Filer Snapshot

Intersect Capital LLC

CIK 0001633861. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.

Entity Type

Company

Total Filings

32

Latest Filing

02 Sep 2022

Industry

n/a

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  • Open 13D/G or insider pages only when this CIK has those rows.
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Source: SEC Form 13F

13F-HR filed on 02 Sep 2022 for CIK 0001633861.

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Business address
12657 Alcosta Blvd., Suite 500, San Ramon, CA, 94583
Top securities (13F)
AAPL, MSFT, PFF, IVV, VTV, CRWD, DFUV, DFAT, JNJ, VUG, GOOGL, AMZN, ABBV, JPM, PG, PFE, CALB, VWO, UPS, and MRK

Filer intelligence

What SEC filings say about Intersect Capital 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.

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Quick read

  • Latest parsed 13F shows $330.68M across 345 reported holdings for Q2 2022.
  • Largest parsed 13F holding: AAPL at $17.98M.

SEC source mix

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

XML parsed
13F portfolio 345 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.

Q2 2022 - 02 Sep 2022

AAPL

5.4%

Apple Inc

$17.98M

MSFT

4.3%

Microsoft Corp

$14.26M

PFF

4.1%

Ishares Tr

$13.52M

IVV

3.3%

Ishares Tr

$10.97M

VTV

2.9%

Vanguard Index Fds

$9.47M

Latest update

What changed recently for Intersect Capital LLC

New filing available

Latest 13F period: Q2 2022. Open the source-backed page to inspect the fresh filing or facts context.

Update date

02 Sep 2022

Page type

Filer profile

Latest period

Q2 2022

Institutional portfolio context was refreshed from a 13F filing filed on 02 Sep 2022.

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Benchmark Context

Benchmark context for this company

Intersect Capital 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: Q2 2022. 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.
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Filer Overview

Intersect Capital LLC has filed 32 SEC EDGAR filings since 17 Feb 2015. Common forms include 13F-HR, 13F-HR/A.

Intersect Capital LLC SEC filings Intersect Capital LLC 13F portfolio

Latest Filings

Recent SEC filings for Intersect Capital LLC with direct links to document and filing folders.

13F-HR File 028-16773

13F-HR filing

Filing date
02 Sep 2022
Reporting date
30 Jun 2022
SEC evidence
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13F-HR File 028-16773

13F-HR filing

Filing date
11 May 2022
Reporting date
31 Mar 2022
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13F-HR File 028-16773

13F-HR filing

Filing date
14 Feb 2022
Reporting date
31 Dec 2021
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13F-HR/A File 028-16773

13F-HR/A filing

Filing date
07 Feb 2022
Reporting date
30 Sep 2021
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13F-HR File 028-16773

13F-HR filing

Filing date
15 Oct 2021
Reporting date
30 Sep 2021
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13F-HR File 028-16773

13F-HR filing

Filing date
10 Aug 2021
Reporting date
30 Jun 2021
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13F-HR File 028-16773

13F-HR filing

Filing date
20 Apr 2021
Reporting date
31 Mar 2021
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13F-HR File 028-16773

13F-HR filing

Filing date
01 Feb 2021
Reporting date
31 Dec 2020
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13F-HR File 028-16773

13F-HR filing

Filing date
03 Nov 2020
Reporting date
30 Sep 2020
SEC evidence
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13F-HR File 028-16773

13F-HR filing

Filing date
10 Aug 2020
Reporting date
30 Jun 2020
SEC evidence
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13F-HR File 028-16773

13F-HR filing

Filing date
08 May 2020
Reporting date
31 Mar 2020
SEC evidence
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13F-HR File 028-16773

13F-HR filing

Filing date
10 Feb 2020
Reporting date
31 Dec 2019
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13F-HR File 028-16773

13F-HR filing

Filing date
05 Nov 2019
Reporting date
30 Sep 2019
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13F-HR File 028-16773

13F-HR filing

Filing date
09 Aug 2019
Reporting date
30 Jun 2019
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13F-HR File 028-16773

13F-HR filing

Filing date
26 Apr 2019
Reporting date
31 Mar 2019
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13F-HR File 028-16773

13F-HR filing

Filing date
05 Feb 2019
Reporting date
31 Dec 2018
SEC evidence
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13F-HR File 028-16773

13F-HR filing

Filing date
08 Nov 2018
Reporting date
30 Sep 2018
SEC evidence
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13F-HR File 028-16773

13F-HR filing

Filing date
31 Jul 2018
Reporting date
30 Jun 2018
SEC evidence
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13F-HR File 028-16773

13F-HR filing

Filing date
03 May 2018
Reporting date
31 Mar 2018
SEC evidence
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13F-HR File 028-16773

13F-HR filing

Filing date
05 Feb 2018
Reporting date
31 Dec 2017
SEC evidence
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13F-HR File 028-16773

13F-HR filing

Filing date
13 Nov 2017
Reporting date
30 Sep 2017
SEC evidence
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13F-HR File 028-16773

13F-HR filing

Filing date
07 Aug 2017
Reporting date
30 Jun 2017
SEC evidence
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13F-HR File 028-16773

13F-HR filing

Filing date
08 May 2017
Reporting date
31 Mar 2017
SEC evidence
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13F-HR File 028-16773

13F-HR filing

Filing date
03 Feb 2017
Reporting date
31 Dec 2016
SEC evidence
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13F-HR File 028-16773

13F-HR filing

Filing date
27 Oct 2016
Reporting date
30 Sep 2016
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13F-HR File 028-16773

13F-HR filing

Filing date
09 Aug 2016
Reporting date
30 Jun 2016
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13F-HR File 028-16773

13F-HR filing

Filing date
05 May 2016
Reporting date
31 Mar 2016
SEC evidence
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13F-HR File 028-16773

13F-HR filing

Filing date
01 Feb 2016
Reporting date
31 Dec 2015
SEC evidence
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13F-HR File 028-16773

13F-HR filing

Filing date
03 Nov 2015
Reporting date
30 Sep 2015
SEC evidence
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13F-HR File 028-16773

13F-HR filing

Filing date
03 Aug 2015
Reporting date
30 Jun 2015
SEC evidence
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13F-HR File 028-16773

13F-HR filing

Filing date
11 May 2015
Reporting date
31 Mar 2015
SEC evidence
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13F-HR File 028-16773

13F-HR filing

Filing date
17 Feb 2015
Reporting date
31 Dec 2014
SEC evidence
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About this filer

Intersect Capital LLC files with the SEC under CIK 0001633861. 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.
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