Filer Snapshot

Brightworth

CIK 0001656666. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.

Entity type

Company

Total filings

29

Latest filing

28 Oct 2022

Industry

n/a

Filing-backed research brief

Start with the SEC data that changes for this CIK

Latest signal: 13F-HR for Q3 2022. Each card links back to the PortfolioSavvy page where the filing evidence is closest.

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Latest 13F portfolio

$933.42M

126 holdings for Q3 2022

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Largest parsed holding

IXUS

$166.02M reported value

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13D/G large stake

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Source: SEC Form 13F

13F-HR filed on 28 Oct 2022 for CIK 0001656666.

View Source Filing
Ownership signals 1 signal
Ownership signals

SEC value by filing type

Compare filing types separately; 13F, 13D/G, and Forms 3/4/5 are different evidence sources.

Latest 13F portfolio$933.42M

Quarterly institutional portfolio holdings.

Latest 13F portfolio value

$933.42M

Market value from the latest parsed Form 13F portfolio.

Largest 13F positions

IXUS IVV VTEB XLK BND
+15 moreAAPL COST DE GOOGL HD CVX VXUS AMZN NEE MRK MMC YUM V AMT SYK

Largest symbols in the latest parsed 13F information table.

Largest 13F positions

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

IXUS IVV VTEB XLK BND AAPL COST DE
+12 moreGOOGL HD CVX VXUS AMZN NEE MRK MMC YUM V AMT SYK
How to read these SEC values
  • Read each filing type on its own: 13F portfolios, 13D/G large stakes, and Forms 3/4/5 owner positions answer different questions.
  • Open the linked research paths when you need to verify the exact SEC filing behind a value.
Identity 1 identity field
Business address
3344 Peachtree Road, Ne, Suite 2000, Atlanta, GA, 30326
SEC profile 2 profile fields
State of incorporation
DE
Fiscal year-end
31 December

Filer intelligence

What SEC filings say about Brightworth

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 $933.42M across 126 reported holdings for Q3 2022.
  • Largest parsed 13F holding: IXUS at $166.02M.

SEC source mix

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

XML parsed
13F portfolio 126 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.

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Top parsed 13F holdings

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

Q3 2022 - 28 Oct 2022

Top 5 concentration

51%

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

Top 5 reported value

$474.13M

Compared with $933.42M total 13F value.

Top 5 net change

+$45.62M

Position-value change inside the visible top holdings only.

13F concentration map

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

Largest add: VTEB ยท Largest trim: VV

IXUS IVV VTEB XLK BND Other holdings

IXUS

17.8%

iShares Core MSCI Total Intl Stk ETF

$166.02M

IVV

16%

iShares S&P 500

$149.02M

VTEB

7%

Vanguard Muni Bnd Tax

$65.62M

XLK

6.6%

Technology Select Sector SPDR

$61.67M

BND

3.4%

Vanguard Total Bond Market Index ETF

$31.81M

Latest update

What changed recently for Brightworth

New filing available

Latest 13F period: Q3 2022. Open the source-backed page to inspect the fresh filing or facts context.

Update date

28 Oct 2022

Page type

Filer profile

Latest period

Q3 2022

Institutional portfolio context was refreshed from a 13F filing filed on 28 Oct 2022.

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Benchmark Context

Benchmark context for this company

Brightworth 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: Q3 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.
  • 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 0001656666 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
29
First seen
12 Feb 2016
Latest filing
28 Oct 2022
Entity
Company

Observed form types

13F-HR 13F-HR/A

CIK-linked evidence first

Brightworth SEC filings Brightworth 13F portfolio Open SEC filing index

Latest Filings

Showing the latest 12 of 29 SEC filings for Brightworth.

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13F-HR

13F-HR filing

Filing date
28 Oct 2022
Reporting date
30 Sep 2022
SEC evidence
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13F-HR

13F-HR filing

Filing date
25 Jul 2022
Reporting date
30 Jun 2022
SEC evidence
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13F-HR

13F-HR filing

Filing date
29 Apr 2022
Reporting date
31 Mar 2022
SEC evidence
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13F-HR

13F-HR filing

Filing date
26 Jan 2022
Reporting date
31 Dec 2021
SEC evidence
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13F-HR

13F-HR filing

Filing date
27 Oct 2021
Reporting date
30 Sep 2021
SEC evidence
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13F-HR

13F-HR filing

Filing date
29 Jul 2021
Reporting date
30 Jun 2021
SEC evidence
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13F-HR

13F-HR filing

Filing date
19 Apr 2021
Reporting date
31 Mar 2021
SEC evidence
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13F-HR

13F-HR filing

Filing date
03 Feb 2021
Reporting date
31 Dec 2020
SEC evidence
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13F-HR

13F-HR filing

Filing date
02 Nov 2020
Reporting date
30 Sep 2020
SEC evidence
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13F-HR

13F-HR filing

Filing date
22 Jul 2020
Reporting date
30 Jun 2020
SEC evidence
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13F-HR/A

13F-HR/A filing

Filing date
12 May 2020
Reporting date
31 Mar 2020
SEC evidence
Open document Open filing
Next action
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13F-HR

13F-HR filing

Filing date
24 Apr 2020
Reporting date
31 Mar 2020
SEC evidence
Open document Open filing
Next action
Verify source filing
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