Park Square Financial Group, LLC
All 13F Filings
- Location
- Roswell, GA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 11,078
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 7/31/2026 | 210 | 11,078 | 13F-HR | Park Square Financial Group, LLC |
| Q1 2026 | 5/13/2026 | 245 | 13,170 | 13F-HR | Park Square Financial Group, LLC |
| Q4 2025 | 2/5/2026 | 239 | 16,850 | 13F-HR | Park Square Financial Group, LLC |
| Q3 2025 | 11/12/2025 | 256 | 23,156 | 13F-HR | Park Square Financial Group, LLC |
| Q2 2025 | 8/12/2025 | 1,262 | 138,102 | 13F-HR | Park Square Financial Group, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 1.17 K | 10.6% | 0 | 213 | -213 |
| ETFs | 9.915 K | 89.4% | 0 | 1.87 K | -1.87 K |
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Fund Snapshot
Q2 2026
Latest filed
7/31/2026
Total value ($000)
11,078
Holdings
210
QoQ value change ($000)
-2,092
(-15.9%)
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.