Deane Retirement Strategies, Inc.
All 13F Filings
- Location
- New Orleans, LA
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 244,102
- Description
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- Website
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- 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 |
|---|---|---|---|---|---|
| Q3 2026 | 10/8/2026 | 53 | 244,102 | 13F-HR | Deane Retirement Strategies, Inc. |
| Q2 2026 | 7/8/2026 | 52 | 236,204 | 13F-HR | Deane Retirement Strategies, Inc. |
| Q1 2026 | 4/7/2026 | 57 | 248,588 | 13F-HR | Deane Retirement Strategies, Inc. |
| Q4 2025 | 1/28/2026 | 71 | 241,692 | 13F-HR | Deane Retirement Strategies, Inc. |
| Q3 2025 | 10/14/2025 | 70 | 232,503 | 13F-HR | Deane Retirement Strategies, Inc. |
| Q2 2025 | 7/11/2025 | 63 | 223,217 | 13F-HR | Deane Retirement Strategies, Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 140.9 K | 57.7% | 0 | 3.372 K | -3.372 K |
| ETFs | 103.2 K | 42.3% | 11.27 K | 0 | 11.27 K |
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Fund Snapshot
Q3 2026
Latest filed
10/8/2026
Total value ($000)
244,102
Holdings
53
QoQ value change ($000)
7,898
(3.3%)
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.