Filer Snapshot

Gresham Partners, LLC

CIK 0001614775. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.

Entity type

Company

Total filings

14

Latest filing

08 May 2020

Industry

n/a

Filing-backed research brief

Start with the SEC data that changes for this CIK

Latest signal: 13F-HR for Q1 2020. Each card links back to the PortfolioSavvy page where the filing evidence is closest.

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Largest parsed holding

IEMG

$16.14M reported value

Open holding

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 08 May 2020 for CIK 0001614775.

View Source Filing
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$22.05M

Quarterly institutional portfolio holdings.

Latest 13F portfolio value

$22.05M

Market value from the latest parsed Form 13F portfolio.

Largest 13F positions

IEMG SPY RSP IEFA IWM
+2 moreEEM EFA

Largest symbols in the latest parsed 13F information table.

Largest 13F positions

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

IEMG SPY RSP IEFA IWM EEM EFA
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
333 West Wacker Drive, Suite 700, Chicago, IL, 60606
SEC profile 2 profile fields
State of incorporation
DE
Fiscal year-end
31 December

Filer intelligence

What SEC filings say about Gresham Partners, 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 $22.05M across 11 reported holdings for Q1 2020.
  • Largest parsed 13F holding: IEMG at $16.14M.

SEC source mix

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

XML parsed
13F portfolio 11 rows

Quarterly institutional portfolio holdings.

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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.

Q1 2020 - 08 May 2020

Top 5 concentration

99%

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

Top 5 reported value

$21.74M

Compared with $22.05M total 13F value.

Top 5 net change

-$11.32M

Position-value change inside the visible top holdings only.

13F concentration map

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

Largest add: EFA ยท Largest trim: IEMG

IEMG SPY RSP IEFA IWM Other holdings

IEMG

73.2%

Ishares Msci Emerging Markets Etf

$16.14M

SPY

8.8%

Spdr S&P500 Etf Trust S&P 500 Etf Usd Dis

$1.94M

RSP

7.7%

Invesco Exchange Traded Fd Tr S&P500 Eql Wgt

$1.69M

IEFA

7.5%

Ishares Core Msci Etf

$1.64M

IWM

1.4%

Ishares Russell 2000 Etf

$318K

Latest update

What changed recently for Gresham Partners, LLC

New filing available

Latest 13F period: Q1 2020. Open the source-backed page to inspect the fresh filing or facts context.

Update date

08 May 2020

Page type

Filer profile

Latest period

Q1 2020

Institutional portfolio context was refreshed from a 13F filing filed on 08 May 2020.

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Benchmark Context

Benchmark context for this company

Gresham Partners, 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

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Why this is notable

Latest 13F period: Q1 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 0001614775 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
14
First seen
11 Feb 2015
Latest filing
08 May 2020
Entity
Company

Observed form types

13F-HR 13F-HR/A

CIK-linked evidence first

Gresham Partners, LLC SEC filings Gresham Partners, LLC 13F portfolio Open SEC filing index

Latest Filings

Showing the latest 12 of 14 SEC filings for Gresham Partners, LLC.

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13F-HR

13F-HR filing

Filing date
08 May 2020
Reporting date
31 Mar 2020
SEC evidence
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13F-HR

13F-HR filing

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

13F-HR filing

Filing date
28 Oct 2019
Reporting date
30 Sep 2019
SEC evidence
Open document Open filing
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13F-HR

13F-HR filing

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

13F-HR filing

Filing date
16 May 2019
Reporting date
31 Mar 2019
SEC evidence
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13F-HR

13F-HR filing

Filing date
13 Feb 2019
Reporting date
31 Dec 2018
SEC evidence
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13F-HR

13F-HR filing

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

13F-HR filing

Filing date
26 Jan 2016
Reporting date
31 Dec 2015
SEC evidence
Open document Open filing
Next action
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13F-HR

13F-HR filing

Filing date
26 Oct 2015
Reporting date
30 Sep 2015
SEC evidence
Open document Open filing
Next action
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13F-HR/A

13F-HR/A filing

Filing date
17 Jul 2015
Reporting date
30 Jun 2015
SEC evidence
Open document Open filing
Next action
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13F-HR

13F-HR filing

Filing date
16 Jul 2015
Reporting date
30 Jun 2015
SEC evidence
Open document Open filing
Next action
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13F-HR

13F-HR filing

Filing date
16 Apr 2015
Reporting date
31 Mar 2015
SEC evidence
Open document Open filing
Next action
Verify source filing
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