BUSH INVESTMENT GROUP, LLC

All 13F Filings

Location
Valdosta, GA
Most recent 13F
Q1 2026
Holdings value ($000)
183,024
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
Q1 2026 8/3/2026 38 183,024 13F-HR BUSH INVESTMENT GROUP, LLC
Q4 2025 3/5/2026 38 178,724 13F-HR BUSH INVESTMENT GROUP, LLC
Q3 2025 12/18/2025 37 168,772 13F-HR BUSH INVESTMENT GROUP, LLC
Q2 2025 7/1/2025 36 148,929 13F-HR BUSH INVESTMENT GROUP, LLC
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 5.39 K 2.9% 0 65.74 K -65.74 K
ETFs 177.6 K 97.1% 72.41 K 0 72.41 K
Other 0 0.0% 0 2.375 K -2.375 K
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Fund Snapshot

Q1 2026
Latest filed
8/3/2026
Total value ($000)
183,024
Holdings
38
QoQ value change ($000)
4,300 (2.4%)
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.