Entity type
Individual
CIK 0001103883. 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
08 Dec 2023
Industry
n/a
Filing-backed research brief
Latest signal: Forms 3/4/5 owner position for PTN. Each card links back to the PortfolioSavvy page where the filing evidence is closest.
Latest 13F portfolio
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No parsed 13F portfolio row yet.
Browse latest 13FLargest parsed holding
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Populates from the latest parsed 13F information table.
Open holding13D/G large stake
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No recent parsed 13D/G stake row for this CIK.
Browse 13D/GInsider / owner context
PTN
30 Dec 2025 · $1.35M
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4 filed on 08 Dec 2023 for CIK 0001103883.
Filing types are shown separately so 13F portfolio value, 13D/G large stakes, and Forms 3/4/5 owner positions do not get blended into one misleading total.
Owner filing value
$1.37M
Estimated from parsed Forms 3/4/5 when the filing discloses enough data.
Top parsed positions across ownership filing types.
Filer intelligence
A compact read of parsed XML filings. 13F, 13D/G, and Forms 3/4/5 are shown separately because they answer different ownership questions.
Counts show available parsed rows, not one combined ownership total.
PTN
30 Dec 2025 · Executive VP and CFO/COO
MDWD
18 Mar 2026
ENZN
07 Jan 2025
GMDA
31 Jan 2024
Latest update
Latest ownership report period: 18 Mar 2026. Open the source-backed page to inspect the fresh filing or facts context.
Update date
18 Mar 2026
Page type
Ownership filings
Latest period
18 Mar 2026
Ownership context was refreshed from SEC Forms 3/4/5 filed on 18 Mar 2026.
SEC filing record
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.
Observed form types
Showing the latest 12 of 18 SEC filings for Wills Stephen T..