Oasis Advisors, LLC

All 13F Filings

Location
Forest City, IA
Most recent 13F
Q2 2026
Holdings value ($000)
154,096
Description
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Website
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Founded
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Chairman
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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 7/30/2026 54 154,096 13F-HR Oasis Advisors, LLC
Q1 2026 5/4/2026 210 508,666 13F-HR Oasis Advisors, LLC
Q4 2025 4/7/2026 75 188,714 13F-HR Oasis Advisors, LLC
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 13 K 8.4% 0 290.1 K -290.1 K
ETFs 141.1 K 91.6% 0 48.58 K -48.58 K
Debt 0 0.0% 0 15.88 K -15.88 K
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Fund Snapshot

Q2 2026
Latest filed
7/30/2026
Total value ($000)
154,096
Holdings
54
QoQ value change ($000)
-354,570 (-69.7%)
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.