Notis-McConarty Edward
All 13F Filings
- Location
- Boston, MA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 201,261
- Description
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- Website
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- Founded
- —
- Chairman
- —
- 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 | 5/8/2026 | 81 | 201,261 | 13F-HR/A - RESTATEMENT | Notis-McConarty Edward |
| Q1 2026 | 5/8/2026 | 75 | 218,917 | 13F-HR | Notis-McConarty Edward |
| Q4 2025 | 2/17/2026 | 84 | 215,645 | 13F-HR | Notis-McConarty Edward |
| Q3 2025 | 11/10/2025 | 75 | 214,957 | 13F-HR | Notis-McConarty Edward |
| Q2 2025 | 7/23/2025 | 78 | 205,230 | 13F-HR | Notis-McConarty Edward |
| Q2 2014 | 7/23/2014 | 118 | 151,133 | 13F-HR | Notis-McConarty Edward |
| Q1 2014 | 5/29/2014 | 111 | 143,490 | 13F-HR | Notis-McConarty Edward |
| Q4 2013 | 5/28/2014 | 111 | 142,651 | 13F-HR | Notis-McConarty Edward |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 200.4 K | 99.6% | 0 | 15.23 K | -15.23 K |
| ETFs | 843 | 0.4% | 843 | 0 | 843 |
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Fund Snapshot
Q1 2026
Latest filed
5/8/2026
Total value ($000)
201,261
Holdings
81
QoQ value change ($000)
-14,384
(-6.7%)
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.