Entity type
Company
Filer Snapshot
1st Global Advisors, Inc.
CIK 0001386792. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.
Total filings
25
Latest filing
15 Oct 2019
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
$868.56M
504 holdings for Q2 2017
Open portfolioLargest parsed holding
IVV
$162.15M 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-NT filed on 15 Oct 2019 for CIK 0001386792.
- Business address
- 12750 Merit Drive, Suite 1200, Dallas, TX, 75251
- Incorporated in
- TX
- Fiscal year end
- 30 June
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 1st Global 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 $868.56M across 504 reported holdings for Q2 2017.
- Largest parsed 13F holding: IVV at $162.15M.
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
44%
Share of latest parsed 13F value represented by the visible holdings below.
Top 5 reported value
$385.11M
Compared with $868.56M total 13F value.
Top 5 net change
+$871.2K
Position-value change inside the visible top holdings only.
13F concentration map
A simple visual split of the latest parsed 13F portfolio.
Largest add: BMY ยท Largest trim: PNC
IVV
AGG
IEFA
IWM
IEMG
Other holdings
Latest update
What changed recently for 1st Global Advisors, Inc.
Latest 13F period: Q3 2019. Open the source-backed page to inspect the fresh filing or facts context.
Update date
15 Oct 2019
Page type
Filer profile
Latest period
Q3 2019
Institutional portfolio context was refreshed from a 13F filing filed on 15 Oct 2019.
Benchmark Context
Benchmark context for this company
1st Global 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: Q3 2019. 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 0001386792 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
25
First seen
14 Jan 2014
Latest filing
15 Oct 2019
Entity
Company
Observed form types
13F-HR
13F-HR/A
13F-NT
CIK-linked evidence first
Latest Filings
Showing the latest 12 of 25 SEC filings for 1st Global Advisors, Inc..
13F-NT
13F-NT filing
- Filing date
- 15 Oct 2019
- Reporting date
- 30 Sep 2019
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-NT
13F-NT filing
- Filing date
- 19 Jul 2019
- Reporting date
- 30 Jun 2019
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-NT
13F-NT filing
- Filing date
- 26 Apr 2019
- Reporting date
- 31 Mar 2019
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-NT
13F-NT filing
- Filing date
- 14 Feb 2019
- Reporting date
- 31 Dec 2018
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-NT
13F-NT filing
- Filing date
- 10 Oct 2018
- Reporting date
- 30 Sep 2018
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-NT
13F-NT filing
- Filing date
- 11 Jul 2018
- Reporting date
- 30 Jun 2018
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-NT
13F-NT filing
- Filing date
- 12 Apr 2018
- Reporting date
- 31 Mar 2018
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-NT
13F-NT filing
- Filing date
- 12 Feb 2018
- Reporting date
- 31 Dec 2017
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-NT
13F-NT filing
- Filing date
- 14 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
- 15 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
- 09 May 2017
- Reporting date
- 31 Mar 2017
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 13 Feb 2017
- Reporting date
- 31 Dec 2016
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing