jvl associates llc

All 13F Filings

Location
Wyoming, MI
Most recent 13F
Q3 2026
Holdings value ($000)
347,402
Description
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Website
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Founded
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Chairman
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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
Q3 2026 10/9/2026 75 347,402 13F-HR jvl associates llc
Q2 2026 7/6/2026 79 352,461 13F-HR jvl associates llc
Q1 2026 4/16/2026 63 298,270 13F-HR jvl associates llc
Q4 2025 1/9/2026 63 307,239 13F-HR jvl associates llc
Q3 2025 10/10/2025 64 302,154 13F-HR jvl associates llc
Q2 2025 7/18/2025 65 278,320 13F-HR jvl associates llc
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 67.21 K 19.3% 3.294 K 0 3.294 K
ETFs 280.2 K 80.7% 0 8.353 K -8.353 K
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Fund Snapshot

Q3 2026
Latest filed
10/9/2026
Total value ($000)
347,402
Holdings
75
QoQ value change ($000)
-5,059 (-1.4%)
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.