Entity type
Individual
Filer Snapshot
Evelyn Moreno V
CIK 0001598011. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.
Total filings
43
Latest filing
09 Feb 2024
Industry
n/a
Filing-backed research brief
Start with the SEC data that changes for this CIK
Latest signal: 13F-HR for Q4 2023. Each card links back to the PortfolioSavvy page where the filing evidence is closest.
Latest 13F portfolio
$211.87M
140 holdings for Q4 2023
Open portfolioLargest parsed holding
AAPL
$14.34M 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 09 Feb 2024 for CIK 0001598011.
- 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$211.87MQuarterly institutional holdings reported on Form 13F; not total AUM.
Latest reported 13F value
13F$211.87MReported 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
13FAAPL MSFT MDY GOOG AMZN+15 more
NVDA AVLV CRM JPM BKNG MA NVS IJR PANW WM DHR TJX CMCSA IQV SYKLargest 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.
AAPL MSFT MDY GOOG AMZN NVDA AVLV CRM+12 more
JPM BKNG MA NVS IJR PANW WM DHR TJX CMCSA IQV SYKHow 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
- C/O Nixon Peabody, 53 State Street, Boston, MA, 02109-2835
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 Evelyn Moreno V
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 $211.87M across 140 reported holdings for Q4 2023.
- Largest parsed 13F holding: AAPL at $14.34M.
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
25%
Share of latest parsed 13F value represented by the visible holdings below.
Top 5 reported value
$53.84M
Compared with $211.87M total 13F value.
Top 5 net change
-$86.19M
Position-value change inside the visible top holdings only.
13F concentration map
A simple visual split of the latest parsed 13F portfolio.
Largest add: AVLV ยท Largest trim: AAPL
AAPL
MSFT
MDY
GOOG
AMZN
Other holdings
Latest update
What changed recently for Evelyn Moreno V
Latest 13F period: Q4 2023. Open the source-backed page to inspect the fresh filing or facts context.
Update date
09 Feb 2024
Page type
Filer profile
Latest period
Q4 2023
Institutional portfolio context was refreshed from a 13F filing filed on 09 Feb 2024.
SEC filing record
CIK 0001598011 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
43
First seen
10 Feb 2014
Latest filing
09 Feb 2024
Entity
Individual
Observed form types
13F-HR
13F-HR/A
CIK-linked evidence first
Latest Filings
Showing the latest 12 of 43 SEC filings for Evelyn Moreno V.
13F-HR
13F-HR filing
- Filing date
- 09 Feb 2024
- Reporting date
- 31 Dec 2023
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 23 Oct 2023
- Reporting date
- 30 Sep 2023
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 27 Jul 2023
- Reporting date
- 30 Jun 2023
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR/A
13F-HR/A filing
- Filing date
- 12 May 2023
- Reporting date
- 31 Mar 2023
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 12 May 2023
- Reporting date
- 31 Mar 2023
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 09 Feb 2023
- Reporting date
- 31 Dec 2022
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 10 Nov 2022
- Reporting date
- 30 Sep 2022
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 11 Aug 2022
- Reporting date
- 30 Jun 2022
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 12 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
- 08 Feb 2022
- Reporting date
- 31 Dec 2021
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 26 Oct 2021
- Reporting date
- 30 Sep 2021
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 14 Jul 2021
- Reporting date
- 30 Jun 2021
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing