Filer Snapshot

Optimum Quantvest Corp

CIK 0001781079. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.

Entity type

Company

Total filings

6

Latest filing

13 Nov 2020

Industry

n/a

Filing-backed research brief

Start with the SEC data that changes for this CIK

Latest signal: 13F-HR for Q3 2020. Each card links back to the PortfolioSavvy page where the filing evidence is closest.

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Largest parsed holding

IGSB

$9.51M reported value

Open holding

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 13 Nov 2020 for CIK 0001781079.

View source filing
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$51.8M

Quarterly institutional holdings reported on Form 13F; not total AUM.

Latest reported 13F value

13F
$51.8M

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

Source: SEC Form 13FScope: U.S.-listed equity holdings

Largest 13F holdings

13F
IGSB XLK VCSH XLV MBB
+11 moreBAB GDX XLF XLI VZ XLP T XLY XLB XLU RSPT

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

Freshness: Latest parsed 13F period

Largest 13F holdings

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

IGSB XLK VCSH XLV MBB BAB GDX XLF
+8 moreXLI VZ XLP T XLY XLB XLU RSPT
How to read these SEC ownership signals
  • Read each filing family separately: Form 13F, Schedules 13D/G, and Forms 3/4/5 answer different SEC disclosure questions and should not be blended into one ownership total.
  • Use 13F values for visible U.S.-listed equity portfolios, 13D/G rows for large beneficial-owner stakes, and Forms 3/4/5 rows for reporting-owner positions and transactions.
  • Open the linked research path when you need the filing, CIK, issuer, CUSIP, date, or source trail behind a value.
At a glance Names, identifiers, and filing context for this profile. 1 identity field
Business address
600 Summer Street, Suite 203, Stamford, CT, 06901
EDGAR profile Static EDGAR fields kept behind disclosure so the main profile stays readable. 2 profile fields available
Incorporated in
TX
Fiscal year end
31 December

Filer intelligence

What SEC filings say about Optimum Quantvest Corp

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 $51.8M across 16 reported holdings for Q3 2020.
  • Largest parsed 13F holding: IGSB at $9.51M.

SEC source mix

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

XML parsed
13F portfolio 16 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.

Open

Top parsed 13F holdings

Visual share of the latest parsed 13F portfolio. Values are reported market value, not a recommendation.

Q3 2020 - 13 Nov 2020

Top 5 concentration

61%

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

Top 5 reported value

$31.78M

Compared with $51.8M total 13F value.

Top 5 net change

-$270.5K

Position-value change inside the visible top holdings only.

13F concentration map

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

Largest add: BAB ยท Largest trim: MBB

IGSB XLK VCSH XLV MBB Other holdings

IGSB

18.4%

iShares Short-Term Corporate B

$9.51M

XLK

12.7%

Technology Select Sector SPDR

$6.56M

VCSH

12.5%

Vanguard S/T Corp Bond ETF

$6.49M

XLV

9.1%

Health Care Select Sector SPDR

$4.72M

MBB

8.7%

Ishares MBS ETF

$4.51M

Latest update

What changed recently for Optimum Quantvest Corp

New filing available

Latest 13F period: Q3 2020. Open the source-backed page to inspect the fresh filing or facts context.

Update date

13 Nov 2020

Page type

Filer profile

Latest period

Q3 2020

Institutional portfolio context was refreshed from a 13F filing filed on 13 Nov 2020.

Open filer profile Browse recent public updates

Benchmark Context

Benchmark context for this company

Optimum Quantvest Corp 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 2020. 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.

Open company facts Browse metric rankings

SEC filing record

CIK 0001781079 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
6
First seen
14 Aug 2019
Latest filing
13 Nov 2020
Entity
Company

Observed form types

13F-HR

CIK-linked evidence first

Optimum Quantvest Corp SEC filings Optimum Quantvest Corp 13F portfolio Open SEC filing index

Latest Filings

Showing the latest 6 of 6 SEC filings for Optimum Quantvest Corp.

13F-HR

13F-HR filing

Filing date
13 Nov 2020
Reporting date
30 Sep 2020
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
13 Aug 2020
Reporting date
30 Jun 2020
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
15 May 2020
Reporting date
31 Mar 2020
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
14 Feb 2020
Reporting date
31 Dec 2019
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
13 Nov 2019
Reporting date
30 Sep 2019
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
14 Aug 2019
Reporting date
30 Jun 2019
SEC evidence
Open document Open filing
Next action
Verify source filing
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