Richmond Investment Services, LLC
All 13F Filings
- Location
- Mequon, WI
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 315,761
- 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 | 10/29/2026 | 147 | 315,761 | 13F-HR | Richmond Investment Services, LLC |
| Q2 2026 | 7/27/2026 | 145 | 316,066 | 13F-HR | Richmond Investment Services, LLC |
| Q1 2026 | 4/29/2026 | 255 | 618,751 | 13F-HR | Richmond Investment Services, LLC |
| Q4 2025 | 2/12/2026 | 235 | 578,520 | 13F-HR | Richmond Investment Services, LLC |
| Q3 2025 | 11/12/2025 | 224 | 537,353 | 13F-HR | Richmond Investment Services, LLC |
| Q2 2025 | 8/12/2025 | 207 | 473,486 | 13F-HR | Richmond Investment Services, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 63.47 K | 20.1% | 3.394 K | 0 | 3.394 K |
| ETFs | 252.3 K | 79.9% | 0 | 3.695 K | -3.695 K |
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Fund Snapshot
Q3 2026
Latest filed
10/29/2026
Total value ($000)
315,761
Holdings
147
QoQ value change ($000)
-305
(-0.1%)
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.