Filer Snapshot

Joseph Stilwell

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

80

Latest filing

19 Aug 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

WHLR

17 Aug 2026 · 50% ownership

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Source: SEC Schedule 13D/G

SCHEDULE 13D/A filed on 19 Aug 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$40.84M

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
$40.84M

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 KWY 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
+3 moreCLST WHLR CSB Financial Inc.
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 Joseph Stilwell

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 WHLR at 50% 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

WHLR

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

50%
Issuer page 13D/G history

PFBX

31 Jul 2026 · Common Stock, par value $1.00 per share

17%
Issuer page 13D/G history

CSB Financial Inc.

30 Jul 2026 · Common Stock, par value $0.01 per share

9.9%
Issuer page 13D/G history

CPBI

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

9.7%
Issuer page 13D/G history

Forms 3/4/5 insider context

PVBC

04 Jun 2024 · 10% owner

$13.81M
Issuer page Owner page

PFBX

31 Jul 2026 · 10% owner

$11.52M
Issuer page Owner page

SFBC

01 Feb 2024 · 10% owner

$8.45M
Issuer page Owner page

KWY

13 Aug 2026 · 10% owner

$5.69M
Issuer page Owner page

Latest update

What changed recently for Joseph Stilwell

New filing available

Latest Schedule 13D/G period: 17 Aug 2026. Open the source-backed page to inspect the fresh filing or facts context.

Update date

19 Aug 2026

Page type

Filer profile

Latest period

17 Aug 2026

Schedule 13D/G context is visible from filings filed on 19 Aug 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
80
First seen
10 Feb 2014
Latest filing
19 Aug 2026
Entity
Individual

Observed form types

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

CIK-linked evidence first

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

Latest Filings

Showing the latest 12 of 80 SEC filings for Joseph Stilwell.

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SCHEDULE 13D/A

SCHEDULE 13D/A filing

Filing date
19 Aug 2026
Reporting date
Not listed
SEC evidence
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SCHEDULE 13D

SCHEDULE 13D filing

Filing date
06 Aug 2026
Reporting date
Not listed
SEC evidence
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SCHEDULE 13D/A

SCHEDULE 13D/A filing

Filing date
04 Aug 2026
Reporting date
Not listed
SEC evidence
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SCHEDULE 13D/A

SCHEDULE 13D/A filing

Filing date
09 Jul 2026
Reporting date
Not listed
SEC evidence
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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
Open document Open filing
Next action
Verify source filing
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