Entity type
Company
Filer Snapshot
FutureAdvisor, Inc.
CIK 0001556846. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.
Total filings
36
Latest filing
13 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 2015. Each card links back to the PortfolioSavvy page where the filing evidence is closest.
Latest 13F portfolio
$616.55M
56 holdings for Q3 2015
Open portfolioLargest parsed holding
—
Populates from the latest parsed 13F information table.
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.
Browse insider filingsSave this filer page
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Source: SEC Form 13F
View source filing
13F-NT filed on 13 Nov 2023 for CIK 0001556846.
- Business address
- 400 Howard Street, Second Floor, San Francisco, CA, 94105
- Incorporated in
- DE
- Fiscal year end
- 30 June
- Former names on EDGAR
- Xulu, Inc. (to 10 Aug 2016)
At a glance
Names, identifiers, and filing context for this profile.
1 identity field
EDGAR profile Static EDGAR fields kept behind disclosure so the main profile stays readable. 3 profile fields available
Filer intelligence
What SEC filings say about FutureAdvisor, Inc.
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 $616.55M across 56 reported holdings for Q3 2015.
SEC source mix
Counts show available parsed rows, not one combined ownership total.
Latest update
What changed recently for FutureAdvisor, Inc.
Latest 13F period: Q3 2023. Open the source-backed page to inspect the fresh filing or facts context.
Update date
13 Nov 2023
Page type
Filer profile
Latest period
Q3 2023
Institutional portfolio context was refreshed from a 13F filing filed on 13 Nov 2023.
Benchmark Context
Benchmark context for this company
FutureAdvisor, Inc. 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 0001556846 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
36
First seen
13 Feb 2015
Latest filing
13 Nov 2023
Entity
Company
Observed form types
13F-HR
13F-NT
CIK-linked evidence first
Latest Filings
Showing the latest 12 of 36 SEC filings for FutureAdvisor, Inc..
13F-NT
13F-NT filing
- Filing date
- 13 Nov 2023
- Reporting date
- 30 Sep 2023
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-NT
13F-NT filing
- Filing date
- 11 Aug 2023
- Reporting date
- 30 Jun 2023
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-NT
13F-NT filing
- Filing date
- 12 May 2023
- Reporting date
- 31 Mar 2023
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-NT
13F-NT filing
- Filing date
- 13 Feb 2023
- Reporting date
- 31 Dec 2022
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-NT
13F-NT filing
- Filing date
- 14 Nov 2022
- Reporting date
- 30 Sep 2022
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-NT
13F-NT filing
- Filing date
- 12 Aug 2022
- Reporting date
- 30 Jun 2022
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-NT
13F-NT filing
- Filing date
- 12 May 2022
- Reporting date
- 31 Mar 2022
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-NT
13F-NT filing
- Filing date
- 10 Feb 2022
- Reporting date
- 31 Dec 2021
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-NT
13F-NT filing
- Filing date
- 09 Nov 2021
- Reporting date
- 30 Sep 2021
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-NT
13F-NT filing
- Filing date
- 11 Aug 2021
- Reporting date
- 30 Jun 2021
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-NT
13F-NT filing
- Filing date
- 07 May 2021
- Reporting date
- 31 Mar 2021
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-NT
13F-NT filing
- Filing date
- 05 Feb 2021
- Reporting date
- 31 Dec 2020
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing