13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0000846788
Total reported value
$98.4M
$98.4M
13 檔
82.9%
The Q3 2024 SEC filing reveals that MESIROW FINANCIAL INVESTMENT MANAGEMENT - Fixed Income held a total portfolio value of $98.4M, covering 13 public equity positions.
During Q3 2024, MESIROW FINANCIAL INVESTMENT MANAGEMENT - Fixed Income's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 36.37% | — | -2.10% | |
| 2 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 15.05% | — | -50.26% | |
| 3 | JNK | Ss Spdr Bb High Yield Bond | ETF-High Yield | 13.85% | — | -33.02% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 8.43% | — | — | |
| 5 | VONV | Vanguard Russell 1000 Value | ETF-Other | 7.61% | — | -2.60% | |
| 6 | VO | Vanguard Mid-cap ETF | ETF-Other | 5.27% | — | +8.29% | |
| 7 | IVOO | Vanguard S&p Mid-cap 400 ETF | ETF-Other | 3.70% | — | — | |
| 8 | GFR | Greenfire Resources LTD | Stock-Other | 3.00% | — | — | |
| 9 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 2.88% | — | — | |
| 10 | VB | Vanguard Small-cap ETF | ETF-Other | 2.54% | — | +7.30% | |
| 11 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.54% | — | — | |
| 12 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.44% | — | — | |
| 13 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.32% | — | — |
According to official SEC Form 13F filings, MESIROW FINANCIAL INVESTMENT MANAGEMENT - Fixed Income reported a total U.S. public equity portfolio value of $98.4M across 13 disclosed positions in Q3 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VOO, HYG, JNK) accounted for 82.9% of total reported equity market value during Q3 2024.
During Q3 2024, MESIROW FINANCIAL INVESTMENT MANAGEMENT - Fixed Income's top holdings by market value included VOO (36.4%)、HYG (15.1%)、JNK (13.8%). The largest single position, VOO, represented 36.4% of total portfolio value.
In Q3 2024, MESIROW FINANCIAL INVESTMENT MANAGEMENT - Fixed Income made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.