Pathway Financial Advisers, LLC
All 13F Filings
- Location
- Auburn, IN
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 353,605
- 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 |
|---|---|---|---|---|---|
| Q1 2026 | 4/23/2026 | 164 | 353,605 | 13F-HR | Pathway Financial Advisers, LLC |
| Q4 2025 | 2/6/2026 | 163 | 345,009 | 13F-HR | Pathway Financial Advisers, LLC |
| Q3 2025 | 11/13/2025 | 376 | 342,854 | 13F-HR | Pathway Financial Advisers, LLC |
| Q2 2025 | 8/21/2025 | 163 | 308,931 | 13F-HR | Pathway Financial Advisers, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 322.6 K | 91.2% | 0 | 4.348 K | -4.348 K |
| ETFs | 31 K | 8.8% | 12.95 K | 0 | 12.95 K |
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Fund Snapshot
Q1 2026
Latest filed
4/23/2026
Total value ($000)
353,605
Holdings
164
QoQ value change ($000)
8,596
(2.5%)
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.