Gleason Group, Inc.

All 13F Filings

Location
Prospect, KY
Most recent 13F
Q2 2026
Holdings value ($000)
1,145,792
Description
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Website
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Founded
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Chairman
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CEO
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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 7/13/2026 449 1,145,792 13F-HR Gleason Group, Inc.
Q1 2026 5/4/2026 229 1,009,516 13F-HR Gleason Group, Inc.
Q4 2025 1/15/2026 225 1,019,811 13F-HR Gleason Group, Inc.
Q3 2025 10/16/2025 203 995,620 13F-HR Gleason Group, Inc.
Q2 2025 7/17/2025 205 922,950 13F-HR Gleason Group, Inc.
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 54.14 K 4.7% 7.406 K 0 7.406 K
ETFs 1.092 M 95.3% 128.9 K 0 128.9 K
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Fund Snapshot

Q2 2026
Latest filed
7/13/2026
Total value ($000)
1,145,792
Holdings
449
QoQ value change ($000)
136,276 (13.5%)
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.