Filer Snapshot

1607 Capital Partners, LLC

CIK 0001436866. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.

Entity type

Company

Total filings

113

Latest filing

14 Aug 2026

Industry

n/a

Filing-backed research brief

Start with the SEC data that changes for this CIK

Latest signal: 13F-HR for Q2 2026. Each card links back to the PortfolioSavvy page where the filing evidence is closest.

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Largest parsed holding

FEZ

$126.58M reported value

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13D/G large stake

EEA

30 Jun 2026 · 19% ownership

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Source: SEC Schedule 13D/G

SCHEDULE 13G/A filed on 14 Aug 2026 for CIK 0001436866.

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$1.15B

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

Latest reported 13F value

13F
$1.15B

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
FEZ EUFN BBJP EWL GOVT
+15 moreEFV JOF EVT BST ETW BKLN USHY STEW SDHY EEA CSQ VMBS NUW MIN TWN

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.

FEZ EUFN BBJP EWL GOVT EFV JOF EVT
+12 moreBST ETW BKLN USHY STEW SDHY EEA CSQ VMBS NUW MIN TWN

Largest active 13G stakes

Passive or institutional large-stake positions disclosed in parsed Schedule 13G filings.

EWL JOF SDHY MIN JEQ EEA
+14 moreGF NUW EFR JHS TSI EMF AEF NIM CAF IAF PAI JHI IGI KF
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
13 S. 13 Th Street, Suite 400, Richmond, VA, 23219
EDGAR profile Static EDGAR fields kept behind disclosure so the main profile stays readable. 2 profile fields available
Incorporated in
DE
Fiscal year end
31 December

Filer intelligence

What SEC filings say about 1607 Capital Partners, 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.

Open 13F portfolio Save filer

Quick read

  • Latest parsed 13F shows $1.15B across 141 reported holdings for Q2 2026.
  • Largest parsed 13F holding: FEZ at $126.58M.
  • 5 recent 13D/G stake rows found; top row is EEA at 19% ownership.

SEC source mix

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

XML parsed
13F portfolio 141 rows

Quarterly institutional portfolio holdings.

Open
13D/G stakes 5 rows

Beneficial ownership and large-stake disclosures.

Open
Forms 3/4/5 No rows yet

Officer, director, and 10% owner holdings or transactions.

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Top parsed 13F holdings

Visual share of the latest parsed 13F portfolio. Values are reported market value, not a recommendation.

Q2 2026 - 14 Aug 2026

Top 5 concentration

35%

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

Top 5 reported value

$400.01M

Compared with $1.15B total 13F value.

Top 5 net change

-$154.31M

Position-value change inside the visible top holdings only.

13F concentration map

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

Largest add: EFV · Largest trim: BBJP

FEZ EUFN BBJP EWL GOVT Other holdings

FEZ

11%

Spdr Index Shs Fds

$126.58M

EUFN

7.7%

Ishares Tr

$88.96M

BBJP

6.7%

J P Morgan Exchange Traded F

$76.51M

EWL

4.8%

Ishares Inc

$55.67M

GOVT

4.6%

Ishares Tr

$52.29M

13D/G large-stake context

EEA

30 Jun 2026 · Common Stock, par value $0.001 per share

19%
Issuer page 13D/G history

JOF

30 Jun 2026 · Common Stock, par value $0.10 per share

9.6%
Issuer page 13D/G history

JHS

30 Jun 2026 · Closed End Mutual Fund

6.8%
Issuer page 13D/G history

PAI

30 Jun 2026 · Common

5.9%
Issuer page 13D/G history

Latest update

What changed recently for 1607 Capital Partners, LLC

New filing available

Latest Schedule 13D/G period: 30 Jun 2026. Open the source-backed page to inspect the fresh filing or facts context.

Update date

14 Aug 2026

Page type

Filer profile

Latest period

30 Jun 2026

Schedule 13D/G context is visible from filings filed on 14 Aug 2026.

Open filer profile Browse recent public updates

Benchmark Context

Benchmark context for this company

1607 Capital Partners, 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 Schedule 13D/G period: 30 Jun 2026. 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.

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SEC filing record

CIK 0001436866 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
113
First seen
14 Feb 2014
Latest filing
14 Aug 2026
Entity
Company

Observed form types

13F-HR SCHEDULE 13G SCHEDULE 13G/A

CIK-linked evidence first

1607 Capital Partners, LLC SEC filings 1607 Capital Partners, LLC 13F portfolio 1607 Capital Partners, LLC 13D/G history Open SEC filing index

Latest Filings

Showing the latest 12 of 113 SEC filings for 1607 Capital Partners, LLC.

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SCHEDULE 13G/A

SCHEDULE 13G/A filing

Filing date
14 Aug 2026
Reporting date
Not listed
SEC evidence
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SCHEDULE 13G/A

SCHEDULE 13G/A filing

Filing date
14 Aug 2026
Reporting date
Not listed
SEC evidence
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SCHEDULE 13G/A

SCHEDULE 13G/A filing

Filing date
14 Aug 2026
Reporting date
Not listed
SEC evidence
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SCHEDULE 13G/A

SCHEDULE 13G/A filing

Filing date
14 Aug 2026
Reporting date
Not listed
SEC evidence
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SCHEDULE 13G/A

SCHEDULE 13G/A filing

Filing date
14 Aug 2026
Reporting date
Not listed
SEC evidence
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SCHEDULE 13G/A

SCHEDULE 13G/A filing

Filing date
14 Aug 2026
Reporting date
Not listed
SEC evidence
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SCHEDULE 13G/A

SCHEDULE 13G/A filing

Filing date
14 Aug 2026
Reporting date
Not listed
SEC evidence
Open document Open filing
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SCHEDULE 13G/A

SCHEDULE 13G/A filing

Filing date
14 Aug 2026
Reporting date
Not listed
SEC evidence
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SCHEDULE 13G/A

SCHEDULE 13G/A filing

Filing date
14 Aug 2026
Reporting date
Not listed
SEC evidence
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SCHEDULE 13G/A

SCHEDULE 13G/A filing

Filing date
14 Aug 2026
Reporting date
Not listed
SEC evidence
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SCHEDULE 13G/A

SCHEDULE 13G/A filing

Filing date
14 Aug 2026
Reporting date
Not listed
SEC evidence
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SCHEDULE 13G/A

SCHEDULE 13G/A filing

Filing date
14 Aug 2026
Reporting date
Not listed
SEC evidence
Open document Open filing
Next action
Verify source filing
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