Filer Snapshot

Dickerson Wright

CIK 0001078734. 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

04 Aug 2025

Industry

n/a

Filing-backed research brief

Start with the SEC data that changes for this CIK

Latest signal: 13D/G stake for NVEE. 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

NVEE

04 Aug 2025 · 0% ownership

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Source: SEC Schedule 13D/G

SCHEDULE 13G/A filed on 04 Aug 2025 for CIK 0001078734.

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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$91.86M

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

Forms 3/4/5 position value

3/4/5
$91.86M

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

Largest linked holdings

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

TIC

Largest active 13G stakes

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

NVEE
How to read these SEC ownership signals
  • Read each filing family separately: 13F portfolios, 13D/G large stakes, and Forms 3/4/5 owner positions answer different SEC disclosure questions.
  • Open the linked research path when you need the filing, CIK, issuer, or CUSIP trail behind a value.
At a glance Names, identifiers, and filing context for this profile. 1 identity field
Business address
646 San Antonio Avenue, San Diego, CA, 92106

Filer intelligence

What SEC filings say about Dickerson Wright

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 NVEE at 0% ownership.
  • Forms 3/4/5 show insider context for TIC worth $91.86M.

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 2 rows

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

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13D/G large-stake context

NVEE

04 Aug 2025 · Common Stock

0%
Issuer page 13D/G history

Forms 3/4/5 insider context

TIC

04 Aug 2025

$91.86M
Issuer page Owner page

NVEE

04 Aug 2025 · Executive Chairman · 10% owner

$0
Issuer page Owner page

Latest update

What changed recently for Dickerson Wright

Ownership report updated

Latest ownership report period: 04 Aug 2025. Open the source-backed page to inspect the fresh filing or facts context.

Update date

06 Aug 2025

Page type

Ownership filings

Latest period

04 Aug 2025

Ownership context was refreshed from SEC Forms 3/4/5 filed on 06 Aug 2025.

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SEC filing record

CIK 0001078734 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
20 May 2021
Latest filing
04 Aug 2025
Entity
Individual

Observed form types

4 4/A SCHEDULE 13G/A

CIK-linked evidence first

Dickerson Wright SEC filings Dickerson Wright 13D/G history Dickerson Wright owner filings Open SEC filing index

Latest Filings

Showing the latest 12 of 18 SEC filings for Dickerson Wright.

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SCHEDULE 13G/A

SCHEDULE 13G/A filing

Filing date
04 Aug 2025
Reporting date
Not listed
SEC evidence
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SCHEDULE 13G/A

SCHEDULE 13G/A filing

Filing date
08 Nov 2024
Reporting date
Not listed
SEC evidence
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4

4 filing

Filing date
14 Jun 2023
Reporting date
13 Jun 2023
SEC evidence
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4

4 filing

Filing date
13 Feb 2023
Reporting date
09 Feb 2023
SEC evidence
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4

4 filing

Filing date
14 Nov 2022
Reporting date
09 Nov 2022
SEC evidence
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4

4 filing

Filing date
11 Aug 2022
Reporting date
09 Aug 2022
SEC evidence
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4

4 filing

Filing date
10 Aug 2022
Reporting date
13 May 2022
SEC evidence
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4

4 filing

Filing date
04 Mar 2022
Reporting date
03 Mar 2022
SEC evidence
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4/A

4/A filing

Filing date
01 Mar 2022
Reporting date
14 Feb 2022
SEC evidence
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4

4 filing

Filing date
16 Feb 2022
Reporting date
14 Feb 2022
SEC evidence
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4

4 filing

Filing date
12 Nov 2021
Reporting date
12 Nov 2021
SEC evidence
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4

4 filing

Filing date
17 Aug 2021
Reporting date
13 Aug 2021
SEC evidence
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