Entity type
Individual
Filer Snapshot
Daniel E. Hutner Jr.
CIK 0001665055. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.
Total filings
3
Latest filing
11 Aug 2016
Industry
n/a
Filing-backed research brief
Start with the SEC data that changes for this CIK
Latest signal: 13F-HR for Q2 2016. Each card links back to the PortfolioSavvy page where the filing evidence is closest.
Latest 13F portfolio
$117.39M
42 holdings for Q2 2016
Open portfolioLargest parsed holding
BRKA
$12.37M 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
Create a free account to keep this page in your watchlists. After verification, we will save it automatically and open your saved research list.
Source: SEC Form 13F
View source filing
13F-HR filed on 11 Aug 2016 for CIK 0001665055.
- 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$117.39MQuarterly institutional holdings reported on Form 13F.
Latest reported 13F value
13F$117.39MReported market value from the latest parsed Form 13F information table; this is not total assets under management.
Largest 13F holdings
13FBRKA KO JNJ PEP PG+15 more
BRKB MO MCD PM WFC COST BUD KHC DEO WMT IBM NSC EPD GPC AXPLargest symbols in the latest parsed Form 13F information table.
Largest 13F holdings
Largest symbols in the latest parsed Form 13F information table.
BRKA KO JNJ PEP PG BRKB MO MCD+12 more
PM WFC COST BUD KHC DEO WMT IBM NSC EPD GPC AXPHow 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
- Po Box 379, Manchester, VT, 05254
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 Daniel E. Hutner Jr.
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 $117.39M across 42 reported holdings for Q2 2016.
- Largest parsed 13F holding: BRKA at $12.37M.
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
36%
Share of latest parsed 13F value represented by the visible holdings below.
Top 5 reported value
$42.06M
Compared with $117.39M total 13F value.
Top 5 net change
+$20.6K
Position-value change inside the visible top holdings only.
13F concentration map
A simple visual split of the latest parsed 13F portfolio.
Largest add: ABT ยท Largest trim: COST
BRKA
KO
JNJ
PEP
PG
Other holdings
Latest update
What changed recently for Daniel E. Hutner Jr.
Latest 13F period: Q2 2016. Open the source-backed page to inspect the fresh filing or facts context.
Update date
11 Aug 2016
Page type
Filer profile
Latest period
Q2 2016
Institutional portfolio context was refreshed from a 13F filing filed on 11 Aug 2016.
SEC filing record
CIK 0001665055 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
3
First seen
11 Feb 2016
Latest filing
11 Aug 2016
Entity
Individual
Observed form types
13F-HR
CIK-linked evidence first
Latest Filings
Showing the latest 3 of 3 SEC filings for Daniel E. Hutner Jr..
13F-HR
13F-HR filing
- Filing date
- 11 Aug 2016
- Reporting date
- 30 Jun 2016
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 20 Apr 2016
- Reporting date
- 31 Mar 2016
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 11 Feb 2016
- Reporting date
- 31 Dec 2015
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing