BOLTON SECURITIES CORPORATION
All 13F Filings
- Location
- Bolton, MA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 2,120,218
- 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 |
|---|---|---|---|---|---|
| Q1 2026 | 11/12/2026 | 2,019 | 2,120,218 | 13F-HR | BOLTON SECURITIES CORPORATION |
| Q3 2025 | 11/12/2026 | 1,943 | 2,109,543 | 13F-HR | BOLTON SECURITIES CORPORATION |
| Q1 2025 | 11/12/2026 | 1,864 | 1,699,949 | 13F-HR | BOLTON SECURITIES CORPORATION |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 1.636 M | 77.2% | 1.636 M | 0 | 1.636 M |
| ETFs | 472.3 K | 22.3% | 472.3 K | 0 | 472.3 K |
| Debt | 11.29 K | 0.5% | 11.29 K | 0 | 11.29 K |
| Other | 230 | 0.0% | 230 | 0 | 230 |
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Fund Snapshot
Q1 2026
Latest filed
11/12/2026
Total value ($000)
2,120,218
Holdings
2019
QoQ value change ($000)
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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.