Entity type
Company
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.
Total filings
15
Latest filing
31 Jan 2022
Industry
n/a
Filing-backed research brief
Start with the SEC data that changes for this CIK
Latest signal: 13F-HR for Q4 2021. Each card links back to the PortfolioSavvy page where the filing evidence is closest.
Latest 13F portfolio
$581.99M
318 holdings for Q4 2021
Open portfolioLargest parsed holding
RJF
$159.16M 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.
Browse insider filingsSave this filer page
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Source: SEC Form 13F
View source filing
13F-HR filed on 31 Jan 2022 for CIK 0000826516.
- 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$581.99MQuarterly institutional holdings reported on Form 13F; not total AUM.
Latest reported 13F value
13F$581.99MReported market value from the latest parsed Form 13F information table; this is not total assets under management.
Source: SEC Form 13FScope: U.S.-listed equity holdingsLargest 13F holdings
13FRJF USMV VIG VUG MDYG+15 more
EFA AAPL GLDM SCHX MSFT DSI BNDX IWF VO IVV AGG EFAV IWD IVE SPYGLargest symbols in the latest parsed Form 13F information table.
Freshness: Latest parsed 13F periodLargest 13F holdings
Largest symbols in the latest parsed Form 13F information table.
RJF USMV VIG VUG MDYG EFA AAPL GLDM+12 more
SCHX MSFT DSI BNDX IWF VO IVV AGG EFAV IWD IVE SPYGHow to read these SEC ownership signals
- Read each filing family separately: Form 13F, Schedules 13D/G, and Forms 3/4/5 answer different SEC disclosure questions and should not be blended into one ownership total.
- Use 13F values for visible U.S.-listed equity portfolios, 13D/G rows for large beneficial-owner stakes, and Forms 3/4/5 rows for reporting-owner positions and transactions.
- Open the linked research path when you need the filing, CIK, issuer, CUSIP, date, or source trail behind a value.
- Business address
- 8117 Preston Road, Suite 700, Dallas, TX, 75225
- Incorporated in
- TX
- Fiscal year end
- 31 December
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. 2 profile fields available
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.
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.
Top parsed 13F holdings
Visual share of the latest parsed 13F portfolio. Values are reported market value, not a recommendation.
Top 5 concentration
45%
Share of latest parsed 13F value represented by the visible holdings below.
Top 5 reported value
$261.24M
Compared with $581.99M total 13F value.
Top 5 net change
-$4.51M
Position-value change inside the visible top holdings only.
13F concentration map
A simple visual split of the latest parsed 13F portfolio.
Largest add: SCHX ยท Largest trim: USFR
RJF
USMV
VIG
VUG
MDYG
Other holdings
Latest update
What changed recently for QUEST CAPITAL MANAGEMENT INC /ADV
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.
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
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 2021. 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 0000826516 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
15
First seen
14 Feb 2019
Latest filing
31 Jan 2022
Entity
Company
Observed form types
13F-HR
13F-HR/A
Latest Filings
Showing the latest 12 of 15 SEC filings for QUEST CAPITAL MANAGEMENT INC /ADV.
13F-HR
13F-HR filing
- Filing date
- 31 Jan 2022
- Reporting date
- 31 Dec 2021
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 01 Nov 2021
- Reporting date
- 30 Sep 2021
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 09 Aug 2021
- Reporting date
- 30 Jun 2021
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 10 May 2021
- Reporting date
- 31 Mar 2021
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 02 Feb 2021
- Reporting date
- 31 Dec 2020
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 12 Nov 2020
- Reporting date
- 30 Sep 2020
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 03 Aug 2020
- Reporting date
- 30 Jun 2020
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 05 May 2020
- Reporting date
- 31 Mar 2020
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 05 Feb 2020
- Reporting date
- 31 Dec 2019
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR/A
13F-HR/A filing
- Filing date
- 14 Nov 2019
- Reporting date
- 30 Sep 2019
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 29 Oct 2019
- Reporting date
- 30 Sep 2019
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 05 Aug 2019
- Reporting date
- 30 Jun 2019
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing