LOMAX SEC Filings — Edgar Lomax Value Fund
Data updated: 2026-09-29
51 SEC filings are listed: 17 prospectuses (latest Feb 27, 2026), 26 quarterly N-PORT holdings reports (latest Sep 29, 2026) and 8 annual N-CEN reports (latest Jan 14, 2026).
LOMAX Prospectus (485BPOS / 497)
Objective, strategy, fees and risks. 17 filings on SEC EDGAR.
- Filed Feb 27, 2026 · 485BPOS
- Filed Feb 26, 2025 · 485BPOS
- Filed Feb 22, 2024 · 485BPOS
- Filed Feb 28, 2023 · 485BPOS
- Filed Feb 25, 2022 · 485BPOS
- Filed Feb 24, 2021 · 485BPOS
- Filed Mar 19, 2020 · 497
- Filed Mar 12, 2019 · 485BPOS
- Filed Mar 12, 2018 · 485BPOS
- Filed Mar 13, 2017 · 485BPOS
- Filed Jan 6, 2017 · 497
- Filed Mar 11, 2016 · 485BPOS
- Filed Mar 11, 2015 · 485BPOS
- Filed Mar 11, 2014 · 485BPOS
- Filed Mar 7, 2013 · 485BPOS
- Filed Mar 9, 2012 · 485BPOS
- Filed Mar 18, 2011 · 485BPOS
LOMAX Portfolio holdings (N-PORT)
Full holdings and monthly flows, filed quarterly. 26 filings on SEC EDGAR.
- Filed Sep 29, 2026
- Filed Jun 25, 2026
- Filed Mar 26, 2026
- Filed Dec 22, 2025
- Filed Sep 26, 2025
- Filed Jun 20, 2025
- Filed Mar 28, 2025
- Filed Dec 23, 2024
- Filed Sep 23, 2024
- Filed Jun 10, 2024
- Filed Mar 27, 2024
- Filed Dec 26, 2023
- Filed Sep 27, 2023
- Filed Jun 27, 2023
- Filed Mar 30, 2023
- Filed Dec 27, 2022
- Filed Sep 28, 2022
- Filed Jun 16, 2022
- Filed Apr 1, 2022
- Filed Dec 21, 2021
- Filed Sep 27, 2021
- Filed Jun 10, 2021
- Filed Mar 25, 2021
- Filed Dec 22, 2020
- Filed Sep 28, 2020
- Filed Jun 29, 2020
LOMAX Annual census (N-CEN)
Service providers, brokerage and operations. 8 filings on SEC EDGAR.
Browse every Edgar Lomax 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 Not investment advice: figures are as reported in SEC filings and may contain errors or be out of date.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.