KLEIN PAVLIS & PEASLEY FINANCIAL, INC.
All 13F Filings
- Location
- Irvine, CA
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 169,684
- Description
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- Website
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- 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 |
|---|---|---|---|---|---|
| Q4 2025 | 1/14/2026 | 92 | 169,684 | 13F-HR | KLEIN PAVLIS & PEASLEY FINANCIAL, INC. |
| Q3 2025 | 10/28/2025 | 90 | 162,889 | 13F-HR | KLEIN PAVLIS & PEASLEY FINANCIAL, INC. |
| Q2 2025 | 7/17/2025 | 73 | 149,867 | 13F-HR | KLEIN PAVLIS & PEASLEY FINANCIAL, INC. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 169.3 K | 99.8% | 6.779 K | 0 | 6.779 K |
| ETFs | 403 | 0.2% | 16 | 0 | 16 |
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Fund Snapshot
Q4 2025
Latest filed
1/14/2026
Total value ($000)
169,684
Holdings
92
QoQ value change ($000)
6,795
(4.2%)
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.