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Manager record

Sunbelt Securities, Inc.

Houston, TX · CIK 1632932 · 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.

$1.58BReported 13F valueQ1 2026 · as filed
2,954Holdings listed
+5.7%vs prior quartervalue change includes market moves
4Quarters on record
May 18Latest filed
Reported 13F value by quarter, Q2 2025 to Q1 2026Q2 2025: $1.1B$1.1BQ2 20251,805 holdingsQ3 2025: $1.4B$1.4BQ3 20252,701 holdingsQ4 2025: $1.5B$1.5BQ4 20252,784 holdingsQ1 2026: $1.6B$1.6BQ1 20262,954 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
May 18 2026 13F-HR · period Q1 2026

$1.58B · 2,954 holdings listed · View original SEC filing ↗
Feb 20 2026 13F-HR · period Q4 2025

$1.50B · 2,784 holdings listed · View original SEC filing ↗
Nov 19 2025 13F-HR · period Q3 2025

$1.45B · 2,701 holdings listed · View original SEC filing ↗
Aug 14 2025 13F-HR · period Q2 2025

$1.13B · 1,805 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: Q1 2026 · latest filing May 18, 2026 · Change methodology