Entity type
Company
Filer Snapshot
WINTRUST INVESTMENTS LLC
CIK 0000049096. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.
Total filings
35
Latest filing
10 Feb 2025
Industry
n/a
Filing-backed research brief
Start with the SEC data that changes for this CIK
Latest signal: 13F-HR for Q4 2024. Each card links back to the PortfolioSavvy page where the filing evidence is closest.
Latest 13F portfolio
$113.54M
427 holdings for Q4 2024
Open portfolioLargest parsed holding
IJH
$6.31M reported value
Open holding13D/G large stake
—
No recent parsed 13D/G stake row for this CIK.
Browse 13D/GInsider / owner context
—
No parsed Forms 3/4/5 owner position for this CIK.
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Source: SEC Form 13F
View source filing
13F-HR filed on 10 Feb 2025 for CIK 0000049096.
- Parsed SEC ownership signals
-
Parsed SEC ownership coverage
These bars compare filing-backed value available in each disclosure family. Read them as separate lenses, not as one combined ownership total.
13F portfolio$113.54MQuarterly institutional holdings reported on Form 13F.
Latest reported 13F value
13F$113.54MReported market value from the latest parsed Form 13F information table; this is not total assets under management.
Largest 13F holdings
13FIJH AAPL IVV IWM BRKB+15 more
RSP TFLO MSFT BRKA GOOG VEA ISRG AMZN LLY VIG FVD PUT SPY OPTION APO AVGO VOOLargest symbols in the latest parsed Form 13F information table.
Largest 13F holdings
Largest symbols in the latest parsed Form 13F information table.
IJH AAPL IVV IWM BRKB RSP TFLO MSFT+12 more
BRKA GOOG VEA ISRG AMZN LLY VIG FVD PUT SPY OPTION APO AVGO VOOHow to read these SEC ownership signals
- Read each filing family separately: 13F portfolios, 13D/G large stakes, and Forms 3/4/5 owner positions answer different SEC disclosure questions.
- Open the linked research path when you need the filing, CIK, issuer, or CUSIP trail behind a value.
- Business address
- 231 South Lasalle Street, 13 Th Floor, Chicago, IL, 60604
- Incorporated in
- DE
- Fiscal year end
- 31 December
- Former names on EDGAR
- WAYNE HUMMER INVESTMENTS L.L.C. (to 13 Aug 2018)
Ownership signals
CIK-linked ownership evidence from parsed SEC filings.
1 signal
At a glance
Names, identifiers, and filing context for this profile.
1 identity field
EDGAR profile Static EDGAR fields kept behind disclosure so the main profile stays readable. 3 profile fields available
Filer intelligence
What SEC filings say about WINTRUST INVESTMENTS LLC
A compact read of parsed XML filings. 13F, 13D/G, and Forms 3/4/5 are shown separately because they answer different ownership questions.
Quick read
- Latest parsed 13F shows $113.54M across 427 reported holdings for Q4 2024.
- Largest parsed 13F holding: IJH at $6.31M.
SEC source mix
Counts show available parsed rows, not one combined ownership total.
Top parsed 13F holdings
Visual share of the latest parsed 13F portfolio. Values are reported market value, not a recommendation.
Top 5 concentration
23%
Share of latest parsed 13F value represented by the visible holdings below.
Top 5 reported value
$26.04M
Compared with $113.54M total 13F value.
Top 5 net change
+$213.8K
Position-value change inside the visible top holdings only.
13F concentration map
A simple visual split of the latest parsed 13F portfolio.
Largest add: APO ยท Largest trim: Put Spy Option
IJH
AAPL
IVV
IWM
BRKB
Other holdings
Latest update
What changed recently for WINTRUST INVESTMENTS LLC
Latest 13F period: Q4 2024. Open the source-backed page to inspect the fresh filing or facts context.
Update date
10 Feb 2025
Page type
Filer profile
Latest period
Q4 2024
Institutional portfolio context was refreshed from a 13F filing filed on 10 Feb 2025.
Benchmark Context
Benchmark context for this company
WINTRUST INVESTMENTS LLC has a source-backed company facts view where you can compare the latest reported metrics with its own recent history and with peer rankings for the same metric.
Compared with
Start on the facts page for period-to-period context, then open a metric ranking when you want to compare the same reported fact across other SEC-reporting companies.
Why this is notable
Latest 13F period: Q4 2024. That gives you a fresh baseline before you compare this company with peers.
- Peer comparisons stay conservative: same metric, compatible units, latest valid company row only.
- Open the facts page first if you want the cleanest path to verification.
Benchmark context is only shown where the app has enough comparable SEC-backed data to keep the interpretation honest.
SEC filing record
CIK 0000049096 filing coverage
Start with this filing record, then use the linked ownership pages when parsed 13F, 13D/G, Forms 3/4/5, or facts data exists for this CIK.
SEC filings
35
First seen
15 Aug 2016
Latest filing
10 Feb 2025
Entity
Company
Observed form types
13F-HR
CIK-linked evidence first
Latest Filings
Showing the latest 12 of 35 SEC filings for WINTRUST INVESTMENTS LLC.
13F-HR
13F-HR filing
- Filing date
- 10 Feb 2025
- Reporting date
- 31 Dec 2024
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 12 Nov 2024
- Reporting date
- 30 Sep 2024
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 13 Aug 2024
- Reporting date
- 30 Jun 2024
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 09 May 2024
- Reporting date
- 31 Mar 2024
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 12 Feb 2024
- Reporting date
- 31 Dec 2023
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 13 Nov 2023
- Reporting date
- 30 Sep 2023
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 10 Aug 2023
- Reporting date
- 30 Jun 2023
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 09 May 2023
- Reporting date
- 31 Mar 2023
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 13 Feb 2023
- Reporting date
- 31 Dec 2022
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 09 Nov 2022
- Reporting date
- 30 Sep 2022
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 15 Aug 2022
- Reporting date
- 30 Jun 2022
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 11 May 2022
- Reporting date
- 31 Mar 2022
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing