WIMMER ASSOCIATES 1, LLC

All 13F Filings

Location
Pasadena, CA
Most recent 13F
Q2 2026
Holdings value ($000)
221,217
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 8/14/2026 113 221,217 13F-HR WIMMER ASSOCIATES 1, LLC
Q1 2026 5/15/2026 110 204,657 13F-HR WIMMER ASSOCIATES 1, LLC
Q4 2025 2/13/2026 107 215,071 13F-HR WIMMER ASSOCIATES 1, LLC
Q3 2025 11/14/2025 110 208,040 13F-HR WIMMER ASSOCIATES 1, LLC
Q2 2025 8/14/2025 109 195,606 13F-HR WIMMER ASSOCIATES 1, LLC
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 169.8 K 76.7% 13.21 K 0 13.21 K
ETFs 51.47 K 23.3% 3.36 K 0 3.36 K
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Fund Snapshot

Q2 2026
Latest filed
8/14/2026
Total value ($000)
221,217
Holdings
113
QoQ value change ($000)
16,560 (8.1%)
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.