Filer Snapshot

RONALD BLUE & CO LLC

CIK 0001242972. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.

Entity type

Company

Total filings

15

Latest filing

28 Jul 2017

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.

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Largest parsed holding

VIDI

$635.43M reported value

Open holding

13D/G large stake

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

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Source: SEC Form 13F

13F-HR filed on 28 Jul 2017 for CIK 0001242972.

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Ownership signals CIK-linked ownership evidence from parsed SEC filings. 1 signal
Ownership signals

Filing-family value snapshot

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

Latest 13F portfolio$3.1B

Quarterly institutional portfolio holdings.

Latest 13F portfolio value

$3.1B

Market value from the latest parsed Form 13F information table.

Largest 13F positions

VIDI VBND VUSE VGK IPAC
+15 moreIEMG VGIT TDTF IAU VOO ACWX IVV ACWI AGG IGIB HEFA HCA XOM IVE CFR

Largest symbols in the latest parsed 13F information table.

Largest 13F positions

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

VIDI VBND VUSE VGK IPAC IEMG VGIT TDTF
+12 moreIAU VOO ACWX IVV ACWI AGG IGIB HEFA HCA XOM IVE CFR
How to read this ownership snapshot
  • Read each filing family separately: 13F portfolios, 13D/G large stakes, and Forms 3/4/5 owner positions answer different questions.
  • Open the linked research paths to verify the exact SEC filing behind a value.
Identity Who this page is about. 1 identity field
Business address
300 Colonial Parkway, Suite 300, Roswell, GA, 30076
SEC profile Static EDGAR profile fields. 3 profile fields
State of incorporation
GA
Fiscal year-end
31 December
Former SEC names
RONALD BLUE & CO LLC /GA (to 09 Jun 2003)

Filer intelligence

What SEC filings say about RONALD BLUE & CO 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.

Open 13F portfolio Save filer

Quick read

  • Latest parsed 13F shows $3.1B across 260 reported holdings for Q2 2017.
  • Largest parsed 13F holding: VIDI at $635.43M.

SEC source mix

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

XML parsed
13F portfolio 260 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.

Q2 2017 - 28 Jul 2017

Top 5 concentration

69%

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

Top 5 reported value

$2.14B

Compared with $3.1B total 13F value.

Top 5 net change

+$57.94M

Position-value change inside the visible top holdings only.

13F concentration map

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

Largest add: IPAC ยท Largest trim: VGK

VIDI VBND VUSE VGK IPAC Other holdings

VIDI

20.5%

Vident International Equity Fu

$635.43M

VBND

16.5%

Vident Core US Bond Strategy

$511.66M

VUSE

15.3%

Vident US Equity

$473.39M

VGK

8.9%

Vanguard FTSE Europe ETF

$274.76M

IPAC

8%

iShares Core MSCI Pacific

$247.43M

Latest update

What changed recently for RONALD BLUE & CO LLC

New filing available

Latest 13F period: Q2 2017. Open the source-backed page to inspect the fresh filing or facts context.

Update date

28 Jul 2017

Page type

Filer profile

Latest period

Q2 2017

Institutional portfolio context was refreshed from a 13F filing filed on 28 Jul 2017.

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Benchmark Context

Benchmark context for this company

RONALD BLUE & CO 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: Q2 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.

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SEC filing record

CIK 0001242972 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
27 Jan 2014
Latest filing
28 Jul 2017
Entity
Company

Observed form types

13F-HR

CIK-linked evidence first

RONALD BLUE & CO LLC SEC filings RONALD BLUE & CO LLC 13F portfolio Open SEC filing index

Latest Filings

Showing the latest 12 of 15 SEC filings for RONALD BLUE & CO LLC.

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13F-HR

13F-HR filing

Filing date
28 Jul 2017
Reporting date
30 Jun 2017
SEC evidence
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13F-HR

13F-HR filing

Filing date
10 May 2017
Reporting date
31 Mar 2017
SEC evidence
Open document Open filing
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13F-HR

13F-HR filing

Filing date
01 Feb 2017
Reporting date
31 Dec 2016
SEC evidence
Open document Open filing
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13F-HR

13F-HR filing

Filing date
17 Oct 2016
Reporting date
30 Sep 2016
SEC evidence
Open document Open filing
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13F-HR

13F-HR filing

Filing date
10 Aug 2016
Reporting date
30 Jun 2016
SEC evidence
Open document Open filing
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13F-HR

13F-HR filing

Filing date
13 May 2016
Reporting date
31 Mar 2016
SEC evidence
Open document Open filing
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13F-HR

13F-HR filing

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

13F-HR filing

Filing date
13 Nov 2015
Reporting date
30 Sep 2015
SEC evidence
Open document Open filing
Next action
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13F-HR

13F-HR filing

Filing date
11 Aug 2015
Reporting date
30 Jun 2015
SEC evidence
Open document Open filing
Next action
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13F-HR

13F-HR filing

Filing date
12 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
03 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
14 Nov 2014
Reporting date
30 Sep 2014
SEC evidence
Open document Open filing
Next action
Verify source filing
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