Filer Snapshot

Rinkey Investments

CIK 0001730774. 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

11 May 2026

Industry

n/a

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  • Open 13F if you want portfolio holdings.
  • Open 13D/G or insider pages only when this CIK has those rows.
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Source: SEC Form 13F

13F-HR filed on 11 May 2026 for CIK 0001730774.

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Business address
11622 El Camino Real, Suite 100, San Diego, CA, 92130
Top securities (13F)
TFLO, SPDW, SPTM, BNDX, VEA, VTV, BND, CMF, VTI, IEI, SPTS, MUB, VB, VUG, VGLT, VWO, SPEM, SPAB, SCHV, and IVV
State of incorporation
CA
Fiscal year end
31 December

Filer intelligence

What SEC filings say about Rinkey Investments

A compact read of parsed XML filings. 13F, 13D/G, and Forms 3/4/5 are shown separately because they answer different ownership questions.

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Quick read

  • Latest parsed 13F shows $390.97M across 125 reported holdings for Q1 2026.
  • Largest parsed 13F holding: TFLO at $40.34M.

SEC source mix

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

XML parsed
13F portfolio 125 rows

Quarterly institutional portfolio holdings.

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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.

Q1 2026 - 11 May 2026

TFLO

10.3%

Ishares Tr

$40.34M

SPDW

7.6%

Spdr Index Shs Fds

$29.76M

SPTM

7.4%

Spdr Series Trust

$28.88M

BNDX

5.9%

Vanguard Charlotte Fds

$23.25M

VEA

5.1%

Vanguard Tax Managed Fds

$19.88M

Latest update

What changed recently for Rinkey Investments

New filing available

Latest 13F period: Q1 2026. Open the source-backed page to inspect the fresh filing or facts context.

Update date

11 May 2026

Page type

Filer profile

Latest period

Q1 2026

Institutional portfolio context was refreshed from a 13F filing filed on 11 May 2026.

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Benchmark Context

Benchmark context for this company

Rinkey Investments 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

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Why this is notable

Latest 13F period: Q1 2026. 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.
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Benchmark context is only shown where the app has enough comparable SEC-backed data to keep the interpretation honest.

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Filer Overview

Rinkey Investments has filed 20 SEC EDGAR filings since 17 Feb 2022. Common forms include 13F-HR, N-PX.

Rinkey Investments SEC filings Rinkey Investments 13F portfolio

Latest Filings

Recent SEC filings for Rinkey Investments with direct links to document and filing folders.

13F-HR File 028-22269

13F-HR filing

Filing date
11 May 2026
Reporting date
31 Mar 2026
SEC evidence
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13F-HR File 028-22269

13F-HR filing

Filing date
04 Feb 2026
Reporting date
31 Dec 2025
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13F-HR File 028-22269

13F-HR filing

Filing date
14 Nov 2025
Reporting date
30 Sep 2025
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N-PX File 028-22269

N-PX filing

Filing date
22 Aug 2025
Reporting date
30 Jun 2025
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13F-HR File 028-22269

13F-HR filing

Filing date
13 Aug 2025
Reporting date
30 Jun 2025
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13F-HR File 028-22269

13F-HR filing

Filing date
15 May 2025
Reporting date
31 Mar 2025
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13F-HR File 028-22269

13F-HR filing

Filing date
14 Feb 2025
Reporting date
31 Dec 2024
SEC evidence
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13F-HR File 028-22269

13F-HR filing

Filing date
13 Nov 2024
Reporting date
30 Sep 2024
SEC evidence
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N-PX File 028-22269

N-PX filing

Filing date
06 Aug 2024
Reporting date
30 Jun 2024
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13F-HR File 028-22269

13F-HR filing

Filing date
31 Jul 2024
Reporting date
30 Jun 2024
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13F-HR File 028-22269

13F-HR filing

Filing date
02 May 2024
Reporting date
31 Mar 2024
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13F-HR File 028-22269

13F-HR filing

Filing date
12 Feb 2024
Reporting date
31 Dec 2023
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13F-HR File 028-22269

13F-HR filing

Filing date
09 Nov 2023
Reporting date
30 Sep 2023
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13F-HR File 028-22269

13F-HR filing

Filing date
10 Aug 2023
Reporting date
30 Jun 2023
SEC evidence
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13F-HR File 028-22269

13F-HR filing

Filing date
12 May 2023
Reporting date
31 Mar 2023
SEC evidence
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13F-HR File 028-22269

13F-HR filing

Filing date
13 Feb 2023
Reporting date
31 Dec 2022
SEC evidence
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13F-HR File 028-22269

13F-HR filing

Filing date
14 Nov 2022
Reporting date
30 Sep 2022
SEC evidence
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13F-HR File 028-22269

13F-HR filing

Filing date
09 Aug 2022
Reporting date
30 Jun 2022
SEC evidence
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13F-HR File 028-22269

13F-HR filing

Filing date
09 May 2022
Reporting date
31 Mar 2022
SEC evidence
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13F-HR File 028-22269

13F-HR filing

Filing date
17 Feb 2022
Reporting date
31 Dec 2021
SEC evidence
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About this filer

Rinkey Investments files with the SEC under CIK 0001730774. This page aggregates EDGAR filings and related ownership activity.

FAQ

What is a CIK?
A Central Index Key (CIK) is a unique identifier assigned by the SEC to each filer.
Why are some filings missing?
New filings appear as the SEC updates EDGAR, and older records can vary by availability.
How often is this page updated?
Updates follow new EDGAR submissions and periodic data refreshes.
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