Filer Snapshot

Winslow, Evans & Crocker, Inc.

CIK 0001597409. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.

Entity type

Company

Total filings

31

Latest filing

03 Feb 2021

Industry

n/a

Filing-backed research brief

Start with the SEC data that changes for this CIK

Latest signal: 13F-HR for Q4 2020. Each card links back to the PortfolioSavvy page where the filing evidence is closest.

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Latest 13F portfolio

$498.5M

1,346 holdings for Q4 2020

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Largest parsed holding

AAPL

$28.63M 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 03 Feb 2021 for CIK 0001597409.

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Ownership signals 1 signal
Ownership signals

SEC value by filing type

Compare filing types separately; 13F, 13D/G, and Forms 3/4/5 are different evidence sources.

Latest 13F portfolio$498.5M

Quarterly institutional portfolio holdings.

Latest 13F portfolio value

$498.5M

Market value from the latest parsed Form 13F portfolio.

Largest 13F positions

AAPL MSFT AMZN MA EW
+15 moreAVGO NXPI TMO TJX DIS HD COST NVDA ABBV BRKB PG AZO GPN IPGP UNH

Largest symbols in the latest parsed 13F information table.

Largest 13F positions

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

AAPL MSFT AMZN MA EW AVGO NXPI TMO
+12 moreTJX DIS HD COST NVDA ABBV BRKB PG AZO GPN IPGP UNH
How to read these SEC values
  • Read each filing type on its own: 13F portfolios, 13D/G large stakes, and Forms 3/4/5 owner positions answer different questions.
  • Open the linked research paths when you need to verify the exact SEC filing behind a value.
Identity 1 identity field
Business address
175 Federal St.,, 6 Th Floor, Boston, MA, 02110
SEC profile 2 profile fields
State of incorporation
MA
Fiscal year-end
31 December

Filer intelligence

What SEC filings say about Winslow, Evans & Crocker, 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.

Open 13F portfolio Save filer

Quick read

  • Latest parsed 13F shows $498.5M across 1,346 reported holdings for Q4 2020.
  • Largest parsed 13F holding: AAPL at $28.63M.

SEC source mix

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

XML parsed
13F portfolio 1,346 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.

Q4 2020 - 03 Feb 2021

Top 5 concentration

18%

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

Top 5 reported value

$89.39M

Compared with $498.5M total 13F value.

Top 5 net change

+$4.54M

Position-value change inside the visible top holdings only.

13F concentration map

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

Largest add: MSFT ยท Largest trim: GOOGL

AAPL MSFT AMZN MA EW Other holdings

AAPL

5.7%

Apple Inc

$28.63M

MSFT

4.6%

Microsoft Corp

$22.79M

AMZN

2.7%

Amazon Com Inc

$13.43M

MA

2.7%

Mastercard Incorporated

$13.43M

EW

2.2%

Edwards Lifesciences Corp

$11.11M

Latest update

What changed recently for Winslow, Evans & Crocker, Inc.

New filing available

Latest 13F period: Q4 2020. Open the source-backed page to inspect the fresh filing or facts context.

Update date

03 Feb 2021

Page type

Filer profile

Latest period

Q4 2020

Institutional portfolio context was refreshed from a 13F filing filed on 03 Feb 2021.

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Benchmark Context

Benchmark context for this company

Winslow, Evans & Crocker, 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: Q4 2020. 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 0001597409 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
31
First seen
21 Jan 2014
Latest filing
03 Feb 2021
Entity
Company

Observed form types

13F-HR 13F-HR/A

CIK-linked evidence first

Winslow, Evans & Crocker, Inc. SEC filings Winslow, Evans & Crocker, Inc. 13F portfolio Open SEC filing index

Latest Filings

Showing the latest 12 of 31 SEC filings for Winslow, Evans & Crocker, Inc..

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13F-HR

13F-HR filing

Filing date
03 Feb 2021
Reporting date
31 Dec 2020
SEC evidence
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13F-HR

13F-HR filing

Filing date
21 Oct 2020
Reporting date
30 Sep 2020
SEC evidence
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13F-HR

13F-HR filing

Filing date
23 Jul 2020
Reporting date
30 Jun 2020
SEC evidence
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13F-HR

13F-HR filing

Filing date
20 Apr 2020
Reporting date
31 Mar 2020
SEC evidence
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13F-HR

13F-HR filing

Filing date
14 Jan 2020
Reporting date
31 Dec 2019
SEC evidence
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13F-HR

13F-HR filing

Filing date
16 Oct 2019
Reporting date
30 Sep 2019
SEC evidence
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13F-HR

13F-HR filing

Filing date
19 Jul 2019
Reporting date
30 Jun 2019
SEC evidence
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13F-HR

13F-HR filing

Filing date
22 Apr 2019
Reporting date
31 Mar 2019
SEC evidence
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13F-HR

13F-HR filing

Filing date
23 Jan 2019
Reporting date
31 Dec 2018
SEC evidence
Open document Open filing
Next action
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13F-HR

13F-HR filing

Filing date
15 Oct 2018
Reporting date
30 Sep 2018
SEC evidence
Open document Open filing
Next action
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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
Next action
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13F-HR

13F-HR filing

Filing date
26 Apr 2018
Reporting date
31 Mar 2018
SEC evidence
Open document Open filing
Next action
Verify source filing
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