Entity type
Company
Filer Snapshot
NEEDELMAN ASSET MANAGEMENT INC
CIK 0000783827. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.
Total filings
20
Latest filing
15 Nov 2018
Industry
n/a
Filing-backed research brief
Start with the SEC data that changes for this CIK
Latest signal: 13F-HR for Q2 2018. Each card links back to the PortfolioSavvy page where the filing evidence is closest.
Latest 13F portfolio
$45.96M
34 holdings for Q2 2018
Open portfolioLargest parsed holding
WFC
$3.53M 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 15 Nov 2018 for CIK 0000783827.
- Business address
- 555 Corporate Dr., Ste 105, Ladera Ranch, CA, 92694
- Incorporated in
- CA
- Fiscal year end
- 31 May
- Former names on EDGAR
- PALLEY NEEDELMAN ASSET MANAGEMENT INC (to 16 Jan 2002)
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 NEEDELMAN ASSET MANAGEMENT INC
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 $45.96M across 34 reported holdings for Q2 2018.
- Largest parsed 13F holding: WFC at $3.53M.
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
$10.7M
Compared with $45.96M total 13F value.
Top 5 net change
+$7.3K
Position-value change inside the visible top holdings only.
13F concentration map
A simple visual split of the latest parsed 13F portfolio.
Largest add: PG ยท Largest trim: AAPL
WFC
RIO
MSFT
IBM
T
Other holdings
Latest update
What changed recently for NEEDELMAN ASSET MANAGEMENT INC
Latest 13F period: Q3 2018. Open the source-backed page to inspect the fresh filing or facts context.
Update date
15 Nov 2018
Page type
Filer profile
Latest period
Q3 2018
Institutional portfolio context was refreshed from a 13F filing filed on 15 Nov 2018.
Benchmark Context
Benchmark context for this company
NEEDELMAN ASSET MANAGEMENT INC 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: Q3 2018. 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 0000783827 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
20
First seen
10 Jan 2014
Latest filing
15 Nov 2018
Entity
Company
Observed form types
13F-HR
CIK-linked evidence first
Latest Filings
Showing the latest 12 of 20 SEC filings for NEEDELMAN ASSET MANAGEMENT INC.
13F-HR
13F-HR filing
- Filing date
- 15 Nov 2018
- Reporting date
- 30 Sep 2018
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 10 Jul 2018
- Reporting date
- 30 Jun 2018
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 05 Apr 2018
- Reporting date
- 31 Mar 2018
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 04 Jan 2018
- Reporting date
- 31 Dec 2017
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 05 Oct 2017
- Reporting date
- 30 Sep 2017
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 07 Jul 2017
- Reporting date
- 30 Jun 2017
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 14 Apr 2017
- Reporting date
- 31 Mar 2017
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 06 Jan 2017
- Reporting date
- 31 Dec 2016
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 13 Oct 2016
- Reporting date
- 30 Sep 2016
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 05 Jul 2016
- Reporting date
- 30 Jun 2016
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 08 Apr 2016
- Reporting date
- 31 Mar 2016
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 06 Jan 2016
- Reporting date
- 31 Dec 2015
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing