13F Filings History of BITTERROOT CAPITAL ADVISORS LLC
- Latest 13F report
- Q1 2026 - 12 May 2026
- Reported value
- $164,700,200
- Signature and title
- Leila Shaver - COUNSEL
- Location
- Bozeman, MT
- 13F summary
- Recent SEC Form 13F portfolio filings for BITTERROOT CAPITAL ADVISORS LLC. Form 13F is generally due within 45 days after each calendar quarter ends. BITTERROOT CAPITAL ADVISORS LLC reported 60 stock holdings with total reported value $164,700,200 for Q1 2026. Top reported holdings included SGOV, QUAL, IQLT, IWD, and IWF.
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Holdings Value
Form 13F evidence
Quarterly portfolio filings
SEC-reported 13F quarters for this filer, ordered by the latest accepted filing.
Latest quarter
Q1 2026
Latest value
$164,700,200
Quarter delta
+$18,696,634
Accepted
11 May 2026, 21:13
| Quarter | Holdings | Reported value | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q1 2026 | 60 | $164,700,200 | +$21,770,718 | -$690,906 | +$21,079,812 | SGOV, QUAL, IQLT, IWD, IWF | 13F-HR | 11 May 2026, 21:13 |
| Q4 2025 | 51 | $146,003,566 | $0 | $0 | $0 | SGOV, QUAL, IQLT, IWD, IWF | 13F-HR | 17 Feb 2026, 08:49 |