Filer Snapshot

W. Allen Rogers II

CIK 0001017472. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.

Entity type

Individual

Total filings

2

Latest filing

16 Feb 2023

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 IIIN. Each card links back to the PortfolioSavvy page where the filing evidence is closest.

Largest parsed holding

Populates from the latest parsed 13F information table.

Open holding

13D/G large stake

No recent parsed 13D/G stake row for this CIK.

Browse 13D/G

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Source: SEC Forms 3/4/5

4 filed on 16 Feb 2023 for CIK 0001017472.

View Source Filing
SEC ownership signals 1 fact
SEC ownership summary

Parsed filing values

Bars compare filing families separately; they should not be added together as one total.

Forms 3/4/5 positions$3.05M

Reporting-owner positions when a value can be estimated.

Forms 3/4/5 position value

$3.05M

Estimated from parsed Forms 3/4/5 when the filing discloses enough data.

Top issuer positions

Largest parsed issuer positions across ownership filing types.

IIIN
How 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.
Filer identity 1 fact
Business address
1373 Boggs Dr, Mt Airy, NC, 27030

Filer intelligence

What SEC filings say about W. Allen Rogers II

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 IIIN worth $3.05M.

SEC source mix

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

XML parsed
13F portfolio No rows yet

Quarterly institutional portfolio holdings.

Open
13D/G stakes No rows yet

Beneficial ownership and large-stake disclosures.

Open
Forms 3/4/5 1 rows

Officer, director, and 10% owner holdings or transactions.

Open

Forms 3/4/5 insider context

IIIN

10 Feb 2026

$3.05M

Latest update

What changed recently for W. Allen Rogers II

Ownership report updated

Latest ownership report period: 10 Feb 2026. Open the source-backed page to inspect the fresh filing or facts context.

Update date

12 Feb 2026

Page type

Ownership filings

Latest period

10 Feb 2026

Ownership context was refreshed from SEC Forms 3/4/5 filed on 12 Feb 2026.

SEC filing record

CIK 0001017472 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
2
First seen
16 Feb 2022
Latest filing
16 Feb 2023
Entity
Individual

Latest Filings

Showing the latest 2 of 2 SEC filings for W. Allen Rogers II.

4

4 filing

Filing date
16 Feb 2023
Reporting date
14 Feb 2023
SEC evidence
Open document Open filing
Next action
Verify source filing
4

4 filing

Filing date
16 Feb 2022
Reporting date
15 Feb 2022
SEC evidence
Open document Open filing
Next action
Verify source filing
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