1834 INVESTMENT ADVISORS CO
All 13F Filings
- Location
- Milwaukee, WI
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 801,297
- Description
- —
- 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 |
|---|---|---|---|---|---|
| Q1 2026 | 5/14/2026 | 206 | 801,297 | 13F-HR | 1834 INVESTMENT ADVISORS CO |
| Q4 2025 | 1/29/2026 | 204 | 797,090 | 13F-HR | 1834 INVESTMENT ADVISORS CO |
| Q3 2025 | 10/31/2025 | 204 | 814,870 | 13F-HR | 1834 INVESTMENT ADVISORS CO |
| Q2 2025 | 7/16/2025 | 205 | 789,820 | 13F-HR | 1834 INVESTMENT ADVISORS CO |
| Q2 2014 | 8/6/2014 | 160 | 369,454 | 13F-HR | NORTHERN OAK CAPITAL MANAGEMENT INC |
| Q1 2014 | 4/28/2014 | 152 | 341,325 | 13F-HR | NORTHERN OAK CAPITAL MANAGEMENT INC |
| Q4 2013 | 2/11/2014 | 158 | 340,548 | 13F-HR/A - RESTATEMENT | NORTHERN OAK CAPITAL MANAGEMENT INC |
| Q4 2013 | 2/7/2014 | 148 | 304,673 | 13F-HR | NORTHERN OAK CAPITAL MANAGEMENT INC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 411 K | 51.3% | 0 | 208.4 K | -208.4 K |
| ETFs | 390.3 K | 48.7% | 212.6 K | 0 | 212.6 K |
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Fund Snapshot
Q1 2026
Latest filed
5/14/2026
Total value ($000)
801,297
Holdings
206
QoQ value change ($000)
4,207
(0.5%)
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.