Kohmann Bosshard Financial Services, LLC
All 13F Filings
- Location
- Fairlawn, OH
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 1,027,548
- 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 |
|---|---|---|---|---|---|
| Q1 2026 | 5/1/2026 | 209 | 1,027,548 | 13F-HR/A - RESTATEMENT | Kohmann Bosshard Financial Services, LLC |
| Q1 2026 | 4/23/2026 | 1,061 | 1,182,796 | 13F-HR | Kohmann Bosshard Financial Services, LLC |
| Q4 2025 | 1/30/2026 | 1,084 | 1,118,010 | 13F-HR | Kohmann Bosshard Financial Services, LLC |
| Q3 2025 | 11/13/2025 | 325 | 975,727 | 13F-HR | Kohmann Bosshard Financial Services, LLC |
| Q2 2025 | 8/12/2025 | 198 | 896,338 | 13F-HR | Kohmann Bosshard Financial Services, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 75.57 K | 7.4% | 0 | 1.042 M | -1.042 M |
| ETFs | 952 K | 92.6% | 952 K | 0 | 952 K |
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Fund Snapshot
Q1 2026
Latest filed
5/1/2026
Total value ($000)
1,027,548
Holdings
209
QoQ value change ($000)
-90,462
(-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.