A&I FINANCIAL SERVICES, LLC
All 13F Filings
- Location
- Lone Tree, CO
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 210,542
- 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 | 1/28/2026 | 79 | 210,542 | 13F-HR | A&I FINANCIAL SERVICES, LLC |
| Q3 2025 | 10/23/2025 | 77 | 204,892 | 13F-HR | A&I FINANCIAL SERVICES, LLC |
| Q2 2025 | 7/14/2025 | 73 | 177,160 | 13F-HR | A&I FINANCIAL SERVICES, LLC |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 159.5 K | 75.8% | 4.194 K | 0 | 4.194 K |
| ETFs | 51.04 K | 24.2% | 1.456 K | 0 | 1.456 K |
Swipe for more columns
Fund Snapshot
Q4 2025
Latest filed
1/28/2026
Total value ($000)
210,542
Holdings
79
QoQ value change ($000)
5,650
(2.8%)
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.