Overview
Corporate structure
Stone Ridge Trust V sits at the top of its group. 2 entities, 1 country on record. Switch between the flow chart and the network, and select any entity to see its details.
Major holders of Stone Ridge Trust V
- HALBERT HARGROVE GLOBAL ADVISORS, LLC Filed SCHEDULE 13G/A on Stone Ridge Trust V, latest Feb 7, 2025 (2 filings since Feb 2, 2024)
- Stone Ridge Trust V New York, New York
- Upstart Holdings Stake ยท Burlingame, California, United States
Built from major holders from Schedules 13D and 13G; stakes of 5% or more it reported on Schedules 13D and 13G (1 companies). Each entity in the chart links to its source.
Filings
191 filings to the SEC since October 2021: 2 large holders, 189 other. The latest 20:
- Aug 28, 2026N-PX EDGAR
- Aug 21, 2026N-23C3A STONE RIDGE TRUST V EDGAR
- Jul 29, 2026NPORT-P EDGAR
- Jul 29, 2026NPORT-P EDGAR
- Jul 29, 2026NPORT-P EDGAR
- Jun 29, 2026486BPOS STONE RIDGE TRUST V EDGAR
- Jun 12, 2026424B3 STONE RIDGE V EDGAR
- May 28, 202624F-2NT EDGAR
- May 21, 202640-17G FIDELITY BOND EDGAR
- May 15, 2026N-23C3A STONE RIDGE TRUST V EDGAR
- May 14, 2026N-CEN EDGAR
- May 8, 2026N-CSR STONE RIDGE TRUST V EDGAR
- May 8, 2026N-CSR STONE RIDGE TRUST V EDGAR
- May 8, 2026N-CSR STONE RIDGE TRUST V EDGAR
- May 8, 2026N-CSR STONE RIDGE TRUST V EDGAR
- Apr 28, 2026NPORT-P EDGAR
- Apr 28, 2026NPORT-P EDGAR
- Apr 28, 2026NPORT-P EDGAR
- Feb 13, 2026N-23C3A STONE RIDGE TRUST V EDGAR
- Jan 29, 2026NPORT-P EDGAR
The 191 filings since October 2021 can be filtered by form type and year here when JavaScript is on.
Every filing from the last five years, summarized. The full record is on SEC EDGAR.
Major holders
Investors who own more than 5% of the shares must tell the SEC: a 13D if they may seek to influence the company, a 13G if they hold passively.
- HALBERT HARGROVE GLOBAL ADVISORS, LLCSCHEDULE 13G/A, 2 filings Feb 2, 2024 to Feb 7, 20253
Stakes it holds
Stone Ridge Trust V has told the SEC it owns more than 5% of 1 company, latest first (Schedules 13D and 13G).
- Upstart HoldingsSC 13G/A Jan 13, 20224
Held by these funds
The largest holders among investment managers' 13F reports for the quarter ending Jun 30, 2026. Change is in shares since the quarter before.
| Fund | Shares | Value | Share of the fund | Change |
|---|---|---|---|---|
| Wealthspire Advisors, LLC | 14,908 | $683.8K | 0.0% | New |
13F reports cover disclosed long positions in U.S. stocks only.
SEC filer profile
How Stone Ridge Trust V is registered with the Securities and Exchange Commission, from its EDGAR record and the cover page of its latest annual report.
- Name on EDGARStone Ridge Trust V1
- CIK0001658645
- Employer ID (EIN)47-55363311
- Incorporated inDelaware1
- Fiscal year endsOctober 311
- Business addressOne Vanderbilt Avenue, 65Th Fl., New York, NY 100171
- Phone212-257-47501
- On EDGAR sinceDec 11, 20151
- Filings329 in all: NPORT-P (83), N-CSR (45), N-CSRS (41), N-23C3A (40), N-Q (12), 40-17G (11), N-PX (11), 486BPOS (9)1
All 32 form types
N-CEN (8), 424B3 (6), 497J (6), N-CSR/A (6), 24F-2NT (5), 497 (5), N-2 (5), NPORT-P/A (5), CORRESP (4), N-2/A (4), NPORT-EX (4), 40-APP (2), 486APOS (2), NSAR-A (2), NSAR-B (2), SC 13G (2), UPLOAD (2), 40-17G/A (1), 40-APP/A (1), APP WD (1), N-8A (1), NSAR-B/A (1), SC 13G/A (1), SCHEDULE 13G/A (1)
Sources
The numbers on this page point here. Each one links to the record it came from.
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