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Manager record

Steffes Financial, Ltd.

Overland Park, KS · CIK 2110878 · 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.

$231.63MReported 13F valueQ2 2026 · as filed
36Holdings listed
+22.2%vs prior quartervalue change includes market moves
3Quarters on record
Aug 14Latest filed
Reported 13F value by quarter, Q4 2025 to Q2 2026Q4 2025: $191.5M$191.5MQ4 202527 holdingsQ1 2026: $189.5M$189.5MQ1 202632 holdingsQ2 2026: $231.6M$231.6MQ2 202636 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 14 2026 13F-HR · period Q2 2026

$231.63M · 36 holdings listed · View original SEC filing ↗
May 15 2026 13F-HR · period Q1 2026

$189.49M · 32 holdings listed · View original SEC filing ↗
Feb 17 2026 13F-HR · period Q4 2025

$191.51M · 27 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 14, 2026 · Change methodology