★
Trade Filings
Managers Stocks Filings Superinvestors
Signals Institutional Buying Institutional Selling Insider Activity 13D & 13G Watch Sector Rotation
Tools Stock Screener Manager Screener Compare Managers Consensus Baskets All Research Tools Data API
Learn & AI Learn Ask the Data AI Agents
News ★ Saved
About About us Methodology Contact Disclaimer
Reader
DATA PLANS

Historical data downloads: coming with accounts.

API GATEWAY

Free read-only JSON access to the site's cached data.
Dark mode

Guided View
New to markets (prices, yields, YTD, market cap)? We explain every term as you browse, in plain English. Same data, with the help built in.

Expert View
You already know the market. Just the data: clean, fast and compact, with no extra explanations. This is the default view.

Interface language
Manager record

Putney Financial Group LLC

San Rafael, CA · CIK 2056907 · 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.

$111.06MReported 13F valueQ2 2026 · as filed
78Holdings listed
+11.9%vs prior quartervalue change includes market moves
5Quarters on record
Jul 21Latest filed
Reported 13F value by quarter, Q2 2025 to Q2 2026Q2 2025: $99.0M$99.0MQ2 2025293 holdingsQ3 2025: $100.8M$100.8MQ3 202577 holdingsQ4 2025: $107.0M$107.0MQ4 202579 holdingsQ1 2026: $99.3M$99.3MQ1 202684 holdingsQ2 2026: $111.1M$111.1MQ2 202678 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 21 2026 13F-HR · period Q2 2026

$111.06M · 78 holdings listed · View original SEC filing ↗
Apr 10 2026 13F-HR · period Q1 2026

$99.27M · 84 holdings listed · View original SEC filing ↗
Jan 23 2026 13F-HR · period Q4 2025

$106.98M · 79 holdings listed · View original SEC filing ↗
Nov 07 2025 13F-HR · period Q3 2025

$100.81M · 77 holdings listed · View original SEC filing ↗
Aug 27 2025 13F-HR/A · period Q2 2025

$99.05M · 293 holdings listed · amendment (restatement) · View original SEC filing ↗
Aug 04 2025 13F-HR · period Q2 2025

$99.46M · 294 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 21, 2026 · Change methodology