Entity type
Individual
Filer Snapshot
Charles M. Jacobson
CIK 0001448206. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.
Total filings
6
Latest filing
01 Dec 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 DXYZ. Each card links back to the PortfolioSavvy page where the filing evidence is closest.
Latest 13F portfolio
—
No parsed 13F portfolio row yet.
Browse latest 13FLargest parsed holding
—
Populates from the latest parsed 13F information table.
Open holding13D/G large stake
—
No recent parsed 13D/G stake row for this CIK.
Browse 13D/GInsider / owner context
DXYZ
28 Nov 2025
Open owner pageSave this filer page
Create a free account to keep this page in your watchlists. After verification, we will save it automatically and open your saved research list.
Source: SEC Forms 3/4/5
View source filing
3 filed on 01 Dec 2025 for CIK 0001448206.
- Business address
- 13 Laurel Circle, Malvern, PA, 19355
Filer intelligence
What SEC filings say about Charles M. Jacobson
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 DXYZ.
SEC source mix
Counts show available parsed rows, not one combined ownership total.
Forms 3/4/5 insider context
DXYZ
28 Nov 2025
Latest update
What changed recently for Charles M. Jacobson
Latest ownership report period: 28 Nov 2025. Open the source-backed page to inspect the fresh filing or facts context.
Update date
01 Dec 2025
Page type
Ownership filings
Latest period
28 Nov 2025
Ownership context was refreshed from SEC Forms 3/4/5 filed on 01 Dec 2025.
SEC filing record
CIK 0001448206 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
6
First seen
20 Oct 2008
Latest filing
01 Dec 2025
Entity
Individual
Observed form types
3
4
CIK-linked evidence first
Latest Filings
Showing the latest 5 of 5 SEC filings for Charles M. Jacobson.
3
File 811-23802
3 filing
- Filing date
- 01 Dec 2025
- Reporting date
- 28 Nov 2025
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
3
File 814-01140
OWNERSHIP DOCUMENT
- Filing date
- 21 Aug 2015
- Reporting date
- 21 Aug 2015
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
4
File 000-27163
OWNERSHIP DOCUMENT
- Filing date
- 01 Dec 2014
- Reporting date
- 26 Nov 2014
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
4
File 000-27163
OWNERSHIP DOCUMENT
- Filing date
- 18 Jun 2013
- Reporting date
- 14 Jun 2013
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
3
File 000-27163
PRIMARY DOCUMENT
- Filing date
- 06 Sep 2012
- Reporting date
- 04 Sep 2012
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing