Filer Snapshot

Relative Value Partners Group, LLC

CIK 0001649910. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.

Entity type

Company

Total filings

38

Latest filing

12 Jul 2024

Industry

n/a

Filing-backed research brief

Start with the SEC data that changes for this CIK

Latest signal: 13F-HR for Q2 2024. Each card links back to the PortfolioSavvy page where the filing evidence is closest.

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Latest 13F portfolio

$772.4M

321 holdings for Q2 2024

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Largest parsed holding

AAPL

$45.87M 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 12 Jul 2024 for CIK 0001649910.

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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$772.4M

Quarterly institutional holdings reported on Form 13F.

Latest reported 13F value

13F
$772.4M

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

Largest 13F holdings

13F
AAPL NVDA VTV MSFT VUG
+15 moreQQQ AMZN GOOG META SPY FTSM DLN DXJ JPM UBER COST BAR GOOGL EMXC LLY

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

Largest 13F holdings

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

AAPL NVDA VTV MSFT VUG QQQ AMZN GOOG
+12 moreMETA SPY FTSM DLN DXJ JPM UBER COST BAR GOOGL EMXC LLY
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
1033 Skokie Blvd., Suite 470, Northbrook, IL, 60062

Filer intelligence

What SEC filings say about Relative Value Partners Group, 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 $772.4M across 321 reported holdings for Q2 2024.
  • Largest parsed 13F holding: AAPL at $45.87M.

SEC source mix

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

XML parsed
13F portfolio 321 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 2024 - 12 Jul 2024

Top 5 concentration

22%

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

Top 5 reported value

$172.17M

Compared with $772.4M total 13F value.

Top 5 net change

+$9M

Position-value change inside the visible top holdings only.

13F concentration map

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

Largest add: AAPL ยท Largest trim: OEF

AAPL NVDA VTV MSFT VUG Other holdings

AAPL

5.9%

Apple Inc

$45.87M

NVDA

5.8%

Nvidia Corporation

$45.01M

VTV

4%

Vanguard Index Fds

$30.61M

MSFT

3.4%

Microsoft Corp

$26.39M

VUG

3.1%

Vanguard Index Fds

$24.3M

Latest update

What changed recently for Relative Value Partners Group, LLC

New filing available

Latest 13F period: Q2 2024. Open the source-backed page to inspect the fresh filing or facts context.

Update date

12 Jul 2024

Page type

Filer profile

Latest period

Q2 2024

Institutional portfolio context was refreshed from a 13F filing filed on 12 Jul 2024.

Open filer profile Browse recent public updates

Benchmark Context

Benchmark context for this company

Relative Value Partners Group, 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: Q2 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 0001649910 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
38
First seen
13 Aug 2015
Latest filing
12 Jul 2024
Entity
Company

Observed form types

13F-HR 13F-HR/A

CIK-linked evidence first

Relative Value Partners Group, LLC SEC filings Relative Value Partners Group, LLC 13F portfolio Open SEC filing index

Latest Filings

Showing the latest 12 of 38 SEC filings for Relative Value Partners Group, LLC.

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13F-HR

13F-HR filing

Filing date
12 Jul 2024
Reporting date
30 Jun 2024
SEC evidence
Open document Open filing
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13F-HR

13F-HR filing

Filing date
13 May 2024
Reporting date
31 Mar 2024
SEC evidence
Open document Open filing
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13F-HR

13F-HR filing

Filing date
12 Feb 2024
Reporting date
31 Dec 2023
SEC evidence
Open document Open filing
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13F-HR

13F-HR filing

Filing date
13 Nov 2023
Reporting date
30 Sep 2023
SEC evidence
Open document Open filing
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13F-HR

13F-HR filing

Filing date
11 Aug 2023
Reporting date
30 Jun 2023
SEC evidence
Open document Open filing
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13F-HR/A

13F-HR/A filing

Filing date
28 Jun 2023
Reporting date
31 Mar 2023
SEC evidence
Open document Open filing
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13F-HR

13F-HR filing

Filing date
12 May 2023
Reporting date
31 Mar 2023
SEC evidence
Open document Open filing
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13F-HR

13F-HR filing

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

13F-HR filing

Filing date
10 Nov 2022
Reporting date
30 Sep 2022
SEC evidence
Open document Open filing
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13F-HR

13F-HR filing

Filing date
11 Aug 2022
Reporting date
30 Jun 2022
SEC evidence
Open document Open filing
Next action
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13F-HR

13F-HR filing

Filing date
13 May 2022
Reporting date
31 Mar 2022
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
11 Feb 2022
Reporting date
31 Dec 2021
SEC evidence
Open document Open filing
Next action
Verify source filing
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