Filer Snapshot

Thomas K. Equels

CIK 0001450324. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.

Entity type

Individual

Total filings

19

Latest filing

27 Nov 2023

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 AIM. 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.

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13D/G large stake

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

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Source: SEC Forms 3/4/5

4 filed on 27 Nov 2023 for CIK 0001450324.

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$50.5K

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

Forms 3/4/5 position value

3/4/5
$50.5K

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.

AIM
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
2117 Southwest Highway 484, Ocala, FL, 34473

Filer intelligence

What SEC filings say about Thomas K. Equels

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 AIM worth $50.5K.

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 1 rows

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

Open

Forms 3/4/5 insider context

AIM

16 Mar 2026 · CEO & President

$50.5K

Latest update

What changed recently for Thomas K. Equels

Ownership report updated

Latest ownership report period: 16 Mar 2026. Open the source-backed page to inspect the fresh filing or facts context.

Update date

16 Mar 2026

Page type

Ownership filings

Latest period

16 Mar 2026

Ownership context was refreshed from SEC Forms 3/4/5 filed on 16 Mar 2026.

SEC filing record

CIK 0001450324 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
19
First seen
16 Jul 2021
Latest filing
27 Nov 2023
Entity
Individual

Observed form types

4 4/A

Latest Filings

Showing the latest 12 of 19 SEC filings for Thomas K. Equels.

4

4 filing

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

4 filing

Filing date
29 Sep 2023
Reporting date
29 Sep 2023
SEC evidence
Open document Open filing
Next action
Verify source filing
4

4 filing

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

4 filing

Filing date
24 Aug 2023
Reporting date
24 Aug 2023
SEC evidence
Open document Open filing
Next action
Verify source filing
4

4 filing

Filing date
17 Jul 2023
Reporting date
17 Jul 2023
SEC evidence
Open document Open filing
Next action
Verify source filing
4

4 filing

Filing date
04 Jan 2023
Reporting date
03 Jan 2023
SEC evidence
Open document Open filing
Next action
Verify source filing
4

4 filing

Filing date
02 Dec 2022
Reporting date
30 Nov 2022
SEC evidence
Open document Open filing
Next action
Verify source filing
4

4 filing

Filing date
18 Jul 2022
Reporting date
18 Jul 2022
SEC evidence
Open document Open filing
Next action
Verify source filing
4

4 filing

Filing date
26 Apr 2022
Reporting date
25 Apr 2022
SEC evidence
Open document Open filing
Next action
Verify source filing
4

4 filing

Filing date
04 Mar 2022
Reporting date
03 Mar 2022
SEC evidence
Open document Open filing
Next action
Verify source filing
4

4 filing

Filing date
13 Dec 2021
Reporting date
13 Dec 2021
SEC evidence
Open document Open filing
Next action
Verify source filing
4/A

4/A filing

Filing date
13 Dec 2021
Reporting date
13 Dec 2021
SEC evidence
Open document Open filing
Next action
Verify source filing
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