KLEIN PAVLIS & PEASLEY FINANCIAL, INC.
All 13F Filings
- Location
- Irvine, CA
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 197,517
- 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 | 10/13/2026 | 97 | 197,517 | 13F-HR | KLEIN PAVLIS & PEASLEY FINANCIAL, INC. |
| Q2 2026 | 7/22/2026 | 89 | 192,100 | 13F-HR | KLEIN PAVLIS & PEASLEY FINANCIAL, INC. |
| Q1 2026 | 4/23/2026 | 93 | 180,864 | 13F-HR | KLEIN PAVLIS & PEASLEY FINANCIAL, INC. |
| 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 | 182.9 K | 92.6% | 0 | 1.431 K | -1.431 K |
| ETFs | 14.67 K | 7.4% | 6.846 K | 0 | 6.846 K |
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Fund Snapshot
Q3 2026
Latest filed
10/13/2026
Total value ($000)
197,517
Holdings
97
QoQ value change ($000)
5,417
(2.8%)
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.