KVALX SEC Filings — Kennedy Capital Small Cap Value Fund
Data updated: 2026-08-26
28 SEC filings are listed: 7 prospectuses (latest Apr 24, 2026), 17 quarterly N-PORT holdings reports (latest Aug 26, 2026) and 4 annual N-CEN reports (latest Mar 16, 2026).
KVALX Prospectus (485BPOS / 497)
Objective, strategy, fees and risks. 7 filings on SEC EDGAR.
KVALX Portfolio holdings (N-PORT)
Full holdings and monthly flows, filed quarterly. 17 filings on SEC EDGAR.
- Filed Aug 26, 2026
- Filed May 20, 2026
- Filed Feb 24, 2026
- Filed Nov 18, 2025
- Filed Aug 22, 2025
- Filed May 23, 2025
- Filed Feb 28, 2025
- Filed Nov 27, 2024
- Filed Aug 26, 2024
- Filed May 28, 2024
- Filed Feb 23, 2024
- Filed Nov 28, 2023
- Filed Aug 14, 2023
- Filed May 19, 2023
- Filed Feb 21, 2023
- Filed Nov 21, 2022
- Filed Aug 23, 2022
KVALX Annual census (N-CEN)
Service providers, brokerage and operations. 4 filings on SEC EDGAR.
Browse every Kennedy Capital Small Cap Value Fund filing on SEC EDGAR
Data Sources
ABC INVEST compiles this page from public filings made to the U.S. Securities and Exchange Commission (SEC) through EDGAR: portfolio holdings and monthly cashflows from Form N-PORT, expenses and returns from fund prospectuses (Form 485BPOS) and the SEC DERA Risk/Return Summary data sets, and annual data from Form N-CEN.
For information only. Not investment advice: figures are as reported in SEC filings and may contain errors or be out of date. Past performance does not guarantee future results.