DOLIVER ADVISORS, LP

All 13F Filings

Location
Houston, TX
Most recent 13F
Q2 2026
Holdings value ($000)
441,943
Description
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Website
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Founded
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Chairman
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CEO
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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 7/9/2026 191 441,943 13F-HR DOLIVER ADVISORS, LP
Q1 2026 4/8/2026 180 439,923 13F-HR DOLIVER ADVISORS, LP
Q4 2025 1/6/2026 176 399,630 13F-HR DOLIVER ADVISORS, LP
Q3 2025 10/7/2025 175 386,527 13F-HR DOLIVER ADVISORS, LP
Q2 2025 7/2/2025 167 365,055 13F-HR DOLIVER ADVISORS, LP
Q1 2014 5/16/2014 216 152,091 13F-HR DOLIVER CAPITAL ADVISORS, INC.
Q4 2013 2/13/2014 255 156,556 13F-HR DOLIVER CAPITAL ADVISORS, INC.
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000): 319 (0.1% of total reported value) · QoQ Δ: +319
Type Value ($000) Share % Inflow Outflow Net
Stocks 347.2 K 78.6% 0 30.64 K -30.64 K
ETFs 94.47 K 21.4% 32.34 K 0 32.34 K
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Fund Snapshot

Q2 2026
Latest filed
7/9/2026
Total value ($000)
441,943
Holdings
191
QoQ value change ($000)
2,020 (0.5%)
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.