DOLIVER ADVISORS, LP
All 13F Filings
- Location
- Houston, TX
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 458,209
- Description
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- Website
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- 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 |
|---|---|---|---|---|---|
| Q3 2026 | 10/1/2026 | 181 | 458,209 | 13F-HR | DOLIVER ADVISORS, LP |
| 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):
3.051 K
(0.7% of total reported value)
· QoQ Δ:
+2.732 K
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 374 K | 82.2% | 26.88 K | 0 | 26.88 K |
| ETFs | 81.12 K | 17.8% | 0 | 13.35 K | -13.35 K |
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Fund Snapshot
Q3 2026
Latest filed
10/1/2026
Total value ($000)
458,209
Holdings
181
QoQ value change ($000)
16,266
(3.7%)
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.