PKS Advisory Services, LLC
All 13F Filings
- Location
- Albany, NY
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 626,581
- Description
- —
- 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 | 8/4/2026 | 380 | 626,581 | 13F-HR | PKS Advisory Services, LLC |
| 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 | 207.1 K | 33.1% | 85.43 K | 0 | 85.43 K |
| ETFs | 419.1 K | 66.9% | 111.1 K | 0 | 111.1 K |
| Debt | 206 | 0.0% | 0 | 120 | -120 |
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Fund Snapshot
Q2 2026
Latest filed
8/4/2026
Total value ($000)
626,581
Holdings
380
QoQ value change ($000)
196,333
(45.6%)
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.