Filer Snapshot

Calvin Scott Koonce

CIK 0001026013. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.

Entity type

Individual

Total filings

38

Latest filing

29 Jan 2024

Industry

n/a

Filing-backed research brief

Start with the SEC data that changes for this CIK

Latest signal: 13F-HR for Q4 2023. Each card links back to the PortfolioSavvy page where the filing evidence is closest.

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Largest parsed holding

VSEC

$120.63M reported value

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13D/G large stake

—

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

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Source: SEC Form 13F

13F-HR filed on 29 Jan 2024 for CIK 0001026013.

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Ownership signals CIK-linked ownership evidence from parsed SEC filings. 1 signal
Parsed SEC ownership signals

Parsed SEC ownership coverage

These bars compare filing-backed value available in each disclosure family. Read them as separate lenses, not as one combined ownership total.

13F portfolio$120.69M

Quarterly institutional holdings reported on Form 13F; not total AUM.

Forms 3/4/5 positions$313.21M

Reporting-owner positions with enough filing detail to estimate value.

Latest reported 13F value

13F
$120.69M

Reported market value from the latest parsed Form 13F information table; this is not total assets under management.

Source: SEC Form 13FScope: U.S.-listed equity holdings

Forms 3/4/5 position value

3/4/5
$313.21M

Estimated from parsed Forms 3/4/5 when filings include enough share and price data.

Source: Forms 3/4/5Confidence: Estimated when price data is available

Largest 13F holdings

13F
VSEC BTE

Largest symbols in the latest parsed Form 13F information table.

Freshness: Latest parsed 13F period

Largest linked holdings

Largest issuer positions linked to this CIK across parsed 13F, 13D/G, and Forms 3/4/5 records.

VSEC

Largest 13F holdings

Largest symbols in the latest parsed Form 13F information table.

VSEC BTE
How to read these SEC ownership signals
  • Read each filing family separately: Form 13F, Schedules 13D/G, and Forms 3/4/5 answer different SEC disclosure questions and should not be blended into one ownership total.
  • Use 13F values for visible U.S.-listed equity portfolios, 13D/G rows for large beneficial-owner stakes, and Forms 3/4/5 rows for reporting-owner positions and transactions.
  • Open the linked research path when you need the filing, CIK, issuer, CUSIP, date, or source trail behind a value.
At a glance Names, identifiers, and filing context for this profile. 1 identity field
Business address
6229 Executive Boulevard, Rockville, MD, 20852

Filer intelligence

What SEC filings say about Calvin Scott Koonce

A compact read of parsed XML filings. 13F, 13D/G, and Forms 3/4/5 are shown separately because they answer different ownership questions.

Open 13F portfolio Save filer

Quick read

  • Latest parsed 13F shows $120.69M across 2 reported holdings for Q4 2023.
  • Largest parsed 13F holding: VSEC at $120.63M.
  • Forms 3/4/5 show insider context for VSEC worth $313.21M.

SEC source mix

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

XML parsed
13F portfolio 2 rows

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

Top parsed 13F holdings

Visual share of the latest parsed 13F portfolio. Values are reported market value, not a recommendation.

Q4 2023 - 29 Jan 2024

Top 5 concentration

100%

Share of latest parsed 13F value represented by the visible holdings below.

Top 5 reported value

$120.69M

Compared with $120.69M total 13F value.

Top 5 net change

$0

Position-value change inside the visible top holdings only.

13F concentration map

A simple visual split of the latest parsed 13F portfolio.

VSEC BTE

VSEC

99.9%

Vse Corp

$120.63M

BTE

0.1%

Baytex Energy Corp

$62.2K

Forms 3/4/5 insider context

VSEC

29 Aug 2024 · 10% owner

$313.21M
Issuer page Owner page

Latest update

What changed recently for Calvin Scott Koonce

Ownership report updated

Latest ownership report period: 29 Aug 2024. Open the source-backed page to inspect the fresh filing or facts context.

Update date

30 Aug 2024

Page type

Ownership filings

Latest period

29 Aug 2024

Ownership context was refreshed from SEC Forms 3/4/5 filed on 30 Aug 2024.

Open ownership filings Browse recent public updates

SEC filing record

CIK 0001026013 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
38
First seen
13 Feb 2015
Latest filing
29 Jan 2024
Entity
Individual

Observed form types

13F-HR 4

CIK-linked evidence first

Calvin Scott Koonce SEC filings Calvin Scott Koonce 13F portfolio Calvin Scott Koonce owner filings Open SEC filing index

Latest Filings

Showing the latest 12 of 38 SEC filings for Calvin Scott Koonce.

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13F-HR

13F-HR filing

Filing date
29 Jan 2024
Reporting date
31 Dec 2023
SEC evidence
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13F-HR

13F-HR filing

Filing date
27 Oct 2023
Reporting date
30 Sep 2023
SEC evidence
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13F-HR

13F-HR filing

Filing date
02 Aug 2023
Reporting date
30 Jun 2023
SEC evidence
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13F-HR

13F-HR filing

Filing date
08 May 2023
Reporting date
31 Mar 2023
SEC evidence
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13F-HR

13F-HR filing

Filing date
31 Jan 2023
Reporting date
31 Dec 2022
SEC evidence
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4

4 filing

Filing date
04 Jan 2023
Reporting date
03 Jan 2023
SEC evidence
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13F-HR

13F-HR filing

Filing date
27 Oct 2022
Reporting date
30 Sep 2022
SEC evidence
Open document Open filing
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13F-HR

13F-HR filing

Filing date
03 Aug 2022
Reporting date
30 Jun 2022
SEC evidence
Open document Open filing
Next action
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13F-HR

13F-HR filing

Filing date
29 Apr 2022
Reporting date
31 Mar 2022
SEC evidence
Open document Open filing
Next action
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13F-HR

13F-HR filing

Filing date
25 Jan 2022
Reporting date
31 Dec 2021
SEC evidence
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13F-HR

13F-HR filing

Filing date
03 Nov 2021
Reporting date
30 Sep 2021
SEC evidence
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13F-HR

13F-HR filing

Filing date
12 Aug 2021
Reporting date
30 Jun 2021
SEC evidence
Open document Open filing
Next action
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