Finward Bancorp (FNWD) reports $131.9M in institutional 13F holdings
Rhea-AI Filing Summary
Finward Bancorp, as an institutional investment manager, submitted a Form 13F holdings report covering its reportable securities positions.
The report lists 184 holdings with an aggregate reported value of $131,854,305 and shows 0 other included managers, meaning Finward alone is responsible for these disclosed positions.
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Key Figures
Form 13F Information Table Value Total: $131,854,305
Form 13F Information Table Entry Total: 184 holdings
Other Included Managers: 0
3 metrics
Form 13F Information Table Value Total
$131,854,305
Aggregate value of all reportable holdings in the Form 13F information table
Form 13F Information Table Entry Total
184 holdings
Number of individual securities positions reported in the information table
Other Included Managers
0
Count of additional institutional managers sharing responsibility for the reported holdings
Key Terms
Form 13F, institutional investment manager, 13F HOLDINGS REPORT
3 terms
Form 13F regulatory
"Form 13F Information Table Value Total: 131,854,305"
A Form 13F is a quarterly filing that large investment managers must submit to disclose their holdings in publicly traded stocks and certain other securities. It acts like a peek into the portfolios of big investors, helping other market participants see what large players are buying or selling and offering clues about investment trends, crowded trades, and potential market impact.
institutional investment manager regulatory
"The institutional investment manager filing this report and the person by whom it is signed"
13F HOLDINGS REPORT regulatory
"13F HOLDINGS REPORT. (Check here if all holdings of this reporting manager are reported"
AI-generated analysis. How Rhea-AI works. Not financial advice.
FAQ
What did Finward Bancorp (FNWD) report in its latest Form 13F?
Finward Bancorp’s Form 13F shows 184 reportable holdings with a total reported value of $131,854,305. This institutional holdings report summarizes the market value of securities positions that meet SEC disclosure thresholds for institutional investment managers.
How large is Finward Bancorp’s (FNWD) institutional portfolio according to the Form 13F?
According to the Form 13F summary, Finward Bancorp reports an aggregate portfolio value of $131,854,305. This figure represents the total value of all reportable securities holdings included in the 13F information table for the reporting period.
How many positions does Finward Bancorp (FNWD) disclose in the Form 13F?
Finward Bancorp discloses 184 individual holdings in its Form 13F information table. Each entry corresponds to a reportable security position that meets SEC reporting criteria for institutional investment managers under Section 13(f) of the Securities Exchange Act.
Are there any other included managers in Finward Bancorp’s (FNWD) Form 13F filing?
No. The Form 13F summary lists 0 other included managers. This indicates Finward Bancorp is the sole institutional investment manager responsible for the reported holdings, with no additional managers sharing reporting responsibility for these positions.
Who signed the Form 13F for Finward Bancorp (FNWD) and in what capacity?
The report is signed by Benjamin Schmitt, who is identified as EVP, Chief Financial Officer. As the authorized signatory, he represents that the information provided is true, correct, and complete to the best of the reporting manager’s knowledge.
What type of 13F report did Finward Bancorp (FNWD) file?
Finward Bancorp filed a 13F HOLDINGS REPORT, indicating that all of its reportable holdings are included in this submission. It did not file a 13F Notice or 13F Combination Report, which would shift some reporting to other managers.