Entity type
Company
Filer Snapshot
Taylor Hoffman Wealth Management
CIK 0001727762. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.
Total filings
29
Latest filing
09 Aug 2024
Industry
n/a
Filing-backed research brief
Start with the SEC data that changes for this CIK
Latest signal: 13F-HR for Q2 2024. Each card links back to the PortfolioSavvy page where the filing evidence is closest.
Latest 13F portfolio
$245.48M
111 holdings for Q2 2024
Open portfolioLargest parsed holding
AAPL
$20.96M 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 09 Aug 2024 for CIK 0001727762.
- 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$245.48MQuarterly institutional holdings reported on Form 13F.
Latest reported 13F value
13F$245.48MReported market value from the latest parsed Form 13F information table; this is not total assets under management.
Largest 13F holdings
13FAAPL ANET AMAT META LRCX+15 more
FICO GOOGL ADBE DE VEA SNA PG EBAY MSFT CSCO AWI GNTX PAYX BND CNSLargest symbols in the latest parsed Form 13F information table.
Largest 13F holdings
Largest symbols in the latest parsed Form 13F information table.
AAPL ANET AMAT META LRCX FICO GOOGL ADBE+12 more
DE VEA SNA PG EBAY MSFT CSCO AWI GNTX PAYX BND CNSHow 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
- 1021 East Cary Street, Suite 2100, Richmond, VA, 23219
- Incorporated in
- DE
- Fiscal year end
- 31 December
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
EDGAR profile Static EDGAR fields kept behind disclosure so the main profile stays readable. 2 profile fields available
Filer intelligence
What SEC filings say about Taylor Hoffman Wealth Management
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 $245.48M across 111 reported holdings for Q2 2024.
- Largest parsed 13F holding: AAPL at $20.96M.
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
$64.09M
Compared with $245.48M total 13F value.
Top 5 net change
-$43.5K
Position-value change inside the visible top holdings only.
13F concentration map
A simple visual split of the latest parsed 13F portfolio.
Largest add: VRSN ยท Largest trim: INTC
AAPL
ANET
AMAT
META
LRCX
Other holdings
Latest update
What changed recently for Taylor Hoffman Wealth Management
Latest 13F period: Q2 2024. Open the source-backed page to inspect the fresh filing or facts context.
Update date
09 Aug 2024
Page type
Filer profile
Latest period
Q2 2024
Institutional portfolio context was refreshed from a 13F filing filed on 09 Aug 2024.
Benchmark Context
Benchmark context for this company
Taylor Hoffman Wealth Management 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: Q2 2024. 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 0001727762 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
29
First seen
09 Feb 2018
Latest filing
09 Aug 2024
Entity
Company
Observed form types
13F-HR
13F-HR/A
CIK-linked evidence first
Latest Filings
Showing the latest 12 of 29 SEC filings for Taylor Hoffman Wealth Management.
13F-HR
13F-HR filing
- Filing date
- 09 Aug 2024
- Reporting date
- 30 Jun 2024
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 09 May 2024
- Reporting date
- 31 Mar 2024
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 08 Feb 2024
- Reporting date
- 31 Dec 2023
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 13 Nov 2023
- Reporting date
- 30 Sep 2023
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 11 Aug 2023
- Reporting date
- 30 Jun 2023
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 12 May 2023
- Reporting date
- 31 Mar 2023
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 14 Feb 2023
- Reporting date
- 31 Dec 2022
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 14 Nov 2022
- Reporting date
- 30 Sep 2022
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 12 Aug 2022
- Reporting date
- 30 Jun 2022
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 13 May 2022
- Reporting date
- 31 Mar 2022
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 10 Feb 2022
- Reporting date
- 31 Dec 2021
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 12 Nov 2021
- Reporting date
- 30 Sep 2021
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing