Filer Snapshot

MANAGED ACCOUNT SERVICES INC

CIK 0001696656. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.

Entity type

Company

Total filings

20

Latest filing

09 Nov 2021

Industry

n/a

Filing-backed research brief

Start with the SEC data that changes for this CIK

Latest signal: 13F-HR for Q3 2021. Each card links back to the PortfolioSavvy page where the filing evidence is closest.

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Latest 13F portfolio

$379.64M

106 holdings for Q3 2021

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Largest parsed holding

IVV

$28.16M 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 09 Nov 2021 for CIK 0001696656.

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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$379.64M

Quarterly institutional holdings reported on Form 13F.

Latest reported 13F value

13F
$379.64M

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

Largest 13F holdings

13F
IVV SPLG VUG SPYV SPYG
+15 moreSPDW VNQ VEA IJR VTV SPSB SLYV AVDV BND DFUS EFG SPEM VCSH VV SCHX

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

Largest 13F holdings

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

IVV SPLG VUG SPYV SPYG SPDW VNQ VEA
+12 moreIJR VTV SPSB SLYV AVDV BND DFUS EFG SPEM VCSH VV SCHX
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
2665 S. Bayshore Dr., Suite 230, Coconut Grove, FL, 33133
EDGAR profile Static EDGAR fields kept behind disclosure so the main profile stays readable. 2 profile fields available
Incorporated in
FL
Fiscal year end
31 December

Filer intelligence

What SEC filings say about MANAGED ACCOUNT SERVICES INC

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 $379.64M across 106 reported holdings for Q3 2021.
  • Largest parsed 13F holding: IVV at $28.16M.

SEC source mix

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

XML parsed
13F portfolio 106 rows

Quarterly institutional portfolio holdings.

Open
13D/G stakes No rows yet

Beneficial ownership and large-stake disclosures.

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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 2021 - 09 Nov 2021

Top 5 concentration

29%

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

Top 5 reported value

$108.46M

Compared with $379.64M total 13F value.

Top 5 net change

-$6.82M

Position-value change inside the visible top holdings only.

13F concentration map

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

Largest add: DFIV ยท Largest trim: SPLG

IVV SPLG VUG SPYV SPYG Other holdings

IVV

7.4%

Ishares Tr

$28.16M

SPLG

6.4%

Spdr Ser Tr

$24.14M

VUG

5.2%

Vanguard Index Fds

$19.71M

SPYV

4.8%

Spdr Ser Tr

$18.39M

SPYG

4.8%

Spdr Ser Tr

$18.06M

Latest update

What changed recently for MANAGED ACCOUNT SERVICES INC

New filing available

Latest 13F period: Q3 2021. Open the source-backed page to inspect the fresh filing or facts context.

Update date

09 Nov 2021

Page type

Filer profile

Latest period

Q3 2021

Institutional portfolio context was refreshed from a 13F filing filed on 09 Nov 2021.

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Benchmark Context

Benchmark context for this company

MANAGED ACCOUNT SERVICES INC 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 2021. 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 0001696656 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
20
First seen
07 Feb 2017
Latest filing
09 Nov 2021
Entity
Company

Observed form types

13F-HR

CIK-linked evidence first

MANAGED ACCOUNT SERVICES INC SEC filings MANAGED ACCOUNT SERVICES INC 13F portfolio Open SEC filing index

Latest Filings

Showing the latest 12 of 20 SEC filings for MANAGED ACCOUNT SERVICES INC.

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13F-HR

13F-HR filing

Filing date
09 Nov 2021
Reporting date
30 Sep 2021
SEC evidence
Open document Open filing
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13F-HR

13F-HR filing

Filing date
10 Aug 2021
Reporting date
30 Jun 2021
SEC evidence
Open document Open filing
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13F-HR

13F-HR filing

Filing date
14 May 2021
Reporting date
31 Mar 2021
SEC evidence
Open document Open filing
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13F-HR

13F-HR filing

Filing date
08 Feb 2021
Reporting date
31 Dec 2020
SEC evidence
Open document Open filing
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13F-HR

13F-HR filing

Filing date
10 Nov 2020
Reporting date
30 Sep 2020
SEC evidence
Open document Open filing
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13F-HR

13F-HR filing

Filing date
31 Jul 2020
Reporting date
30 Jun 2020
SEC evidence
Open document Open filing
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13F-HR

13F-HR filing

Filing date
16 Apr 2020
Reporting date
31 Mar 2020
SEC evidence
Open document Open filing
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13F-HR

13F-HR filing

Filing date
05 Feb 2020
Reporting date
31 Dec 2019
SEC evidence
Open document Open filing
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13F-HR

13F-HR filing

Filing date
22 Oct 2019
Reporting date
30 Sep 2019
SEC evidence
Open document Open filing
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13F-HR

13F-HR filing

Filing date
15 Jul 2019
Reporting date
30 Jun 2019
SEC evidence
Open document Open filing
Next action
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13F-HR

13F-HR filing

Filing date
19 Apr 2019
Reporting date
31 Mar 2019
SEC evidence
Open document Open filing
Next action
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13F-HR

13F-HR filing

Filing date
06 Feb 2019
Reporting date
31 Dec 2018
SEC evidence
Open document Open filing
Next action
Verify source filing
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