BUTENSKY & COHEN FINANCIAL SECURITY, INC

All 13F Filings

Location
Ponte Vedra Beach, FL
Most recent 13F
Q2 2026
Holdings value ($000)
404,263
Description
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Website
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Founded
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Chairman
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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
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.