Flaharty Asset Management, LLC

All 13F Filings

Location
Clearwater, FL
Most recent 13F
Q4 2025
Holdings value ($000)
800,727
Description
Website
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
Q4 2025 2/6/2026 141 800,727 13F-HR Flaharty Asset Management, LLC
Q3 2025 11/4/2025 130 787,057 13F-HR Flaharty Asset Management, LLC
Q2 2025 11/10/2025 129 731,055 13F-HR/A - RESTATEMENT Flaharty Asset Management, LLC
Q2 2025 8/8/2025 339 485,426 13F-HR Flaharty Asset Management, LLC
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 522.1 K 65.2% 59.92 K 0 59.92 K
ETFs 214.3 K 26.8% 0 48 K -48 K
Debt 64.21 K 8.0% 1.828 K 0 1.828 K
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Fund Snapshot

Q4 2025
Latest filed
2/6/2026
Total value ($000)
800,727
Holdings
141
QoQ value change ($000)
13,670 (1.7%)
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.