Filer Snapshot

Global Financial Private Client, LLC

CIK 0002023568. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.

Entity type

Company

Total filings

26

Latest filing

20 Apr 2026

Industry

n/a

Filing-backed research brief

Start with the SEC data that changes for this CIK

Latest signal: 13F-HR for Q1 2026. Each card links back to the PortfolioSavvy page where the filing evidence is closest.

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Latest 13F portfolio

$305.6M

236 holdings for Q1 2026

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Largest parsed holding

SPY

$14.63M 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 20 Apr 2026 for CIK 0002023568.

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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$305.6M

Quarterly institutional holdings reported on Form 13F.

Latest reported 13F value

13F
$305.6M

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

Largest 13F holdings

13F
SPY AAPL VOO MSFT SCHD
+15 moreCVX NVDA VIG MRK GEV JPM VUG XLSR CSCO RSP SPDW TSM XOM IVV BK

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

Largest 13F holdings

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

SPY AAPL VOO MSFT SCHD CVX NVDA VIG
+12 moreMRK GEV JPM VUG XLSR CSCO RSP SPDW TSM XOM IVV BK
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
6000 Cattleridge Drive, Suite 200, Sarasota, FL, 34232
EDGAR profile Static EDGAR fields kept behind disclosure so the main profile stays readable. 2 profile fields available
Incorporated in
FL
Fiscal year end
31 December

Filer intelligence

What SEC filings say about Global Financial Private Client, 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.

Open 13F portfolio Save filer

Quick read

  • Latest parsed 13F shows $305.6M across 236 reported holdings for Q1 2026.
  • Largest parsed 13F holding: SPY at $14.63M.

SEC source mix

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

XML parsed
13F portfolio 236 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.

Q1 2026 - 20 Apr 2026

Top 5 concentration

17%

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

Top 5 reported value

$50.88M

Compared with $305.6M total 13F value.

Top 5 net change

+$2.74M

Position-value change inside the visible top holdings only.

13F concentration map

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

Largest add: DFAC ยท Largest trim: ADP

SPY AAPL VOO MSFT SCHD Other holdings

SPY

4.8%

State Str Spdr S&P 500 Etf T

$14.63M

AAPL

4.5%

Apple Inc

$13.66M

VOO

3.4%

Vanguard Index Fds

$10.26M

MSFT

2.2%

Microsoft Corp

$6.66M

SCHD

1.9%

Schwab Strategic Tr

$5.67M

Latest update

What changed recently for Global Financial Private Client, LLC

New filing available

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

Update date

20 Apr 2026

Page type

Filer profile

Latest period

Q1 2026

Institutional portfolio context was refreshed from a 13F filing filed on 20 Apr 2026.

Open filer profile Browse recent public updates

Benchmark Context

Benchmark context for this company

Global Financial Private Client, 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: 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.
  • 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 0002023568 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
26
First seen
15 May 2024
Latest filing
20 Apr 2026
Entity
Company

Observed form types

13F-HR

CIK-linked evidence first

Global Financial Private Client, LLC SEC filings Global Financial Private Client, LLC 13F portfolio Open SEC filing index

Latest Filings

Showing the latest 12 of 26 SEC filings for Global Financial Private Client, LLC.

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13F-HR

13F-HR filing

Filing date
20 Apr 2026
Reporting date
31 Mar 2026
SEC evidence
Open document Open filing
Next action
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13F-HR

13F-HR filing

Filing date
27 Jan 2026
Reporting date
31 Dec 2025
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
21 Oct 2025
Reporting date
30 Sep 2025
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
10 Jul 2025
Reporting date
30 Jun 2025
SEC evidence
Open document Open filing
Next action
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13F-HR

13F-HR filing

Filing date
08 Apr 2025
Reporting date
31 Mar 2025
SEC evidence
Open document Open filing
Next action
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13F-HR

13F-HR filing

Filing date
14 Jan 2025
Reporting date
31 Dec 2024
SEC evidence
Open document Open filing
Next action
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13F-HR

13F-HR filing

Filing date
07 Oct 2024
Reporting date
30 Sep 2024
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
29 Jul 2024
Reporting date
30 Jun 2024
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
16 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
16 May 2024
Reporting date
31 Dec 2023
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
16 May 2024
Reporting date
30 Sep 2023
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
16 May 2024
Reporting date
30 Jun 2023
SEC evidence
Open document Open filing
Next action
Verify source filing
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