Filer Snapshot

ARVEST TRUST CO N A

CIK 0000893879. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.

Entity type

Company

Total filings

14

Latest filing

09 Aug 2024

Industry

n/a

Filing-backed research brief

Start with the SEC data that changes for this CIK

Latest signal: 13F-HR for Q2 2024. Each card links back to the PortfolioSavvy page where the filing evidence is closest.

Largest parsed holding

MDY

$130.86M reported value

Open holding

13D/G large stake

No recent parsed 13D/G stake row for this CIK.

Browse 13D/G

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Source: SEC Form 13F

13F-HR filed on 09 Aug 2024 for CIK 0000893879.

View Source Filing
Ownership signals 1 signal
Ownership signals

SEC value by filing type

Compare filing types separately; 13F, 13D/G, and Forms 3/4/5 are different evidence sources.

Latest 13F portfolio$1.68B

Quarterly institutional portfolio holdings.

Latest 13F portfolio value

$1.68B

Market value from the latest parsed Form 13F portfolio.

Largest 13F positions

MDY EFA IVV IWM TPYP
+15 moreIVW VEA SPY VANECK FDS GEM AAPL RSP LRCX UNIFIED SER TR MU EMLP JPM MFS INSTL TR ADVISORS INNER CIRCLE FD FI

Largest symbols in the latest parsed 13F information table.

Largest 13F positions

Largest symbols in the latest parsed Form 13F information table.

MDY EFA IVV IWM TPYP IVW VEA SPY
+12 moreVANECK FDS GEM AAPL RSP LRCX UNIFIED SER TR MU EMLP JPM MFS INSTL TR ADVISORS INNER CIRCLE FD FI
How to read these SEC values
  • Read each filing type on its own: 13F portfolios, 13D/G large stakes, and Forms 3/4/5 owner positions answer different questions.
  • Open the linked research paths when you need to verify the exact SEC filing behind a value.
Identity 1 identity field
Business address
P O Box 1156, Bartlesville, OK, 74005-1156
SEC profile 2 profile fields
State of incorporation
AR
Fiscal year-end
31 December

Filer intelligence

What SEC filings say about ARVEST TRUST CO N A

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 $1.68B across 173 reported holdings for Q2 2024.
  • Largest parsed 13F holding: MDY at $130.86M.

SEC source mix

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

XML parsed
13F portfolio 173 rows

Quarterly institutional portfolio holdings.

Open
13D/G stakes No rows yet

Beneficial ownership and large-stake disclosures.

Open
Forms 3/4/5 No rows yet

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

Open

Top parsed 13F holdings

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

Q2 2024 - 09 Aug 2024

Top 5 concentration

28%

Share of latest parsed 13F value represented by the visible holdings below.

Top 5 reported value

$462.95M

Compared with $1.68B total 13F value.

Top 5 net change

-$55.23M

Position-value change inside the visible top holdings only.

13F concentration map

A simple visual split of the latest parsed 13F portfolio.

Largest add: VEA ยท Largest trim: EFA

MDY EFA IVV IWM TPYP Other holdings

MDY

7.8%

Spdr S&P Midcap 400 Etf Tr

$130.86M

EFA

6.8%

Ishares Tr

$113.72M

IVV

5.6%

Ishares Tr

$93.87M

IWM

3.9%

Ishares Tr

$65.84M

TPYP

3.5%

Managed Portfolio Series

$58.65M

Latest update

What changed recently for ARVEST TRUST CO N A

New filing available

Latest 13F period: Q2 2024. Open the source-backed page to inspect the fresh filing or facts context.

Update date

09 Aug 2024

Page type

Filer profile

Latest period

Q2 2024

Institutional portfolio context was refreshed from a 13F filing filed on 09 Aug 2024.

Benchmark Context

Benchmark context for this company

ARVEST TRUST CO N A 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: Q2 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 0000893879 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
14
First seen
28 Jan 2014
Latest filing
09 Aug 2024
Entity
Company

Observed form types

13F-HR

Latest Filings

Showing the latest 12 of 14 SEC filings for ARVEST TRUST CO N A.

13F-HR

13F-HR filing

Filing date
09 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
15 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
24 Jan 2024
Reporting date
31 Dec 2023
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
14 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
15 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
11 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
14 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
07 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
11 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
04 May 2022
Reporting date
31 Mar 2022
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
08 Mar 2022
Reporting date
31 Dec 2021
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
14 Jul 2014
Reporting date
30 Jun 2014
SEC evidence
Open document Open filing
Next action
Verify source filing
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