Filer Snapshot

Stephen N. Potter

CIK 0001378549. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.

Entity type

Individual

Total filings

82

Latest filing

05 Aug 2025

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

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Largest parsed holding

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Populates from the latest parsed 13F information table.

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13D/G large stake

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Source: SEC Forms 3/4/5

3 filed on 05 Aug 2025 for CIK 0001378549.

View Source Filing
Identity 1 fact
Business address
50 S. La Salle St., Chicago, IL, 60603
SEC ownership signals 2 facts
Ownership coverage

Form 3/4/5 holdings value

$465.4K

Estimated from parsed insider ownership filings when values are disclosed.

Top disclosed positions
NCDL

Filer intelligence

What SEC filings say about Stephen N. Potter

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 NCDL worth $465.4K.

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 4 rows

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

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Forms 3/4/5 insider context

NCDL

05 Jan 2024

$465.4K
Issuer page Owner page

Nuveen Churchill BDC V

05 Aug 2025

Issuer page Owner page

Nuveen Churchill Private Credit Fund

22 Jul 2024

Issuer page Owner page

Nuveen Churchill Private Capital Income Fund

28 Aug 2023

Issuer page Owner page

Latest update

What changed recently for Stephen N. Potter

Ownership report updated

Latest ownership report period: 05 Aug 2025. Open the source-backed page to inspect the fresh filing or facts context.

Update date

05 Aug 2025

Page type

Ownership filings

Latest period

05 Aug 2025

Ownership context was refreshed from SEC Forms 3/4/5 filed on 05 Aug 2025.

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SEC filing record

CIK 0001378549 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
82
First seen
19 Oct 2006
Latest filing
05 Aug 2025
Entity
Individual

Observed form types

3 4 4/A

Primary evidence

Open SEC filing index Stephen N. Potter SEC filings Stephen N. Potter owner filings

Latest Filings

Showing the latest 12 of 63 SEC filings for Stephen N. Potter.

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3 File 814-01883

3 filing

Filing date
05 Aug 2025
Reporting date
05 Aug 2025
SEC evidence
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3 File 000-56659

3 filing

Filing date
22 Jul 2024
Reporting date
22 Jul 2024
SEC evidence
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4 File 814-01338

4 filing

Filing date
08 Jan 2024
Reporting date
05 Jan 2024
SEC evidence
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4 File 814-01338

4 filing

Filing date
06 Nov 2023
Reporting date
03 Nov 2023
SEC evidence
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4 File 814-01494

4 filing

Filing date
29 Aug 2023
Reporting date
28 Aug 2023
SEC evidence
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3 File 814-01494

3 filing

Filing date
26 Jul 2022
Reporting date
21 Jul 2022
SEC evidence
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4 File 814-01338

4 filing

Filing date
21 Jan 2022
Reporting date
21 Jan 2022
SEC evidence
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4 File 814-01338

4 filing

Filing date
10 Dec 2021
Reporting date
09 Dec 2021
SEC evidence
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4 File 814-01338

4 filing

Filing date
02 Nov 2021
Reporting date
01 Nov 2021
SEC evidence
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4 File 814-01338

4 filing

Filing date
24 Aug 2021
Reporting date
24 Aug 2021
SEC evidence
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4 File 814-01338

4 filing

Filing date
09 Nov 2020
Reporting date
06 Nov 2020
SEC evidence
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3 File 814-01338

3 filing

Filing date
21 Feb 2020
Reporting date
21 Feb 2020
SEC evidence
Open document Open filing
Next action
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