ACCREDITED INVESTOR SERVICES, LLC
All 13F Filings
- Location
- St. Cloud, MN
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 176,993
- Description
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- Website
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- Founded
- —
- 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 | 8/5/2026 | 81 | 176,993 | 13F-HR | ACCREDITED INVESTOR SERVICES, LLC |
| Q1 2026 | 4/21/2026 | 77 | 155,759 | 13F-HR | ACCREDITED INVESTOR SERVICES, LLC |
| Q4 2025 | 2/9/2026 | 75 | 150,936 | 13F-HR | ACCREDITED INVESTOR SERVICES, LLC |
| Q3 2025 | 10/21/2025 | 76 | 145,483 | 13F-HR | ACCREDITED INVESTOR SERVICES, LLC |
| Q2 2025 | 7/24/2025 | 70 | 132,319 | 13F-HR | ACCREDITED INVESTOR SERVICES, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 36.87 K | 20.8% | 6.02 K | 0 | 6.02 K |
| ETFs | 140.1 K | 79.2% | 15.22 K | 0 | 15.22 K |
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Fund Snapshot
Q2 2026
Latest filed
8/5/2026
Total value ($000)
176,993
Holdings
81
QoQ value change ($000)
21,234
(13.6%)
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.