Entity type
Company
Filer Snapshot
TD Ameritrade Trust Co
CIK 0001568219. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.
Total filings
32
Latest filing
01 Feb 2023
Industry
n/a
Filing-backed research brief
Start with the SEC data that changes for this CIK
Latest signal: 13F-HR for Q1 2019. Each card links back to the PortfolioSavvy page where the filing evidence is closest.
Latest 13F portfolio
$284.66M
21 holdings for Q1 2019
Open portfolioLargest parsed holding
VWO
$46.75M 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.
Browse insider filingsSave this filer page
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Source: SEC filing 144
View Source Filing
144 filed on 01 Feb 2023 for CIK 0001568219.
- Business address
- 717 17 Th Street, Denver, CO, 80202
- Parsed ownership coverage
-
13F reported value
$284.66M
Latest parsed Form 13F reported market value.
Largest 13F symbols
VWO, SCHA, SCHF, SCHX
Largest symbols in the latest parsed Form 13F holdings.
- Largest 13F holdings
- VWO SCHA SCHF SCHX VEA VOO BSV FNDX
+12 more
IJR AGG SCHZ SSO GLD BNDX JPST VPU VNQ TLT XLE XLB - State of incorporation
- ME
- Fiscal year end
- 31 December
Identity
SEC ownership signals
SEC record
Filer intelligence
What SEC filings say about TD Ameritrade Trust Co
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 $284.66M across 21 reported holdings for Q1 2019.
- Largest parsed 13F holding: VWO at $46.75M.
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
63%
Share of latest parsed 13F value represented by the visible holdings below.
Top 5 reported value
$180.67M
Compared with $284.66M total 13F value.
Top 5 net change
+$30.99M
Position-value change inside the visible top holdings only.
13F concentration map
A simple visual split of the latest parsed 13F portfolio.
Largest add: VEA ยท Largest trim: VEU
VWO
SCHA
SCHF
SCHX
VEA
Other holdings
Latest update
What changed recently for TD Ameritrade Trust Co
Latest 13F period: Q1 2019. Open the source-backed page to inspect the fresh filing or facts context.
Update date
17 Apr 2019
Page type
Filer profile
Latest period
Q1 2019
Institutional portfolio context was refreshed from a 13F filing filed on 17 Apr 2019.
Benchmark Context
Benchmark context for this company
TD Ameritrade Trust Co 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 2019. 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 0001568219 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
32
First seen
12 Feb 2013
Latest filing
01 Feb 2023
Entity
Company
Observed form types
144
13F-HR
13F-HR/A
Latest Filings
Showing the latest 12 of 32 SEC filings for TD Ameritrade Trust Co.
144
File 028-15163
144 filing
- Filing date
- 01 Feb 2023
- Reporting date
- Not listed
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
File 028-15163
13F-HR filing
- Filing date
- 17 Apr 2019
- Reporting date
- 31 Mar 2019
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
File 028-15163
13F-HR filing
- Filing date
- 30 Jan 2019
- Reporting date
- 31 Dec 2018
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
File 028-15163
13F-HR filing
- Filing date
- 12 Oct 2018
- Reporting date
- 30 Sep 2018
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
File 028-15163
13F-HR filing
- Filing date
- 09 Jul 2018
- Reporting date
- 30 Jun 2018
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
File 028-15163
13F-HR filing
- Filing date
- 10 Apr 2018
- Reporting date
- 31 Mar 2018
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
File 028-15163
13F-HR filing
- Filing date
- 26 Feb 2018
- Reporting date
- 31 Dec 2017
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
File 028-15163
13F-HR filing
- Filing date
- 21 Nov 2017
- Reporting date
- 30 Sep 2017
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
File 028-15163
13F-HR filing
- Filing date
- 14 Aug 2017
- Reporting date
- 30 Jun 2017
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
File 028-15163
13F-HR filing
- Filing date
- 11 Apr 2017
- Reporting date
- 31 Mar 2017
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
File 028-15163
13F-HR filing
- Filing date
- 27 Jan 2017
- Reporting date
- 31 Dec 2016
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
File 028-15163
13F-HR filing
- Filing date
- 19 Oct 2016
- Reporting date
- 30 Sep 2016
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing