Filer Snapshot

Arden Trust Co

CIK 0001780607. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.

Entity type

Company

Total filings

22

Latest filing

09 Jul 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.

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Latest 13F portfolio

$716.28M

234 holdings for Q2 2024

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Largest parsed holding

TOTL

$44.18M 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 Jul 2024 for CIK 0001780607.

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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$716.28M

Quarterly institutional holdings reported on Form 13F.

Latest reported 13F value

13F
$716.28M

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

Largest 13F holdings

13F
TOTL DEM CGGR MATX DFIC
+15 moreINTF IUSB SPYG BINC QUAL FBND MSFT VBR ONEY RODM NVDA TDIV JAAA FELG CGDV

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

Largest 13F holdings

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

TOTL DEM CGGR MATX DFIC INTF IUSB SPYG
+12 moreBINC QUAL FBND MSFT VBR ONEY RODM NVDA TDIV JAAA FELG CGDV
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
2751 Centerville Rd, Ste 400, Wilmington, DE, 19808
EDGAR profile Static EDGAR fields kept behind disclosure so the main profile stays readable. 2 profile fields available
Incorporated in
DE
Fiscal year end
31 December

Filer intelligence

What SEC filings say about Arden Trust Co

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 $716.28M across 234 reported holdings for Q2 2024.
  • Largest parsed 13F holding: TOTL at $44.18M.

SEC source mix

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

XML parsed
13F portfolio 234 rows

Quarterly institutional portfolio holdings.

Open
13D/G stakes No rows yet

Beneficial ownership and large-stake disclosures.

Open
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.

Q2 2024 - 09 Jul 2024

Top 5 concentration

24%

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

Top 5 reported value

$172.19M

Compared with $716.28M total 13F value.

Top 5 net change

+$6.49M

Position-value change inside the visible top holdings only.

13F concentration map

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

Largest add: JAAA ยท Largest trim: TFLO

TOTL DEM CGGR MATX DFIC Other holdings

TOTL

6.2%

Spdr Doubleline Total Return

$44.18M

DEM

5.4%

Wisdomtree Emerging Markets

$38.74M

CGGR

4.2%

Capital Group Growth Etf

$30.12M

MATX

4.1%

Matson Inc

$29.63M

DFIC

4.1%

Dimensional

$29.51M

Latest update

What changed recently for Arden Trust Co

New filing available

Latest 13F period: Q2 2024. Open the source-backed page to inspect the fresh filing or facts context.

Update date

09 Jul 2024

Page type

Filer profile

Latest period

Q2 2024

Institutional portfolio context was refreshed from a 13F filing filed on 09 Jul 2024.

Open filer profile Browse recent public updates

Benchmark Context

Benchmark context for this company

Arden Trust Co 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.

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SEC filing record

CIK 0001780607 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
22
First seen
23 Jul 2019
Latest filing
09 Jul 2024
Entity
Company

Observed form types

13F-HR 13F-HR/A

CIK-linked evidence first

Arden Trust Co SEC filings Arden Trust Co 13F portfolio Open SEC filing index

Latest Filings

Showing the latest 12 of 22 SEC filings for Arden Trust Co.

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13F-HR

13F-HR filing

Filing date
09 Jul 2024
Reporting date
30 Jun 2024
SEC evidence
Open document Open filing
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13F-HR

13F-HR filing

Filing date
03 Apr 2024
Reporting date
31 Mar 2024
SEC evidence
Open document Open filing
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13F-HR

13F-HR filing

Filing date
04 Jan 2024
Reporting date
31 Dec 2023
SEC evidence
Open document Open filing
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13F-HR

13F-HR filing

Filing date
10 Oct 2023
Reporting date
30 Sep 2023
SEC evidence
Open document Open filing
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13F-HR

13F-HR filing

Filing date
14 Jul 2023
Reporting date
30 Jun 2023
SEC evidence
Open document Open filing
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13F-HR

13F-HR filing

Filing date
17 Apr 2023
Reporting date
31 Mar 2023
SEC evidence
Open document Open filing
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13F-HR/A

13F-HR/A filing

Filing date
26 Jan 2023
Reporting date
31 Dec 2022
SEC evidence
Open document Open filing
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13F-HR

13F-HR filing

Filing date
20 Jan 2023
Reporting date
31 Dec 2022
SEC evidence
Open document Open filing
Next action
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13F-HR

13F-HR filing

Filing date
20 Oct 2022
Reporting date
30 Sep 2022
SEC evidence
Open document Open filing
Next action
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13F-HR

13F-HR filing

Filing date
12 Jul 2022
Reporting date
30 Jun 2022
SEC evidence
Open document Open filing
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13F-HR

13F-HR filing

Filing date
11 Apr 2022
Reporting date
31 Mar 2022
SEC evidence
Open document Open filing
Next action
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13F-HR

13F-HR filing

Filing date
24 Jan 2022
Reporting date
31 Dec 2021
SEC evidence
Open document Open filing
Next action
Verify source filing
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