AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP
All 13F Filings
- Location
- Hingham, MA
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 131,122
- 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 | 10/21/2026 | 63 | 131,122 | 13F-HR | AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP |
| Q2 2026 | 7/9/2026 | 60 | 128,465 | 13F-HR | AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP |
| Q1 2026 | 4/8/2026 | 92 | 171,053 | 13F-HR | AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP |
| Q4 2025 | 1/6/2026 | 88 | 168,564 | 13F-HR | AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP |
| Q3 2025 | 10/17/2025 | 92 | 173,650 | 13F-HR | AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP |
| Q2 2025 | 7/11/2025 | 86 | 156,499 | 13F-HR | AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
1.487 K
(1.1% of total reported value)
· QoQ Δ:
+62
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 20.2 K | 15.6% | 2.053 K | 0 | 2.053 K |
| ETFs | 109.4 K | 84.4% | 540 | 0 | 540 |
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Fund Snapshot
Q3 2026
Latest filed
10/21/2026
Total value ($000)
131,122
Holdings
63
QoQ value change ($000)
2,657
(2.1%)
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.