Entity type
Company
Filer Snapshot
OFI Advisors LLC
CIK 0001388712. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.
Total filings
24
Latest filing
13 May 2019
Industry
n/a
Filing-backed research brief
Start with the SEC data that changes for this CIK
Latest signal: 13F-HR/A for Q3 2015. Each card links back to the PortfolioSavvy page where the filing evidence is closest.
Latest 13F portfolio
$1.54B
1,703 holdings for Q3 2015
Open portfolioLargest parsed holding
WMT
$41.38M 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 13 May 2019 for CIK 0001388712.
- Business address
- 2005 Market Street, Suite 2020, Philadelphia, PA, 19103
- Incorporated in
- PA
- Fiscal year end
- 31 December
- Former names on EDGAR
- VTL Associates, LLC (to 02 Oct 2017)
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. 3 profile fields available
Filer intelligence
What SEC filings say about OFI Advisors 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.
Quick read
- Latest parsed 13F shows $1.54B across 1,703 reported holdings for Q3 2015.
- Largest parsed 13F holding: WMT at $41.38M.
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
7.9%
Share of latest parsed 13F value represented by the visible holdings below.
Top 5 reported value
$121.95M
Compared with $1.54B 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: CVX ยท Largest trim: MYRG
WMT
XOM
BRKB
AAPL
CVX
Other holdings
Latest update
What changed recently for OFI Advisors LLC
Latest 13F period: Q1 2019. Open the source-backed page to inspect the fresh filing or facts context.
Update date
13 May 2019
Page type
Filer profile
Latest period
Q1 2019
Institutional portfolio context was refreshed from a 13F filing filed on 13 May 2019.
Benchmark Context
Benchmark context for this company
OFI Advisors 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: Q1 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 0001388712 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
24
First seen
11 Feb 2014
Latest filing
13 May 2019
Entity
Company
Observed form types
13F-HR
13F-HR/A
13F-NT
CIK-linked evidence first
Latest Filings
Showing the latest 12 of 24 SEC filings for OFI Advisors LLC.
13F-NT
13F-NT filing
- Filing date
- 13 May 2019
- Reporting date
- 31 Mar 2019
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-NT
13F-NT filing
- Filing date
- 11 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
- 13 Nov 2018
- Reporting date
- 30 Sep 2018
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-NT
13F-NT filing
- Filing date
- 13 Aug 2018
- Reporting date
- 30 Jun 2018
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-NT
13F-NT filing
- Filing date
- 11 May 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
- 13 Nov 2017
- Reporting date
- 30 Sep 2017
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-NT
13F-NT filing
- Filing date
- 14 Aug 2017
- Reporting date
- 30 Jun 2017
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-NT
13F-NT filing
- Filing date
- 11 May 2017
- Reporting date
- 31 Mar 2017
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-NT
13F-NT filing
- Filing date
- 14 Feb 2017
- Reporting date
- 31 Dec 2016
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-NT
13F-NT filing
- Filing date
- 14 Nov 2016
- Reporting date
- 30 Sep 2016
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-NT
13F-NT filing
- Filing date
- 11 Aug 2016
- Reporting date
- 30 Jun 2016
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing