Outbound Financial Inc
All 13F Filings
- Location
- Boulder, CO
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 157,221
- Description
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- Website
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- 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 |
|---|---|---|---|---|---|
| Q3 2026 | 10/13/2026 | 46 | 157,221 | 13F-HR | Outbound Financial Inc |
| Q2 2026 | 7/15/2026 | 45 | 154,404 | 13F-HR | Outbound Financial Inc |
| Q1 2026 | 7/15/2026 | 43 | 133,388 | 13F-HR | Outbound Financial Inc |
| Q4 2025 | 7/15/2026 | 40 | 128,440 | 13F-HR | Outbound Financial Inc |
| Q3 2025 | 7/15/2026 | 41 | 122,650 | 13F-HR | Outbound Financial Inc |
| Q2 2025 | 7/15/2026 | 42 | 109,435 | 13F-HR | Outbound Financial Inc |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 16.31 K | 10.4% | 10.76 K | 0 | 10.76 K |
| ETFs | 140.9 K | 89.6% | 0 | 7.943 K | -7.943 K |
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Fund Snapshot
Q3 2026
Latest filed
10/13/2026
Total value ($000)
157,221
Holdings
46
QoQ value change ($000)
2,817
(1.8%)
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.