ATWOOD & PALMER INC

All 13F Filings

Location
Kansas City, MO
Most recent 13F
Q1 2026
Holdings value ($000)
1,772,104
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
Q1 2026 4/15/2026 531 1,772,104 13F-HR ATWOOD & PALMER INC
Q4 2025 1/28/2026 488 1,759,746 13F-HR ATWOOD & PALMER INC
Q3 2025 10/15/2025 489 1,702,372 13F-HR ATWOOD & PALMER INC
Q2 2025 7/8/2025 514 1,599,659 13F-HR ATWOOD & PALMER INC
Q2 2014 8/11/2014 336 374,853 13F-HR ATWOOD & PALMER INC
Q1 2014 4/11/2014 116 427,466 13F-HR ATWOOD & PALMER INC
Q4 2013 1/17/2014 109 405,306 13F-HR ATWOOD & PALMER INC
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 1.319 M 74.4% 0 440.4 K -440.4 K
ETFs 452.8 K 25.6% 452.8 K 0 452.8 K
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Fund Snapshot

Q1 2026
Latest filed
4/15/2026
Total value ($000)
1,772,104
Holdings
531
QoQ value change ($000)
12,358 (0.7%)
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.