William Howard & Co Financial Advisors Inc
All 13F Filings
- Location
- Memphis, TN
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 124,199
- 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 | 11/4/2026 | 51 | 124,199 | 13F-HR | William Howard & Co Financial Advisors Inc |
| Q2 2026 | 7/9/2026 | 54 | 128,590 | 13F-HR | William Howard & Co Financial Advisors Inc |
| Q1 2026 | 4/30/2026 | 54 | 115,785 | 13F-HR | William Howard & Co Financial Advisors Inc |
| Q4 2025 | 1/21/2026 | 57 | 118,631 | 13F-HR | William Howard & Co Financial Advisors Inc |
| Q3 2025 | 10/21/2025 | 56 | 117,512 | 13F-HR | William Howard & Co Financial Advisors Inc |
| Q2 2025 | 7/11/2025 | 56 | 114,612 | 13F-HR | William Howard & Co Financial Advisors Inc |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 8.816 K | 7.1% | 0 | 1.663 K | -1.663 K |
| ETFs | 115.4 K | 92.9% | 0 | 2.722 K | -2.722 K |
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Fund Snapshot
Q3 2026
Latest filed
11/4/2026
Total value ($000)
124,199
Holdings
51
QoQ value change ($000)
-4,391
(-3.4%)
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.