Position in FNWD
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$4,831,420
+$55,793 QoQ
Shares Held
131,360
-0.2% QoQ
Ownership
3.03%
of shares outstanding
% of Portfolio
7.82%
of 13F equity value
Holder Rank
#4
of 72 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in FNWD Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Finward Bancorp holds $4,831,420 across 1 Banks - Regional name. FNWD ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FNWD |
Finward Bancorp
This page
|
131,360 | $4,831,420 |
All Filings in FNWD
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,831,420 | 131,360 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $4,775,627 | 131,560 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $4,795,973 | 136,288 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $4,391,259 | 136,842 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $3,905,632 | 141,406 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 | $4,122,683 | 141,673 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $4,174,615 | 148,510 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||