Linden Rose Investment LLC
All 13F Filings
- Location
- Sugar Land, TX
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 116,986
- Description
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- Website
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- Founded
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- Chairman
- —
- 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 |
|---|---|---|---|---|---|
| Q3 2026 | 11/3/2026 | 8 | 116,986 | 13F-HR | Linden Rose Investment LLC |
| Q2 2026 | 8/5/2026 | 8 | 128,708 | 13F-HR | Linden Rose Investment LLC |
| Q1 2026 | 5/5/2026 | 6 | 76,197 | 13F-HR | Linden Rose Investment LLC |
| Q4 2025 | 2/9/2026 | 7 | 120,345 | 13F-HR | Linden Rose Investment LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 84.77 K | 72.5% | 0 | 4.659 K | -4.659 K |
| ETFs | 32.22 K | 27.5% | 0 | 7.064 K | -7.064 K |
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Fund Snapshot
Q3 2026
Latest filed
11/3/2026
Total value ($000)
116,986
Holdings
8
QoQ value change ($000)
-11,722
(-9.1%)
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.