Filer Snapshot

AGILIS PARTNERS LLC

CIK 0001633903. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.

Entity type

Company

Total filings

42

Latest filing

30 Jan 2025

Industry

n/a

Filing-backed research brief

Start with the SEC data that changes for this CIK

Latest signal: 13F-HR for Q4 2024. Each card links back to the PortfolioSavvy page where the filing evidence is closest.

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Latest 13F portfolio

$332.21M

25 holdings for Q4 2024

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Largest parsed holding

VTI

$140.46M 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 30 Jan 2025 for CIK 0001633903.

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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$332.21M

Quarterly institutional holdings reported on Form 13F.

Latest reported 13F value

13F
$332.21M

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

Largest 13F holdings

13F
VTI SCHB VCLT IGLB CORP
+15 moreVEA VYM IDV BND VGIT VNQ IXUS FPE IUSB VWO JNK EMB QUAL LQD FBND

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

Largest 13F holdings

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

VTI SCHB VCLT IGLB CORP VEA VYM IDV
+12 moreBND VGIT VNQ IXUS FPE IUSB VWO JNK EMB QUAL LQD FBND
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
130 Turner St., Suite 510, Waltham, MA, 02453
EDGAR profile Static EDGAR fields kept behind disclosure so the main profile stays readable. 3 profile fields available
Incorporated in
DE
Fiscal year end
30 June
Former names on EDGAR
RIVER & MERCANTILE LLC (to 10 Aug 2022), P-Solve LLC (to 10 Aug 2018)

Filer intelligence

What SEC filings say about AGILIS 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 $332.21M across 25 reported holdings for Q4 2024.
  • Largest parsed 13F holding: VTI at $140.46M.

SEC source mix

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

XML parsed
13F portfolio 25 rows

Quarterly institutional portfolio holdings.

Open
13D/G stakes No rows yet

Beneficial ownership and large-stake disclosures.

Open
Forms 3/4/5 No rows yet

Officer, director, and 10% owner holdings or transactions.

Open

Top parsed 13F holdings

Visual share of the latest parsed 13F portfolio. Values are reported market value, not a recommendation.

Q4 2024 - 30 Jan 2025

Top 5 concentration

77%

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

Top 5 reported value

$255.08M

Compared with $332.21M total 13F value.

Top 5 net change

+$28.3M

Position-value change inside the visible top holdings only.

13F concentration map

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

Largest add: SCHB ยท Largest trim: VCLT

VTI SCHB VCLT IGLB CORP Other holdings

VTI

42.3%

Vanguard Index Fds

$140.46M

SCHB

17.9%

Schwab Strategic Tr

$59.6M

VCLT

6.4%

Vanguard Scottsdale Fds

$21.36M

IGLB

6.3%

Ishares Tr

$20.93M

CORP

3.8%

Pimco Etf Tr

$12.73M

Latest update

What changed recently for AGILIS PARTNERS LLC

New filing available

Latest 13F period: Q4 2024. Open the source-backed page to inspect the fresh filing or facts context.

Update date

30 Jan 2025

Page type

Filer profile

Latest period

Q4 2024

Institutional portfolio context was refreshed from a 13F filing filed on 30 Jan 2025.

Open filer profile Browse recent public updates

Benchmark Context

Benchmark context for this company

AGILIS 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

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 2024. 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 0001633903 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
42
First seen
13 Feb 2015
Latest filing
30 Jan 2025
Entity
Company

Observed form types

13F-HR 13F-HR/A

CIK-linked evidence first

AGILIS PARTNERS LLC SEC filings AGILIS PARTNERS LLC 13F portfolio Open SEC filing index

Latest Filings

Showing the latest 12 of 42 SEC filings for AGILIS PARTNERS LLC.

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13F-HR

13F-HR filing

Filing date
30 Jan 2025
Reporting date
31 Dec 2024
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
06 Nov 2024
Reporting date
30 Sep 2024
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
07 Aug 2024
Reporting date
30 Jun 2024
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
08 May 2024
Reporting date
31 Mar 2024
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR/A

13F-HR/A filing

Filing date
22 Feb 2024
Reporting date
31 Dec 2023
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
09 Feb 2024
Reporting date
31 Dec 2023
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
31 Oct 2023
Reporting date
30 Sep 2023
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
07 Jul 2023
Reporting date
30 Jun 2023
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
01 May 2023
Reporting date
31 Mar 2023
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
06 Feb 2023
Reporting date
31 Dec 2022
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
04 Nov 2022
Reporting date
30 Sep 2022
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
10 Aug 2022
Reporting date
30 Jun 2022
SEC evidence
Open document Open filing
Next action
Verify source filing
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