COURIER CAPITAL LLC
All 13F Filings
- Location
- Buffalo, NY
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 2,024,076
- 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 |
|---|---|---|---|---|---|
| Q3 2026 | 10/19/2026 | 405 | 2,024,076 | 13F-HR/A - RESTATEMENT | COURIER CAPITAL LLC |
| Q3 2026 | 10/13/2026 | 131 | 532,087 | 13F-HR | COURIER CAPITAL LLC |
| Q2 2026 | 7/16/2026 | 399 | 2,002,704 | 13F-HR | COURIER CAPITAL LLC |
| Q1 2026 | 4/23/2026 | 385 | 1,788,988 | 13F-HR/A - RESTATEMENT | COURIER CAPITAL LLC |
| Q1 2026 | 4/20/2026 | 385 | 1,788,988 | 13F-HR | COURIER CAPITAL LLC |
| Q4 2025 | 1/29/2026 | 384 | 1,780,793 | 13F-HR | COURIER CAPITAL LLC |
| Q3 2025 | 10/29/2025 | 390 | 1,745,467 | 13F-HR | COURIER CAPITAL LLC |
| Q2 2025 | 7/28/2025 | 386 | 1,647,173 | 13F-HR | COURIER CAPITAL LLC |
| Q2 2014 | 8/6/2014 | 289 | 505,846 | 13F-HR | COURIER CAPITAL CORP |
| Q1 2014 | 5/2/2014 | 281 | 485,174 | 13F-HR | COURIER CAPITAL CORP |
| Q4 2013 | 2/14/2014 | 277 | 469,303 | 13F-HR | COURIER CAPITAL CORP |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
551
(0.0% of total reported value)
· QoQ Δ:
+551
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 679.5 K | 33.6% | 12.95 K | 0 | 12.95 K |
| ETFs | 1.333 M | 65.9% | 5.745 K | 0 | 5.745 K |
| Debt | 10.77 K | 0.5% | 2.119 K | 0 | 2.119 K |
| Other | 265 | 0.0% | 0 | 1 | -1 |
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Fund Snapshot
Q3 2026
Latest filed
10/19/2026
Total value ($000)
2,024,076
Holdings
405
QoQ value change ($000)
21,372
(1.1%)
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.