Entity type
Individual
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
75
Latest filing
20 May 2026
Industry
n/a
Filing-backed research brief
Latest signal: 13F-HR for Q4 2014. Each card links back to the PortfolioSavvy page where the filing evidence is closest.
Latest 13F portfolio
$169.1M
54 holdings for Q4 2014
Open portfolioLargest parsed holding
KFS
$20.03M reported value
Open holding13D/G large stake
CPBI
20 May 2026 · 8.7% ownership
Open 13D/GInsider / owner context
PVBC
04 Jun 2024 · $13.81M
Open owner pageSave this filer page
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SCHEDULE 13D/A filed on 20 May 2026 for CIK 0001113303.
These bars compare filing-backed value available in each disclosure family. Read them as separate lenses, not as one combined ownership total.
Quarterly institutional holdings reported on Form 13F.
Reporting-owner positions with enough filing detail to estimate value.
Latest reported 13F value
13FReported market value from the latest parsed Form 13F information table; this is not total assets under management.
Forms 3/4/5 position value
3/4/5Estimated from parsed Forms 3/4/5 when filings include enough share and price data.
Largest 13F holdings
13FLargest symbols in the latest parsed Form 13F information table.
Largest issuer positions linked to this CIK across parsed 13F, 13D/G, and Forms 3/4/5 records.
Largest symbols in the latest parsed Form 13F information table.
Active large-stake positions disclosed in parsed Schedule 13D filings.
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.
Visual share of the latest parsed 13F portfolio. Values are reported market value, not a recommendation.
Top 5 concentration
38%
Share of latest parsed 13F value represented by the visible holdings below.
Top 5 reported value
$64.07M
Compared with $169.1M total 13F value.
Top 5 net change
+$14.4K
Position-value change inside the visible top holdings only.
A simple visual split of the latest parsed 13F portfolio.
Largest add: ABCW · Largest trim: FFCO
CPBI
20 May 2026 · Common Stock, par value $0.01 per share
CLST
09 Apr 2026 · Common Stock, par value $0.01 per share
LSBK
17 Mar 2026 · Common Stock, par value $0.01 per share
IROQ
12 Mar 2026 · Common Stock, par value $0.01 per share
PVBC
04 Jun 2024 · 10% owner
PFBX
03 Jun 2026 · 10% owner
SFBC
01 Feb 2024 · 10% owner
KFS
22 Dec 2025 · 10% owner
Latest update
Latest ownership report period: 03 Jun 2026. Open the source-backed page to inspect the fresh filing or facts context.
Update date
04 Jun 2026
Page type
Ownership filings
Latest period
03 Jun 2026
Ownership context was refreshed from SEC Forms 3/4/5 filed on 04 Jun 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 75 SEC filings for Stilwell Joseph.