Filer Snapshot

Threshold Group LLC

CIK 0001666738. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.

Entity type

Company

Total filings

8

Latest filing

14 Nov 2017

Industry

n/a

Filing-backed research brief

Start with the SEC data that changes for this CIK

Latest signal: 13F-HR for Q3 2017. Each card links back to the PortfolioSavvy page where the filing evidence is closest.

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Latest 13F portfolio

$125.48M

44 holdings for Q3 2017

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Largest parsed holding

SPY

$15.24M 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 14 Nov 2017 for CIK 0001666738.

View source filing
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$125.48M

Quarterly institutional holdings reported on Form 13F.

Latest reported 13F value

13F
$125.48M

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

Largest 13F holdings

13F
SPY VNQ IVV IWV IWB
+15 moreSDY VXF MDY DWDP EFA SCHX IJR VEA GLD BA VEU IWM IJH BRKA ROK

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

Largest 13F holdings

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

SPY VNQ IVV IWV IWB SDY VXF MDY
+12 moreDWDP EFA SCHX IJR VEA GLD BA VEU IWM IJH BRKA ROK
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
1415 Western Avenue, Suite 600, Seattle, WA, 98101
EDGAR profile Static EDGAR fields kept behind disclosure so the main profile stays readable. 2 profile fields available
Incorporated in
WA
Fiscal year end
31 December

Filer intelligence

What SEC filings say about Threshold 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 $125.48M across 44 reported holdings for Q3 2017.
  • Largest parsed 13F holding: SPY at $15.24M.

SEC source mix

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

XML parsed
13F portfolio 44 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.

Q3 2017 - 14 Nov 2017

Top 5 concentration

50%

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

Top 5 reported value

$62.14M

Compared with $125.48M total 13F value.

Top 5 net change

+$1.06M

Position-value change inside the visible top holdings only.

13F concentration map

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

Largest add: IWV ยท Largest trim: DD

SPY VNQ IVV IWV IWB Other holdings

SPY

12.1%

SPDR S&P 500 ETF Trust

$15.24M

VNQ

11.1%

Vanguard Index Tr REIT VIPERs

$13.94M

IVV

10.6%

iShares Core S&P 500 ETF

$13.34M

IWV

9.6%

iShares Russell 3000 ETF

$12.1M

IWB

6%

iShares Russell 1000 ETF

$7.52M

Latest update

What changed recently for Threshold Group LLC

New filing available

Latest 13F period: Q3 2017. Open the source-backed page to inspect the fresh filing or facts context.

Update date

14 Nov 2017

Page type

Filer profile

Latest period

Q3 2017

Institutional portfolio context was refreshed from a 13F filing filed on 14 Nov 2017.

Open filer profile Browse recent public updates

Benchmark Context

Benchmark context for this company

Threshold 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: Q3 2017. 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.

Open company facts Browse metric rankings

SEC filing record

CIK 0001666738 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
8
First seen
16 Feb 2016
Latest filing
14 Nov 2017
Entity
Company

Observed form types

13F-HR

CIK-linked evidence first

Threshold Group LLC SEC filings Threshold Group LLC 13F portfolio Open SEC filing index

Latest Filings

Showing the latest 8 of 8 SEC filings for Threshold Group LLC.

13F-HR

13F-HR filing

Filing date
14 Nov 2017
Reporting date
30 Sep 2017
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
11 Aug 2017
Reporting date
30 Jun 2017
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
15 May 2017
Reporting date
31 Mar 2017
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
14 Feb 2017
Reporting date
31 Dec 2016
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
09 Nov 2016
Reporting date
30 Sep 2016
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
26 Jul 2016
Reporting date
30 Jun 2016
SEC evidence
Open document Open filing
Next action
Verify source filing
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
16 Feb 2016
Reporting date
31 Dec 2015
SEC evidence
Open document Open filing
Next action
Verify source filing
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