Cottage Street Advisors LLC
All 13F Filings
- Location
- Marion, MA
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 260,574
- Description
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- Website
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- Founded
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- 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 |
|---|---|---|---|---|---|
| Q3 2026 | 10/16/2026 | 148 | 260,574 | 13F-HR | Cottage Street Advisors LLC |
| Q2 2026 | 7/20/2026 | 149 | 258,571 | 13F-HR | Cottage Street Advisors LLC |
| Q1 2026 | 4/20/2026 | 138 | 231,147 | 13F-HR | Cottage Street Advisors LLC |
| Q4 2025 | 1/26/2026 | 143 | 236,415 | 13F-HR | Cottage Street Advisors LLC |
| Q3 2025 | 11/13/2025 | 143 | 235,458 | 13F-HR | Cottage Street Advisors LLC |
| Q2 2025 | 8/4/2025 | 114 | 192,228 | 13F-HR | Cottage Street Advisors LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 173.1 K | 66.4% | 0 | 3.488 K | -3.488 K |
| ETFs | 87.47 K | 33.6% | 5.487 K | 0 | 5.487 K |
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Fund Snapshot
Q3 2026
Latest filed
10/16/2026
Total value ($000)
260,574
Holdings
148
QoQ value change ($000)
2,003
(0.8%)
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.