Aft, Forsyth & Sober, LLC
All 13F Filings
- Location
- Valrico, FL
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 330,130
- Description
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- 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 |
|---|---|---|---|---|---|
| Q4 2025 | 2/13/2026 | 58 | 330,130 | 13F-HR | Aft, Forsyth & Sober, LLC |
| Q3 2025 | 11/5/2025 | 56 | 322,510 | 13F-HR | Aft, Forsyth & Sober, LLC |
| Q2 2025 | 8/14/2025 | 62 | 296,808 | 13F-HR | Aft, Forsyth & Sober, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 286.9 K | 86.9% | 0 | 5.906 K | -5.906 K |
| ETFs | 43.27 K | 13.1% | 13.53 K | 0 | 13.53 K |
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Fund Snapshot
Q4 2025
Latest filed
2/13/2026
Total value ($000)
330,130
Holdings
58
QoQ value change ($000)
7,620
(2.4%)
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.