Filer Snapshot

Palo Capital, Inc. SEC EDGAR Filings

SEC filings, ownership reports, and insider transactions for CIK 0001615963.

Entity Type

Company

Total Filings

20

Latest Filing

30 Jan 2019

Industry

n/a

Save this filer page for the next filing cycle

Keep this page in your research queue, then return to compare new filings with prior context.

Save and revisit

Save this filer page

Create a free account to keep this page in your watchlists. After verification, we will save it automatically and open your saved research list.

Create free account and save this filer Already have an account? Sign in and save it

Best next steps

Start with the latest filings table, then open the strongest context page for this filer.

  • Use the filings table to verify the newest submission, form type, and report period.
  • Open the deeper context page only when this filer actually has insider or ownership signal.
Go to latest filings table Browse SEC filer directory
Source: SEC Form 13F

13F-HR filed on 30 Jan 2019 for CIK 0001615963.

View Source Filing
Business address
888 San Clemente Dr. Suite 150, Newport Beach, CA, 92660
Top securities (13F)
VZ, ELV, TOTL, NEE, BAH, UPS, JNJ, XLV, AAPL, BRKB, WMT, GM, CVX, CNC, CHRW, HD, LPX, DHI, PAYX, and SYF
State of incorporation
CA
Fiscal year end
31 December

Key facts

  • Palo Capital, Inc. is an SEC filer tracked under CIK 0001615963.
  • 20 filings are listed on this profile.
  • Common form coverage includes 13F-HR, 13F-HR/A.

Change

  • Latest filing: 13F-HR filed on 30 Jan 2019.
  • Report period: 31 Dec 2018.

Research use

  • You can quote filing dates and form types directly from the SEC record on this page.
  • Use this profile before deeper ownership or insider analysis to confirm filing history context.

Evidence

Source: SEC Form 13F

13F-HR filed on 30 Jan 2019 for CIK 0001615963.

View Source Filing

Return Loop

Why revisit this filer page

A newly filed 13F-HR can change the filing history, ownership context, or next research path for Palo Capital, Inc..

Latest source-backed update
13F-HR filed 30 Jan 2019
Why come back
Revisit after a new SEC filing appears to compare the updated record with prior filings.
  • Latest filing on record: 13F-HR filed 30 Jan 2019.
  • Save this filer if you want a stable place to return after the next filing cycle.
  • Open the latest filing table or ownership context to verify what changed.

Filer freshness comes from SEC EDGAR submission history and related source-backed ownership or portfolio filings when available.

Jump to save and follow actions Open latest filings table

Latest update

What changed recently for Palo Capital, Inc.

New filing available

Latest 13F period: Q4 2018. Open the source-backed page to inspect the fresh filing or facts context.

Update date

30 Jan 2019

Page type

Filer profile

Latest period

Q4 2018

Institutional portfolio context was refreshed from a 13F filing filed on 30 Jan 2019.

Open filer profile Browse recent public updates

Benchmark Context

Benchmark context for this company

Palo Capital, 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 2018. 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.

Open company facts Browse metric rankings

Company intelligence

Palo Capital, Inc.: filings, ownership, insiders

CIK 0001615963. Open the active data lane, then verify the SEC filing behind the row.

Create free account to watch this company Open ownership signals

Active modules

2/5

Available company intelligence paths on this page.

Filings

20

SEC submissions provide the evidence trail.

Ownership context

1/3

Insider, large-stake, and institutional ownership lanes.

Return loop

Watch

Return when a new SEC-backed change lands.

Research checks

Latest filing

13F-HR filed 30 Jan 2019

Ownership lanes

1/3 active

CIK

0001615963

Next review

watch new filing, insider, 13D/G, or 13F change

SEC-verifiable company research path

Keep the next click tied to one changing object: a CIK, filing, insider, Schedule 13D/G holder, Form 13F manager, or security.

Open latest insider signals Open large-stake radar

SEC filings

Available

Latest company filings

Start with the filing timeline to verify the newest source document and report period.

Open filings table

Company facts

Explore

Financial context

Use XBRL facts when ownership activity needs revenue, earnings, debt, or cash-flow context.

Browse latest financial reports

Forms 3/4/5

Explore

Insider activity

Check whether directors, officers, or 10% owners are buying, selling, or filing fresh ownership changes.

Browse latest insider filings

Schedule 13D/G

Explore

Large-stake holders

Review beneficial ownership filings for activist-style or passive large holder changes around this issuer.

Browse large-stake radar

Form 13F

Available

Institutional holders

Compare manager filings and smart-money context when company-level ownership needs broader holders.

Open 13F holder context

SEC-verifiable company hub

Filings first, then ownership signals, insider context, and fundamentals.

Create free account to watch this company

Watchlist return triggers

Watch Palo Capital, Inc. when any filing-backed ownership signal appears, then jump back into the exact SEC evidence path.

new company filing insider Form 4 13D/G holder change 13F holder update

Filer Overview

Palo Capital, Inc. has filed 20 SEC EDGAR filings since 03 Feb 2015. Common forms include 13F-HR, 13F-HR/A.

Palo Capital, Inc. SEC filings Palo Capital, Inc. 13F portfolio

Latest Filings

Recent SEC filings for Palo Capital, Inc. with direct links to document and filing folders.

13F-HR File 028-16388

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/A File 028-16388

13F-HR/A filing

Filing date
20 Dec 2018
Reporting date
30 Sep 2018
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR File 028-16388

13F-HR filing

Filing date
25 Oct 2018
Reporting date
30 Sep 2018
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR File 028-16388

13F-HR filing

Filing date
13 Jul 2018
Reporting date
30 Jun 2018
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR/A File 028-16388

13F-HR/A filing

Filing date
13 Apr 2018
Reporting date
31 Mar 2018
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR File 028-16388

13F-HR filing

Filing date
11 Apr 2018
Reporting date
31 Mar 2018
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR File 028-16388

13F-HR filing

Filing date
22 Jan 2018
Reporting date
31 Dec 2017
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR File 028-16388

13F-HR filing

Filing date
06 Oct 2017
Reporting date
30 Sep 2017
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR File 028-16388

13F-HR filing

Filing date
17 Jul 2017
Reporting date
30 Jun 2017
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR File 028-16388

13F-HR filing

Filing date
26 Apr 2017
Reporting date
31 Mar 2017
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR File 028-16388

13F-HR filing

Filing date
18 Jan 2017
Reporting date
31 Dec 2016
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR File 028-16388

13F-HR filing

Filing date
20 Oct 2016
Reporting date
30 Sep 2016
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR File 028-16388

13F-HR filing

Filing date
20 Jul 2016
Reporting date
30 Jun 2016
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR File 028-16388

13F-HR filing

Filing date
18 Apr 2016
Reporting date
31 Mar 2016
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR File 028-16388

13F-HR filing

Filing date
25 Jan 2016
Reporting date
31 Dec 2015
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR/A File 028-16388

13F-HR/A filing

Filing date
11 Dec 2015
Reporting date
30 Sep 2015
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR File 028-16388

13F-HR filing

Filing date
12 Nov 2015
Reporting date
30 Sep 2015
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR File 028-16388

13F-HR filing

Filing date
10 Aug 2015
Reporting date
30 Jun 2015
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR File 028-16388

13F-HR filing

Filing date
15 May 2015
Reporting date
31 Mar 2015
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR File 028-16388

13F-HR filing

Filing date
03 Feb 2015
Reporting date
31 Dec 2014
SEC evidence
Open document Open filing
Next action
Verify source filing

About this filer

Palo Capital, Inc. files with the SEC under CIK 0001615963. This page aggregates EDGAR filings and related ownership activity.

FAQ

What is a CIK?
A Central Index Key (CIK) is a unique identifier assigned by the SEC to each filer.
Why are some filings missing?
New filings appear as the SEC updates EDGAR, and older records can vary by availability.
How often is this page updated?
Updates follow new EDGAR submissions and periodic data refreshes.
We use cookies and similar technologies to provide certain features, enhance the user experience and, if you allow them, measure engagement and deliver advertising. Analytics and marketing storage stay off until you grant consent. By clicking on "Agree and continue", you declare your consent to the use of the selected optional cookies. Here you can make detailed settings or revoke your consent (in part if necessary) with effect for the future. For further information, please refer to our Privacy Policy .