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What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
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CIK: 0001538037
Total reported value
$102.7M
$102.7M
2 檔
137.2%
The Q1 2025 SEC filing reveals that Independent Order of Foresters held a total portfolio value of $102.7M, covering 2 public equity positions.
In Q1 2025, Independent Order of Foresters displayed an active expansion posture, initiating 2 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 58.27% | +4.71% | — | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 41.73% | -4.71% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ITOT | Ishares Core S&p Total U.s. | — | NEW | New buy |
| 2 | VTI | Vanguard Total Stock Mkt ETF | — | NEW | New buy |
According to official SEC Form 13F filings, Independent Order of Foresters reported a total U.S. public equity portfolio value of $102.7M across 2 disclosed positions in Q1 2025.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including ITOT, VTI) accounted for 137.2% of total reported equity market value during Q1 2025.
Top New Position Initiated
ITOT
市值: $82.1M
During Q1 2025, Independent Order of Foresters's top holdings by market value included ITOT (58.3%)、VTI (41.7%). The largest single position, ITOT, represented 58.3% of total portfolio value.
In Q1 2025, Independent Order of Foresters made 2 total portfolio adjustments, initiating 2 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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