Significant Ownership of Daniel A. Davidowitz Revocable Trust U/A dated 2/2/22
- Large-stake filing summary
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- Recent SEC Schedule 13D/G filings for Daniel A. Davidowitz Revocable Trust U/A dated 2/2/22 focus on large-stake beneficial ownership disclosures and amendments.
- Use this view to spot new large holders, amended positions, and activist-style ownership evidence.
- Manager signature
- /s/ Daniel A. Davidowitz - Daniel A. Davidowitz, Trustee
- Manager location
- Waltham, MA
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Significant Ownership of Daniel A. Davidowitz Revocable Trust U/A dated 2/2/22
| Sym | Company | Class | Ownership | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|---|
| Polen Credit Opportunities Fund | Common Shares | 5.7% | 245,886 | -15% | Daniel A. Davidowitz Revocable Trust U/A dated 2/2/22 | 30 Jun 2026 |
Schedules 13D/G Reported by Daniel A. Davidowitz Revocable Trust U/A dated 2/2/22:
| Sym | Target | Class | Ownership | Change | Current shares | Change | Value | Reporting name | Form | Report period | Filing date |
|---|
Schedule rows are parsed from SEC 13D/G filings. Open the linked filing or target page to verify the reported ownership and shares.