LANARK FINANCIAL, INC.

All 13F Filings

Location
Birmingham, AL
Most recent 13F
Q2 2026
Holdings value ($000)
1,476,004
Description
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Website
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Founded
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Chairman
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CEO
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All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q2 2026 7/21/2026 2,420 1,476,004 13F-HR LANARK FINANCIAL, INC.
Q1 2026 4/14/2026 2,548 1,332,374 13F-HR NBC SECURITIES, INC.
Q4 2025 1/29/2026 2,811 1,333,906 13F-HR NBC SECURITIES, INC.
Q3 2025 11/14/2025 2,769 1,300,456 13F-HR NBC SECURITIES, INC.
Q2 2025 7/8/2025 2,445 1,225,522 13F-HR NBC SECURITIES, INC.
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 973.7 K 66.0% 97.4 K 0 97.4 K
ETFs 493.1 K 33.4% 37.1 K 0 37.1 K
Debt 9.028 K 0.6% 9.028 K 0 9.028 K
Other 2 0.0% 2 0 2
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Fund Snapshot

Q2 2026
Latest filed
7/21/2026
Total value ($000)
1,476,004
Holdings
2420
QoQ value change ($000)
143,630 (10.8%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.