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Manager record

Towneley Capital Management, Inc / DE

Laguna Hills, CA · CIK 2004980 · 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.

$504.71MReported 13F valueQ3 2026 · as filed
45Holdings listed
-0.9%vs prior quartervalue change includes market moves
6Quarters on record
Oct 09Latest filed
Reported 13F value by quarter, Q2 2025 to Q3 2026Q2 2025: $435.9M$435.9MQ2 202534 holdingsQ3 2025: $460.4M$460.4MQ3 202538 holdingsQ4 2025: $474.3M$474.3MQ4 202540 holdingsQ1 2026: $477.8M$477.8MQ1 202642 holdingsQ2 2026: $509.5M$509.5MQ2 202646 holdingsQ3 2026: $504.7M$504.7MQ3 202645 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
Oct 09 2026 13F-HR · period Q3 2026

$504.71M · 45 holdings listed · View original SEC filing ↗
Jul 30 2026 13F-HR · period Q2 2026

$509.49M · 46 holdings listed · View original SEC filing ↗
Apr 21 2026 13F-HR · period Q1 2026

$477.84M · 42 holdings listed · View original SEC filing ↗
Jan 30 2026 13F-HR · period Q4 2025

$474.31M · 40 holdings listed · View original SEC filing ↗
Oct 17 2025 13F-HR · period Q3 2025

$460.39M · 38 holdings listed · View original SEC filing ↗
Jul 30 2025 13F-HR · period Q2 2025

$435.94M · 34 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: Q3 2026 · latest filing Oct 09, 2026 · Change methodology