Syverson Strege & Co
All 13F Filings
- Location
- West Des Moines, IA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 458,880
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 8/6/2026 | 186 | 458,880 | 13F-HR | Syverson Strege & Co |
| Q1 2026 | 5/4/2026 | 169 | 415,605 | 13F-HR | Syverson Strege & Co |
| Q4 2025 | 2/9/2026 | 166 | 422,533 | 13F-HR | Syverson Strege & Co |
| Q3 2025 | 12/1/2025 | 165 | 417,334 | 13F-HR | Syverson Strege & Co |
| Q2 2025 | 8/4/2025 | 168 | 423,317 | 13F-HR | Syverson Strege & Co |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 96.01 K | 20.9% | 14.42 K | 0 | 14.42 K |
| ETFs | 362.9 K | 79.1% | 28.87 K | 0 | 28.87 K |
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Fund Snapshot
Q2 2026
Latest filed
8/6/2026
Total value ($000)
458,880
Holdings
186
QoQ value change ($000)
43,275
(10.4%)
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.