Filer Snapshot

Steven Patrick Farmer

CIK 0001636661. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.

Entity type

Individual

Total filings

1

Latest filing

06 Jul 2022

Industry

n/a

Filing-backed research brief

Start with the SEC data that changes for this CIK

Latest signal: 13F-HR for Q2 2022. Each card links back to the PortfolioSavvy page where the filing evidence is closest.

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Largest parsed holding

PEP

$173.97M reported value

Open holding

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 06 Jul 2022 for CIK 0001636661.

View source filing
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$6.42B

Quarterly institutional holdings reported on Form 13F; not total AUM.

Latest reported 13F value

13F
$6.42B

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

Source: SEC Form 13FScope: U.S.-listed equity holdings

Largest 13F holdings

13F
PEP PGR DEO PAYX LMT
+15 moreFAST CB MSFT SO SNA NSRGY LIN CVX CL BR HD BIPC RYN PII NTRS

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

Freshness: Latest parsed 13F period

Largest 13F holdings

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

PEP PGR DEO PAYX LMT FAST CB MSFT
+12 moreSO SNA NSRGY LIN CVX CL BR HD BIPC RYN PII NTRS
How to read these SEC ownership signals
  • Read each filing family separately: Form 13F, Schedules 13D/G, and Forms 3/4/5 answer different SEC disclosure questions and should not be blended into one ownership total.
  • Use 13F values for visible U.S.-listed equity portfolios, 13D/G rows for large beneficial-owner stakes, and Forms 3/4/5 rows for reporting-owner positions and transactions.
  • Open the linked research path when you need the filing, CIK, issuer, CUSIP, date, or source trail behind a value.
At a glance Names, identifiers, and filing context for this profile. 1 identity field
Business address
50 S. Lasalle Street, Chicago, IL, 60603

Filer intelligence

What SEC filings say about Steven Patrick Farmer

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 $6.42B across 310 reported holdings for Q2 2022.
  • Largest parsed 13F holding: PEP at $173.97M.

SEC source mix

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

XML parsed
13F portfolio 310 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.

Q2 2022 - 06 Jul 2022

Top 5 concentration

12%

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

Top 5 reported value

$770.68M

Compared with $6.42B total 13F value.

Top 5 net change

$0

Position-value change inside the visible top holdings only.

13F concentration map

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

PEP PGR DEO PAYX LMT Other holdings

PEP

2.7%

Pepsico Incorporated

$173.97M

PGR

2.4%

Progressive Corporation

$157.19M

DEO

2.4%

Diageo PLC

$152.54M

PAYX

2.3%

Paychex Incorporated

$146.35M

LMT

2.2%

Lockheed Martin Corporation

$140.62M

Latest update

What changed recently for Steven Patrick Farmer

New filing available

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

Update date

06 Jul 2022

Page type

Filer profile

Latest period

Q2 2022

Institutional portfolio context was refreshed from a 13F filing filed on 06 Jul 2022.

Open filer profile Browse recent public updates

SEC filing record

CIK 0001636661 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
1
First seen
06 Jul 2022
Latest filing
06 Jul 2022
Entity
Individual

Observed form types

13F-HR

CIK-linked evidence first

Steven Patrick Farmer SEC filings Steven Patrick Farmer 13F portfolio Open SEC filing index

Latest Filings

Showing the latest 1 of 1 SEC filings for Steven Patrick Farmer.

13F-HR

13F-HR filing

Filing date
06 Jul 2022
Reporting date
30 Jun 2022
SEC evidence
Open document Open filing
Next action
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