Seven Post Investment Office LP
All 13F Filings
- Location
- San Francisco, CA
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 327,801
- 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 |
|---|---|---|---|---|---|
| Q3 2026 | 10/26/2026 | 42 | 327,801 | 13F-HR | Seven Post Investment Office LP |
| Q2 2026 | 7/28/2026 | 42 | 352,278 | 13F-HR | Seven Post Investment Office LP |
| Q1 2026 | 5/13/2026 | 36 | 309,535 | 13F-HR | Seven Post Investment Office LP |
| Q4 2025 | 1/29/2026 | 37 | 279,693 | 13F-HR | Seven Post Investment Office LP |
| Q3 2025 | 10/30/2025 | 33 | 277,638 | 13F-HR | Seven Post Investment Office LP |
| Q2 2025 | 7/15/2025 | 34 | 265,453 | 13F-HR | Seven Post Investment Office LP |
| Q1 2014 | 4/29/2014 | 6 | 84,719 | 13F-HR | Seven Post Investment Office LP |
| Q4 2013 | 2/18/2014 | 8 | 88,872 | 13F-HR | Seven Post Investment Office LP |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 142.5 K | 43.5% | 0 | 7.202 K | -7.202 K |
| ETFs | 185.3 K | 56.5% | 0 | 17.27 K | -17.27 K |
Swipe for more columns
Fund Snapshot
Q3 2026
Latest filed
10/26/2026
Total value ($000)
327,801
Holdings
42
QoQ value change ($000)
-24,477
(-6.9%)
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.