Entity type
Company
Filer Snapshot
FIELDPOINT PRIVATE ADVISORS, INC
CIK 0001160841. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.
Total filings
18
Latest filing
15 Feb 2018
Industry
n/a
Filing-backed research brief
Start with the SEC data that changes for this CIK
Latest signal: 13F-HR for Q2 2017. Each card links back to the PortfolioSavvy page where the filing evidence is closest.
Latest 13F portfolio
$1.94M
29 holdings for Q2 2017
Open portfolioLargest parsed holding
AAPL
$159K 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 filings
Source: SEC Form 13F
View source filing
13F-HR filed on 15 Feb 2018 for CIK 0001160841.
- Business address
- 400 Park Avenue, 18 Th Floor, New York, NY, 10022
- Incorporated in
- NY
- Fiscal year end
- 31 December
- Former names on EDGAR
- ANALYTIC ASSET MANAGEMENT INC (to 09 Nov 2011)
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. 3 profile fields available
Filer intelligence
What SEC filings say about FIELDPOINT PRIVATE ADVISORS, 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.
Quick read
- Latest parsed 13F shows $1.94M across 29 reported holdings for Q2 2017.
- Largest parsed 13F holding: AAPL at $159K.
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
35%
Share of latest parsed 13F value represented by the visible holdings below.
Top 5 reported value
$669K
Compared with $1.94M total 13F value.
Top 5 net change
-$1.84M
Position-value change inside the visible top holdings only.
13F concentration map
A simple visual split of the latest parsed 13F portfolio.
Largest add: VEU · Largest trim: AGG
AAPL
GOOGL
MSFT
PNRA
V
Other holdings
Latest update
What changed recently for FIELDPOINT PRIVATE ADVISORS, INC
Latest 13F period: Q4 2017. Open the source-backed page to inspect the fresh filing or facts context.
Update date
15 Feb 2018
Page type
Filer profile
Latest period
Q4 2017
Institutional portfolio context was refreshed from a 13F filing filed on 15 Feb 2018.
Benchmark Context
Benchmark context for this company
FIELDPOINT PRIVATE ADVISORS, 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 2017. 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 0001160841 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
18
First seen
07 Feb 2014
Latest filing
15 Feb 2018
Entity
Company
Observed form types
13F-HR
13F-HR/A
CIK-linked evidence first
Latest Filings
Showing the latest 12 of 18 SEC filings for FIELDPOINT PRIVATE ADVISORS, INC.
13F-HR
13F-HR filing
- Filing date
- 15 Feb 2018
- Reporting date
- 31 Dec 2017
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 17 Nov 2017
- Reporting date
- 30 Sep 2017
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 14 Aug 2017
- Reporting date
- 30 Jun 2017
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 24 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
- 14 Feb 2017
- Reporting date
- 31 Dec 2016
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 09 Nov 2016
- Reporting date
- 30 Sep 2016
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 05 Aug 2016
- Reporting date
- 30 Jun 2016
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 11 May 2016
- Reporting date
- 31 Mar 2016
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 17 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
- 12 Nov 2015
- Reporting date
- 30 Sep 2015
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 07 Aug 2015
- Reporting date
- 30 Jun 2015
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 08 May 2015
- Reporting date
- 31 Mar 2015
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing