0001389848-12-000007.txt : 20120806 0001389848-12-000007.hdr.sgml : 20120806 20120806163934 ACCESSION NUMBER: 0001389848-12-000007 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20120630 FILED AS OF DATE: 20120806 DATE AS OF CHANGE: 20120806 EFFECTIVENESS DATE: 20120806 FILER: COMPANY DATA: COMPANY CONFORMED NAME: ARLINGTON PARTNERS LLC CENTRAL INDEX KEY: 0001389848 IRS NUMBER: 631240625 STATE OF INCORPORATION: AL FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-12345 FILM NUMBER: 121010224 BUSINESS ADDRESS: STREET 1: 2000 MORRIS AVENUE, SUITE 1300 CITY: BIRMINGHAM STATE: AL ZIP: 35203 BUSINESS PHONE: 205-488-4300 MAIL ADDRESS: STREET 1: 2000 MORRIS AVENUE, SUITE 1300 CITY: BIRMINGHAM STATE: AL ZIP: 35203 13F-HR 1 r13f-0612.txt ARLINGTON PARTNERS LLC FORM 13F-HR JUNE 30 2012 UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON D.C. 20549 FORM 13F FORM 13F COVER PAGE Report for the Calendar Quarter Ended: June 30, 2012 Institutional Investment Manager Filing this Report: Name: Arlington Partners LLC Address: 2000 Morris Avenue, Suite 1300 Birmingham, AL 35203 Form 13F File Number: 28-12345 The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this submission. Person Signing this Report on Behalf of Reporting Manager: Name: Sharon D. Taylor Title: Compliance Officer Phone: 205-488-4300 Signature, Place, and Date of Signing: /s/ Sharon D. Taylor Birmingham, AL August 6, 2012 Report Type: [X] 13F HOLDINGS REPORT [ ] 13F NOTICE [ ] 13F COMBINATION REPORT FORM 13F SUMMARY PAGE Report Summary: Number of Other Included Managers: 0 Form 13F Information Table Entry Total: 48 Form 13F Information Table Value Total: $32,202 (thousands) List of Other Included Managers: NONE

FORM 13F INFORMATION TABLE NAME OF ISSUER TITLE CUSIP VALUE SHARES SH/ PUT/ INVST OTHER VOTING AUTHORITY OF CLASS (X$1000) PRN CALL DISCR MNGRS SOLE SHARED NONE AT&T INC COM 00206R102 265 7459 SH SOLE NONE 7459 AMERICAN CAPITAL LTD COM 02503Y103 121 12097 SH SOLE NONE 12097 APPLE INC COM 037833100 856 1467 SH SOLE NONE 1467 AUTOMATIC DATA PROCESS COM 053015103 240 4324 SH SOLE NONE 4324 BANCO BILBAO VIZCAYA A COM 05946K101 90 12857 SH SOLE NONE 12857 BANK OF AMERICA COM 060505104 460 56282 SH SOLE NONE 56282 BERKSHIRE HATHAWAY INC COM 084670702 594 7138 SH SOLE NONE 7138 CHEVRON CORPORATION COM 166764100 263 2500 SH SOLE NONE 2500 CISCO SYSTEMS COM 17275R102 329 19179 SH SOLE NONE 19179 COCA COLA COM 191216100 220 2822 SH SOLE NONE 2822 CUMBERLAND PHARMA COM 230770109 1166 180552 SH SOLE NONE 180552 ENTERPRISE PRODS PARTNR COM 293792107 512 10000 SH SOLE NONE 10000 EXXON MOBIL CORP COM 30231G102 360 4209 SH SOLE NONE 4209 GENERAL ELECTRIC COM 369604103 203 9770 SH SOLE NONE 9770 GREENLIGHT CAPITAL RE COM G4095J109 1446 56885 SH SOLE NONE 56885 INTL BUS MACHINES COM 459200101 289 1480 SH SOLE NONE 1480 ISHARES 2000 INDEX COM 464287655 293 3687 SH SOLE NONE 3687 JPMORGAN CHASE ALERIAN COM 46625H365 290 7505 SH SOLE NONE 7505 JOHNSON & JOHNSON COM 478160104 732 10844 SH SOLE NONE 10844 MARKET VECTORS GOLD COM 57060U589 192 10000 SH SOLE NONE 10000 MICROSOFT CORP COM 594918104 396 12951 SH SOLE NONE 12951 PENGROWTH ENERGY TRUST COM 706902509 63 10000 SH SOLE NONE 10000 PEPSICO INC COM 713448108 316 4485 SH SOLE NONE 4485 PFIZER INC COM 717081103 529 23020 SH SOLE NONE 23020 PLATFORMS WIRELESS INTL COM 72765A101 20000 SH SOLE NONE 20000 POWERSHARES DB GOLD DOU COM 25154H749 1448 30000 SH SOLE NONE 30000 PROCTOR & GAMBLE CO COM 742718109 276 4513 SH SOLE NONE 4513 PROGRESS ENERGY INC COM 743263105 391 6500 SH SOLE NONE 6500 PROSHARES ULTRA SHORT COM 74347R883 233 15000 SH SOLE NONE 15000 REGIONS FINL CORP NEW COM 7591EP100 176 26158 SH SOLE NONE 26158 SCANA CORP NEW COM 80589M102 803 16805 SH SOLE NONE 16805 SECURITY BK CORP COM COM 814047106 21292 SH SOLE NONE 21292 SPDR GOLD TRUST ETF COM 78463V107 709 4571 SH SOLE NONE 4571 SPDR S&P DIVIDEND COM 78464A763 585 10521 SH SOLE NONE 10521 SYNOVUS FINANCIAL CORP COM 87161C105 53 27019 SH SOLE NONE 27019 TIME WARNER INC NEW COM 887317303 615 15997 SH SOLE NONE 15997 TIME WARNER CABLE COM 88732J207 888 10820 SH SOLE NONE 10820 TORCHMARK CORP COM 891027104 516 10226 SH SOLE NONE 10226 TOTAL SYSTEM SERVICES COM 891906109 276 11539 SH SOLE NONE 11539 VANGUARD DIVD APPRE IND COM 921908844 6912 121934 SH SOLE NONE 121934 VANGUARD INTL EQ INDEX COM 922042858 2032 50897 SH SOLE NONE 50897 VANGUARD TOTAL BD MKT COM 921937835 4881 57856 SH SOLE NONE 57856 WALMART STORES INC COM 931142103 363 5218 SH SOLE NONE 5218 WASHINGTON MUTUAL INC COM 939322103 10421 SH SOLE NONE 10421 WELLS FARGO COM 949746101 338 10115 SH SOLE NONE 10115 WILLIAMS CO COM 969457100 288 10000 SH SOLE NONE 10000 WPX ENERGY INC COM 98212B103 161 10000 SH SOLE NONE 10000