Filer Snapshot

Lisa L. Troe

CIK 0001603830. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.

Entity type

Individual

Total filings

12

Latest filing

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

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Source: SEC Forms 3/4/5

4 filed on 20 Jun 2023 for CIK 0001603830.

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Ownership signals CIK-linked ownership evidence from parsed SEC filings. 1 signal
Ownership evidence

SEC filing family snapshot

These bars compare visible SEC-reported value by filing family. They should be read side by side, not added into one ownership total.

Forms 3/4/5 positions$2.05M

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

Estimated owner position value

3/4/5
$2.05M

Estimated from parsed Forms 3/4/5 when the filing includes enough shares and price data.

Largest linked issuer positions

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

XPRO MGNI STEM
How to read this ownership snapshot
  • Read each filing family separately: 13F portfolios, 13D/G large stakes, and Forms 3/4/5 owner positions are different SEC disclosure regimes.
  • Open the linked research path when you need the filing behind a value.
Identity Who this page is about. 1 identity field
Business address
12181 Bluff Creek Drive, 4 Th Floor, Los Angeles, CA, 90094

Filer intelligence

What SEC filings say about Lisa L. Troe

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 XPRO worth $1.01M.

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

XPRO

01 Jun 2025

$1.01M
Issuer page Owner page

MGNI

08 Jun 2023

$901.2K
Issuer page Owner page

STEM

15 Jun 2023

$137.9K
Issuer page Owner page

HRT

28 Jun 2024

$0
Issuer page Owner page

Latest update

What changed recently for Lisa L. Troe

Ownership report updated

Latest ownership report period: 01 Jun 2025. Open the source-backed page to inspect the fresh filing or facts context.

Update date

03 Jun 2025

Page type

Ownership filings

Latest period

01 Jun 2025

Ownership context was refreshed from SEC Forms 3/4/5 filed on 03 Jun 2025.

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SEC filing record

CIK 0001603830 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
12
First seen
24 May 2021
Latest filing
20 Jun 2023
Entity
Individual

Observed form types

3 3/A 4

CIK-linked evidence first

Lisa L. Troe SEC filings Lisa L. Troe owner filings Open SEC filing index

Latest Filings

Showing the latest 12 of 12 SEC filings for Lisa L. Troe.

4

4 filing

Filing date
20 Jun 2023
Reporting date
15 Jun 2023
SEC evidence
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4

4 filing

Filing date
08 Jun 2023
Reporting date
07 Jun 2023
SEC evidence
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4

4 filing

Filing date
05 Jun 2023
Reporting date
02 Jun 2023
SEC evidence
Open document Open filing
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4

4 filing

Filing date
26 May 2023
Reporting date
25 May 2023
SEC evidence
Open document Open filing
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4

4 filing

Filing date
29 Jul 2022
Reporting date
28 Jul 2022
SEC evidence
Open document Open filing
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4

4 filing

Filing date
06 Jun 2022
Reporting date
02 Jun 2022
SEC evidence
Open document Open filing
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4

4 filing

Filing date
29 Apr 2022
Reporting date
28 Apr 2022
SEC evidence
Open document Open filing
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4

4 filing

Filing date
28 Oct 2021
Reporting date
28 Oct 2021
SEC evidence
Open document Open filing
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3

3 filing

Filing date
28 Oct 2021
Reporting date
28 Oct 2021
SEC evidence
Open document Open filing
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4

4 filing

Filing date
06 Jul 2021
Reporting date
02 Jul 2021
SEC evidence
Open document Open filing
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3/A

3/A filing

Filing date
26 May 2021
Reporting date
28 Apr 2021
SEC evidence
Open document Open filing
Next action
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3

3 filing

Filing date
24 May 2021
Reporting date
28 Apr 2021
SEC evidence
Open document Open filing
Next action
Verify source filing
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