4M$589.4MQ1 2026592 holdingsQ2 2026: $656.8M$656.8MQ2 2026606 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 14 2026 13F-HR · period Q2 2026

$656.81M · 606 holdings listed · View original SEC filing ↗
May 06 2026 13F-HR · period Q1 2026

$589.41M · 592 holdings listed · View original SEC filing ↗
Feb 10 2026 13F-HR · period Q4 2025

$596.18M · 595 holdings listed · View original SEC filing ↗
Nov 03 2025 13F-HR · period Q3 2025

$567.94M · 467 holdings listed · View original SEC filing ↗
Aug 11 2025 13F-HR · period Q2 2025

$407.19M · 336 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 14, 2026 · Change methodology