Entity type
Company
Filer Snapshot
Gupta Wealth Management LLC
CIK 0001639966. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.
Total filings
5
Latest filing
16 May 2016
Industry
n/a
Filing-backed research brief
Start with the SEC data that changes for this CIK
Latest signal: 13F-HR for Q1 2016. Each card links back to the PortfolioSavvy page where the filing evidence is closest.
Latest 13F portfolio
$426.72M
1,147 holdings for Q1 2016
Open portfolioLargest parsed holding
TLT
$21.25M 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 16 May 2016 for CIK 0001639966.
- 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$426.72MQuarterly institutional holdings reported on Form 13F.
Latest reported 13F value
13F$426.72MReported market value from the latest parsed Form 13F information table; this is not total assets under management.
Largest 13F holdings
13FTLT LQD AAPL VIG IEF+15 more
MGK VOE BA VGLT DES DOL INTC LLY HD VGIT GLD SGOL SPY MSFT KRELargest symbols in the latest parsed Form 13F information table.
Largest 13F holdings
Largest symbols in the latest parsed Form 13F information table.
TLT LQD AAPL VIG IEF MGK VOE BA+12 more
VGLT DES DOL INTC LLY HD VGIT GLD SGOL SPY MSFT KREHow 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.
- Business address
- 12760 High Bluff Drive, Suite 120, San Diego, CA, 92130
- Incorporated in
- DE
- Fiscal year end
- 31 December
Ownership signals
CIK-linked ownership evidence from parsed SEC filings.
1 signal
At a glance
Names, identifiers, and filing context for this profile.
1 identity field
EDGAR profile Static EDGAR fields kept behind disclosure so the main profile stays readable. 2 profile fields available
Filer intelligence
What SEC filings say about Gupta Wealth Management 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 $426.72M across 1,147 reported holdings for Q1 2016.
- Largest parsed 13F holding: TLT at $21.25M.
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
21%
Share of latest parsed 13F value represented by the visible holdings below.
Top 5 reported value
$87.5M
Compared with $426.72M total 13F value.
Top 5 net change
+$10.16M
Position-value change inside the visible top holdings only.
13F concentration map
A simple visual split of the latest parsed 13F portfolio.
Largest add: VIG ยท Largest trim: PRF
TLT
LQD
AAPL
VIG
IEF
Other holdings
Latest update
What changed recently for Gupta Wealth Management LLC
Latest 13F period: Q1 2016. Open the source-backed page to inspect the fresh filing or facts context.
Update date
16 May 2016
Page type
Filer profile
Latest period
Q1 2016
Institutional portfolio context was refreshed from a 13F filing filed on 16 May 2016.
Benchmark Context
Benchmark context for this company
Gupta Wealth Management 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: Q1 2016. 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 0001639966 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
5
First seen
15 May 2015
Latest filing
16 May 2016
Entity
Company
Observed form types
13F-HR
CIK-linked evidence first
Latest Filings
Showing the latest 5 of 5 SEC filings for Gupta Wealth Management LLC.
13F-HR
13F-HR filing
- Filing date
- 16 May 2016
- Reporting date
- 31 Mar 2016
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 17 Feb 2016
- Reporting date
- 31 Dec 2015
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 18 Nov 2015
- Reporting date
- 30 Sep 2015
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 26 Aug 2015
- Reporting date
- 30 Jun 2015
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 15 May 2015
- Reporting date
- 31 Mar 2015
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing