DOLIVER ADVISORS, LP

All 13F Filings

Location
Houston, TX
Most recent 13F
Q4 2025
Holdings value ($000)
399,630
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
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): 1 (0.0% of total reported value) · QoQ Δ: +1
Type Value ($000) Share % Inflow Outflow Net
Stocks 371 K 92.8% 12.03 K 0 12.03 K
ETFs 28.59 K 7.2% 1.077 K 0 1.077 K
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Fund Snapshot

Q4 2025
Latest filed
1/6/2026
Total value ($000)
399,630
Holdings
176
QoQ value change ($000)
13,103 (3.4%)
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.