Filer Snapshot

Charles F. Willis IV

CIK 0001033309. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.

Entity type

Individual

Total filings

18

Latest filing

03 Apr 2026

Industry

n/a

Filing-backed research brief

Start with the SEC data that changes for this CIK

Latest signal: 13D/G stake for WLFC. Each card links back to the PortfolioSavvy page where the filing evidence is closest.

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Largest parsed holding

—

Populates from the latest parsed 13F information table.

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13D/G large stake

WLFC

01 Apr 2026 · 43% ownership

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Source: SEC Schedule 13D/G

SCHEDULE 13D/A filed on 03 Apr 2026 for CIK 0001033309.

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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.

Forms 3/4/5 positions$1.67B

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

Forms 3/4/5 position value

3/4/5
$1.67B

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 linked holdings

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

WLFC

Largest active 13D stakes

Active large-stake positions disclosed in parsed Schedule 13D filings.

WLFC
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
4700 Lyons Technology, Coconut Creek, FL, 33073

Filer intelligence

What SEC filings say about Charles F. Willis IV

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

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Quick read

  • 1 recent 13D/G stake row found; top row is WLFC at 43% ownership.
  • Forms 3/4/5 show insider context for WLFC worth $1.67B.

SEC source mix

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

XML parsed
13F portfolio No rows yet

Quarterly institutional portfolio holdings.

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13D/G stakes 1 rows

Beneficial ownership and large-stake disclosures.

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Forms 3/4/5 1 rows

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

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13D/G large-stake context

WLFC

01 Apr 2026 · Common Stock, $0.01 par value per share

43%
Issuer page 13D/G history

Forms 3/4/5 insider context

WLFC

17 Aug 2026 · Executive Chairman · 10% owner

$1.67B
Issuer page Owner page

Latest update

What changed recently for Charles F. Willis IV

Ownership report updated

Latest ownership report period: 17 Aug 2026. Open the source-backed page to inspect the fresh filing or facts context.

Update date

19 Aug 2026

Page type

Ownership filings

Latest period

17 Aug 2026

Ownership context was refreshed from SEC Forms 3/4/5 filed on 19 Aug 2026.

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SEC filing record

CIK 0001033309 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
18
First seen
25 Aug 2023
Latest filing
03 Apr 2026
Entity
Individual

Observed form types

4 SCHEDULE 13D/A

CIK-linked evidence first

Charles F. Willis IV SEC filings Charles F. Willis IV 13D/G history Charles F. Willis IV owner filings Open SEC filing index

Latest Filings

Showing the latest 12 of 18 SEC filings for Charles F. Willis IV.

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SCHEDULE 13D/A

SCHEDULE 13D/A filing

Filing date
03 Apr 2026
Reporting date
Not listed
SEC evidence
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SCHEDULE 13D/A

SCHEDULE 13D/A filing

Filing date
18 Nov 2025
Reporting date
Not listed
SEC evidence
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SCHEDULE 13D/A

SCHEDULE 13D/A filing

Filing date
03 Apr 2025
Reporting date
Not listed
SEC evidence
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4

4 filing

Filing date
25 Jan 2024
Reporting date
23 Jan 2024
SEC evidence
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4

4 filing

Filing date
23 Jan 2024
Reporting date
19 Jan 2024
SEC evidence
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4

4 filing

Filing date
19 Jan 2024
Reporting date
17 Jan 2024
SEC evidence
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4

4 filing

Filing date
17 Jan 2024
Reporting date
12 Jan 2024
SEC evidence
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4

4 filing

Filing date
12 Jan 2024
Reporting date
10 Jan 2024
SEC evidence
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4

4 filing

Filing date
10 Jan 2024
Reporting date
08 Jan 2024
SEC evidence
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4

4 filing

Filing date
04 Jan 2024
Reporting date
02 Jan 2024
SEC evidence
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4

4 filing

Filing date
26 Dec 2023
Reporting date
21 Dec 2023
SEC evidence
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4

4 filing

Filing date
20 Dec 2023
Reporting date
18 Dec 2023
SEC evidence
Open document Open filing
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