Filer Snapshot

FMA ADVISORY INC

CIK 0001298596. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.

Entity type

Company

Total filings

26

Latest filing

15 Nov 2021

Industry

n/a

Filing-backed research brief

Start with the SEC data that changes for this CIK

Latest signal: 13F-HR for Q3 2021. Each card links back to the PortfolioSavvy page where the filing evidence is closest.

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Latest 13F portfolio

$268.26M

135 holdings for Q3 2021

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Largest parsed holding

QQQ

$12.27M reported value

Open holding

13D/G large stake

—

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

Browse 13D/G
Source: SEC Form 13F

13F-HR filed on 15 Nov 2021 for CIK 0001298596.

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$268.26M

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

Latest reported 13F value

13F
$268.26M

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
QQQ FNB TMO PEP NEE
+15 moreAAPL BAC JPM MA HON PANW AEP V DIS LAMR XLK TROW FDIS CVS MSFT

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.

QQQ FNB TMO PEP NEE AAPL BAC JPM
+12 moreMA HON PANW AEP V DIS LAMR XLK TROW FDIS CVS MSFT
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
1631 North Front Street, Harrisburg, PA, 17102
EDGAR profile Static EDGAR fields kept behind disclosure so the main profile stays readable. 2 profile fields available
Incorporated in
PA
Fiscal year end
31 December

Filer intelligence

What SEC filings say about FMA ADVISORY 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 $268.26M across 135 reported holdings for Q3 2021.
  • Largest parsed 13F holding: QQQ at $12.27M.

SEC source mix

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

XML parsed
13F portfolio 135 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 2021 - 15 Nov 2021

Top 5 concentration

16%

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

Top 5 reported value

$43.66M

Compared with $268.26M total 13F value.

Top 5 net change

-$3.67M

Position-value change inside the visible top holdings only.

13F concentration map

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

Largest add: RTX · Largest trim: FNB

QQQ FNB TMO PEP NEE Other holdings

QQQ

4.6%

Invesco Qqq Tr

$12.27M

FNB

3.4%

F N B Corp

$9.13M

TMO

3.2%

Thermo Fisher Scientific Inc

$8.71M

PEP

2.6%

Pepsico Inc

$7.1M

NEE

2.4%

Nextera Energy Inc

$6.46M

Latest update

What changed recently for FMA ADVISORY INC

New filing available

Latest 13F period: Q3 2021. Open the source-backed page to inspect the fresh filing or facts context.

Update date

15 Nov 2021

Page type

Filer profile

Latest period

Q3 2021

Institutional portfolio context was refreshed from a 13F filing filed on 15 Nov 2021.

Open filer profile Browse recent public updates

Benchmark Context

Benchmark context for this company

FMA ADVISORY 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: Q3 2021. 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.

Open company facts Browse metric rankings

SEC filing record

CIK 0001298596 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
26
First seen
10 Feb 2014
Latest filing
15 Nov 2021
Entity
Company

Observed form types

13F-HR

CIK-linked evidence first

FMA ADVISORY INC SEC filings FMA ADVISORY INC 13F portfolio Open SEC filing index

Latest Filings

Showing the latest 12 of 26 SEC filings for FMA ADVISORY INC.

Open full filing history
13F-HR

13F-HR filing

Filing date
15 Nov 2021
Reporting date
30 Sep 2021
SEC evidence
Open document Open filing
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13F-HR

13F-HR filing

Filing date
13 Aug 2021
Reporting date
30 Jun 2021
SEC evidence
Open document Open filing
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13F-HR

13F-HR filing

Filing date
06 May 2021
Reporting date
31 Mar 2021
SEC evidence
Open document Open filing
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13F-HR

13F-HR filing

Filing date
12 Apr 2021
Reporting date
31 Dec 2018
SEC evidence
Open document Open filing
Next action
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13F-HR

13F-HR filing

Filing date
12 Apr 2021
Reporting date
31 Dec 2020
SEC evidence
Open document Open filing
Next action
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13F-HR

13F-HR filing

Filing date
12 Apr 2021
Reporting date
30 Sep 2020
SEC evidence
Open document Open filing
Next action
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13F-HR

13F-HR filing

Filing date
12 Apr 2021
Reporting date
30 Jun 2020
SEC evidence
Open document Open filing
Next action
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13F-HR

13F-HR filing

Filing date
12 Apr 2021
Reporting date
31 Mar 2020
SEC evidence
Open document Open filing
Next action
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13F-HR

13F-HR filing

Filing date
12 Apr 2021
Reporting date
31 Dec 2019
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
12 Apr 2021
Reporting date
30 Sep 2019
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
12 Apr 2021
Reporting date
30 Jun 2019
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
12 Apr 2021
Reporting date
31 Mar 2019
SEC evidence
Open document Open filing
Next action
Verify source filing
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