RICHARDS, MERRILL & PETERSON, INC.
All 13F Filings
- Location
- Spokane, WA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 315,066
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/16/2026 | 285 | 315,066 | 13F-HR | RICHARDS, MERRILL & PETERSON, INC. |
| Q1 2026 | 4/17/2026 | 283 | 272,599 | 13F-HR | RICHARDS, MERRILL & PETERSON, INC. |
| Q4 2025 | 1/27/2026 | 273 | 260,895 | 13F-HR | RICHARDS, MERRILL & PETERSON, INC. |
| Q3 2025 | 10/16/2025 | 215 | 231,628 | 13F-HR | RICHARDS, MERRILL & PETERSON, INC. |
| Q2 2025 | 7/31/2025 | 200 | 210,302 | 13F-HR | RICHARDS, MERRILL & PETERSON, INC. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 221 K | 70.1% | 20.27 K | 0 | 20.27 K |
| ETFs | 94.1 K | 29.9% | 24.86 K | 0 | 24.86 K |
| Debt | 0 | 0.0% | 0 | 2.641 K | -2.641 K |
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Fund Snapshot
Q2 2026
Latest filed
7/16/2026
Total value ($000)
315,066
Holdings
285
QoQ value change ($000)
42,467
(15.6%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.