LIBERTY ONE INVESTMENT MANAGEMENT, LLC
All 13F Filings
- Location
- Libertyville, IL
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 1,000,228
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 8/13/2026 | 154 | 1,000,228 | 13F-HR | LIBERTY ONE INVESTMENT MANAGEMENT, LLC |
| Q1 2026 | 5/14/2026 | 154 | 969,978 | 13F-HR | LIBERTY ONE INVESTMENT MANAGEMENT, LLC |
| Q4 2025 | 2/13/2026 | 145 | 782,667 | 13F-HR | LIBERTY ONE INVESTMENT MANAGEMENT, LLC |
| Q3 2025 | 10/27/2025 | 143 | 1,778,357 | 13F-HR | LIBERTY ONE INVESTMENT MANAGEMENT, LLC |
| Q2 2025 | 7/30/2025 | 145 | 988,497 | 13F-HR | LIBERTY ONE INVESTMENT MANAGEMENT, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 918.8 K | 91.9% | 6.544 K | 0 | 6.544 K |
| ETFs | 81.43 K | 8.1% | 23.71 K | 0 | 23.71 K |
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Fund Snapshot
Q2 2026
Latest filed
8/13/2026
Total value ($000)
1,000,228
Holdings
154
QoQ value change ($000)
30,250
(3.1%)
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.