ATWOOD & PALMER INC

All 13F Filings

Location
Kansas City, MO
Most recent 13F
Q2 2026
Holdings value ($000)
1,874,997
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 7/8/2026 495 1,874,997 13F-HR ATWOOD & PALMER INC
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 1.398 M 74.6% 78.59 K 0 78.59 K
ETFs 477.1 K 25.4% 24.29 K 0 24.29 K
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Fund Snapshot

Q2 2026
Latest filed
7/8/2026
Total value ($000)
1,874,997
Holdings
495
QoQ value change ($000)
102,893 (5.8%)
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.