Godfrey Financial Associates, Inc.
All 13F Filings
- Location
- Glenmont, NY
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 124,560
- 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 | 1,057 | 124,560 | 13F-HR | Godfrey Financial Associates, Inc. |
| Q2 2026 | 8/11/2026 | 1,090 | 130,661 | 13F-HR | Godfrey Financial Associates, Inc. |
| Q1 2026 | 5/11/2026 | 1,110 | 116,526 | 13F-HR | Godfrey Financial Associates, Inc. |
| Q4 2025 | 2/10/2026 | 1,113 | 115,331 | 13F-HR | Godfrey Financial Associates, Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 30.57 K | 24.5% | 139 | 0 | 139 |
| ETFs | 93.6 K | 75.2% | 0 | 6.215 K | -6.215 K |
| Debt | 373 | 0.3% | 0 | 22 | -22 |
| Other | 1 | 0.0% | 0 | 0 | 0 |
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Fund Snapshot
Q3 2026
Latest filed
11/9/2026
Total value ($000)
124,560
Holdings
1057
QoQ value change ($000)
-6,101
(-4.7%)
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.