Filer Snapshot

McCutchen Group LLC

CIK 0001544224. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.

Entity type

Company

Total filings

45

Latest filing

02 Nov 2022

Industry

n/a

Filing-backed research brief

Start with the SEC data that changes for this CIK

Latest signal: 13F-HR for Q3 2022. Each card links back to the PortfolioSavvy page where the filing evidence is closest.

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Latest 13F portfolio

$464.26M

22 holdings for Q3 2022

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Largest parsed holding

VTI

$83.54M reported value

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13D/G large stake

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

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Source: SEC Form 13F

13F-HR filed on 02 Nov 2022 for CIK 0001544224.

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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$464.26M

Quarterly institutional holdings reported on Form 13F.

Latest reported 13F value

13F
$464.26M

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

Largest 13F holdings

13F
VTI VEA VEU VNQ USRT
+15 moreIWV VWO IYR IEMG IEFA IXUS BSV BND EFA EEM IWB ICF IVV SPY VV

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

Largest 13F holdings

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

VTI VEA VEU VNQ USRT IWV VWO IYR
+12 moreIEMG IEFA IXUS BSV BND EFA EEM IWB ICF IVV SPY VV
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
925 Fourth Avenue, Suite 2288, Seattle, WA, 98104
EDGAR profile Static EDGAR fields kept behind disclosure so the main profile stays readable. 2 profile fields available
Incorporated in
WA
Fiscal year end
31 December

Filer intelligence

What SEC filings say about McCutchen Group 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 $464.26M across 22 reported holdings for Q3 2022.
  • Largest parsed 13F holding: VTI at $83.54M.

SEC source mix

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

XML parsed
13F portfolio 22 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.

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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 2022 - 02 Nov 2022

Top 5 concentration

63%

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

Top 5 reported value

$293.96M

Compared with $464.26M total 13F value.

Top 5 net change

+$9.96M

Position-value change inside the visible top holdings only.

13F concentration map

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

Largest add: VNQ ยท Largest trim: USRT

VTI VEA VEU VNQ USRT Other holdings

VTI

18%

Vanguard Index Fds

$83.54M

VEA

12.8%

Vanguard Tax Managed Fds

$59.64M

VEU

12.6%

Vanguard Intl Equity Index F

$58.61M

VNQ

12.2%

Vanguard Index Fds

$56.82M

USRT

7.6%

Ishares Tr

$35.36M

Latest update

What changed recently for McCutchen Group LLC

New filing available

Latest 13F period: Q3 2022. Open the source-backed page to inspect the fresh filing or facts context.

Update date

02 Nov 2022

Page type

Filer profile

Latest period

Q3 2022

Institutional portfolio context was refreshed from a 13F filing filed on 02 Nov 2022.

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Benchmark Context

Benchmark context for this company

McCutchen Group 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 2022. 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 0001544224 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
45
First seen
18 Feb 2014
Latest filing
02 Nov 2022
Entity
Company

Observed form types

13F-HR 13F-HR/A

CIK-linked evidence first

McCutchen Group LLC SEC filings McCutchen Group LLC 13F portfolio Open SEC filing index

Latest Filings

Showing the latest 12 of 45 SEC filings for McCutchen Group LLC.

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13F-HR

13F-HR filing

Filing date
02 Nov 2022
Reporting date
30 Sep 2022
SEC evidence
Open document Open filing
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13F-HR

13F-HR filing

Filing date
04 Aug 2022
Reporting date
30 Jun 2022
SEC evidence
Open document Open filing
Next action
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13F-HR/A

13F-HR/A filing

Filing date
26 May 2022
Reporting date
31 Dec 2021
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR/A

13F-HR/A filing

Filing date
26 May 2022
Reporting date
30 Sep 2021
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR/A

13F-HR/A filing

Filing date
26 May 2022
Reporting date
30 Jun 2021
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR/A

13F-HR/A filing

Filing date
26 May 2022
Reporting date
31 Mar 2021
SEC evidence
Open document Open filing
Next action
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13F-HR/A

13F-HR/A filing

Filing date
26 May 2022
Reporting date
31 Dec 2020
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR/A

13F-HR/A filing

Filing date
26 May 2022
Reporting date
30 Sep 2020
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR/A

13F-HR/A filing

Filing date
26 May 2022
Reporting date
30 Jun 2020
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR/A

13F-HR/A filing

Filing date
26 May 2022
Reporting date
31 Mar 2020
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
09 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
25 Jan 2022
Reporting date
31 Dec 2021
SEC evidence
Open document Open filing
Next action
Verify source filing
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