BROADWATER CAPITAL MANAGEMENT LLC

All 13F Filings

Location
Boston, MA
Most recent 13F
Q4 2025
Holdings value ($000)
133,822
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
Q4 2025 2/3/2026 211 133,822 13F-HR BROADWATER CAPITAL MANAGEMENT LLC
Q3 2025 2/3/2026 217 136,649 13F-HR/A - RESTATEMENT BROADWATER CAPITAL MANAGEMENT LLC
Q3 2025 10/31/2025 217 136,649 13F-HR BROADWATER CAPITAL MANAGEMENT LLC
Q2 2025 2/3/2026 220 128,585 13F-HR/A - RESTATEMENT BROADWATER CAPITAL MANAGEMENT LLC
Q2 2025 10/31/2025 220 128,608 13F-HR BROADWATER CAPITAL MANAGEMENT LLC
Q1 2025 2/3/2026 225 127,796 13F-HR/A - RESTATEMENT BROADWATER CAPITAL MANAGEMENT LLC
Q1 2025 10/31/2025 225 127,796 13F-HR BROADWATER CAPITAL MANAGEMENT LLC
Q4 2024 2/3/2026 233 130,526 13F-HR/A - RESTATEMENT BROADWATER CAPITAL MANAGEMENT LLC
Q4 2024 10/31/2025 233 130,526 13F-HR BROADWATER CAPITAL MANAGEMENT LLC
Q3 2024 2/3/2026 238 135,690 13F-HR/A - RESTATEMENT BROADWATER CAPITAL MANAGEMENT LLC
Q3 2024 10/31/2025 238 135,690 13F-HR BROADWATER CAPITAL MANAGEMENT LLC
Q2 2024 2/3/2026 238 129,722 13F-HR/A - RESTATEMENT BROADWATER CAPITAL MANAGEMENT LLC
Q2 2024 10/31/2025 238 129,722 13F-HR BROADWATER CAPITAL MANAGEMENT LLC
Q1 2024 2/3/2026 243 130,319 13F-HR/A - RESTATEMENT BROADWATER CAPITAL MANAGEMENT LLC
Q1 2024 10/31/2025 243 130,319 13F-HR BROADWATER CAPITAL MANAGEMENT LLC
Q4 2023 2/3/2026 227 127,652 13F-HR/A - RESTATEMENT BROADWATER CAPITAL MANAGEMENT LLC
Q4 2023 10/31/2025 227 127,652 13F-HR BROADWATER CAPITAL MANAGEMENT LLC
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 133.5 K 99.7% 0 2.831 K -2.831 K
ETFs 350 0.3% 9 0 9
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Fund Snapshot

Q4 2025
Latest filed
2/3/2026
Total value ($000)
133,822
Holdings
211
QoQ value change ($000)
-2,827 (-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.