INSIGHT 2811, INC.

All 13F Filings

Location
Chicago, IL
Most recent 13F
Q4 2025
Holdings value ($000)
226,729
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
Q4 2025 2/3/2026 99 226,729 13F-HR INSIGHT 2811, INC.
Q3 2025 11/6/2025 95 224,372 13F-HR INSIGHT 2811, INC.
Q2 2025 8/11/2025 87 211,151 13F-HR INSIGHT 2811, INC.
Q1 2014 5/15/2014 114 235,926 13F-HR INSIGHT 2811, INC.
Q4 2013 2/4/2014 91 202,284 13F-HR INSIGHT 2811, INC.
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000): 283 (0.1% of total reported value) · QoQ Δ: +283
Type Value ($000) Share % Inflow Outflow Net
Stocks 156 K 68.9% 3.214 K 0 3.214 K
ETFs 70.5 K 31.1% 0 1.131 K -1.131 K
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Fund Snapshot

Q4 2025
Latest filed
2/3/2026
Total value ($000)
226,729
Holdings
99
QoQ value change ($000)
2,357 (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.