Entity type
Individual
CIK 0001696942. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.
Entity type
Individual
Total filings
4
Latest filing
29 Apr 2025
Industry
n/a
Filing-backed research brief
Latest signal: 13D/G stake for MITI. 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
MITI
29 Apr 2025 · 6.4% ownership
Open 13D/GInsider / owner context
TCRG
23 Jul 2025 · $681K
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SCHEDULE 13D filed on 29 Apr 2025 for CIK 0001696942.
These bars compare filing-backed value available in each disclosure family. Read them as separate lenses, not as one combined ownership total.
Reporting-owner positions with enough filing detail to estimate value.
Forms 3/4/5 position value
3/4/5Estimated from parsed Forms 3/4/5 when filings include enough share and price data.
Largest issuer positions linked to this CIK across parsed 13F, 13D/G, and Forms 3/4/5 records.
Active large-stake positions disclosed in parsed Schedule 13D filings.
Filer intelligence
A compact read of parsed XML filings. 13F, 13D/G, and Forms 3/4/5 are shown separately because they answer different ownership questions.
Counts show available parsed rows, not one combined ownership total.
MITI
29 Apr 2025 · Common Stock, par value $0.01 per share
TCRG
23 Jul 2025
MITI
30 Jun 2025
BFCH
05 Sep 2025 · Chief Executive Officer · 10% owner
Latest update
Latest ownership report period: 05 Sep 2025. Open the source-backed page to inspect the fresh filing or facts context.
Update date
05 Sep 2025
Page type
Ownership filings
Latest period
05 Sep 2025
Ownership context was refreshed from SEC Forms 3/4/5 filed on 05 Sep 2025.
SEC filing record
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.
Observed form types
Showing the latest 4 of 4 SEC filings for Jordan Paul Balencic.