Entity type
Individual
Filer Snapshot
Nancy B. Gardiner
CIK 0001661532. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.
Total filings
19
Latest filing
28 Jul 2020
Industry
n/a
Filing-backed research brief
Start with the SEC data that changes for this CIK
Latest signal: 13F-HR for Q2 2020. Each card links back to the PortfolioSavvy page where the filing evidence is closest.
Latest 13F portfolio
$60.4M
64 holdings for Q2 2020
Open portfolioLargest parsed holding
AAPL
$3.38M 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 28 Jul 2020 for CIK 0001661532.
- 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$60.4MQuarterly institutional holdings reported on Form 13F.
Latest reported 13F value
13F$60.4MReported market value from the latest parsed Form 13F information table; this is not total assets under management.
Largest 13F holdings
13FAAPL AMZN ADP GOOGL PG+15 more
CNI HD UL MA NSRGY PYPL JNJ ATR NVS DIS MSFT FI INTC NOVOZYMES A S DKK 2.0 DHRLargest symbols in the latest parsed Form 13F information table.
Largest 13F holdings
Largest symbols in the latest parsed Form 13F information table.
AAPL AMZN ADP GOOGL PG CNI HD UL+12 more
MA NSRGY PYPL JNJ ATR NVS DIS MSFT FI INTC NOVOZYMES A S DKK 2.0 DHRHow 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
- 75 State Street, 15 Th Floor, Boston, MA, 02109
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
Filer intelligence
What SEC filings say about Nancy B. Gardiner
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 $60.4M across 64 reported holdings for Q2 2020.
- Largest parsed 13F holding: AAPL at $3.38M.
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
20%
Share of latest parsed 13F value represented by the visible holdings below.
Top 5 reported value
$12.17M
Compared with $60.4M total 13F value.
Top 5 net change
-$21.5K
Position-value change inside the visible top holdings only.
13F concentration map
A simple visual split of the latest parsed 13F portfolio.
Largest add: RTX ยท Largest trim: UTX
AAPL
AMZN
ADP
GOOGL
PG
Other holdings
Latest update
What changed recently for Nancy B. Gardiner
Latest 13F period: Q2 2020. Open the source-backed page to inspect the fresh filing or facts context.
Update date
28 Jul 2020
Page type
Filer profile
Latest period
Q2 2020
Institutional portfolio context was refreshed from a 13F filing filed on 28 Jul 2020.
SEC filing record
CIK 0001661532 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
19
First seen
12 Feb 2016
Latest filing
28 Jul 2020
Entity
Individual
Observed form types
13F-HR
CIK-linked evidence first
Latest Filings
Showing the latest 12 of 19 SEC filings for Nancy B. Gardiner.
13F-HR
13F-HR filing
- Filing date
- 28 Jul 2020
- Reporting date
- 30 Jun 2020
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 07 May 2020
- Reporting date
- 31 Mar 2020
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 15 Jan 2020
- Reporting date
- 31 Dec 2019
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 06 Nov 2019
- Reporting date
- 30 Sep 2019
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 24 Jul 2019
- Reporting date
- 30 Jun 2019
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 01 May 2019
- Reporting date
- 31 Mar 2019
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 24 Jan 2019
- Reporting date
- 31 Dec 2018
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 15 Oct 2018
- Reporting date
- 30 Sep 2018
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 30 Jul 2018
- Reporting date
- 30 Jun 2018
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 24 Apr 2018
- Reporting date
- 31 Mar 2018
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 02 Feb 2018
- Reporting date
- 31 Dec 2017
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 26 Oct 2017
- Reporting date
- 30 Sep 2017
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing