Filer Snapshot

Boaz Weinstein

CIK 0001608233. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.

Entity type

Individual

Total filings

339

Latest filing

26 Jan 2024

Industry

n/a

Filing-backed research brief

Start with the SEC data that changes for this CIK

Latest signal: 13D/G stake for SABA. Each card links back to the PortfolioSavvy page where the filing evidence is closest.

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Largest parsed holding

—

Populates from the latest parsed 13F information table.

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13D/G large stake

SABA

28 Nov 2025 · 8.1% ownership

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Source: SEC Forms 3/4/5

4 filed on 26 Jan 2024 for CIK 0001608233.

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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$144.49M

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

Forms 3/4/5 position value

3/4/5
$144.49M

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.

GIM HIE
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
405 Lexington Avenue, 58 Th Floor, New York, NY, 10174

Filer intelligence

What SEC filings say about Boaz Weinstein

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

  • 2 recent 13D/G stake rows found; top row is SABA at 8.1% ownership.
  • Forms 3/4/5 show insider context for GIM worth $121.14M.

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 2 rows

Beneficial ownership and large-stake disclosures.

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Forms 3/4/5 3 rows

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

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13D/G large-stake context

SABA

28 Nov 2025 · Common Shares, no par value

8.1%
Issuer page 13D/G history

BCAT

28 Jul 2025 · Common Shares, $0.001 par value

4.9%
Issuer page 13D/G history

Forms 3/4/5 insider context

GIM

01 Sep 2023 · 10% owner

$121.14M
Issuer page Owner page

HIE

01 Sep 2023 · 10% owner

$23.35M
Issuer page Owner page

BRW

01 Jul 2024 · President

$0
Issuer page Owner page

Latest update

What changed recently for Boaz Weinstein

Ownership report updated

Latest ownership report period: 01 Jul 2024. Open the source-backed page to inspect the fresh filing or facts context.

Update date

02 Jul 2024

Page type

Ownership filings

Latest period

01 Jul 2024

Ownership context was refreshed from SEC Forms 3/4/5 filed on 02 Jul 2024.

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SEC filing record

CIK 0001608233 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
339
First seen
15 Aug 2023
Latest filing
26 Jan 2024
Entity
Individual

Observed form types

3 4 4/A

CIK-linked evidence first

Boaz Weinstein SEC filings Boaz Weinstein 13D/G history Boaz Weinstein owner filings Open SEC filing index

Latest Filings

Showing the latest 12 of 339 SEC filings for Boaz Weinstein.

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4

4 filing

Filing date
26 Jan 2024
Reporting date
25 Jan 2024
SEC evidence
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4

4 filing

Filing date
26 Jan 2024
Reporting date
25 Jan 2024
SEC evidence
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4

4 filing

Filing date
25 Jan 2024
Reporting date
23 Jan 2024
SEC evidence
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4

4 filing

Filing date
25 Jan 2024
Reporting date
23 Jan 2024
SEC evidence
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4

4 filing

Filing date
24 Jan 2024
Reporting date
23 Jan 2024
SEC evidence
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4

4 filing

Filing date
23 Jan 2024
Reporting date
19 Jan 2024
SEC evidence
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4

4 filing

Filing date
18 Jan 2024
Reporting date
17 Jan 2024
SEC evidence
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4

4 filing

Filing date
18 Jan 2024
Reporting date
17 Jan 2024
SEC evidence
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4

4 filing

Filing date
18 Jan 2024
Reporting date
17 Jan 2024
SEC evidence
Open document Open filing
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4

4 filing

Filing date
18 Jan 2024
Reporting date
17 Jan 2024
SEC evidence
Open document Open filing
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4

4 filing

Filing date
18 Jan 2024
Reporting date
17 Jan 2024
SEC evidence
Open document Open filing
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4

4 filing

Filing date
18 Jan 2024
Reporting date
17 Jan 2024
SEC evidence
Open document Open filing
Next action
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