Finward Bancorp Form 13F-HR Summary
Business Context and Reporting Period
This filing is a Form 13F-HR submitted by Finward Bancorp, an institutional investment manager located in Munster, IN. The report covers the calendar quarter ended June 30, 2026, and was signed by Benjamin Schmitt, EVP and Chief Financial Officer, on July 16, 2026.
Key Financial Metrics
As a Form 13F filing, this document reports equity holdings rather than the company's own operating financials (revenue, profit, cash flow, or debt). The filing details the following portfolio metrics:
- Total Portfolio Value: $131,854,305
- Total Number of Holdings: 184 entries
- Other Included Managers: 0
The filing text does not provide data on Finward Bancorp's internal revenue, profit margins, liquidity, or debt levels.
Material Changes
The filing text does not provide comparative data for the prior period (March 31, 2026) or detail specific material changes in holdings, buy/sell activity, or portfolio composition versus the previous quarter.
Guidance, Outlook, and Risks
Form 13F filings are statutory reports of holdings and do not contain management commentary, forward-looking guidance, risk factors, or contingency disclosures. The document includes a standard disclaimer that the SEC has not reviewed the information for accuracy or completeness.
Key Facts for Investor Verification
- Verify the total reported value of $131,854,305 against the sum of individual security values in the full schedule.
- Confirm the 184 reported holdings represent the complete portfolio, as the filing indicates no other managers are included.
- Note that this document reflects investment positions held by Finward Bancorp, not the operating performance of the bank itself.
- Check the filing date (July 16, 2026) to ensure it meets the regulatory deadline for the June 30, 2026 quarter.