Recent filings
The trust's recent EDGAR filings — prospectus updates, shareholder reports, proxy records. Trust-level, so some cover other funds in Needham Funds Inc.
| Filed | Filing | Form | |
|---|---|---|---|
| 2026-03-31 | Updated prospectus prospectus | 485BPOS | EDGAR → |
| 2026-03-31 | Prospectus supplement prospectus | 497 | EDGAR → |
| 2026-03-31 | Summary prospectus prospectus | 497K | EDGAR → |
| 2026-03-31 | Summary prospectus prospectus | 497K | EDGAR → |
| 2026-03-31 | Summary prospectus prospectus | 497K | EDGAR → |
| 2026-03-12 | Annual report (N-CEN) report | N-CEN | EDGAR → |
| 2026-03-06 | Annual shareholder report report | N-CSR | EDGAR → |
| 2025-08-28 | Semi-annual shareholder report report | N-CSRS | EDGAR → |
| 2025-08-22 | Proxy voting record proxy | N-PX | EDGAR → |
| 2025-04-30 | Updated prospectus prospectus | 485BPOS | EDGAR → |
| 2025-04-30 | Summary prospectus prospectus | 497K | EDGAR → |
| 2025-04-30 | Summary prospectus prospectus | 497K | EDGAR → |
| 2025-04-30 | Summary prospectus prospectus | 497K | EDGAR → |
| 2025-03-13 | Annual report (N-CEN) report | N-CEN | EDGAR → |
| 2025-03-07 | Annual shareholder report report | N-CSR | EDGAR → |
| 2024-09-06 | Semi-annual shareholder report report | N-CSRS | EDGAR → |
| 2024-08-12 | Proxy voting record proxy | N-PX | EDGAR → |
| 2024-08-01 | Prospectus supplement prospectus | 497 | EDGAR → |
| 2024-08-01 | Summary prospectus prospectus | 497K | EDGAR → |
| 2024-08-01 | Summary prospectus prospectus | 497K | EDGAR → |
| 2024-08-01 | Summary prospectus prospectus | 497K | EDGAR → |
| 2024-04-29 | Updated prospectus prospectus | 485BPOS | EDGAR → |
| 2024-04-29 | Summary prospectus prospectus | 497K | EDGAR → |
| 2024-04-29 | Summary prospectus prospectus | 497K | EDGAR → |
| 2024-04-29 | Summary prospectus prospectus | 497K | EDGAR → |
| 2024-03-14 | Annual report (N-CEN) report | N-CEN | EDGAR → |
| 2024-03-08 | Annual shareholder report report | N-CSR | EDGAR → |
| 2024-01-25 | Prospectus supplement prospectus | 497 | EDGAR → |
| 2023-09-15 | Prospectus supplement prospectus | 497 | EDGAR → |
| 2023-09-06 | Semi-annual shareholder report report | N-CSRS | EDGAR → |
| 2023-08-24 | Proxy voting record proxy | N-PX | EDGAR → |
| 2023-04-28 | Updated prospectus prospectus | 485BPOS | EDGAR → |
| 2023-04-28 | Summary prospectus prospectus | 497K | EDGAR → |
| 2023-04-28 | Summary prospectus prospectus | 497K | EDGAR → |
| 2023-04-28 | Summary prospectus prospectus | 497K | EDGAR → |
| 2023-03-14 | Annual report (N-CEN) report | N-CEN | EDGAR → |
| 2023-03-09 | Annual shareholder report report | N-CSR | EDGAR → |
| 2023-01-24 | Prospectus supplement prospectus | 497 | EDGAR → |
| 2022-09-02 | Semi-annual shareholder report report | N-CSRS | EDGAR → |
| 2022-08-23 | Proxy voting record proxy | N-PX | EDGAR → |
| 2022-04-29 | Updated prospectus prospectus | 485BPOS | EDGAR → |
| 2022-04-29 | Summary prospectus prospectus | 497K | EDGAR → |
| 2022-04-29 | Summary prospectus prospectus | 497K | EDGAR → |
| 2022-04-29 | Summary prospectus prospectus | 497K | EDGAR → |
| 2022-03-16 | Annual report (N-CEN) report | N-CEN | EDGAR → |
| 2022-03-11 | Annual shareholder report report | N-CSR | EDGAR → |
| 2022-02-08 | Updated prospectus prospectus | 485BPOS | EDGAR → |
| 2022-02-08 | Prospectus supplement prospectus | 497 | EDGAR → |
| 2022-02-08 | Summary prospectus prospectus | 497K | EDGAR → |
| 2022-02-08 | Summary prospectus prospectus | 497K | EDGAR → |
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