1620 INVESTMENT ADVISORS, INC.
All 13F Filings
- Location
- Plymouth, MA
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 160,393
- 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 |
|---|---|---|---|---|---|
| Q3 2026 | 11/4/2026 | 709 | 160,393 | 13F-HR | 1620 INVESTMENT ADVISORS, INC. |
| Q2 2026 | 7/14/2026 | 678 | 161,454 | 13F-HR | 1620 INVESTMENT ADVISORS, INC. |
| Q1 2026 | 5/13/2026 | 658 | 147,835 | 13F-HR | 1620 INVESTMENT ADVISORS, INC. |
| Q4 2025 | 2/5/2026 | 647 | 150,029 | 13F-HR | 1620 INVESTMENT ADVISORS, INC. |
| Q3 2025 | 10/7/2025 | 649 | 147,282 | 13F-HR | 1620 INVESTMENT ADVISORS, INC. |
| Q2 2025 | 8/7/2025 | 681 | 141,022 | 13F-HR | 1620 INVESTMENT ADVISORS, INC. |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 104.9 K | 65.4% | 0 | 912 | -912 |
| ETFs | 55.49 K | 34.6% | 0 | 147 | -147 |
Swipe for more columns
Fund Snapshot
Q3 2026
Latest filed
11/4/2026
Total value ($000)
160,393
Holdings
709
QoQ value change ($000)
-1,061
(-0.7%)
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.