13F Filings History of BITTERROOT CAPITAL ADVISORS LLC
- Latest 13F filing
- Q2 2026 - 14 Aug 2026
- Latest reported 13F value
- $165,987,425
- Largest 13F holdings
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SGOV QUAL IQLT IWD IWF IEFA SPY TSLA VIG MSCI MDY EFA
+8 more
EEM IVV DIA PAGP EPD ACWI WES MPLX - Form 13F summary
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- BITTERROOT CAPITAL ADVISORS LLC Form 13F history summarizes parsed U.S.-listed equity disclosures for this manager.
- Form 13F is generally due within 45 days after each calendar quarter ends.
- BITTERROOT CAPITAL ADVISORS LLC reported 53 equity holdings with a total reported market value of $165,987,425 for Q2 2026. Top reported holdings included SGOV, QUAL, IQLT, IWD, and IWF.
- Manager signature
- Leila Shaver - COUNSEL
- Manager location
- Bozeman, MT
13F snapshot
Latest parsed holdings, value, and filing-period context.
1 signal
Manager
Names, identifiers, and filing context for this profile.
2 identity fields
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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
Q2 2026
Latest value
$165,987,425
Quarter delta
+$1,287,225
Accepted
13 Aug 2026, 17:56
Rows shown
1-3 of 3
| Quarter | Holdings | SEC-reported value | Bought | Sold | Net | Top Holdings | Form Type | Accepted by SEC |
|---|---|---|---|---|---|---|---|---|
| Q2 2026 | 53 | $165,987,425 | +$12,977,341 | -$12,327,163 | +$650,178 | SGOV, QUAL, IQLT, IWD, IWF | 13F-HR | 13 Aug 2026, 17:56 |
| 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 |