Entity type
Company
Filer Snapshot
Daniels&Tansey,LLP
CIK 0001478179. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.
Total filings
40
Latest filing
03 Nov 2023
Industry
n/a
Filing-backed research brief
Start with the SEC data that changes for this CIK
Latest signal: 13F-HR for Q3 2023. Each card links back to the PortfolioSavvy page where the filing evidence is closest.
Latest 13F portfolio
$23.76M
28 holdings for Q3 2023
Open portfolioLargest parsed holding
Ishares Core S&P Mid Cap Etf
$22.69M 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 03 Nov 2023 for CIK 0001478179.
- Ownership evidence
-
Filing family value snapshot
Compare filing families separately: 13F portfolios, 13D/G stakes, and Forms 3/4/5 owner positions each answer a different question.
Latest 13F portfolio$23.76MQuarterly institutional portfolio holdings.
Latest 13F portfolio value
$23.76MMarket value from the latest parsed Form 13F information table.
Largest 13F positions
ISHARES CORE S&P MID-CAP ETF CSCO ADP IJHLargest symbols in the latest parsed 13F information table.
Largest 13F positions
Largest symbols in the latest parsed Form 13F information table.
ISHARES CORE S&P MID-CAP ETF CSCO ADP IJHHow to read this ownership snapshot
- Read each filing family separately: 13F portfolios, 13D/G large stakes, and Forms 3/4/5 owner positions are not interchangeable.
- Open the linked research path to verify the SEC filing behind any value.
- Business address
- 1013 Centre Road, Suite 220, Wilmington, DE, 19805
Ownership signals
CIK-linked ownership evidence from parsed SEC filings.
1 signal
Identity
Who this page is about.
1 identity field
Filer intelligence
What SEC filings say about Daniels&Tansey,LLP
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 $23.76M across 28 reported holdings for Q3 2023.
- Largest parsed 13F holding: ISHARES CORE S&P MID-CAP ETF at $22.69M.
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
100%
Share of latest parsed 13F value represented by the visible holdings below.
Top 5 reported value
$23.76M
Compared with $23.76M total 13F value.
Top 5 net change
$0
Position-value change inside the visible top holdings only.
13F concentration map
A simple visual split of the latest parsed 13F portfolio.
Ishares Core S&P Mid Cap Etf
CSCO
ADP
IJH
Latest update
What changed recently for Daniels&Tansey,LLP
Latest 13F period: Q3 2023. Open the source-backed page to inspect the fresh filing or facts context.
Update date
03 Nov 2023
Page type
Filer profile
Latest period
Q3 2023
Institutional portfolio context was refreshed from a 13F filing filed on 03 Nov 2023.
Benchmark Context
Benchmark context for this company
Daniels&Tansey,LLP 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 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 0001478179 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
40
First seen
29 Jan 2014
Latest filing
03 Nov 2023
Entity
Company
Observed form types
13F-HR
13F-NT
CIK-linked evidence first
Latest Filings
Showing the latest 12 of 40 SEC filings for Daniels&Tansey,LLP.
13F-HR
13F-HR filing
- Filing date
- 03 Nov 2023
- Reporting date
- 30 Sep 2023
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 31 Jul 2023
- Reporting date
- 30 Jun 2023
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 10 May 2023
- Reporting date
- 31 Mar 2023
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 02 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
- 01 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
- 29 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
- 05 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
- 07 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
- 05 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
- 04 Aug 2021
- Reporting date
- 30 Jun 2021
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 06 May 2021
- Reporting date
- 31 Mar 2021
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 04 Feb 2021
- Reporting date
- 31 Dec 2020
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing