Shotwell Rutter Baer Inc
All 13F Filings
- Location
- Lansing, MI
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 182,143
- 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 | 7/21/2026 | 38 | 182,143 | 13F-HR | Shotwell Rutter Baer Inc |
| Q1 2026 | 4/21/2026 | 38 | 170,198 | 13F-HR | Shotwell Rutter Baer Inc |
| Q4 2025 | 1/12/2026 | 39 | 166,548 | 13F-HR | Shotwell Rutter Baer Inc |
| Q3 2025 | 10/10/2025 | 37 | 154,994 | 13F-HR | Shotwell Rutter Baer Inc |
| Q2 2025 | 7/7/2025 | 37 | 147,203 | 13F-HR | Shotwell Rutter Baer Inc |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 1.89 K | 1.0% | 0 | 26 | -26 |
| ETFs | 179.4 K | 98.5% | 11.93 K | 0 | 11.93 K |
| Debt | 824 | 0.5% | 39 | 0 | 39 |
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Fund Snapshot
Q2 2026
Latest filed
7/21/2026
Total value ($000)
182,143
Holdings
38
QoQ value change ($000)
11,945
(7.0%)
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.