Dupree Financial Group, LLC
All 13F Filings
- Location
- Lexington, KY
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 266,871
- Description
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- Website
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- Founded
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- Chairman
- —
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 7/23/2026 | 81 | 266,871 | 13F-HR | Dupree Financial Group, LLC |
| Q1 2026 | 4/23/2026 | 71 | 248,460 | 13F-HR | Dupree Financial Group, LLC |
| Q4 2025 | 1/29/2026 | 80 | 274,441 | 13F-HR | Dupree Financial Group, LLC |
| Q3 2025 | 10/29/2025 | 70 | 263,153 | 13F-HR | Dupree Financial Group, LLC |
| Q2 2025 | 7/30/2025 | 69 | 253,769 | 13F-HR | Dupree Financial Group, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 248.1 K | 93.0% | 12.02 K | 0 | 12.02 K |
| ETFs | 18.79 K | 7.0% | 6.39 K | 0 | 6.39 K |
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Fund Snapshot
Q2 2026
Latest filed
7/23/2026
Total value ($000)
266,871
Holdings
81
QoQ value change ($000)
18,411
(7.4%)
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.