Colonial River Investments, LLC
All 13F Filings
- Location
- Midlothian, VA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 351,535
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 7/24/2026 | 249 | 351,535 | 13F-HR | Colonial River Investments, LLC |
| Q1 2026 | 4/27/2026 | 229 | 279,194 | 13F-HR | Colonial River Investments, LLC |
| Q4 2025 | 2/4/2026 | 228 | 280,557 | 13F-HR | Colonial River Investments, LLC |
| Q3 2025 | 11/13/2025 | 236 | 271,122 | 13F-HR | Colonial River Investments, LLC |
| Q2 2025 | 7/15/2025 | 223 | 232,291 | 13F-HR | Colonial River Investments, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 212.9 K | 60.6% | 31.06 K | 0 | 31.06 K |
| ETFs | 138.6 K | 39.4% | 44.13 K | 0 | 44.13 K |
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Fund Snapshot
Q2 2026
Latest filed
7/24/2026
Total value ($000)
351,535
Holdings
249
QoQ value change ($000)
72,341
(25.9%)
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.