DOLIVER ADVISORS, LP
All 13F Filings
- Location
- Houston, TX
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 439,923
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 4/8/2026 | 180 | 439,923 | 13F-HR | DOLIVER ADVISORS, LP |
| Q4 2025 | 1/6/2026 | 176 | 399,630 | 13F-HR | DOLIVER ADVISORS, LP |
| Q3 2025 | 10/7/2025 | 175 | 386,527 | 13F-HR | DOLIVER ADVISORS, LP |
| Q2 2025 | 7/2/2025 | 167 | 365,055 | 13F-HR | DOLIVER ADVISORS, LP |
| Q1 2014 | 5/16/2014 | 216 | 152,091 | 13F-HR | DOLIVER CAPITAL ADVISORS, INC. |
| Q4 2013 | 2/13/2014 | 255 | 156,556 | 13F-HR | DOLIVER CAPITAL ADVISORS, INC. |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 377.8 K | 85.9% | 6.753 K | 0 | 6.753 K |
| ETFs | 62.12 K | 14.1% | 33.54 K | 0 | 33.54 K |
Swipe for more columns
Fund Snapshot
Q1 2026
Latest filed
4/8/2026
Total value ($000)
439,923
Holdings
180
QoQ value change ($000)
40,293
(10.1%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.