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Manager record

Butensky & Cohen Financial Security, Inc

Ponte Vedra Beach, FL · CIK 1632802 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$404.83MReported 13F valueQ3 2026 · as filed
134Holdings listed
+0.1%vs prior quartervalue change includes market moves
6Quarters on record
Oct 13Latest filed
Reported 13F value by quarter, Q2 2025 to Q3 2026Q2 2025: $336.1M$336.1MQ2 2025128 holdingsQ3 2025: $358.8M$358.8MQ3 2025129 holdingsQ4 2025: $369.6M$369.6MQ4 2025131 holdingsQ1 2026: $379.9M$379.9MQ1 2026132 holdingsQ2 2026: $404.3M$404.3MQ2 2026135 holdingsQ3 2026: $404.8M$404.8MQ3 2026134 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Oct 13 2026 13F-HR · period Q3 2026

$404.83M · 134 holdings listed · View original SEC filing ↗
Jul 10 2026 13F-HR · period Q2 2026

$404.26M · 135 holdings listed · View original SEC filing ↗
Apr 09 2026 13F-HR · period Q1 2026

$379.88M · 132 holdings listed · View original SEC filing ↗
Jan 13 2026 13F-HR · period Q4 2025

$369.58M · 131 holdings listed · View original SEC filing ↗
Oct 20 2025 13F-HR · period Q3 2025

$358.85M · 129 holdings listed · View original SEC filing ↗
Jul 11 2025 13F-HR · period Q2 2025

$336.11M · 128 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q3 2026 · latest filing Oct 13, 2026 · Change methodology