13F Filings History of Colter Lewis Investment Partners LLC

Latest 13F report
Q4 2025 - 17 Feb 2026
Value $
$86,455,176
Signature - Title
Perry Hoffmeister - MANAGING MEMBER
Location
Greenwich, CT
Summary
This page shows a list of all the recent 13F filings made by Colter Lewis Investment Partners LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Colter Lewis Investment Partners LLC reported 97 stock holdings with total value $86,455,176 as of Q4 2025. Top holdings included AXP, IVV, SPY, JPIE, and VOO.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 97 $86,455,176 $0 $0 $0 AXP, IVV, SPY, JPIE, VOO 13F-HR 17 Feb 2026, 17:03