Flaharty Asset Management, LLC

All 13F Filings

Location
Clearwater, FL
Most recent 13F
Q2 2026
Holdings value ($000)
69,868
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 7/8/2026 52 69,868 13F-HR Flaharty Asset Management, LLC
Q1 2026 5/4/2026 133 805,532 13F-HR Flaharty Asset Management, LLC
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 12.47 K 17.9% 0 163.2 K -163.2 K
ETFs 54.48 K 78.0% 0 510.9 K -510.9 K
Debt 2.911 K 4.2% 0 61.5 K -61.5 K
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Fund Snapshot

Q2 2026
Latest filed
7/8/2026
Total value ($000)
69,868
Holdings
52
QoQ value change ($000)
-735,664 (-91.3%)
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.