Equita Financial Network, Inc.

All 13F Filings

Location
Fort Washington, PA
Most recent 13F
Q2 2026
Holdings value ($000)
360,250
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
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.