Dickmeyer Boyce Financial Management, Inc.

All 13F Filings

Location
Fort Wayne, IN
Most recent 13F
Q3 2026
Holdings value ($000)
195,354
Description
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Website
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Founded
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Chairman
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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 10/8/2026 127 195,354 13F-HR Dickmeyer Boyce Financial Management, Inc.
Q2 2026 7/23/2026 129 192,994 13F-HR Dickmeyer Boyce Financial Management, Inc.
Q1 2026 5/13/2026 125 169,941 13F-HR Dickmeyer Boyce Financial Management, Inc.
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 131 K 67.1% 1.902 K 0 1.902 K
ETFs 64.33 K 32.9% 455 0 455
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Fund Snapshot

Q3 2026
Latest filed
10/8/2026
Total value ($000)
195,354
Holdings
127
QoQ value change ($000)
2,360 (1.2%)
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.