Equita Financial Network, Inc.

All 13F Filings

Location
Fort Washington, PA
Most recent 13F
Q2 2026
Holdings value ($000)
360,250
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
Q2 2026 7/29/2026 95 360,250 13F-HR Equita Financial Network, Inc.
Q1 2026 4/23/2026 87 318,025 13F-HR Equita Financial Network, Inc.
Q4 2025 1/29/2026 95 331,834 13F-HR Equita Financial Network, Inc.
Q3 2025 10/24/2025 91 295,847 13F-HR Equita Financial Network, Inc.
Q2 2025 8/1/2025 81 251,350 13F-HR Equita Financial Network, Inc.
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 15.17 K 4.2% 3.014 K 0 3.014 K
ETFs 343.9 K 95.5% 39.09 K 0 39.09 K
Debt 1.217 K 0.3% 113 0 113
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Fund Snapshot

Q2 2026
Latest filed
7/29/2026
Total value ($000)
360,250
Holdings
95
QoQ value change ($000)
42,225 (13.3%)
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.