Filer Snapshot

William W. Smith Jr.

CIK 0001251368. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.

Entity type

Individual

Total filings

54

Latest filing

28 May 2026

Industry

n/a

Filing-backed research brief

Start with the SEC data that changes for this CIK

Latest signal: 13D/G stake for SMSI. 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

SMSI

26 May 2026 · 37% ownership

Open 13D/G

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Source: SEC Schedule 13D/G

SCHEDULE 13D/A filed on 28 May 2026 for CIK 0001251368.

View source filing
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$4.18M

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

Forms 3/4/5 position value

3/4/5
$4.18M

Estimated from parsed Forms 3/4/5 when filings include enough share and price data.

Largest linked holdings

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

SMSI

Largest active 13D stakes

Active large-stake positions disclosed in parsed Schedule 13D filings.

SMSI

Largest active 13G stakes

Passive or institutional large-stake positions disclosed in parsed Schedule 13G filings.

SMSI
How to read these SEC ownership signals
  • Read each filing family separately: 13F portfolios, 13D/G large stakes, and Forms 3/4/5 owner positions answer different SEC disclosure questions.
  • Open the linked research path when you need the filing, CIK, issuer, or CUSIP trail behind a value.
At a glance Names, identifiers, and filing context for this profile. 1 identity field
Business address
51 Columbia, Alisoviejo, CA, 92656

Filer intelligence

What SEC filings say about William W. Smith Jr.

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

  • 1 recent 13D/G stake row found; top row is SMSI at 37% ownership.
  • Forms 3/4/5 show insider context for SMSI worth $4.18M.

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 1 rows

Beneficial ownership and large-stake disclosures.

Open
Forms 3/4/5 1 rows

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

Open

13D/G large-stake context

SMSI

26 May 2026 · Common Stock, par value $0.001 per share

37%

Forms 3/4/5 insider context

SMSI

14 May 2026 · Executive Chairman · 10% owner

$4.18M

Latest update

What changed recently for William W. Smith Jr.

New filing available

Latest Schedule 13D/G period: 26 May 2026. Open the source-backed page to inspect the fresh filing or facts context.

Update date

28 May 2026

Page type

Filer profile

Latest period

26 May 2026

Schedule 13D/G context is visible from filings filed on 28 May 2026.

SEC filing record

CIK 0001251368 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
54
First seen
20 May 2021
Latest filing
28 May 2026
Entity
Individual

Observed form types

4 SCHEDULE 13D SCHEDULE 13D/A SCHEDULE 13G/A

Latest Filings

Showing the latest 12 of 54 SEC filings for William W. Smith Jr..

SCHEDULE 13D/A

SCHEDULE 13D/A filing

Filing date
28 May 2026
Reporting date
Not listed
SEC evidence
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Next action
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SCHEDULE 13D/A

SCHEDULE 13D/A filing

Filing date
10 Mar 2026
Reporting date
Not listed
SEC evidence
Open document Open filing
Next action
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SCHEDULE 13D/A

SCHEDULE 13D/A filing

Filing date
05 Feb 2026
Reporting date
Not listed
SEC evidence
Open document Open filing
Next action
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4

4 filing

Filing date
05 Feb 2026
Reporting date
03 Feb 2026
SEC evidence
Open document Open filing
Next action
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SCHEDULE 13D

SCHEDULE 13D filing

Filing date
17 Nov 2025
Reporting date
Not listed
SEC evidence
Open document Open filing
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4

4 filing

Filing date
13 Nov 2025
Reporting date
11 Nov 2025
SEC evidence
Open document Open filing
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4

4 filing

Filing date
10 Nov 2025
Reporting date
07 Nov 2025
SEC evidence
Open document Open filing
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4

4 filing

Filing date
21 Apr 2025
Reporting date
17 Apr 2025
SEC evidence
Open document Open filing
Next action
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SCHEDULE 13G/A

SCHEDULE 13G/A filing

Filing date
12 Feb 2025
Reporting date
Not listed
SEC evidence
Open document Open filing
Next action
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4

4 filing

Filing date
24 Jan 2024
Reporting date
23 Jan 2024
SEC evidence
Open document Open filing
Next action
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4

4 filing

Filing date
22 Jan 2024
Reporting date
18 Jan 2024
SEC evidence
Open document Open filing
Next action
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4

4 filing

Filing date
28 Dec 2023
Reporting date
27 Dec 2023
SEC evidence
Open document Open filing
Next action
Verify source filing
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