Entity type
Individual
CIK 0001427290. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.
Entity type
Individual
Total filings
51
Latest filing
13 May 2026
Industry
n/a
Filing-backed research brief
Latest signal: Forms 3/4/5 owner position for IVFH. Each card links back to the PortfolioSavvy page where the filing evidence is closest.
Latest 13F portfolio
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No parsed 13F portfolio row yet.
Browse latest 13FLargest parsed holding
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Populates from the latest parsed 13F information table.
Open holding13D/G large stake
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No recent parsed 13D/G stake row for this CIK.
Browse 13D/GInsider / owner context
IVFH
04 Dec 2024 · $9.91M
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13F-NT filed on 13 May 2026 for CIK 0001427290.
These bars compare filing-backed value available in each disclosure family. Read them as separate lenses, not as one combined ownership total.
Reporting-owner positions with enough filing detail to estimate value.
Forms 3/4/5 position value
3/4/5Estimated from parsed Forms 3/4/5 when filings include enough share and price data.
Largest issuer positions linked to this CIK across parsed 13F, 13D/G, and Forms 3/4/5 records.
Filer intelligence
A compact read of parsed XML filings. 13F, 13D/G, and Forms 3/4/5 are shown separately because they answer different ownership questions.
Counts show available parsed rows, not one combined ownership total.
IVFH
04 Dec 2024 · 10% owner
RBCN
19 Aug 2022 · 10% owner
Latest update
Latest 13F period: Q1 2026. Open the source-backed page to inspect the fresh filing or facts context.
Update date
13 May 2026
Page type
Filer profile
Latest period
Q1 2026
Institutional portfolio context was refreshed from a 13F filing filed on 13 May 2026.
SEC filing record
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.
Observed form types
CIK-linked evidence first
Showing the latest 12 of 51 SEC filings for Jefferson Gramm.