Aft, Forsyth & Sober, LLC
All 13F Filings
- Location
- Valrico, FL
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 320,006
- Description
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- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 8/14/2026 | 60 | 320,006 | 13F-HR | Aft, Forsyth & Sober, LLC |
| Q1 2026 | 5/14/2026 | 62 | 327,785 | 13F-HR | Aft, Forsyth & Sober, LLC |
| 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 | 182.3 K | 57.0% | 0 | 7.779 K | -7.779 K |
| ETFs | 137.7 K | 43.0% | 0 | 0 | 0 |
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Fund Snapshot
Q2 2026
Latest filed
8/14/2026
Total value ($000)
320,006
Holdings
60
QoQ value change ($000)
-7,779
(-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.