Councilmark Asset Management, LLC
All 13F Filings
- Location
- Knoxville, TN
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 194,475
- 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 |
|---|---|---|---|---|---|
| Q3 2026 | 10/20/2026 | 87 | 194,475 | 13F-HR | Councilmark Asset Management, LLC |
| Q2 2026 | 8/11/2026 | 84 | 188,898 | 13F-HR | Councilmark Asset Management, LLC |
| Q1 2026 | 5/12/2026 | 85 | 174,335 | 13F-HR | Councilmark Asset Management, LLC |
| Q4 2025 | 2/9/2026 | 83 | 178,819 | 13F-HR | Councilmark Asset Management, LLC |
| Q3 2025 | 11/5/2025 | 86 | 174,430 | 13F-HR | Councilmark Asset Management, LLC |
| Q2 2025 | 8/12/2025 | 86 | 157,943 | 13F-HR | Councilmark Asset Management, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 156.8 K | 80.6% | 5.881 K | 0 | 5.881 K |
| ETFs | 37.64 K | 19.4% | 0 | 306 | -306 |
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Fund Snapshot
Q3 2026
Latest filed
10/20/2026
Total value ($000)
194,475
Holdings
87
QoQ value change ($000)
5,577
(3.0%)
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.