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Manager record

William Howard & Co Financial Advisors Inc

Memphis, TN · CIK 2023493 · 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.

$128.59MReported 13F valueQ2 2026 · as filed
54Holdings listed
+11.1%vs prior quartervalue change includes market moves
5Quarters on record
Jul 09Latest filed
Reported 13F value by quarter, Q2 2025 to Q2 2026Q2 2025: $114.6M$114.6MQ2 202556 holdingsQ3 2025: $117.5M$117.5MQ3 202556 holdingsQ4 2025: $118.6M$118.6MQ4 202557 holdingsQ1 2026: $115.8M$115.8MQ1 202654 holdingsQ2 2026: $128.6M$128.6MQ2 202654 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 09 2026 13F-HR · period Q2 2026

$128.59M · 54 holdings listed · View original SEC filing ↗
Apr 30 2026 13F-HR · period Q1 2026

$115.78M · 54 holdings listed · View original SEC filing ↗
Jan 21 2026 13F-HR · period Q4 2025

$118.63M · 57 holdings listed · View original SEC filing ↗
Oct 21 2025 13F-HR · period Q3 2025

$117.51M · 56 holdings listed · View original SEC filing ↗
Jul 11 2025 13F-HR · period Q2 2025

$114.61M · 56 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 09, 2026 · Change methodology