Entity type
Company
Filer Snapshot
Parsec Financial Management, Inc.
CIK 0001349138. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.
Total filings
38
Latest filing
06 Apr 2023
Industry
n/a
Filing-backed research brief
Start with the SEC data that changes for this CIK
Latest signal: 13F-HR for Q1 2023. Each card links back to the PortfolioSavvy page where the filing evidence is closest.
Latest 13F portfolio
$2.37B
295 holdings for Q1 2023
Open portfolioLargest parsed holding
VEA
$216.17M 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.
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Source: SEC Form 13F
View Source Filing
13F-HR filed on 06 Apr 2023 for CIK 0001349138.
- Ownership signals
-
SEC value by filing type
Compare filing types separately; 13F, 13D/G, and Forms 3/4/5 are different evidence sources.
Latest 13F portfolio$2.37BQuarterly institutional portfolio holdings.
Latest 13F portfolio value
$2.37BMarket value from the latest parsed Form 13F portfolio.
Largest 13F positions
VEA DFAU AAPL MSFT IVV+15 more
LOW IJS CSCO BLK VWO FLOT NVO AVGO IPG GOOG AMGN JPM SCHX IVW JNJLargest symbols in the latest parsed 13F information table.
Largest 13F positions
Largest symbols in the latest parsed Form 13F information table.
VEA DFAU AAPL MSFT IVV LOW IJS CSCO+12 more
BLK VWO FLOT NVO AVGO IPG GOOG AMGN JPM SCHX IVW JNJHow to read these SEC values
- Read each filing type on its own: 13F portfolios, 13D/G large stakes, and Forms 3/4/5 owner positions answer different questions.
- Open the linked research paths when you need to verify the exact SEC filing behind a value.
- Business address
- 6 Wall Street, Asheville, NC, 28801
- State of incorporation
- NC
- Fiscal year-end
- 05 December
Ownership signals
1 signal
Identity
1 identity field
SEC profile 2 profile fields
Filer intelligence
What SEC filings say about Parsec Financial Management, 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 $2.37B across 295 reported holdings for Q1 2023.
- Largest parsed 13F holding: VEA at $216.17M.
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
27%
Share of latest parsed 13F value represented by the visible holdings below.
Top 5 reported value
$633.17M
Compared with $2.37B total 13F value.
Top 5 net change
+$15.34M
Position-value change inside the visible top holdings only.
13F concentration map
A simple visual split of the latest parsed 13F portfolio.
Largest add: DFAU ยท Largest trim: CVS
VEA
DFAU
AAPL
MSFT
IVV
Other holdings
Latest update
What changed recently for Parsec Financial Management, Inc.
Latest 13F period: Q1 2023. Open the source-backed page to inspect the fresh filing or facts context.
Update date
06 Apr 2023
Page type
Filer profile
Latest period
Q1 2023
Institutional portfolio context was refreshed from a 13F filing filed on 06 Apr 2023.
Benchmark Context
Benchmark context for this company
Parsec Financial Management, 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: Q1 2023. 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 0001349138 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
38
First seen
23 Jan 2014
Latest filing
06 Apr 2023
Entity
Company
Observed form types
13F-HR
Latest Filings
Showing the latest 12 of 38 SEC filings for Parsec Financial Management, Inc..
13F-HR
13F-HR filing
- Filing date
- 06 Apr 2023
- Reporting date
- 31 Mar 2023
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 06 Feb 2023
- Reporting date
- 31 Dec 2022
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 07 Nov 2022
- Reporting date
- 30 Sep 2022
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 06 Jul 2022
- Reporting date
- 30 Jun 2022
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 09 May 2022
- Reporting date
- 31 Mar 2022
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 08 Feb 2022
- Reporting date
- 31 Dec 2021
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 10 Nov 2021
- Reporting date
- 30 Sep 2021
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 26 Jul 2021
- Reporting date
- 30 Jun 2021
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 23 Apr 2021
- Reporting date
- 31 Mar 2021
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 03 Feb 2021
- Reporting date
- 31 Dec 2020
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 06 Nov 2020
- Reporting date
- 30 Sep 2020
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 04 Aug 2020
- Reporting date
- 30 Jun 2020
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing