Filer Snapshot

Stephen J. Luczo

CIK 0001248260. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.

Entity type

Individual

Total filings

27

Latest filing

03 Feb 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 MS. Each card links back to the PortfolioSavvy page where the filing evidence is closest.

Largest parsed holding

Populates from the latest parsed 13F information table.

Open holding

13D/G large stake

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

Browse 13D/G

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Source: SEC Forms 3/4/5

4 filed on 03 Feb 2026 for CIK 0001248260.

View Source Filing
Ownership evidence

Filing types are shown separately so 13F portfolio value, 13D/G large stakes, and Forms 3/4/5 owner positions do not get blended into one misleading total.

Owner filing value

$62.69M

Estimated from parsed Forms 3/4/5 when the filing discloses enough data.

Portfolio positions

Top parsed positions across ownership filing types.

MS T STX

Filer intelligence

What SEC filings say about Stephen J. Luczo

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 MS worth $23.87M.

SEC source mix

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

XML parsed
13F portfolio No rows yet

Quarterly institutional portfolio holdings.

Open
13D/G stakes No rows yet

Beneficial ownership and large-stake disclosures.

Open
Forms 3/4/5 3 rows

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

Open

Forms 3/4/5 insider context

MS

31 Dec 2024

$23.87M

T

30 Apr 2026

$19.62M

STX

04 Mar 2022

$19.2M

Latest update

What changed recently for Stephen J. Luczo

Ownership report updated

Latest ownership report period: 30 Apr 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

30 Apr 2026

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

SEC filing record

CIK 0001248260 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
27
First seen
24 May 2021
Latest filing
03 Feb 2026
Entity
Individual

Latest Filings

Showing the latest 12 of 27 SEC filings for Stephen J. Luczo.

4

4 filing

Filing date
03 Feb 2026
Reporting date
30 Jan 2026
SEC evidence
Open document Open filing
Next action
Verify source filing
4

4 filing

Filing date
04 Nov 2025
Reporting date
31 Oct 2025
SEC evidence
Open document Open filing
Next action
Verify source filing
4

4 filing

Filing date
04 Dec 2023
Reporting date
01 Dec 2023
SEC evidence
Open document Open filing
Next action
Verify source filing
4

4 filing

Filing date
15 Nov 2023
Reporting date
13 Nov 2023
SEC evidence
Open document Open filing
Next action
Verify source filing
4

4 filing

Filing date
02 Nov 2023
Reporting date
31 Oct 2023
SEC evidence
Open document Open filing
Next action
Verify source filing
4

4 filing

Filing date
02 Aug 2023
Reporting date
31 Jul 2023
SEC evidence
Open document Open filing
Next action
Verify source filing
4

4 filing

Filing date
05 Jul 2023
Reporting date
30 Jun 2023
SEC evidence
Open document Open filing
Next action
Verify source filing
4

4 filing

Filing date
02 Jun 2023
Reporting date
01 Jun 2023
SEC evidence
Open document Open filing
Next action
Verify source filing
4

4 filing

Filing date
02 Jun 2023
Reporting date
31 May 2023
SEC evidence
Open document Open filing
Next action
Verify source filing
4

4 filing

Filing date
02 May 2023
Reporting date
28 Apr 2023
SEC evidence
Open document Open filing
Next action
Verify source filing
4

4 filing

Filing date
25 Apr 2023
Reporting date
21 Apr 2023
SEC evidence
Open document Open filing
Next action
Verify source filing
4

4 filing

Filing date
25 Apr 2023
Reporting date
21 Apr 2023
SEC evidence
Open document Open filing
Next action
Verify source filing
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