SEC 13F Intelligence

Managers / Q4 2022 · view latest →

Linden Thomas Advisory Services, LLC

CIK 0001965702 · 516 NORTH TRYON STREET, SUITE 200, CHARLOTTE, NC, 28202 · 704-554-8150

Reported Value
$355.1B
Q4 2022
Positions
326
Filings on Record
14
2019–present window
Filed
Feb 17, 2023
original filing

Summary

Linden Thomas Advisory Services, Llc reported $355.1B in U.S.-listed holdings across 326 positions for Q4 2022.

Its largest position, IT, represents 1.2% of the portfolio.

Reported Value by Quarter

13F Reported Value
Q4 ’22: $355.1BQ4 ’22Q1 ’23: $403MQ2 ’23: $450MQ2 ’23Q3 ’23: $449MQ4 ’23: $536MQ4 ’23Q1 ’24: $622MQ2 ’24: $647MQ2 ’24Q3 ’24: $732MQ4 ’24: $789MQ4 ’24Q1 ’25: $772MQ2 ’25: $908MQ2 ’25Q3 ’25: $988MQ4 ’25: $987MQ4 ’25Q1 ’26: $1.0Bfilingsflow.com

Portfolio Composition

By security type
Common Stock: 95.4%Other: 1.9%ETP: 1.4%REIT: 1.2%
  • Common Stock · 95.4% · $338.9B
  • Other · 1.9% · $6.9B
  • ETP · 1.4% · $5.0B
  • REIT · 1.2% · $4.3B

Quarter-over-Quarter Changes full breakdown →

Holdings — Q4 2022

Loading…
#IssuerClass% PortfolioValueShares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$1.0B530Apr 10, 202613F-HRchanges · EDGAR ↗
Q4 2025$987M485Jan 16, 202613F-HRchanges · EDGAR ↗
Q3 2025$988M483Nov 6, 202513F-HRchanges · EDGAR ↗
Q2 2025$908M478Jul 31, 202513F-HRchanges · EDGAR ↗
Q1 2025$772M460Apr 30, 202513F-HRchanges · EDGAR ↗
Q4 2024$789M469Jan 21, 202513F-HRchanges · EDGAR ↗
Q3 2024$732M465Oct 17, 202413F-HRchanges · EDGAR ↗
Q2 2024$647M446Jul 10, 202413F-HRchanges · EDGAR ↗
Q1 2024$622M453Apr 30, 202413F-HRchanges · EDGAR ↗
Q4 2023$536M415Feb 1, 202413F-HRchanges · EDGAR ↗
Q3 2023$449M385Oct 20, 202313F-HRchanges · EDGAR ↗
Q2 2023$450M364Jul 27, 202313F-HRchanges · EDGAR ↗
Q1 2023$403M327Apr 25, 202313F-HRchanges · EDGAR ↗
Q4 2022$355.1B326Feb 17, 202313F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.