Entity type
Company
Filer Snapshot
Guidant Wealth Advisors
CIK 0001689024. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.
Total filings
16
Latest filing
16 Oct 2019
Industry
n/a
Filing-backed research brief
Start with the SEC data that changes for this CIK
Latest signal: 13F-HR for Q3 2019. Each card links back to the PortfolioSavvy page where the filing evidence is closest.
Latest 13F portfolio
$269.12M
256 holdings for Q3 2019
Open portfolioLargest parsed holding
VWO
$19.44M 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.
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Source: SEC Form 13F
View Source Filing
13F-HR filed on 16 Oct 2019 for CIK 0001689024.
- Business address
- 35 West Slade Streeet, Palatine, IL, 60015
- Parsed ownership coverage
-
13F reported value
$269.12M
Latest parsed Form 13F reported market value.
Largest 13F symbols
VWO, VEA, BNDX, IBDL
Largest symbols in the latest parsed Form 13F holdings.
- Largest 13F holdings
- VWO VEA BNDX IBDL VBK VOT SCHG TIP
+12 more
IBDM IBDO VOE DJCI VBR VXF SCHV IBDK BRKB IBDN IVW VOO - State of incorporation
- IL
- Fiscal year end
- 31 December
Identity
SEC ownership signals
SEC record
Filer intelligence
What SEC filings say about Guidant Wealth Advisors
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 $269.12M across 256 reported holdings for Q3 2019.
- Largest parsed 13F holding: VWO at $19.44M.
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
26%
Share of latest parsed 13F value represented by the visible holdings below.
Top 5 reported value
$69.78M
Compared with $269.12M total 13F value.
Top 5 net change
+$5.63M
Position-value change inside the visible top holdings only.
13F concentration map
A simple visual split of the latest parsed 13F portfolio.
Largest add: IBDO ยท Largest trim: JNK
VWO
VEA
BNDX
IBDL
VBK
Other holdings
Latest update
What changed recently for Guidant Wealth Advisors
Latest 13F period: Q3 2019. Open the source-backed page to inspect the fresh filing or facts context.
Update date
16 Oct 2019
Page type
Filer profile
Latest period
Q3 2019
Institutional portfolio context was refreshed from a 13F filing filed on 16 Oct 2019.
Benchmark Context
Benchmark context for this company
Guidant Wealth Advisors 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 2019. 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.
SEC filing record
CIK 0001689024 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
16
First seen
08 Nov 2016
Latest filing
16 Oct 2019
Entity
Company
Observed form types
13F-HR
13F-HR/A
Latest Filings
Showing the latest 12 of 16 SEC filings for Guidant Wealth Advisors.
13F-HR
File 028-17551
13F-HR filing
- Filing date
- 16 Oct 2019
- Reporting date
- 30 Sep 2019
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
File 028-17551
13F-HR filing
- Filing date
- 18 Jul 2019
- Reporting date
- 30 Jun 2019
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
File 028-17551
13F-HR filing
- Filing date
- 18 Apr 2019
- Reporting date
- 31 Mar 2019
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
File 028-17551
13F-HR filing
- Filing date
- 18 Jan 2019
- Reporting date
- 31 Dec 2018
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
File 028-17551
13F-HR filing
- Filing date
- 09 Oct 2018
- Reporting date
- 30 Sep 2018
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR/A
File 028-17551
13F-HR/A filing
- Filing date
- 12 Jul 2018
- Reporting date
- 30 Jun 2018
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
File 028-17551
13F-HR filing
- Filing date
- 11 Jul 2018
- Reporting date
- 30 Jun 2018
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR/A
File 028-17551
13F-HR/A filing
- Filing date
- 18 Apr 2018
- Reporting date
- 31 Mar 2018
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
File 028-17551
13F-HR filing
- Filing date
- 18 Apr 2018
- Reporting date
- 31 Mar 2018
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
File 028-17551
13F-HR filing
- Filing date
- 18 Jan 2018
- Reporting date
- 31 Dec 2017
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
File 028-17551
13F-HR filing
- Filing date
- 24 Oct 2017
- Reporting date
- 30 Sep 2017
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
File 028-17551
13F-HR filing
- Filing date
- 01 Aug 2017
- Reporting date
- 30 Jun 2017
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing