GREENWOOD CAPITAL ASSOCIATES LLC

All 13F Filings

Location
Greenwood, SC
Most recent 13F
Q3 2026
Holdings value ($000)
1,027,082
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
Q3 2026 10/27/2026 267 1,027,082 13F-HR GREENWOOD CAPITAL ASSOCIATES LLC
Q2 2026 7/28/2026 284 1,018,908 13F-HR GREENWOOD CAPITAL ASSOCIATES LLC
Q1 2026 4/29/2026 286 907,564 13F-HR GREENWOOD CAPITAL ASSOCIATES LLC
Q4 2025 1/26/2026 256 920,868 13F-HR GREENWOOD CAPITAL ASSOCIATES LLC
Q3 2025 10/16/2025 255 866,536 13F-HR GREENWOOD CAPITAL ASSOCIATES LLC
Q2 2025 7/21/2025 249 803,920 13F-HR GREENWOOD CAPITAL ASSOCIATES LLC
Q1 2014 5/14/2014 135 311,158 13F-HR GREENWOOD CAPITAL ASSOCIATES LLC
Q4 2013 2/11/2014 111 321,963 13F-HR GREENWOOD CAPITAL ASSOCIATES LLC
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 690.8 K 67.3% 0 1.337 K -1.337 K
ETFs 336.2 K 32.7% 9.522 K 0 9.522 K
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Fund Snapshot

Q3 2026
Latest filed
10/27/2026
Total value ($000)
1,027,082
Holdings
267
QoQ value change ($000)
8,174 (0.8%)
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.