Entity type
Company
Filer Snapshot
EXCELSIA, INC.
CIK 0001372365. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.
Total filings
7
Latest filing
29 Jul 2015
Industry
n/a
Filing-backed research brief
Start with the SEC data that changes for this CIK
Latest signal: 13F-HR for Q2 2015. Each card links back to the PortfolioSavvy page where the filing evidence is closest.
Latest 13F portfolio
$47.48M
18 holdings for Q2 2015
Open portfolioLargest parsed holding
LQD
$9.95M 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 29 Jul 2015 for CIK 0001372365.
- 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$47.48MQuarterly institutional holdings reported on Form 13F.
Latest reported 13F value
13F$47.48MReported market value from the latest parsed Form 13F information table; this is not total assets under management.
Largest 13F holdings
13FLQD DVY PKW AMLP VHT+13 more
PTF BPL EFA XOM MOO POT BX MWE GSK BHP GG TGP GDXLargest symbols in the latest parsed Form 13F information table.
Largest 13F holdings
Largest symbols in the latest parsed Form 13F information table.
LQD DVY PKW AMLP VHT PTF BPL EFA+10 more
XOM MOO POT BX MWE GSK BHP GG TGP GDXHow 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.
- Business address
- 24 Drayton Street, Suite 501, Savannah, GA, 31401
- Incorporated in
- GA
- Fiscal year end
- 31 December
Ownership signals
CIK-linked ownership evidence from parsed SEC filings.
1 signal
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. 2 profile fields available
Filer intelligence
What SEC filings say about EXCELSIA, 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 $47.48M across 18 reported holdings for Q2 2015.
- Largest parsed 13F holding: LQD at $9.95M.
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
66%
Share of latest parsed 13F value represented by the visible holdings below.
Top 5 reported value
$31.13M
Compared with $47.48M total 13F value.
Top 5 net change
+$6.86M
Position-value change inside the visible top holdings only.
13F concentration map
A simple visual split of the latest parsed 13F portfolio.
Largest add: LQD ยท Largest trim: SCHH
LQD
DVY
PKW
AMLP
VHT
Other holdings
Latest update
What changed recently for EXCELSIA, INC.
Latest 13F period: Q2 2015. Open the source-backed page to inspect the fresh filing or facts context.
Update date
29 Jul 2015
Page type
Filer profile
Latest period
Q2 2015
Institutional portfolio context was refreshed from a 13F filing filed on 29 Jul 2015.
Benchmark Context
Benchmark context for this company
EXCELSIA, 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: Q2 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.
SEC filing record
CIK 0001372365 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
7
First seen
31 Jan 2014
Latest filing
29 Jul 2015
Entity
Company
Observed form types
13F-HR
CIK-linked evidence first
Latest Filings
Showing the latest 7 of 7 SEC filings for EXCELSIA, INC..
13F-HR
13F-HR filing
- Filing date
- 29 Jul 2015
- Reporting date
- 30 Jun 2015
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 29 Apr 2015
- Reporting date
- 31 Mar 2015
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 20 Jan 2015
- Reporting date
- 31 Dec 2014
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 24 Oct 2014
- Reporting date
- 30 Sep 2014
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 25 Jul 2014
- Reporting date
- 30 Jun 2014
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 25 Apr 2014
- Reporting date
- 31 Mar 2014
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 31 Jan 2014
- Reporting date
- 31 Dec 2013
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing