Entity Type
Company
Filer Snapshot
EisnerAmper Wealth Management Corporate Benefits, LLC
CIK 0001624809. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.
Total Filings
39
Latest Filing
03 Jan 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
$273.72M
67 holdings for Q4 2023
Open portfolioLargest parsed holding
AGG
$46.52M 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.
Browse insider filingsSave this filer page
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Source: SEC Form 13F
View Source Filing
13F-HR filed on 03 Jan 2024 for CIK 0001624809.
- Business address
- 111 Wood Ave S., Suite 110, Iselin, NJ, 08830
- Filing-backed coverage
-
13F portfolio value
$273.72M
Latest parsed institutional portfolio value.
Top 13F symbols
AGG, VIG, IVV, IVW
Symbols from the latest parsed 13F holdings.
- Largest 13F holdings
-
AGG VIG IVV IVW VIGI SDY DGS DGRW DES SCHD QQQM VEA
+8 more
EFV EFG EJAN FJAN JEPI XHLF SMB IWS - State of incorporation
- NJ
- Fiscal year end
- 31 December
Identity
SEC ownership signals
SEC record
Filer intelligence
What SEC filings say about EisnerAmper Wealth Management Corporate Benefits, 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.
Quick read
- Latest parsed 13F shows $273.72M across 67 reported holdings for Q4 2023.
- Largest parsed 13F holding: AGG at $46.52M.
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
39%
Share of latest parsed 13F value represented by the visible holdings below.
Top 5 reported value
$106.63M
Compared with $273.72M total 13F value.
Top 5 net change
+$55.15M
Position-value change inside the visible top holdings only.
13F concentration map
A simple visual split of the latest parsed 13F portfolio.
Largest add: AGG ยท Largest trim: IVV
AGG
VIG
IVV
IVW
VIGI
Other holdings
Latest update
What changed recently for EisnerAmper Wealth Management Corporate Benefits, LLC
Latest 13F period: Q4 2023. Open the source-backed page to inspect the fresh filing or facts context.
Update date
03 Jan 2024
Page type
Filer profile
Latest period
Q4 2023
Institutional portfolio context was refreshed from a 13F filing filed on 03 Jan 2024.
Benchmark Context
Benchmark context for this company
EisnerAmper Wealth Management Corporate Benefits, 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 2023. 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.
SEC filing record
CIK 0001624809 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
39
First seen
06 Jan 2015
Latest filing
03 Jan 2024
Entity
Company
Observed form types
13F-HR
13F-HR/A
Latest Filings
Showing the latest 12 of 39 SEC filings for EisnerAmper Wealth Management Corporate Benefits, LLC.
13F-HR
File 028-16347
13F-HR filing
- Filing date
- 03 Jan 2024
- Reporting date
- 31 Dec 2023
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
File 028-16347
13F-HR filing
- Filing date
- 10 Oct 2023
- Reporting date
- 30 Sep 2023
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
File 028-16347
13F-HR filing
- Filing date
- 11 Jul 2023
- Reporting date
- 30 Jun 2023
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
File 028-16347
13F-HR filing
- Filing date
- 04 Apr 2023
- Reporting date
- 31 Mar 2023
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
File 028-16347
13F-HR filing
- Filing date
- 03 Jan 2023
- Reporting date
- 31 Dec 2022
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
File 028-16347
13F-HR filing
- Filing date
- 03 Oct 2022
- Reporting date
- 30 Sep 2022
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
File 028-16347
13F-HR filing
- Filing date
- 01 Jul 2022
- Reporting date
- 30 Jun 2022
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
File 028-16347
13F-HR filing
- Filing date
- 01 Apr 2022
- Reporting date
- 31 Mar 2022
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
File 028-16347
13F-HR filing
- Filing date
- 03 Jan 2022
- Reporting date
- 31 Dec 2021
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
File 028-16347
13F-HR filing
- Filing date
- 01 Oct 2021
- Reporting date
- 30 Sep 2021
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
File 028-16347
13F-HR filing
- Filing date
- 01 Jul 2021
- Reporting date
- 30 Jun 2021
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
File 028-16347
13F-HR filing
- Filing date
- 01 Apr 2021
- Reporting date
- 31 Mar 2021
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing