Rockingstone Advisors LLC
All 13F Filings
- Location
- Great Barrington, MA
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 248,598
- 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 | 10/15/2026 | 112 | 248,598 | 13F-HR | Rockingstone Advisors LLC |
| Q2 2026 | 7/13/2026 | 115 | 249,077 | 13F-HR | Rockingstone Advisors LLC |
| Q1 2026 | 4/9/2026 | 113 | 217,963 | 13F-HR | Rockingstone Advisors LLC |
| Q4 2025 | 1/28/2026 | 112 | 219,489 | 13F-HR | Rockingstone Advisors LLC |
| Q3 2025 | 10/9/2025 | 107 | 202,664 | 13F-HR | Rockingstone Advisors LLC |
| Q2 2025 | 7/22/2025 | 105 | 190,202 | 13F-HR | Rockingstone Advisors LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 131 K | 52.7% | 0 | 289 | -289 |
| ETFs | 116.7 K | 46.9% | 0 | 493 | -493 |
| Debt | 856 | 0.3% | 307 | 0 | 307 |
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Fund Snapshot
Q3 2026
Latest filed
10/15/2026
Total value ($000)
248,598
Holdings
112
QoQ value change ($000)
-479
(-0.2%)
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.