Filer Snapshot

RICHARDSON FINANCIAL SERVICES INC.

CIK 0002012303. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.

Entity Type

Company

Total Filings

12

Latest Filing

04 May 2026

Industry

n/a

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  • Open 13D/G or insider pages only when this CIK has those rows.
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Source: SEC Form 13F

13F-HR filed on 04 May 2026 for CIK 0002012303.

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Business address
165 Village St, Medway, MA, 02053
Top securities (13F)
APPLE INC, ST STR SPDR S&P 500 ETF, VANGUARD VALUE ETF, VANGUARD GROWTH ETF, NVIDIA CORP, ST STR PRT DEV WRLD ETF, ALPHABET INC A, Vanguard S&P 500 ETF, ISHS IBOX $ H/Y CORP ETF, VNGRD FTSE DEV MKTS ETF, ST STR SPDR S&P EMG ETF, ISHARES CORE MSCI EUROPE ETF, MICROSOFT CORPORATION, ISHS CORE MSCI E/MKT ETF, AMAZON.COM INC, VANGUARD SMALL CAP GROWTH ETF, VANGUARD SMALL CAP VALUE ETF, ISHARES 0-5 YEAR HIGH YIELD CORP ETF, JPMORGAN CHASE & CO, and State Street SPDR S&P 500 ETF Trust
State of incorporation
MA
Fiscal year end
31 December

Filer intelligence

What SEC filings say about RICHARDSON FINANCIAL SERVICES INC.

A compact read of parsed XML filings. 13F, 13D/G, and Forms 3/4/5 are shown separately because they answer different ownership questions.

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Quick read

  • Latest parsed 13F shows $157.95M across 612 reported holdings for Q1 2026.
  • Largest parsed 13F holding: APPLE INC at $6.97M.

SEC source mix

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

XML parsed
13F portfolio 612 rows

Quarterly institutional portfolio holdings.

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13D/G stakes No rows yet

Beneficial ownership and large-stake disclosures.

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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.

Q1 2026 - 04 May 2026

Latest update

What changed recently for RICHARDSON FINANCIAL SERVICES INC.

New filing available

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

Update date

04 May 2026

Page type

Filer profile

Latest period

Q1 2026

Institutional portfolio context was refreshed from a 13F filing filed on 04 May 2026.

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Benchmark Context

Benchmark context for this company

RICHARDSON FINANCIAL SERVICES INC. 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

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Why this is notable

Latest 13F period: Q1 2026. That gives you a fresh baseline before you compare this company with peers.

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Filer Overview

RICHARDSON FINANCIAL SERVICES INC. has filed 12 SEC EDGAR filings since 04 Mar 2024. Common forms include 13F-HR, N-PX.

RICHARDSON FINANCIAL SERVICES INC. SEC filings RICHARDSON FINANCIAL SERVICES INC. 13F portfolio

Latest Filings

Recent SEC filings for RICHARDSON FINANCIAL SERVICES INC. with direct links to document and filing folders.

13F-HR File 028-24003

13F-HR filing

Filing date
04 May 2026
Reporting date
31 Mar 2026
SEC evidence
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13F-HR File 028-24003

13F-HR filing

Filing date
22 Jan 2026
Reporting date
31 Dec 2025
SEC evidence
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13F-HR File 028-24003

13F-HR filing

Filing date
28 Oct 2025
Reporting date
30 Sep 2025
SEC evidence
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N-PX File 028-24003

N-PX filing

Filing date
13 Aug 2025
Reporting date
30 Jun 2025
SEC evidence
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13F-HR File 028-24003

13F-HR filing

Filing date
25 Jul 2025
Reporting date
30 Jun 2025
SEC evidence
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13F-HR File 028-24003

13F-HR filing

Filing date
06 May 2025
Reporting date
31 Mar 2025
SEC evidence
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13F-HR File 028-24003

13F-HR filing

Filing date
24 Jan 2025
Reporting date
31 Dec 2024
SEC evidence
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13F-HR File 028-24003

13F-HR filing

Filing date
24 Oct 2024
Reporting date
30 Sep 2024
SEC evidence
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N-PX File 028-24003

N-PX filing

Filing date
19 Aug 2024
Reporting date
30 Jun 2024
SEC evidence
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13F-HR File 028-24003

13F-HR filing

Filing date
12 Aug 2024
Reporting date
30 Jun 2024
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13F-HR File 028-24003

13F-HR filing

Filing date
03 May 2024
Reporting date
31 Mar 2024
SEC evidence
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13F-HR File 028-24003

13F-HR filing

Filing date
04 Mar 2024
Reporting date
31 Dec 2023
SEC evidence
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About this filer

RICHARDSON FINANCIAL SERVICES INC. files with the SEC under CIK 0002012303. This page aggregates EDGAR filings and related ownership activity.

FAQ

What is a CIK?
A Central Index Key (CIK) is a unique identifier assigned by the SEC to each filer.
Why are some filings missing?
New filings appear as the SEC updates EDGAR, and older records can vary by availability.
How often is this page updated?
Updates follow new EDGAR submissions and periodic data refreshes.
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