BUTENSKY & COHEN FINANCIAL SECURITY, INC
All 13F Filings
- Location
- Ponte Vedra Beach, FL
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 379,878
- 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 | 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 | 321.4 K | 84.6% | 8.756 K | 0 | 8.756 K |
| ETFs | 58.51 K | 15.4% | 1.549 K | 0 | 1.549 K |
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Fund Snapshot
Q1 2026
Latest filed
4/9/2026
Total value ($000)
379,878
Holdings
98
QoQ value change ($000)
10,299
(2.8%)
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.