Filer Snapshot

Stilwell Joseph

CIK 0001113303. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.

Entity type

Individual

Total filings

76

Latest filing

23 Jun 2026

Industry

n/a

Filing-backed research brief

Start with the SEC data that changes for this CIK

Latest signal: 13F-HR for Q4 2014. 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

CPBI

22 Jun 2026 · 9.7% ownership

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Source: SEC Schedule 13D/G

SCHEDULE 13D/A filed on 23 Jun 2026 for CIK 0001113303.

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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$169.1M

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

Forms 3/4/5 positions$40.53M

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

Latest reported 13F value

13F
$169.1M

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
$40.53M

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
KFS FFNW PROV NECB HFBC
+15 moreMLVF ABCW IROQ NVSL PBSK UCBA ANCB WBKC SFBC HBK JXSB ENFC WSBF WAYN PBCP

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.

PVBC PFBX SFBC KFS WHLR

Largest 13F holdings

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

KFS FFNW PROV NECB HFBC MLVF ABCW IROQ
+12 moreNVSL PBSK UCBA ANCB WBKC SFBC HBK JXSB ENFC WSBF WAYN PBCP

Largest active 13D stakes

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

KFS PFBX LSBK PVBC IROQ CPBI
+2 moreCLST WHLR
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
111 Broadway, 12 Th Floor, New York, NY, 10006

Filer intelligence

What SEC filings say about Stilwell Joseph

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 $169.1M across 54 reported holdings for Q4 2014.
  • 5 recent 13D/G stake rows found; top row is CPBI at 9.7% ownership.
  • Forms 3/4/5 show insider context for PVBC worth $13.81M.

SEC source mix

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

XML parsed
13F portfolio 54 rows

Quarterly institutional portfolio holdings.

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13D/G stakes 5 rows

Beneficial ownership and large-stake disclosures.

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Forms 3/4/5 5 rows

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

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13D/G large-stake context

CPBI

22 Jun 2026 · Common Stock, par value $0.01 per share

9.7%
Issuer page 13D/G history

CLST

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

8.6%
Issuer page 13D/G history

LSBK

17 Mar 2026 · Common Stock, par value $0.01 per share

9.9%
Issuer page 13D/G history

IROQ

12 Mar 2026 · Common Stock, par value $0.01 per share

0%
Issuer page 13D/G history

Forms 3/4/5 insider context

PVBC

04 Jun 2024 · 10% owner

$13.81M
Issuer page Owner page

PFBX

01 Jul 2026 · 10% owner

$10.14M
Issuer page Owner page

SFBC

01 Feb 2024 · 10% owner

$8.45M
Issuer page Owner page

KFS

22 Dec 2025 · 10% owner

$6.76M
Issuer page Owner page

Latest update

What changed recently for Stilwell Joseph

Ownership report updated

Latest ownership report period: 01 Jul 2026. Open the source-backed page to inspect the fresh filing or facts context.

Update date

06 Jul 2026

Page type

Ownership filings

Latest period

01 Jul 2026

Ownership context was refreshed from SEC Forms 3/4/5 filed on 06 Jul 2026.

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SEC filing record

CIK 0001113303 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
76
First seen
10 Feb 2014
Latest filing
23 Jun 2026
Entity
Individual

Observed form types

13F-HR 3 4 SCHEDULE 13D SCHEDULE 13D/A

CIK-linked evidence first

Stilwell Joseph SEC filings Stilwell Joseph 13F portfolio Stilwell Joseph 13D/G history Stilwell Joseph owner filings Open SEC filing index

Latest Filings

Showing the latest 12 of 76 SEC filings for Stilwell Joseph.

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SCHEDULE 13D/A

SCHEDULE 13D/A filing

Filing date
23 Jun 2026
Reporting date
Not listed
SEC evidence
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SCHEDULE 13D/A

SCHEDULE 13D/A filing

Filing date
20 May 2026
Reporting date
Not listed
SEC evidence
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SCHEDULE 13D/A

SCHEDULE 13D/A filing

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

SCHEDULE 13D filing

Filing date
31 Mar 2026
Reporting date
Not listed
SEC evidence
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SCHEDULE 13D/A

SCHEDULE 13D/A filing

Filing date
18 Mar 2026
Reporting date
Not listed
SEC evidence
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SCHEDULE 13D/A

SCHEDULE 13D/A filing

Filing date
16 Mar 2026
Reporting date
Not listed
SEC evidence
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SCHEDULE 13D/A

SCHEDULE 13D/A filing

Filing date
10 Mar 2026
Reporting date
Not listed
SEC evidence
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SCHEDULE 13D/A

SCHEDULE 13D/A filing

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

4 filing

Filing date
05 Feb 2026
Reporting date
04 Feb 2026
SEC evidence
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4

4 filing

Filing date
04 Feb 2026
Reporting date
03 Feb 2026
SEC evidence
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4

4 filing

Filing date
30 Jan 2026
Reporting date
29 Jan 2026
SEC evidence
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4

4 filing

Filing date
29 Jan 2026
Reporting date
28 Jan 2026
SEC evidence
Open document Open filing
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