Relyea Zuckerberg Hanson LLC

All 13F Filings

Location
Stamford, CT
Most recent 13F
Q1 2026
Holdings value ($000)
994,586
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
Q1 2026 4/30/2026 276 994,586 13F-HR Relyea Zuckerberg Hanson LLC
Q4 2025 1/20/2026 262 989,996 13F-HR Relyea Zuckerberg Hanson LLC
Q3 2025 10/21/2025 270 951,225 13F-HR Relyea Zuckerberg Hanson LLC
Q2 2025 7/22/2025 259 853,275 13F-HR Relyea Zuckerberg Hanson LLC
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 297.2 K 29.9% 0 303.5 K -303.5 K
ETFs 697.4 K 70.1% 308 K 0 308 K
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Fund Snapshot

Q1 2026
Latest filed
4/30/2026
Total value ($000)
994,586
Holdings
276
QoQ value change ($000)
4,590 (0.5%)
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.