Entity type
Individual
Filer Snapshot
Bruce Bernstein
CIK 0001665472. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.
Total filings
10
Latest filing
04 Aug 2026
Industry
n/a
Filing-backed research brief
Start with the SEC data that changes for this CIK
Latest signal: 13D/G stake for XWEL. 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
XWEL
15 Nov 2025 · 6.9% ownership
Open 13D/GInsider / owner context
WRAP
01 Jul 2026 · $393.8K
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Source: SEC Schedule 13D/G
View source filing
SCHEDULE 13D filed on 04 Aug 2026 for CIK 0001665472.
- Parsed SEC ownership signals
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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$904.6KReporting-owner positions with enough filing detail to estimate value.
Forms 3/4/5 position value
3/4/5$904.6KEstimated from parsed Forms 3/4/5 when filings include enough share and price data.
Source: Forms 3/4/5Confidence: Estimated when price data is availableLargest linked holdings
Largest issuer positions linked to this CIK across parsed 13F, 13D/G, and Forms 3/4/5 records.
WRAP TAOX XWEL QCLS PTPILargest active 13D stakes
Active large-stake positions disclosed in parsed Schedule 13D filings.
XWELHow to read these SEC ownership signals
- Read each filing family separately: Form 13F, Schedules 13D/G, and Forms 3/4/5 answer different SEC disclosure questions and should not be blended into one ownership total.
- Use 13F values for visible U.S.-listed equity portfolios, 13D/G rows for large beneficial-owner stakes, and Forms 3/4/5 rows for reporting-owner positions and transactions.
- Open the linked research path when you need the filing, CIK, issuer, CUSIP, date, or source trail behind a value.
- Business address
- 780 Third Avenue, 12 Th Floor, New York, NY, 10017
Ownership signals
CIK-linked ownership evidence from parsed SEC filings.
1 signal
At a glance
Names, identifiers, and filing context for this profile.
1 identity field
Filer intelligence
What SEC filings say about Bruce Bernstein
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
- 1 recent 13D/G stake row found; top row is XWEL at 6.9% ownership.
- Forms 3/4/5 show insider context for WRAP worth $393.8K.
SEC source mix
Counts show available parsed rows, not one combined ownership total.
13D/G large-stake context
XWEL
15 Nov 2025 · Common Stock, $0.01 par value
Forms 3/4/5 insider context
WRAP
01 Jul 2026
TAOX
18 May 2026
XWEL
27 Feb 2026
QCLS
13 Apr 2026
Latest update
What changed recently for Bruce Bernstein
Latest Schedule 13D/G period: 15 Nov 2025. Open the source-backed page to inspect the fresh filing or facts context.
Update date
04 Aug 2026
Page type
Filer profile
Latest period
15 Nov 2025
Schedule 13D/G context is visible from filings filed on 04 Aug 2026.
SEC filing record
CIK 0001665472 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
10
First seen
07 Jan 2022
Latest filing
04 Aug 2026
Entity
Individual
Observed form types
3
4
SCHEDULE 13D
CIK-linked evidence first
Latest Filings
Showing the latest 10 of 10 SEC filings for Bruce Bernstein.
SCHEDULE 13D
SCHEDULE 13D filing
- Filing date
- 04 Aug 2026
- Reporting date
- Not listed
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
4
4 filing
- Filing date
- 03 Feb 2026
- Reporting date
- 01 Feb 2026
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
4
4 filing
- Filing date
- 10 Jul 2023
- Reporting date
- 07 Jul 2023
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
4
4 filing
- Filing date
- 28 Apr 2023
- Reporting date
- 26 Apr 2023
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
4
4 filing
- Filing date
- 26 Apr 2023
- Reporting date
- 21 Apr 2023
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
3
3 filing
- Filing date
- 26 Apr 2023
- Reporting date
- 21 Apr 2023
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
4
4 filing
- Filing date
- 12 Apr 2023
- Reporting date
- 10 Apr 2023
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
4
4 filing
- Filing date
- 25 Jan 2023
- Reporting date
- 20 Jan 2023
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
4
4 filing
- Filing date
- 11 Apr 2022
- Reporting date
- 07 Apr 2022
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
4
4 filing
- Filing date
- 07 Jan 2022
- Reporting date
- 22 Dec 2021
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing