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Manager record

Client 1St Advisory Group, Llc

Dunedin, FL · CIK 1802816 · 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.

$390.93MReported 13F valueQ3 2026 · as filed
146Holdings listed
+1.9%vs prior quartervalue change includes market moves
6Quarters on record
Oct 19Latest filed
Reported 13F value by quarter, Q2 2025 to Q3 2026Q2 2025: $275.7M$275.7MQ2 2025132 holdingsQ3 2025: $302.0M$302.0MQ3 2025136 holdingsQ4 2025: $319.8M$319.8MQ4 2025144 holdingsQ1 2026: $329.2M$329.2MQ1 2026141 holdingsQ2 2026: $383.7M$383.7MQ2 2026146 holdingsQ3 2026: $390.9M$390.9MQ3 2026146 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 19 2026 13F-HR · period Q3 2026

$390.93M · 146 holdings listed · View original SEC filing ↗
Jul 13 2026 13F-HR · period Q2 2026

$383.68M · 146 holdings listed · View original SEC filing ↗
Apr 15 2026 13F-HR · period Q1 2026

$329.18M · 141 holdings listed · View original SEC filing ↗
Jan 12 2026 13F-HR · period Q4 2025

$319.80M · 144 holdings listed · View original SEC filing ↗
Oct 17 2025 13F-HR · period Q3 2025

$302.05M · 136 holdings listed · View original SEC filing ↗
Jul 18 2025 13F-HR · period Q2 2025

$275.72M · 132 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 19, 2026 · Change methodology