Dempze Nancy E

All 13F Filings

Location
Boston, MA
Most recent 13F
Q2 2026
Holdings value ($000)
208,993
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
Q2 2026 8/12/2026 103 208,993 13F-HR Dempze Nancy E
Q1 2026 5/14/2026 104 182,083 13F-HR Dempze Nancy E
Q4 2025 2/17/2026 113 191,951 13F-HR Dempze Nancy E
Q3 2025 11/10/2025 86 182,070 13F-HR Dempze Nancy E
Q2 2025 7/23/2025 92 173,383 13F-HR Dempze Nancy E
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 200.2 K 95.8% 25.77 K 0 25.77 K
ETFs 8.781 K 4.2% 1.15 K 0 1.15 K
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Fund Snapshot

Q2 2026
Latest filed
8/12/2026
Total value ($000)
208,993
Holdings
103
QoQ value change ($000)
26,910 (14.8%)
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.