Filer Snapshot

IBBOTSON ASSOCIATES INC

CIK 0001092688. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.

Entity type

Company

Total filings

9

Latest filing

11 Feb 2016

Industry

n/a

Filing-backed research brief

Start with the SEC data that changes for this CIK

Latest signal: 13F-HR for Q4 2015. Each card links back to the PortfolioSavvy page where the filing evidence is closest.

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Largest parsed holding

BND

$41.03M reported value

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13D/G large stake

—

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

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Source: SEC Form 13F

13F-HR filed on 11 Feb 2016 for CIK 0001092688.

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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$193.2M

Quarterly institutional holdings reported on Form 13F.

Latest reported 13F value

13F
$193.2M

Reported market value from the latest parsed Form 13F information table; this is not total assets under management.

Largest 13F holdings

13F
BND VUG VTV BSV VEA
+15 moreSCZ VOE PSP VBK IVV VOT EMB JNK BWX TIP VBR VNQ VWO DJP IWS

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

Largest 13F holdings

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

BND VUG VTV BSV VEA SCZ VOE PSP
+12 moreVBK IVV VOT EMB JNK BWX TIP VBR VNQ VWO DJP IWS
How to read these SEC ownership signals
  • Read each filing family separately: 13F portfolios, 13D/G large stakes, and Forms 3/4/5 owner positions answer different SEC disclosure questions.
  • Open the linked research path when you need the filing, CIK, issuer, or CUSIP trail behind a value.
At a glance Names, identifiers, and filing context for this profile. 1 identity field
Business address
22 W Washington Street, Chicago, IL, 60602-1607
EDGAR profile Static EDGAR fields kept behind disclosure so the main profile stays readable. 2 profile fields available
Incorporated in
IL
Fiscal year end
31 December

Filer intelligence

What SEC filings say about IBBOTSON ASSOCIATES 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.

Open 13F portfolio Save filer

Quick read

  • Latest parsed 13F shows $193.2M across 20 reported holdings for Q4 2015.
  • Largest parsed 13F holding: BND at $41.03M.

SEC source mix

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

XML parsed
13F portfolio 20 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.

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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 2015 - 11 Feb 2016

Top 5 concentration

65%

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

Top 5 reported value

$125M

Compared with $193.2M total 13F value.

Top 5 net change

+$28.78M

Position-value change inside the visible top holdings only.

13F concentration map

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

Largest add: BND ยท Largest trim: VOT

BND VUG VTV BSV VEA Other holdings

BND

21.2%

Vanguard Bd Index Fd Inc

$41.03M

VUG

12.7%

Vanguard Index Fds

$24.58M

VTV

10.7%

Vanguard Index Fds

$20.72M

BSV

10.4%

Vanguard Bd Index Fd Inc

$20.05M

VEA

9.6%

Vanguard Tax Managed Intl Fd

$18.63M

Latest update

What changed recently for IBBOTSON ASSOCIATES INC

New filing available

Latest 13F period: Q4 2015. Open the source-backed page to inspect the fresh filing or facts context.

Update date

11 Feb 2016

Page type

Filer profile

Latest period

Q4 2015

Institutional portfolio context was refreshed from a 13F filing filed on 11 Feb 2016.

Open filer profile Browse recent public updates

Benchmark Context

Benchmark context for this company

IBBOTSON ASSOCIATES 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: Q4 2015. 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.

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SEC filing record

CIK 0001092688 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
9
First seen
07 Feb 2014
Latest filing
11 Feb 2016
Entity
Company

Observed form types

13F-HR

CIK-linked evidence first

IBBOTSON ASSOCIATES INC SEC filings IBBOTSON ASSOCIATES INC 13F portfolio Open SEC filing index

Latest Filings

Showing the latest 9 of 9 SEC filings for IBBOTSON ASSOCIATES INC.

13F-HR

13F-HR filing

Filing date
11 Feb 2016
Reporting date
31 Dec 2015
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
20 Oct 2015
Reporting date
30 Sep 2015
SEC evidence
Open document Open filing
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13F-HR

13F-HR filing

Filing date
30 Jul 2015
Reporting date
30 Jun 2015
SEC evidence
Open document Open filing
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13F-HR

13F-HR filing

Filing date
13 May 2015
Reporting date
31 Mar 2015
SEC evidence
Open document Open filing
Next action
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13F-HR

13F-HR filing

Filing date
05 Feb 2015
Reporting date
31 Dec 2014
SEC evidence
Open document Open filing
Next action
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13F-HR

13F-HR filing

Filing date
12 Nov 2014
Reporting date
30 Sep 2014
SEC evidence
Open document Open filing
Next action
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13F-HR

13F-HR filing

Filing date
07 Aug 2014
Reporting date
30 Jun 2014
SEC evidence
Open document Open filing
Next action
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13F-HR

13F-HR filing

Filing date
14 May 2014
Reporting date
31 Mar 2014
SEC evidence
Open document Open filing
Next action
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13F-HR

13F-HR filing

Filing date
07 Feb 2014
Reporting date
31 Dec 2013
SEC evidence
Open document Open filing
Next action
Verify source filing
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