SGL Investment Advisors, Inc.
All 13F Filings
- Location
- Missoula, MT
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 283,726
- 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 | 11/9/2026 | 133 | 283,726 | 13F-HR | SGL Investment Advisors, Inc. |
| Q2 2026 | 8/11/2026 | 131 | 289,890 | 13F-HR | SGL Investment Advisors, Inc. |
| Q1 2026 | 5/12/2026 | 126 | 266,478 | 13F-HR | SGL Investment Advisors, Inc. |
| Q4 2025 | 2/6/2026 | 126 | 249,990 | 13F-HR | SGL Investment Advisors, Inc. |
| Q3 2025 | 11/4/2025 | 126 | 239,975 | 13F-HR | SGL Investment Advisors, Inc. |
| Q2 2025 | 7/23/2025 | 120 | 210,156 | 13F-HR | SGL Investment Advisors, Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 209.4 K | 73.8% | 0 | 8.112 K | -8.112 K |
| ETFs | 69.06 K | 24.3% | 1.861 K | 0 | 1.861 K |
| Debt | 2.294 K | 0.8% | 0 | 99 | -99 |
| Other | 2.955 K | 1.0% | 188 | 0 | 188 |
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Fund Snapshot
Q3 2026
Latest filed
11/9/2026
Total value ($000)
283,726
Holdings
133
QoQ value change ($000)
-6,164
(-2.1%)
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.