Filer Snapshot

RAND WEALTH, LLC

CIK 0001540141. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.

Entity type

Company

Total filings

20

Latest filing

13 Nov 2018

Industry

n/a

Filing-backed research brief

Start with the SEC data that changes for this CIK

Latest signal: 13F-HR for Q3 2018. Each card links back to the PortfolioSavvy page where the filing evidence is closest.

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Largest parsed holding

AGG

$54.31M reported value

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13D/G large stake

—

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

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Source: SEC Form 13F

13F-HR filed on 13 Nov 2018 for CIK 0001540141.

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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$893M

Quarterly institutional holdings reported on Form 13F.

Latest reported 13F value

13F
$893M

Reported market value from the latest parsed Form 13F information table; this is not total assets under management.

Largest 13F holdings

13F
AGG SPSB BSV VGT VSS
+15 moreVEU VFH VO JNJ AAPL UTX CVX WFC VHT VIS JPM XOM INTC V PG

Largest symbols in the latest parsed Form 13F information table.

Largest 13F holdings

Largest symbols in the latest parsed Form 13F information table.

AGG SPSB BSV VGT VSS VEU VFH VO
+12 moreJNJ AAPL UTX CVX WFC VHT VIS JPM XOM INTC V PG
How to read these SEC ownership signals
  • Read each filing family separately: 13F portfolios, 13D/G large stakes, and Forms 3/4/5 owner positions answer different SEC disclosure questions.
  • Open the linked research path when you need the filing, CIK, issuer, or CUSIP trail behind a value.
At a glance Names, identifiers, and filing context for this profile. 1 identity field
Business address
One South Street, Suite 2500, Baltimore, MD, 21202
EDGAR profile Static EDGAR fields kept behind disclosure so the main profile stays readable. 3 profile fields available
Incorporated in
DE
Fiscal year end
31 December
Former names on EDGAR
RAND & ASSOCIATES,LLC (to 10 May 2012)

Filer intelligence

What SEC filings say about RAND WEALTH, 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 $893M across 230 reported holdings for Q3 2018.
  • Largest parsed 13F holding: AGG at $54.31M.

SEC source mix

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

XML parsed
13F portfolio 230 rows

Quarterly institutional portfolio holdings.

Open
13D/G stakes No rows yet

Beneficial ownership and large-stake disclosures.

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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.

Q3 2018 - 13 Nov 2018

Top 5 concentration

18%

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

Top 5 reported value

$161.15M

Compared with $893M total 13F value.

Top 5 net change

-$18.18M

Position-value change inside the visible top holdings only.

13F concentration map

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

Largest add: ILMN ยท Largest trim: AGG

AGG SPSB BSV VGT VSS Other holdings

AGG

6.1%

Ishares Tr

$54.31M

SPSB

3.7%

Spdr Series Trust

$33.48M

BSV

2.8%

Vanguard Bd Index Fd Inc

$25.4M

VGT

2.7%

Vanguard World Fds

$24.54M

VSS

2.6%

Vanguard Intl Equity Index F

$23.43M

Latest update

What changed recently for RAND WEALTH, LLC

New filing available

Latest 13F period: Q3 2018. Open the source-backed page to inspect the fresh filing or facts context.

Update date

13 Nov 2018

Page type

Filer profile

Latest period

Q3 2018

Institutional portfolio context was refreshed from a 13F filing filed on 13 Nov 2018.

Open filer profile Browse recent public updates

Benchmark Context

Benchmark context for this company

RAND WEALTH, 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: Q3 2018. 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 0001540141 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
20
First seen
28 Jan 2014
Latest filing
13 Nov 2018
Entity
Company

Observed form types

13F-HR

CIK-linked evidence first

RAND WEALTH, LLC SEC filings RAND WEALTH, LLC 13F portfolio Open SEC filing index

Latest Filings

Showing the latest 12 of 20 SEC filings for RAND WEALTH, LLC.

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13F-HR

13F-HR filing

Filing date
13 Nov 2018
Reporting date
30 Sep 2018
SEC evidence
Open document Open filing
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13F-HR

13F-HR filing

Filing date
17 Jul 2018
Reporting date
30 Jun 2018
SEC evidence
Open document Open filing
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13F-HR

13F-HR filing

Filing date
16 Apr 2018
Reporting date
31 Mar 2018
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
05 Feb 2018
Reporting date
31 Dec 2017
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
23 Oct 2017
Reporting date
30 Sep 2017
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
31 Jul 2017
Reporting date
30 Jun 2017
SEC evidence
Open document Open filing
Next action
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13F-HR

13F-HR filing

Filing date
26 Apr 2017
Reporting date
31 Mar 2017
SEC evidence
Open document Open filing
Next action
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13F-HR

13F-HR filing

Filing date
09 Feb 2017
Reporting date
31 Dec 2016
SEC evidence
Open document Open filing
Next action
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13F-HR

13F-HR filing

Filing date
04 Nov 2016
Reporting date
30 Sep 2016
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
05 Aug 2016
Reporting date
30 Jun 2016
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
29 Apr 2016
Reporting date
31 Mar 2016
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
27 Jan 2016
Reporting date
31 Dec 2015
SEC evidence
Open document Open filing
Next action
Verify source filing
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