360 Financial, Inc.

All 13F Filings

Location
Wayzata, MN
Most recent 13F
Q4 2025
Holdings value ($000)
330,911
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 2/13/2026 77 330,911 13F-HR/A - RESTATEMENT 360 Financial, Inc.
Q4 2025 2/10/2026 85 310,895 13F-HR 360 Financial, Inc.
Q3 2025 11/12/2025 85 310,895 13F-HR 360 Financial, Inc.
Q2 2025 8/6/2025 85 316,835 13F-HR 360 Financial, Inc.
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 165.9 K 50.1% 7.951 K 0 7.951 K
ETFs 165 K 49.9% 12.06 K 0 12.06 K
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Fund Snapshot

Q4 2025
Latest filed
2/13/2026
Total value ($000)
330,911
Holdings
77
QoQ value change ($000)
20,016 (6.4%)
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.