Filer Snapshot

Robert Nelsen

CIK 0001219042. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.

Entity type

Individual

Total filings

36

Latest filing

10 Aug 2023

Industry

n/a

Filing-backed research brief

Start with the SEC data that changes for this CIK

Latest signal: 13D/G stake for VIR. 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

VIR

27 Feb 2026 · 8.5% ownership

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Source: SEC Forms 3/4/5

4 filed on 10 Aug 2023 for CIK 0001219042.

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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.

Forms 3/4/5 positions$341.16M

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

Forms 3/4/5 position value

3/4/5
$341.16M

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 linked holdings

Largest issuer positions linked to this CIK across parsed 13F, 13D/G, and Forms 3/4/5 records.

DNLI LYEL PRME VIR
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
8755 W. Higgins Road, Suite 1025, Chicago, IL, 60631

Filer intelligence

What SEC filings say about Robert Nelsen

A compact read of parsed XML filings. 13F, 13D/G, and Forms 3/4/5 are shown separately because they answer different ownership questions.

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Quick read

  • 2 recent 13D/G stake rows found; top row is VIR at 8.5% ownership.
  • Forms 3/4/5 show insider context for DNLI worth $178.33M.

SEC source mix

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

XML parsed
13F portfolio No rows yet

Quarterly institutional portfolio holdings.

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13D/G stakes 2 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

VIR

27 Feb 2026 · Common Stock, $0.0001 par value

8.5%
Issuer page 13D/G history

PRME

07 Aug 2025 · Common Stock, $0.00001 par value

10%
Issuer page 13D/G history

Forms 3/4/5 insider context

DNLI

02 Jun 2021

$178.33M
Issuer page Owner page

LYEL

14 Jun 2024 · 10% owner

$83.02M
Issuer page Owner page

PRME

05 Jun 2026 · 10% owner

$73.95M
Issuer page Owner page

VIR

30 May 2024

$5.87M
Issuer page Owner page

Latest update

What changed recently for Robert Nelsen

Ownership report updated

Latest ownership report period: 05 Jun 2026. Open the source-backed page to inspect the fresh filing or facts context.

Update date

08 Jun 2026

Page type

Ownership filings

Latest period

05 Jun 2026

Ownership context was refreshed from SEC Forms 3/4/5 filed on 08 Jun 2026.

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SEC filing record

CIK 0001219042 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
36
First seen
25 May 2021
Latest filing
10 Aug 2023
Entity
Individual

Observed form types

3 3/A 4 4/A

CIK-linked evidence first

Robert Nelsen SEC filings Robert Nelsen 13D/G history Robert Nelsen owner filings Open SEC filing index

Latest Filings

Showing the latest 12 of 36 SEC filings for Robert Nelsen.

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4

4 filing

Filing date
10 Aug 2023
Reporting date
28 Jul 2023
SEC evidence
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4

4 filing

Filing date
20 Jun 2023
Reporting date
16 Jun 2023
SEC evidence
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4

4 filing

Filing date
16 Jun 2023
Reporting date
14 Jun 2023
SEC evidence
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4

4 filing

Filing date
12 Jun 2023
Reporting date
08 Jun 2023
SEC evidence
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4

4 filing

Filing date
24 May 2023
Reporting date
22 May 2023
SEC evidence
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4

4 filing

Filing date
06 Jan 2023
Reporting date
05 Jan 2023
SEC evidence
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4

4 filing

Filing date
26 Oct 2022
Reporting date
24 Oct 2022
SEC evidence
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3/A

3/A filing

Filing date
24 Oct 2022
Reporting date
19 Oct 2022
SEC evidence
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3

3 filing

Filing date
19 Oct 2022
Reporting date
19 Oct 2022
SEC evidence
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4

4 filing

Filing date
06 Oct 2022
Reporting date
05 Oct 2022
SEC evidence
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4

4 filing

Filing date
07 Sep 2022
Reporting date
02 Sep 2022
SEC evidence
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4

4 filing

Filing date
01 Sep 2022
Reporting date
30 Aug 2022
SEC evidence
Open document Open filing
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