PKS Advisory Services, LLC
All 13F Filings
- Location
- Albany, NY
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 430,248
- Description
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- Website
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- Founded
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- 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 | 5/13/2026 | 228 | 430,248 | 13F-HR | PKS Advisory Services, LLC |
| Q4 2025 | 2/2/2026 | 255 | 438,432 | 13F-HR | PKS Advisory Services, LLC |
| Q3 2025 | 11/12/2025 | 245 | 478,600 | 13F-HR | PKS Advisory Services, LLC |
| Q2 2025 | 8/12/2025 | 261 | 405,142 | 13F-HR | PKS Advisory Services, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 121.6 K | 28.3% | 0 | 157.3 K | -157.3 K |
| ETFs | 308 K | 71.6% | 149.8 K | 0 | 149.8 K |
| Debt | 326 | 0.1% | 0 | 18 | -18 |
| Other | 0 | 0.0% | 0 | 656 | -656 |
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Fund Snapshot
Q1 2026
Latest filed
5/13/2026
Total value ($000)
430,248
Holdings
228
QoQ value change ($000)
-8,184
(-1.9%)
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.