Papamarkou Wellner Asset Management inc.
All 13F Filings
- Location
- New York, NY
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 159,415
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- 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 | 8/14/2026 | 75 | 159,415 | 13F-HR | Papamarkou Wellner Asset Management inc. |
| Q1 2026 | 5/15/2026 | 86 | 163,687 | 13F-HR | Papamarkou Wellner Asset Management inc. |
| Q4 2025 | 2/18/2026 | 86 | 166,403 | 13F-HR | Papamarkou Wellner Asset Management inc. |
| Q3 2025 | 11/17/2025 | 81 | 161,712 | 13F-HR | Papamarkou Wellner Asset Management inc. |
| Q2 2025 | 8/14/2025 | 79 | 151,117 | 13F-HR | Papamarkou Wellner Asset Management inc. |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 159 K | 99.7% | 0 | 3.968 K | -3.968 K |
| ETFs | 422 | 0.3% | 0 | 307 | -307 |
Swipe for more columns
Fund Snapshot
Q2 2026
Latest filed
8/14/2026
Total value ($000)
159,415
Holdings
75
QoQ value change ($000)
-4,272
(-2.6%)
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.