A Central Index Key (CIK) is a unique identifier assigned by the SEC to each filer.

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New filings appear as the SEC updates EDGAR, and older records can vary by availability.

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Updates follow new EDGAR submissions and periodic data refreshes.

Filer Snapshot

James W. Roquemore

CIK 0001226904. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.

Entity Type

Individual

Total Filings

111

Latest Filing

04 May 2026

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 SSB. Each card links back to the PortfolioSavvy page where the filing evidence is closest.

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Latest 13F portfolio

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Largest parsed holding

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13D/G large stake

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No recent parsed 13D/G stake row for this CIK.

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Insider / owner context

SSB

01 May 2026 · $3.58M

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Source: SEC Forms 3/4/5

4 filed on 04 May 2026 for CIK 0001226904.

View Source Filing

Business address: 1101 First Street South, Suite 202, Winter Haven, FL, 33880
Filing-backed coverage: Insider holdings value
$3.58M
Parsed Forms 3/4/5 holdings where value can be estimated.
Top ownership positions: SSB

Filer intelligence

What SEC filings say about James W. Roquemore

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

Forms 3/4/5 show insider context for SSB worth $3.58M.

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 No rows yet

Beneficial ownership and large-stake disclosures.

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Forms 3/4/5 1 rows

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

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Forms 3/4/5 insider context

SSB

01 May 2026

$3.58M

Issuer page Owner page

Latest update

What changed recently for James W. Roquemore

Ownership report updated

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

Update date

04 May 2026

Page type

Ownership filings

Latest period

01 May 2026

Ownership context was refreshed from SEC Forms 3/4/5 filed on 04 May 2026.

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SEC filing record

CIK 0001226904 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

111

First seen

02 Jan 2004

Latest filing

04 May 2026

Entity

Individual

Observed form types

4 5 3 4/A

Primary evidence

Open SEC filing index James W. Roquemore SEC filings James W. Roquemore owner filings

Latest Filings

Showing the latest 12 of 89 SEC filings for James W. Roquemore.

Open full filing history

4 File 001-12669

PRIMARY DOCUMENT

Filing date: 04 May 2026
Reporting date: 01 May 2026
SEC evidence: Open document Open filing
Next action: Verify source filing

5 File 001-12669

PRIMARY DOCUMENT

Filing date: 10 Feb 2026
Reporting date: 31 Dec 2025
SEC evidence: Open document Open filing
Next action: Verify source filing

4 File 001-12669

PRIMARY DOCUMENT

Filing date: 03 Nov 2025
Reporting date: 01 Nov 2025
SEC evidence: Open document Open filing
Next action: Verify source filing

4 File 001-12669

PRIMARY DOCUMENT

Filing date: 02 May 2025
Reporting date: 01 May 2025
SEC evidence: Open document Open filing
Next action: Verify source filing

5 File 001-12669

PRIMARY DOCUMENT

Filing date: 05 Feb 2025
Reporting date: 31 Dec 2024
SEC evidence: Open document Open filing
Next action: Verify source filing

4 File 001-12669

PRIMARY DOCUMENT

Filing date: 04 Nov 2024
Reporting date: 01 Nov 2024
SEC evidence: Open document Open filing
Next action: Verify source filing

4 File 001-12669

PRIMARY DOCUMENT

Filing date: 26 Aug 2024
Reporting date: 23 Aug 2024
SEC evidence: Open document Open filing
Next action: Verify source filing

4 File 001-12669

PRIMARY DOCUMENT

Filing date: 02 May 2024
Reporting date: 01 May 2024
SEC evidence: Open document Open filing
Next action: Verify source filing

5 File 001-12669

PRIMARY DOCUMENT

Filing date: 02 Feb 2024
Reporting date: 31 Dec 2023
SEC evidence: Open document Open filing
Next action: Verify source filing

4 File 001-12669

PRIMARY DOCUMENT

Filing date: 02 Nov 2023
Reporting date: 01 Nov 2023
SEC evidence: Open document Open filing
Next action: Verify source filing

4 File 001-12669

PRIMARY DOCUMENT

Filing date: 02 May 2023
Reporting date: 01 May 2023
SEC evidence: Open document Open filing
Next action: Verify source filing

5 File 001-12669

PRIMARY DOCUMENT

Filing date: 02 Feb 2023
Reporting date: 31 Dec 2022
SEC evidence: Open document Open filing
Next action: Verify source filing

James W. Roquemore

Start with the SEC data that changes for this CIK

What SEC filings say about James W. Roquemore

Quick read

SEC source mix

Forms 3/4/5 insider context

What changed recently for James W. Roquemore

CIK 0001226904 filing coverage

Latest Filings

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