Entity type
Company
Filer Snapshot
New Potomac Partners, LLC
CIK 0001731466. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.
Total filings
29
Latest filing
08 Nov 2024
Industry
n/a
Filing-backed research brief
Start with the SEC data that changes for this CIK
Latest signal: 13F-HR for Q3 2024. Each card links back to the PortfolioSavvy page where the filing evidence is closest.
Latest 13F portfolio
$194.63M
152 holdings for Q3 2024
Open portfolioLargest parsed holding
IAU
$11.14M 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
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Source: SEC Form 13F
View Source Filing
13F-HR filed on 08 Nov 2024 for CIK 0001731466.
- Business address
- 4330 East West Hwy, Ste 416, Bethesda, MD, 20814
- Parsed ownership coverage
-
13F reported value
$194.63M
Latest parsed Form 13F reported market value.
Largest 13F symbols
IAU, AAPL, MSFT, IVV
Largest symbols in the latest parsed Form 13F holdings.
- Largest 13F holdings
- IAU AAPL MSFT IVV EMXC IEI ORCL GOOG
+12 more
STIP TOTL META BKNG ABBV LRCX NVDA BSCQ BLK HON HD SPG - State of incorporation
- DE
- Fiscal year end
- 31 December
- Former names
- New Potomac Partneres, LLC (to 14 Feb 2018)
Identity
SEC ownership signals
SEC record
Filer intelligence
What SEC filings say about New Potomac Partners, 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.
Quick read
- Latest parsed 13F shows $194.63M across 152 reported holdings for Q3 2024.
- Largest parsed 13F holding: IAU at $11.14M.
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
21%
Share of latest parsed 13F value represented by the visible holdings below.
Top 5 reported value
$41.27M
Compared with $194.63M total 13F value.
Top 5 net change
-$735.1K
Position-value change inside the visible top holdings only.
13F concentration map
A simple visual split of the latest parsed 13F portfolio.
Largest add: TOTL ยท Largest trim: EWJ
IAU
AAPL
MSFT
IVV
EMXC
Other holdings
Latest update
What changed recently for New Potomac Partners, LLC
Latest 13F period: Q3 2024. Open the source-backed page to inspect the fresh filing or facts context.
Update date
08 Nov 2024
Page type
Filer profile
Latest period
Q3 2024
Institutional portfolio context was refreshed from a 13F filing filed on 08 Nov 2024.
Benchmark Context
Benchmark context for this company
New Potomac Partners, 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 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 0001731466 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
14 Feb 2018
Latest filing
08 Nov 2024
Entity
Company
Observed form types
13F-HR
N-PX
Latest Filings
Showing the latest 12 of 29 SEC filings for New Potomac Partners, LLC.
13F-HR
File 028-18595
13F-HR filing
- Filing date
- 08 Nov 2024
- Reporting date
- 30 Sep 2024
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
N-PX
File 028-18595
N-PX filing
- Filing date
- 31 Jul 2024
- Reporting date
- 31 Jul 2024
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
File 028-18595
13F-HR filing
- Filing date
- 18 Jul 2024
- Reporting date
- 30 Jun 2024
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
File 028-18595
13F-HR filing
- Filing date
- 02 May 2024
- Reporting date
- 31 Mar 2024
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
File 028-18595
13F-HR filing
- Filing date
- 19 Jan 2024
- Reporting date
- 31 Dec 2023
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
File 028-18595
13F-HR filing
- Filing date
- 17 Oct 2023
- Reporting date
- 30 Sep 2023
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
File 028-18595
13F-HR filing
- Filing date
- 21 Jul 2023
- Reporting date
- 30 Jun 2023
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
File 028-18595
13F-HR filing
- Filing date
- 26 Apr 2023
- Reporting date
- 31 Mar 2023
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
File 028-18595
13F-HR filing
- Filing date
- 18 Jan 2023
- Reporting date
- 31 Dec 2022
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
File 028-18595
13F-HR filing
- Filing date
- 17 Oct 2022
- Reporting date
- 30 Sep 2022
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
File 028-18595
13F-HR filing
- Filing date
- 11 Jul 2022
- Reporting date
- 30 Jun 2022
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
File 028-18595
13F-HR filing
- Filing date
- 25 Apr 2022
- Reporting date
- 31 Mar 2022
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing