Filer Snapshot

MDE Group

CIK 0001485153. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.

Entity Type

Company

Total Filings

18

Latest Filing

22 Apr 2015

Industry

n/a

Filing-backed research brief

Start with the SEC data that changes for this CIK

Latest signal: 13F-HR for Q1 2015. Each card links back to the PortfolioSavvy page where the filing evidence is closest.

Latest 13F portfolio

$388.75M

58 holdings for Q1 2015

Open portfolio

Largest parsed holding

SPY

$179.61M reported value

Open holding

13D/G large stake

No recent parsed 13D/G stake row for this CIK.

Browse 13D/G

Save this filer page

Create a free account to keep this page in your watchlists. After verification, we will save it automatically and open your saved research list.

Source: SEC Form 13F

13F-HR filed on 22 Apr 2015 for CIK 0001485153.

View Source Filing
Identity
Business address
465 South St., Morristown, NJ, 07960
SEC ownership signals
Filing-backed coverage

13F portfolio value

$388.75M

Latest parsed institutional portfolio value.

Top 13F symbols

SPY, AMLP, VIG, VTI

Symbols from the latest parsed 13F holdings.

SEC record
State of incorporation
NJ
Fiscal year end
31 December

Filer intelligence

What SEC filings say about MDE Group

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 $388.75M across 58 reported holdings for Q1 2015.
  • Largest parsed 13F holding: SPY at $179.61M.

SEC source mix

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

XML parsed
13F portfolio 58 rows

Quarterly institutional portfolio holdings.

Open
13D/G stakes No rows yet

Beneficial ownership and large-stake disclosures.

Open
Forms 3/4/5 No rows yet

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

Open

Top parsed 13F holdings

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

Q1 2015 - 22 Apr 2015

Top 5 concentration

91%

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

Top 5 reported value

$353.79M

Compared with $388.75M total 13F value.

Top 5 net change

-$18.53M

Position-value change inside the visible top holdings only.

13F concentration map

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

Largest add: AMLP ยท Largest trim: SPY

SPY AMLP VIG VTI ISBC Other holdings

SPY

46.2%

Spdr S&P 500 Etf Tr

$179.61M

AMLP

17.8%

Alps Etf Tr

$69.32M

VIG

16.2%

Vanguard Specialized Portfol

$63M

VTI

9.5%

Vanguard Index Fds

$36.85M

ISBC

1.3%

Investors Bancorp Inc New

$5.02M

Latest update

What changed recently for MDE Group

New filing available

Latest 13F period: Q1 2015. Open the source-backed page to inspect the fresh filing or facts context.

Update date

22 Apr 2015

Page type

Filer profile

Latest period

Q1 2015

Institutional portfolio context was refreshed from a 13F filing filed on 22 Apr 2015.

Benchmark Context

Benchmark context for this company

MDE Group 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 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 0001485153 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
18
First seen
27 May 2011
Latest filing
22 Apr 2015
Entity
Company

Observed form types

13F-HR

Latest Filings

Showing the latest 12 of 18 SEC filings for MDE Group.

13F-HR File 028-14503

13F-HR filing

Filing date
22 Apr 2015
Reporting date
31 Mar 2015
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR File 028-14503

13F-HR filing

Filing date
09 Feb 2015
Reporting date
31 Dec 2014
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR File 028-14503

13F-HR filing

Filing date
16 Oct 2014
Reporting date
30 Sep 2014
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR File 028-14503

13F-HR filing

Filing date
11 Aug 2014
Reporting date
30 Jun 2014
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR File 028-14503

13F-HR filing

Filing date
29 Apr 2014
Reporting date
31 Mar 2014
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR File 028-14503

13F-HR filing

Filing date
22 Jan 2014
Reporting date
31 Dec 2013
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR File 028-14503

13F-HR filing

Filing date
16 Oct 2013
Reporting date
30 Sep 2013
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR File 028-14503

13F-HR filing

Filing date
24 Jul 2013
Reporting date
30 Jun 2013
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR File 028-14503

MDE GROUP, INC.

Filing date
17 Apr 2013
Reporting date
31 Mar 2013
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR File 028-14503

MDE GROUP, INC.

Filing date
22 Jan 2013
Reporting date
31 Dec 2012
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR File 028-14503

MDE GROUP, INC.

Filing date
23 Oct 2012
Reporting date
30 Sep 2012
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR File 028-14503

MDE GROUP, INC.

Filing date
17 Jul 2012
Reporting date
30 Jun 2012
SEC evidence
Open document Open filing
Next action
Verify source filing
We use cookies and similar technologies to provide certain features, enhance the user experience and, if you allow them, measure engagement and deliver advertising. Analytics and marketing storage stay off until you grant consent. By clicking on "Agree and continue", you declare your consent to the use of the selected optional cookies. Manage preferences to update or revoke optional consent for future visits. For more information, see our Privacy Policy .