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Manager record

Laurel Wealth Advisors LLC

Charlotte, NC · CIK 1757128 · 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.

$1.03BReported 13F valueQ2 2026 · as filed
200Holdings listed
+2.2%vs prior quartervalue change includes market moves
5Quarters on record
Jul 17Latest filed
Reported 13F value by quarter, Q2 2025 to Q2 2026Q2 2025: $668.8M$668.8MQ2 2025188 holdingsQ3 2025: $715.4M$715.4MQ3 2025164 holdingsQ4 2025: $756.3M$756.3MQ4 2025703 holdingsQ1 2026: $1.0B$1.0BQ1 2026193 holdingsQ2 2026: $1.0B$1.0BQ2 2026200 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
Jul 17 2026 13F-HR · period Q2 2026

$1.03B · 200 holdings listed · View original SEC filing ↗
May 13 2026 13F-HR · period Q1 2026

$1.01B · 193 holdings listed · View original SEC filing ↗
Jan 30 2026 13F-HR · period Q4 2025

$756.29M · 703 holdings listed · View original SEC filing ↗
Nov 24 2025 13F-HR/A · period Q2 2025

$668.82M · 188 holdings listed · amendment (restatement) · View original SEC filing ↗
Nov 12 2025 13F-HR · period Q3 2025

$715.44M · 164 holdings listed · View original SEC filing ↗
Aug 12 2025 13F-HR · period Q2 2025

$6.97M · 698 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: Q2 2026 · latest filing Jul 17, 2026 · Change methodology