Filer Snapshot

BOSTON ADVISORS LLC

CIK 0001062842. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.

Entity type

Company

Total filings

24

Latest filing

05 Nov 2019

Industry

n/a

Filing-backed research brief

Start with the SEC data that changes for this CIK

Latest signal: 13F-HR for Q3 2019. Each card links back to the PortfolioSavvy page where the filing evidence is closest.

Largest parsed holding

AAPL

$54.45M 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 05 Nov 2019 for CIK 0001062842.

View source filing
Ownership signals CIK-linked ownership evidence from parsed SEC filings. 1 signal
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$1.91B

Quarterly institutional holdings reported on Form 13F; not total AUM.

Latest reported 13F value

13F
$1.91B

Reported 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 holdings

Largest 13F holdings

13F
AAPL MSFT IWF AMZN SPY
+15 moreJPM LRCX ICSH META BAC MA VWO V INTC VGIT LHX VEA GOOGL VZ COP

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

Freshness: Latest parsed 13F period

Largest 13F holdings

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

AAPL MSFT IWF AMZN SPY JPM LRCX ICSH
+12 moreMETA BAC MA VWO V INTC VGIT LHX VEA GOOGL VZ COP
How 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.
At a glance Names, identifiers, and filing context for this profile. 1 identity field
Business address
One Liberty Square, 10 Th Floor, Boston, MA, 02109
EDGAR profile Static EDGAR fields kept behind disclosure so the main profile stays readable. 1 profile field available
Former names on EDGAR
BOSTON ADVISORS INC (to 11 May 2006)

Filer intelligence

What SEC filings say about BOSTON ADVISORS 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 $1.91B across 597 reported holdings for Q3 2019.
  • Largest parsed 13F holding: AAPL at $54.45M.

SEC source mix

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

XML parsed
13F portfolio 597 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.

Q3 2019 - 05 Nov 2019

Top 5 concentration

10%

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

Top 5 reported value

$198.92M

Compared with $1.91B total 13F value.

Top 5 net change

-$7.04M

Position-value change inside the visible top holdings only.

13F concentration map

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

Largest add: LHX ยท Largest trim: L3 Technologies Inc Com

AAPL MSFT IWF AMZN SPY Other holdings

AAPL

2.8%

Apple Inc Com

$54.45M

MSFT

2.7%

Microsoft Corp Com

$52.45M

IWF

1.8%

Ishares Tr Rus 1000 Grw Etf

$34.72M

AMZN

1.5%

Amazon Com Inc Com

$29.03M

SPY

1.5%

Spdr S&P 500 Etf Tr Tr Unit

$28.26M

Latest update

What changed recently for BOSTON ADVISORS LLC

New filing available

Latest 13F period: Q3 2019. Open the source-backed page to inspect the fresh filing or facts context.

Update date

05 Nov 2019

Page type

Filer profile

Latest period

Q3 2019

Institutional portfolio context was refreshed from a 13F filing filed on 05 Nov 2019.

Benchmark Context

Benchmark context for this company

BOSTON ADVISORS 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: Q3 2019. 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 0001062842 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
24
First seen
22 Jan 2014
Latest filing
05 Nov 2019
Entity
Company

Observed form types

13F-HR

Latest Filings

Showing the latest 12 of 24 SEC filings for BOSTON ADVISORS LLC.

13F-HR

13F-HR filing

Filing date
05 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
30 Jul 2019
Reporting date
30 Jun 2019
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
23 Apr 2019
Reporting date
31 Mar 2019
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
16 Jan 2019
Reporting date
31 Dec 2018
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
09 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
18 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
25 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
24 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
24 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
25 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
19 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
25 Jan 2017
Reporting date
31 Dec 2016
SEC evidence
Open document Open filing
Next action
Verify source filing
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