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MANNING & NAPIER ADVISORS LLC: COO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MANNING & NAPIER ADVISORS LLC on COO, newest first. How the timeline and the estimate are built.

MANNING & NAPIER ADVISORS LLC held 1,505,210 COO shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,505,210 shares
    Change vs previous 13F +61,309 shares

    1.38% of the 13F portfolio, value $107,938,609.

    13F-HR 0001999371-26-017897 filed by MANNING & NAPIER ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 1,443,901 shares
    Change vs previous 13F -120,125 shares

    1.46% of the 13F portfolio, value $103,238,922.

    13F-HR 0001999371-26-009545 filed by MANNING & NAPIER ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 1,564,026 shares
    Change vs previous 13F not available

    1.68% of the 13F portfolio, value $128,985,224.

    13F-HR 0001999371-26-002483 filed by MANNING & NAPIER ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).