Hummer Financial Advisory Services Inc

All 13F Filings

Location
Chicago, IL
Most recent 13F
Q1 2026
Holdings value ($000)
141,449
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 4/8/2026 129 141,449 13F-HR Hummer Financial Advisory Services Inc
Q4 2025 1/12/2026 117 141,544 13F-HR Hummer Financial Advisory Services Inc
Q3 2025 10/9/2025 114 137,322 13F-HR Hummer Financial Advisory Services Inc
Q2 2025 7/9/2025 114 133,135 13F-HR Hummer Financial Advisory Services Inc
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 89.73 K 63.4% 0 39.24 K -39.24 K
ETFs 51.39 K 36.3% 39.19 K 0 39.19 K
Other 332 0.2% 0 48 -48
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Fund Snapshot

Q1 2026
Latest filed
4/8/2026
Total value ($000)
141,449
Holdings
129
QoQ value change ($000)
-95 (-0.1%)
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.