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| Financial Harvest LLC
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|---|---|
| CRD # | 148271 |
| SEC # | 801-112271 |
| CIK # | 0001878216, 0001851931, 0001140315, 0002052933, 0000351952 |
| AUM | 557.4 M (2026-02-19) |
| Employees | 9 (56% Investors, 0% Brokers) |
| Phone | 407-937-0707 |
| Address | 1091 West Morse Boulevard Winter Park, FL 32789 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Electronic Arts Inc | 37.5 | ||
| Discovery Communications Inc | 23.1 | ||
| Norfolk Southern Corp | 20.8 | ||
| Penumbra Inc | 5.9 | ||
| Webster Financial Corp | 3.0 | ||
| Two Harbors Investment Corp | 2.3 | ||
| Revolution Medicines Inc | 1.9 | ||
| Unifirst Corp | 1.5 | ||
| Skywater Technology Inc | 1.4 | ||
| Boeing Co | 1.4 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 151 | 70.0 |
| (b) Individuals (high net worth individuals) | 169 | 487.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,397 | 557.4 |
| By Discretionary | ||
| Discretionary | 1,395 | 557.3 |
| Non-Discretionary | 2 | 0.1 |
| Total | 1,397 | 557.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.9 | |
| United States Persons | 555.5 | |
| Total | 1,397 | 557.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 3 | [0000351952] | |
| 4 | [0000351952] | |
| 13F-HR | [0001140315] | |
| 3 | [0001851931] | |
| 4 | [0001851931] | |
| D | [0001878216] | |
| 13F-HR | [0002052933] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Insider Transaction (Form 3/4/5) | Date | Action | Shares | Price | Value ($) |
|---|---|---|---|---|---|
|
Chesapeake Energy Corp CHK
Common Stock
|
2021-11-01 | Other | 4,642,228 | ||
|
Chesapeake Energy Corp CHK
Common Stock
|
2021-11-01 | Other | 2,563,751 | ||
|
Chesapeake Energy Corp CHK
Common Stock
|
2021-11-01 | Other | 25,511 | ||
|
Chesapeake Energy Corp CHK
Common Stock
|
2021-11-01 | Other | 1,656,957 | ||
|
Chesapeake Energy Corp CHK
Common Stock
|
2021-11-01 | Other | 59,931 | ||
|
Chesapeake Energy Corp CHK
Common Stock
|
2021-11-01 | Other | 4,069,275 | ||
|
Vine Energy Inc VEI
Class B Common Stock
|
2021-11-01 | Other | 242,663 | ||
|
Vine Energy Inc VEI
Class A Common Stock
|
2021-11-01 | Conversion | 17,387,012 | ||
|
Vine Energy Inc VEI
Class A Common Stock
|
2021-11-01 | Conversion | 16,588,860 | ||
|
Vine Energy Inc VEI
Class A Common Stock
|
2021-11-01 | Conversion | 242,663 | ||
|
Vine Energy Inc VEI
Class A Common Stock
|
2021-11-01 | Other | 18,938,346 | ||
|
Vine Energy Inc VEI
Class B Common Stock
|
2021-11-01 | Other | 16,588,860 | ||
|
Vine Energy Inc VEI
Class A Common Stock
|
2021-11-01 | Other | 18,068,757 | ||
|
Vine Energy Inc VEI
Class A Common Stock
|
2021-11-01 | Other | 7,129,295 | ||
|
Vine Energy Inc VEI
Class A Common Stock
|
2021-11-01 | Other | 265,488 | ||
|
Vine Energy Inc VEI
Class A Common Stock
|
2021-11-01 | Other | 104,547 | ||
|
Vine Energy Inc VEI
Class B Common Stock
|
2021-11-01 | Other | 17,387,012 | ||
|
Vine Energy Inc VEI
Class A Common Stock
|
2021-11-01 | Other | 10,312,823 | ||
|
Vine Energy Inc VEI
Common Units of Vine Energy Holdings LLC · derivative
|
2021-11-01 | Conversion | 242,663 | $0.00 | |
|
Vine Energy Inc VEI
Common Units of Vine Energy Holdings LLC · derivative
|
2021-11-01 | Conversion | 17,387,012 | $0.00 | |
| showing 20 of 36 most recent transactions | |||||
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|---|---|---|
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|
Ogorek Wealth Management LLC
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NY | 558.9 M |
|
Quantum Financial Advisors Inc
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MD | 557.5 M |
|
Enrich Financial Partners LLC
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WI | 556.8 M |
|
HT Partners LLC
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|
CT | 556.3 M |
|
Westchester Capital Management Inc
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|
NE | 556.3 M |
|
OFS Enterprise LLC
✚
|
NE | 556.3 M |
|
Consilio Wealth Advisors LLC
✚
|
WA | 555.8 M |
|
Kooman & Associates
✚
|
PA | 555.6 M |