Filer Snapshot

QUEST CAPITAL MANAGEMENT INC /ADV

CIK 0000826516. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.

Entity Type

Company

Total Filings

15

Latest Filing

31 Jan 2022

Industry

n/a

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  • Open 13F if you want portfolio holdings.
  • Open 13D/G or insider pages only when this CIK has those rows.
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Source: SEC Form 13F

13F-HR filed on 31 Jan 2022 for CIK 0000826516.

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Business address
8117 Preston Road, Suite 700, Dallas, TX, 75225
Top securities (13F)
RJF, USMV, VIG, VUG, MDYG, EFA, AAPL, GLDM, SCHX, MSFT, DSI, BNDX, IWF, VO, IVV, AGG, EFAV, IWD, IVE, and SPYG
State of incorporation
TX
Fiscal year end
31 December

Filer intelligence

What SEC filings say about QUEST CAPITAL MANAGEMENT INC /ADV

A compact read of parsed XML filings. 13F, 13D/G, and Forms 3/4/5 are shown separately because they answer different ownership questions.

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Quick read

  • Latest parsed 13F shows $581.99M across 318 reported holdings for Q4 2021.
  • Largest parsed 13F holding: RJF at $159.16M.

SEC source mix

Counts show available parsed rows, not one combined ownership total.

XML parsed
13F portfolio 318 rows

Quarterly institutional portfolio holdings.

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13D/G stakes No rows yet

Beneficial ownership and large-stake disclosures.

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Forms 3/4/5 No rows yet

Officer, director, and 10% owner holdings or transactions.

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Top parsed 13F holdings

Visual share of the latest parsed 13F portfolio. Values are reported market value, not a recommendation.

Q4 2021 - 31 Jan 2022

RJF

27.3%

Raymond James Finl Inc

$159.16M

USMV

8.8%

Ishares Tr

$51.28M

VIG

3.3%

Vanguard Specialized Funds

$19.21M

VUG

3.3%

Vanguard Index Fds

$18.97M

MDYG

2.2%

Spdr Ser Tr

$12.62M

Latest update

What changed recently for QUEST CAPITAL MANAGEMENT INC /ADV

New filing available

Latest 13F period: Q4 2021. Open the source-backed page to inspect the fresh filing or facts context.

Update date

31 Jan 2022

Page type

Filer profile

Latest period

Q4 2021

Institutional portfolio context was refreshed from a 13F filing filed on 31 Jan 2022.

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Benchmark Context

Benchmark context for this company

QUEST CAPITAL MANAGEMENT INC /ADV 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

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Why this is notable

Latest 13F period: Q4 2021. That gives you a fresh baseline before you compare this company with peers.

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Filer Overview

QUEST CAPITAL MANAGEMENT INC /ADV has filed 15 SEC EDGAR filings since 14 Feb 2019. Common forms include 13F-HR, 13F-HR/A.

QUEST CAPITAL MANAGEMENT INC /ADV SEC filings QUEST CAPITAL MANAGEMENT INC /ADV 13F portfolio

Latest Filings

Recent SEC filings for QUEST CAPITAL MANAGEMENT INC /ADV with direct links to document and filing folders.

13F-HR File 028-19287

13F-HR filing

Filing date
31 Jan 2022
Reporting date
31 Dec 2021
SEC evidence
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13F-HR File 028-19287

13F-HR filing

Filing date
01 Nov 2021
Reporting date
30 Sep 2021
SEC evidence
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13F-HR File 028-19287

13F-HR filing

Filing date
09 Aug 2021
Reporting date
30 Jun 2021
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13F-HR File 028-19287

13F-HR filing

Filing date
10 May 2021
Reporting date
31 Mar 2021
SEC evidence
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13F-HR File 028-19287

13F-HR filing

Filing date
02 Feb 2021
Reporting date
31 Dec 2020
SEC evidence
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13F-HR File 028-19287

13F-HR filing

Filing date
12 Nov 2020
Reporting date
30 Sep 2020
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13F-HR File 028-19287

13F-HR filing

Filing date
03 Aug 2020
Reporting date
30 Jun 2020
SEC evidence
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13F-HR File 028-19287

13F-HR filing

Filing date
05 May 2020
Reporting date
31 Mar 2020
SEC evidence
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13F-HR File 028-19287

13F-HR filing

Filing date
05 Feb 2020
Reporting date
31 Dec 2019
SEC evidence
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13F-HR/A File 028-19287

13F-HR/A filing

Filing date
14 Nov 2019
Reporting date
30 Sep 2019
SEC evidence
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13F-HR File 028-19287

13F-HR filing

Filing date
29 Oct 2019
Reporting date
30 Sep 2019
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13F-HR File 028-19287

13F-HR filing

Filing date
05 Aug 2019
Reporting date
30 Jun 2019
SEC evidence
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13F-HR/A File 028-19287

13F-HR/A filing

Filing date
16 May 2019
Reporting date
31 Mar 2019
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13F-HR File 028-19287

13F-HR filing

Filing date
14 May 2019
Reporting date
31 Mar 2019
SEC evidence
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13F-HR File 028-19287

13F-HR filing

Filing date
14 Feb 2019
Reporting date
31 Dec 2018
SEC evidence
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Next action
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About this filer

QUEST CAPITAL MANAGEMENT INC /ADV files with the SEC under CIK 0000826516. This page aggregates EDGAR filings and related ownership activity.

FAQ

What is a CIK?
A Central Index Key (CIK) is a unique identifier assigned by the SEC to each filer.
Why are some filings missing?
New filings appear as the SEC updates EDGAR, and older records can vary by availability.
How often is this page updated?
Updates follow new EDGAR submissions and periodic data refreshes.
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