BUTENSKY & COHEN FINANCIAL SECURITY, INC

All 13F Filings

Location
Ponte Vedra Beach, FL
Most recent 13F
Q2 2026
Holdings value ($000)
404,263
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 7/10/2026 99 404,263 13F-HR BUTENSKY & COHEN FINANCIAL SECURITY, INC
Q1 2026 4/9/2026 98 379,878 13F-HR BUTENSKY & COHEN FINANCIAL SECURITY, INC
Q4 2025 1/13/2026 97 369,579 13F-HR BUTENSKY & COHEN FINANCIAL SECURITY, INC
Q3 2025 10/20/2025 95 358,848 13F-HR BUTENSKY & COHEN FINANCIAL SECURITY, INC
Q2 2025 7/11/2025 93 336,110 13F-HR BUTENSKY & COHEN FINANCIAL SECURITY, INC
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 339.7 K 84.0% 18.37 K 0 18.37 K
ETFs 64.52 K 16.0% 6.013 K 0 6.013 K
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Fund Snapshot

Q2 2026
Latest filed
7/10/2026
Total value ($000)
404,263
Holdings
99
QoQ value change ($000)
24,385 (6.4%)
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.