Filer Snapshot

Robert J. Lipstein SEC EDGAR Filings

SEC filings, ownership reports, and insider transactions for CIK 0001701946.

Entity Type

Individual

Total Filings

33

Latest Filing

19 Mar 2026

Industry

n/a

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Go to latest filings table Open reporting owner context
Source: SEC Forms 3/4/5

4 filed on 19 Mar 2026 for CIK 0001701946.

View Source Filing
Business address
1661 Worthington Road, Suite 100, West Palm Beach, FL, 33409
Top holdings (ownership)
SBCF and QRHC

Quick Takeaways

  • Robert J. Lipstein is an SEC filer tracked under CIK 0001701946.
  • 33 filings are listed on this profile.
  • Common form coverage includes 4, 5, 3 and more.

What Changed

  • Latest filing: 4 filed on 19 Mar 2026.
  • Report period: 18 Mar 2026.

Why This Matters

  • You can quote filing dates and form types directly from the SEC record on this page.
  • Use this profile before deeper ownership or insider analysis to confirm filing history context.

Source Evidence

Source: SEC Forms 3/4/5

4 filed on 19 Mar 2026 for CIK 0001701946.

View Source Filing

Return Loop

Why revisit this filer page

A newly filed 4 can change the filing history, ownership context, or next research path for Robert J. Lipstein.

Latest source-backed update
4 filed 19 Mar 2026
Why come back
Revisit after a new SEC filing appears to compare the updated record with prior filings.
  • Latest filing on record: 4 filed 19 Mar 2026.
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Filer freshness comes from SEC EDGAR submission history and related source-backed ownership or portfolio filings when available.

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Latest update

What changed recently for Robert J. Lipstein

Ownership report updated

Latest ownership report period: 18 Mar 2026. Open the source-backed page to inspect the fresh filing or facts context.

Update date

19 Mar 2026

Page type

Ownership filings

Latest period

18 Mar 2026

Ownership context was refreshed from SEC Forms 3/4/5 filed on 19 Mar 2026.

Open ownership filings Browse recent public updates

Filer Overview

Robert J. Lipstein has filed 33 SEC EDGAR filings since 24 Mar 2017. Common forms include 4, 5, 3, 4/A.

Reporting owner transactions Latest 13F filings

Latest Filings

Recent SEC filings for Robert J. Lipstein with direct links to document and filing folders.

Form type Document Filing Description Filing date Reporting date File number(s)
4 Open 4 document View SEC filing for 4 OWNERSHIP DOCUMENT 19 Mar 2026 18 Mar 2026 001-36451
5 Open 5 document View SEC filing for 5 FORM 5 11 Feb 2026 31 Dec 2025 000-13660
4 Open 4 document View SEC filing for 4 18 Aug 2025 14 Aug 2025 001-36451
4 Open 4 document View SEC filing for 4 PRIMARY DOCUMENT 15 Aug 2025 25 Mar 2025 001-41466
4 Open 4 document View SEC filing for 4 OWNERSHIP DOCUMENT 14 Aug 2025 13 Aug 2025 001-36451
4 Open 4 document View SEC filing for 4 FORM 4 01 Aug 2025 31 Jul 2025 000-13660
3 Open 3 document View SEC filing for 3 OWNERSHIP DOCUMENT 15 May 2025 07 May 2025 001-36451
5 Open 5 document View SEC filing for 5 FORM 5 14 Feb 2025 31 Dec 2024 000-13660
4 Open 4 document View SEC filing for 4 FORM 4 12 Dec 2024 10 Dec 2024 000-13660
4 Open 4 document View SEC filing for 4 FORM 4 02 Aug 2024 31 Jul 2024 000-13660
5 Open 5 document View SEC filing for 5 FORM 5 13 Feb 2024 31 Dec 2023 000-13660
4 Open 4 document View SEC filing for 4 FORM 4 02 Nov 2023 31 Oct 2023 000-13660
4 Open 4 document View SEC filing for 4 FORM 4 02 Aug 2023 31 Jul 2023 000-13660
4 Open 4 document View SEC filing for 4 PRIMARY DOCUMENT 02 Jun 2023 01 Jun 2023 001-41466
4/A Open 4/A document View SEC filing for 4/A FORM 4/A SUBMISSION 04 May 2023 02 May 2023 000-13660
4 Open 4 document View SEC filing for 4 FORM 4 SUBMISSION 04 May 2023 02 May 2023 000-13660
5 Open 5 document View SEC filing for 5 FORM 5 SUBMISSION 14 Feb 2023 31 Dec 2022 000-13660
3 Open 3 document View SEC filing for 3 PRIMARY DOCUMENT 26 Aug 2022 25 Aug 2022 001-41466
4 Open 4 document View SEC filing for 4 FORM 4 SUBMISSION 02 Aug 2022 29 Jul 2022 000-13660
5 Open 5 document View SEC filing for 5 FORM 5 SUBMISSION 14 Feb 2022 31 Dec 2021 000-13660
4 Open 4 document View SEC filing for 4 FORM 4 SUBMISSION 03 Aug 2021 30 Jul 2021 000-13660
5 Open 5 document View SEC filing for 5 FORM 5 SUBMISSION 12 Feb 2021 31 Dec 2020 000-13660
4 Open 4 document View SEC filing for 4 FORM 4 SUBMISSION 04 Aug 2020 31 Jul 2020 000-13660
4 Open 4 document View SEC filing for 4 FORM 4 SUBMISSION 12 May 2020 08 May 2020 000-13660
4 Open 4 document View SEC filing for 4 04 Mar 2020 02 Mar 2020 001-13219
4 Open 4 document View SEC filing for 4 FORM 4 SUBMISSION 31 Jan 2020 29 Jan 2020 000-13660
4 Open 4 document View SEC filing for 4 13 Aug 2019 09 Aug 2019 001-13219
4 Open 4 document View SEC filing for 4 FORM 4 SUBMISSION 02 Aug 2019 31 Jul 2019 000-13660
4 Open 4 document View SEC filing for 4 03 Jun 2019 30 May 2019 001-13219
3 Open 3 document View SEC filing for 3 FORM 3 SUBMISSION 30 May 2019 24 May 2019 000-13660
4 Open 4 document View SEC filing for 4 25 May 2018 23 May 2018 001-13219
4 Open 4 document View SEC filing for 4 OWNERSHIP DOCUMENT 26 May 2017 24 May 2017 001-13219
3 Open 3 document View SEC filing for 3 OWNERSHIP DOCUMENT 24 Mar 2017 17 Mar 2017 001-13219

About this filer

Robert J. Lipstein files with the SEC under CIK 0001701946. This page aggregates EDGAR filings and related ownership activity.

FAQ

What is a CIK?
A Central Index Key (CIK) is a unique identifier assigned by the SEC to each filer.
Why are some filings missing?
New filings appear as the SEC updates EDGAR, and older records can vary by availability.
How often is this page updated?
Updates follow new EDGAR submissions and periodic data refreshes.
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