Lebenthal Global Advisors, LLC
All 13F Filings
- Location
- Hauppauge, NY
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 741,451
- Description
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- Website
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- Founded
- —
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 7/30/2026 | 204 | 741,451 | 13F-HR | Lebenthal Global Advisors, LLC |
| Q1 2026 | 5/14/2026 | 192 | 687,795 | 13F-HR | Lebenthal Global Advisors, LLC |
| Q4 2025 | 1/28/2026 | 183 | 648,067 | 13F-HR | Lebenthal Global Advisors, LLC |
| Q3 2025 | 11/4/2025 | 196 | 571,861 | 13F-HR | Lebenthal Global Advisors, LLC |
| Q2 2025 | 8/14/2025 | 189 | 535,860 | 13F-HR | Lebenthal Global Advisors, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 304.8 K | 41.1% | 33.47 K | 0 | 33.47 K |
| ETFs | 435.6 K | 58.7% | 19.25 K | 0 | 19.25 K |
| Debt | 1.027 K | 0.1% | 1.027 K | 0 | 1.027 K |
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Fund Snapshot
Q2 2026
Latest filed
7/30/2026
Total value ($000)
741,451
Holdings
204
QoQ value change ($000)
53,656
(7.8%)
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.