Filer Snapshot

DAVIS CHARLES A

CIK 0001071287. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.

Entity type

Company

Total filings

20

Latest filing

13 Feb 2026

Industry

Retail Home Furniture, Furnishings and Equipment Stores

Filing-backed research brief

Start with the SEC data that changes for this CIK

Latest signal: 13D/G stake for BETA. 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

BETA

03 Nov 2025 · 8% ownership

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Source: SEC Schedule 13D/G

SCHEDULE 13G filed on 13 Feb 2026 for CIK 0001071287.

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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$321.15M

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

Forms 3/4/5 position value

3/4/5
$321.15M

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.

BETA PGR AXS

Largest active 13G stakes

Passive or institutional large-stake positions disclosed in parsed Schedule 13G filings.

BETA
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. 2 identity fields
SEC industry group
Retail Home Furniture, Furnishings and Equipment Stores (Office of Trade and Services)
Business address
20 Horseneck Lane, Greenwich, CT, 06830
EDGAR profile Static EDGAR fields kept behind disclosure so the main profile stays readable. 3 profile fields available
Incorporated in
NJ
Fiscal year end
01 February
Former names on EDGAR
DAVIS CHARLES A /NJ/ (to 23 Apr 2004)

Filer intelligence

What SEC filings say about DAVIS CHARLES A

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 BETA at 8% ownership.
  • Forms 3/4/5 show insider context for BETA worth $259.52M.

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 3 rows

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

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13D/G large-stake context

BETA

03 Nov 2025 · CLASS A COMMON STOCK

8%
Issuer page 13D/G history

Forms 3/4/5 insider context

BETA

11 Jun 2026

$259.52M
Issuer page Owner page

PGR

10 Jul 2026

$54.8M
Issuer page Owner page

AXS

15 Jan 2026

$6.82M
Issuer page Owner page

Latest update

What changed recently for DAVIS CHARLES A

Ownership report updated

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

Update date

14 Jul 2026

Page type

Ownership filings

Latest period

10 Jul 2026

Ownership context was refreshed from SEC Forms 3/4/5 filed on 14 Jul 2026.

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Benchmark Context

Benchmark context for this company

DAVIS CHARLES A has a source-backed company facts view where you can compare the latest reported metrics with its own recent history and with peer rankings for the same metric.

Compared with

Start on the facts page for period-to-period context, then open a metric ranking when you want to compare the same reported fact across other SEC-reporting companies.

Why this is notable

Latest ownership report period: 10 Jul 2026. That gives you a fresh baseline before you compare this company with peers.

  • Peer comparisons stay conservative: same metric, compatible units, latest valid company row only.
  • Open the facts page first if you want the cleanest path to verification.

Benchmark context is only shown where the app has enough comparable SEC-backed data to keep the interpretation honest.

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SEC filing record

CIK 0001071287 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
20
First seen
14 May 2021
Latest filing
13 Feb 2026
Entity
Company

Observed form types

3 4 SCHEDULE 13G

CIK-linked evidence first

DAVIS CHARLES A SEC filings DAVIS CHARLES A 13D/G history DAVIS CHARLES A owner filings Open SEC filing index

Industry context: Retail Home Furniture, Furnishings and Equipment Stores.

Latest Filings

Showing the latest 12 of 20 SEC filings for DAVIS CHARLES A.

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SCHEDULE 13G

SCHEDULE 13G filing

Filing date
13 Feb 2026
Reporting date
Not listed
SEC evidence
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4

4 filing

Filing date
03 Feb 2026
Reporting date
30 Jan 2026
SEC evidence
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4

4 filing

Filing date
07 Nov 2025
Reporting date
05 Nov 2025
SEC evidence
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3

3 filing

Filing date
03 Nov 2025
Reporting date
03 Nov 2025
SEC evidence
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4

4 filing

Filing date
17 Oct 2023
Reporting date
13 Oct 2023
SEC evidence
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4

4 filing

Filing date
18 Jul 2023
Reporting date
14 Jul 2023
SEC evidence
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4

4 filing

Filing date
16 May 2023
Reporting date
12 May 2023
SEC evidence
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4

4 filing

Filing date
18 Apr 2023
Reporting date
14 Apr 2023
SEC evidence
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4

4 filing

Filing date
19 Jan 2023
Reporting date
17 Jan 2023
SEC evidence
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4

4 filing

Filing date
18 Jan 2023
Reporting date
13 Jan 2023
SEC evidence
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4

4 filing

Filing date
18 Oct 2022
Reporting date
14 Oct 2022
SEC evidence
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4

4 filing

Filing date
19 Jul 2022
Reporting date
15 Jul 2022
SEC evidence
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