Entity type
Individual
Filer Snapshot
Daniel Bernstein
CIK 0001007789. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.
Total filings
7
Latest filing
14 Nov 2025
Industry
n/a
Filing-backed research brief
Start with the SEC data that changes for this CIK
Latest signal: Forms 3/4/5 owner position for BELFB. Each card links back to the PortfolioSavvy page where the filing evidence is closest.
Latest 13F portfolio
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No parsed 13F portfolio row yet.
Browse latest 13FLargest parsed holding
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Populates from the latest parsed 13F information table.
Open holding13D/G large stake
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No recent parsed 13D/G stake row for this CIK.
Browse 13D/GInsider / owner context
BELFB
15 Mar 2026 · $90.23M
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Source: SEC Forms 3/4/5
View Source Filing
4 filed on 14 Nov 2025 for CIK 0001007789.
- SEC ownership summary
-
Filing-family value signals
Bars compare filing families separately; they should not be added together as one total.
Forms 3/4/5 positions$90.23MReporting-owner positions when a value can be estimated.
Estimated Forms 3/4/5 value
$90.23M
Estimated from parsed Forms 3/4/5 when the filing discloses enough data.
Top issuer positions
Largest parsed issuer positions across supported ownership filing types.
BELFBHow to read filing-family values
- Filing families stay separate: 13F portfolio value, 13D/G large stakes, and Forms 3/4/5 owner positions should not be blended into one total.
- Use the linked research paths to verify each signal against the original SEC filing.
- Business address
- 300 Executive Drive, Suite 300, West Orange, NJ, 07052
SEC ownership signals
1 signal
Filer identity
1 identity field
Filer intelligence
What SEC filings say about Daniel Bernstein
A compact read of parsed XML filings. 13F, 13D/G, and Forms 3/4/5 are shown separately because they answer different ownership questions.
Quick read
- Forms 3/4/5 show insider context for BELFB worth $90.23M.
SEC source mix
Counts show available parsed rows, not one combined ownership total.
Forms 3/4/5 insider context
BELFB
15 Mar 2026 · 10% owner
Latest update
What changed recently for Daniel Bernstein
Latest ownership report period: 15 Mar 2026. Open the source-backed page to inspect the fresh filing or facts context.
Update date
17 Mar 2026
Page type
Ownership filings
Latest period
15 Mar 2026
Ownership context was refreshed from SEC Forms 3/4/5 filed on 17 Mar 2026.
SEC filing record
CIK 0001007789 filing coverage
Start with this filing record, then use the linked ownership pages when parsed 13F, 13D/G, Forms 3/4/5, or facts data exists for this CIK.
SEC filings
7
First seen
17 Nov 2021
Latest filing
14 Nov 2025
Entity
Individual
Observed form types
4
Latest Filings
Showing the latest 7 of 7 SEC filings for Daniel Bernstein.
4
4 filing
- Filing date
- 14 Nov 2025
- Reporting date
- 12 Nov 2025
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
4
4 filing
- Filing date
- 05 Dec 2023
- Reporting date
- 04 Dec 2023
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
4
4 filing
- Filing date
- 05 Sep 2023
- Reporting date
- 31 Aug 2023
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
4
4 filing
- Filing date
- 08 Mar 2023
- Reporting date
- 01 Mar 2023
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
4
4 filing
- Filing date
- 17 Nov 2022
- Reporting date
- 16 Nov 2022
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
4
4 filing
- Filing date
- 07 Sep 2022
- Reporting date
- 06 Sep 2022
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
4
4 filing
- Filing date
- 17 Nov 2021
- Reporting date
- 15 Nov 2021
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing