Entity type
Company
Filer Snapshot
Braver Wealth Management, LLC
CIK 0001566494. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.
Total filings
13
Latest filing
14 Feb 2017
Industry
n/a
Filing-backed research brief
Start with the SEC data that changes for this CIK
Latest signal: 13F-HR for Q4 2016. Each card links back to the PortfolioSavvy page where the filing evidence is closest.
Latest 13F portfolio
$615.82M
145 holdings for Q4 2016
Open portfolioLargest parsed holding
IVV
$87.44M 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 14 Feb 2017 for CIK 0001566494.
- 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$615.82MQuarterly institutional holdings reported on Form 13F; not total AUM.
Latest reported 13F value
13F$615.82MReported market value from the latest parsed Form 13F information table; this is not total assets under management.
Source: SEC Form 13FScope: U.S.-listed equity holdingsLargest 13F holdings
13FIVV IJH IEFA SPY KBE+15 more
XLF SMH LQD IEMG HYG IJR BOND AAPL TOTL AGG VYM IWN XOM XLE JPMLargest symbols in the latest parsed Form 13F information table.
Freshness: Latest parsed 13F periodLargest 13F holdings
Largest symbols in the latest parsed Form 13F information table.
IVV IJH IEFA SPY KBE XLF SMH LQD+12 more
IEMG HYG IJR BOND AAPL TOTL AGG VYM IWN XOM XLE JPMHow to read these SEC ownership signals
- Read each filing family separately: Form 13F, Schedules 13D/G, and Forms 3/4/5 answer different SEC disclosure questions and should not be blended into one ownership total.
- Use 13F values for visible U.S.-listed equity portfolios, 13D/G rows for large beneficial-owner stakes, and Forms 3/4/5 rows for reporting-owner positions and transactions.
- Open the linked research path when you need the filing, CIK, issuer, CUSIP, date, or source trail behind a value.
- Business address
- 117 Kendrick Street, Suite 800, Needham, MA, 02494
Ownership signals
CIK-linked ownership evidence from parsed SEC filings.
1 signal
At a glance
Names, identifiers, and filing context for this profile.
1 identity field
Filer intelligence
What SEC filings say about Braver Wealth Management, 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.
Quick read
- Latest parsed 13F shows $615.82M across 145 reported holdings for Q4 2016.
- Largest parsed 13F holding: IVV at $87.44M.
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
29%
Share of latest parsed 13F value represented by the visible holdings below.
Top 5 reported value
$181.24M
Compared with $615.82M total 13F value.
Top 5 net change
+$29.11M
Position-value change inside the visible top holdings only.
13F concentration map
A simple visual split of the latest parsed 13F portfolio.
Largest add: XLF ยท Largest trim: EMB
IVV
IJH
IEFA
SPY
KBE
Other holdings
Latest update
What changed recently for Braver Wealth Management, LLC
Latest 13F period: Q4 2016. Open the source-backed page to inspect the fresh filing or facts context.
Update date
14 Feb 2017
Page type
Filer profile
Latest period
Q4 2016
Institutional portfolio context was refreshed from a 13F filing filed on 14 Feb 2017.
Benchmark Context
Benchmark context for this company
Braver Wealth Management, 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: Q4 2016. 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 0001566494 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
13
First seen
12 Feb 2014
Latest filing
14 Feb 2017
Entity
Company
Observed form types
13F-HR
CIK-linked evidence first
Latest Filings
Showing the latest 12 of 13 SEC filings for Braver Wealth Management, LLC.
13F-HR
13F-HR filing
- Filing date
- 14 Feb 2017
- Reporting date
- 31 Dec 2016
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 26 Oct 2016
- Reporting date
- 30 Sep 2016
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 13 Jul 2016
- Reporting date
- 30 Jun 2016
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 13 May 2016
- Reporting date
- 31 Mar 2016
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 11 Feb 2016
- Reporting date
- 31 Dec 2015
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 10 Nov 2015
- Reporting date
- 30 Sep 2015
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 13 Aug 2015
- Reporting date
- 30 Jun 2015
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 14 May 2015
- Reporting date
- 31 Mar 2015
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 12 Feb 2015
- Reporting date
- 31 Dec 2014
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 12 Nov 2014
- Reporting date
- 30 Sep 2014
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 29 Jul 2014
- Reporting date
- 30 Jun 2014
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 13 May 2014
- Reporting date
- 31 Mar 2014
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing