Putney Financial Group LLC
All 13F Filings
- Location
- San Rafael, CA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 99,268
- 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 |
|---|---|---|---|---|---|
| Q1 2026 | 4/10/2026 | 84 | 99,268 | 13F-HR | Putney Financial Group LLC |
| Q4 2025 | 1/23/2026 | 79 | 106,977 | 13F-HR | Putney Financial Group LLC |
| Q3 2025 | 11/7/2025 | 77 | 100,814 | 13F-HR | Putney Financial Group LLC |
| Q2 2025 | 8/27/2025 | 293 | 99,047 | 13F-HR/A - RESTATEMENT | Putney Financial Group LLC |
| Q2 2025 | 8/4/2025 | 294 | 99,459 | 13F-HR | Putney Financial Group LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 93.67 K | 94.4% | 0 | 9.745 K | -9.745 K |
| ETFs | 5.6 K | 5.6% | 2.037 K | 0 | 2.037 K |
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Fund Snapshot
Q1 2026
Latest filed
4/10/2026
Total value ($000)
99,268
Holdings
84
QoQ value change ($000)
-7,709
(-7.2%)
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.