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Manager record

S&A Financial Services, Inc.

CIK 2140428 · 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.

$163.80MReported 13F valueQ2 2026 · as filed
88Holdings listed
+12.5%vs prior quartervalue change includes market moves
2Quarters on record
Jul 27Latest filed
Reported 13F value by quarter, Q1 2026 to Q2 2026Q1 2026: $145.6M$145.6MQ1 202687 holdingsQ2 2026: $163.8M$163.8MQ2 202688 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 27 2026 13F-HR · period Q2 2026

$163.80M · 88 holdings listed · View original SEC filing ↗
Jun 12 2026 13F-HR · period Q1 2026

$145.56M · 87 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 27, 2026 · Change methodology