Entity type
Individual
Filer Snapshot
Joan M. Lammtennant
CIK 0001208239. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.
Total filings
21
Latest filing
02 Jan 2024
Industry
n/a
Filing-backed research brief
Start with the SEC data that changes for this CIK
Latest signal: Forms 3/4/5 owner position for EQH. 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
—
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
EQH
20 May 2026 ยท $2.03M
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Source: SEC Forms 3/4/5
View Source Filing
4 filed on 02 Jan 2024 for CIK 0001208239.
- Ownership signals
-
SEC value by filing type
Compare filing types separately; 13F, 13D/G, and Forms 3/4/5 are different evidence sources.
Forms 3/4/5 positions$4.55MReporting-owner positions with enough data to estimate value.
Estimated Forms 3/4/5 position value
$4.55MEstimated only when owner filings include enough share and price data.
Largest linked SEC positions
Largest issuer positions found across parsed 13F, 13D/G, and Forms 3/4/5 data.
EQH OSG ABHow to read these SEC values
- Read each filing type on its own: 13F portfolios, 13D/G large stakes, and Forms 3/4/5 owner positions answer different questions.
- Open the linked research paths when you need to verify the exact SEC filing behind a value.
- Business address
- 40 Wantage Ave, Branchville, NJ, 07890
Ownership signals
1 signal
Identity
1 identity field
Filer intelligence
What SEC filings say about Joan M. Lammtennant
A compact read of parsed XML filings. 13F, 13D/G, and Forms 3/4/5 are shown separately because they answer different ownership questions.
Quick read
- Forms 3/4/5 show insider context for EQH worth $2.03M.
SEC source mix
Counts show available parsed rows, not one combined ownership total.
Forms 3/4/5 insider context
EQH
20 May 2026
OSG
01 Apr 2026
AB
20 May 2026
AB Multi-Manager Alternative Fund
22 Oct 2021
Latest update
What changed recently for Joan M. Lammtennant
Latest ownership report period: 20 May 2026. Open the source-backed page to inspect the fresh filing or facts context.
Update date
22 May 2026
Page type
Ownership filings
Latest period
20 May 2026
Ownership context was refreshed from SEC Forms 3/4/5 filed on 22 May 2026.
SEC filing record
CIK 0001208239 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
21
First seen
12 May 2021
Latest filing
02 Jan 2024
Entity
Individual
Observed form types
3
4
CIK-linked evidence first
Latest Filings
Showing the latest 12 of 21 SEC filings for Joan M. Lammtennant.
4
4 filing
- Filing date
- 02 Jan 2024
- Reporting date
- 01 Jan 2024
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
4
4 filing
- Filing date
- 02 Oct 2023
- Reporting date
- 02 Oct 2023
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
4
4 filing
- Filing date
- 05 Jul 2023
- Reporting date
- 01 Jul 2023
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
4
4 filing
- Filing date
- 05 Jun 2023
- Reporting date
- 24 May 2023
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
4
4 filing
- Filing date
- 26 May 2023
- Reporting date
- 24 May 2023
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
4
4 filing
- Filing date
- 04 Apr 2023
- Reporting date
- 03 Apr 2023
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
4
4 filing
- Filing date
- 04 Jan 2023
- Reporting date
- 03 Jan 2023
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
4
4 filing
- Filing date
- 03 Oct 2022
- Reporting date
- 03 Oct 2022
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
4
4 filing
- Filing date
- 05 Jul 2022
- Reporting date
- 01 Jul 2022
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
4
4 filing
- Filing date
- 23 May 2022
- Reporting date
- 19 May 2022
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
4
4 filing
- Filing date
- 20 May 2022
- Reporting date
- 19 May 2022
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
4
4 filing
- Filing date
- 05 Apr 2022
- Reporting date
- 01 Apr 2022
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing