Filer Snapshot

Torch Wealth Management LLC

CIK 0001598898. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.

Entity type

Company

Total filings

25

Latest filing

25 Feb 2020

Industry

n/a

Filing-backed research brief

Start with the SEC data that changes for this CIK

Latest signal: 13F-HR for Q4 2019. Each card links back to the PortfolioSavvy page where the filing evidence is closest.

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Latest 13F portfolio

$180.99M

111 holdings for Q4 2019

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Largest parsed holding

PG

$13.31M reported value

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13D/G large stake

—

No recent parsed 13D/G stake row for this CIK.

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Source: SEC Form 13F

13F-HR filed on 25 Feb 2020 for CIK 0001598898.

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Ownership signals CIK-linked ownership evidence from parsed SEC filings. 1 signal
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$180.99M

Quarterly institutional holdings reported on Form 13F.

Latest reported 13F value

13F
$180.99M

Reported market value from the latest parsed Form 13F information table; this is not total assets under management.

Largest 13F holdings

13F
PG AAPL IJH IJR XLK
+15 moreDIS V JPM IAU NEE HUM ORCL SPY USB MSFT PEP VGK WMT XOM JNJ

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

Largest 13F holdings

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

PG AAPL IJH IJR XLK DIS V JPM
+12 moreIAU NEE HUM ORCL SPY USB MSFT PEP VGK WMT XOM JNJ
How to read these SEC ownership signals
  • Read each filing family separately: 13F portfolios, 13D/G large stakes, and Forms 3/4/5 owner positions answer different SEC disclosure questions.
  • Open the linked research path when you need the filing, CIK, issuer, or CUSIP trail behind a value.
At a glance Names, identifiers, and filing context for this profile. 1 identity field
Business address
4500 Cooper Road, Suite 201, Cincinnati, OH, 45242
EDGAR profile Static EDGAR fields kept behind disclosure so the main profile stays readable. 2 profile fields available
Incorporated in
OH
Fiscal year end
31 December

Filer intelligence

What SEC filings say about Torch 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.

Open 13F portfolio Save filer

Quick read

  • Latest parsed 13F shows $180.99M across 111 reported holdings for Q4 2019.
  • Largest parsed 13F holding: PG at $13.31M.

SEC source mix

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

XML parsed
13F portfolio 111 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 2019 - 25 Feb 2020

Top 5 concentration

26%

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

Top 5 reported value

$46.66M

Compared with $180.99M total 13F value.

Top 5 net change

-$594.8K

Position-value change inside the visible top holdings only.

13F concentration map

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

Largest add: MMM ยท Largest trim: JNJ

PG AAPL IJH IJR XLK Other holdings

PG

7.4%

Procter & Gamble

$13.31M

AAPL

6.3%

Apple Inc

$11.33M

IJH

4.9%

Ishares Core S&P Mid-Cap Etf

$8.82M

IJR

4.4%

Ishares Core S&P Small Cap Etf

$8M

XLK

2.9%

Sector Spdr Tech Select

$5.2M

Latest update

What changed recently for Torch Wealth Management LLC

New filing available

Latest 13F period: Q4 2019. Open the source-backed page to inspect the fresh filing or facts context.

Update date

25 Feb 2020

Page type

Filer profile

Latest period

Q4 2019

Institutional portfolio context was refreshed from a 13F filing filed on 25 Feb 2020.

Open filer profile Browse recent public updates

Benchmark Context

Benchmark context for this company

Torch 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 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.

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SEC filing record

CIK 0001598898 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
25
First seen
13 Feb 2014
Latest filing
25 Feb 2020
Entity
Company

Observed form types

13F-HR

CIK-linked evidence first

Torch Wealth Management LLC SEC filings Torch Wealth Management LLC 13F portfolio Open SEC filing index

Latest Filings

Showing the latest 12 of 25 SEC filings for Torch Wealth Management LLC.

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13F-HR

13F-HR filing

Filing date
25 Feb 2020
Reporting date
31 Dec 2019
SEC evidence
Open document Open filing
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13F-HR

13F-HR filing

Filing date
15 Nov 2019
Reporting date
30 Sep 2019
SEC evidence
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13F-HR

13F-HR filing

Filing date
02 Aug 2019
Reporting date
30 Jun 2019
SEC evidence
Open document Open filing
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13F-HR

13F-HR filing

Filing date
29 Apr 2019
Reporting date
31 Mar 2019
SEC evidence
Open document Open filing
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13F-HR

13F-HR filing

Filing date
01 Feb 2019
Reporting date
31 Dec 2018
SEC evidence
Open document Open filing
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13F-HR

13F-HR filing

Filing date
23 Oct 2018
Reporting date
30 Sep 2018
SEC evidence
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13F-HR

13F-HR filing

Filing date
30 Jul 2018
Reporting date
30 Jun 2018
SEC evidence
Open document Open filing
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13F-HR

13F-HR filing

Filing date
03 May 2018
Reporting date
31 Mar 2018
SEC evidence
Open document Open filing
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13F-HR

13F-HR filing

Filing date
30 Jan 2018
Reporting date
31 Dec 2017
SEC evidence
Open document Open filing
Next action
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13F-HR

13F-HR filing

Filing date
12 Oct 2017
Reporting date
30 Sep 2017
SEC evidence
Open document Open filing
Next action
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13F-HR

13F-HR filing

Filing date
20 Jul 2017
Reporting date
30 Jun 2017
SEC evidence
Open document Open filing
Next action
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13F-HR

13F-HR filing

Filing date
17 Apr 2017
Reporting date
31 Mar 2017
SEC evidence
Open document Open filing
Next action
Verify source filing
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