Entity type
Individual
Filer Snapshot
James W. Newman Jr.
CIK 0001718364. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.
Total filings
14
Latest filing
02 Jun 2025
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 ADIL. 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
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No recent parsed 13D/G stake row for this CIK.
Browse 13D/GInsider / owner context
ADIL
29 May 2025
Open owner page
Source: SEC Forms 3/4/5
View source filing
4 filed on 02 Jun 2025 for CIK 0001718364.
- Business address
- 1180 Seminole Trail, Suite 495, Charlottesville, VA, 22901
Filer intelligence
What SEC filings say about James W. Newman Jr.
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
- Forms 3/4/5 show insider context for ADIL.
SEC source mix
Counts show available parsed rows, not one combined ownership total.
Forms 3/4/5 insider context
ADIL
29 May 2025
Latest update
What changed recently for James W. Newman Jr.
Latest ownership report period: 29 May 2025. Open the source-backed page to inspect the fresh filing or facts context.
Update date
02 Jun 2025
Page type
Ownership filings
Latest period
29 May 2025
Ownership context was refreshed from SEC Forms 3/4/5 filed on 02 Jun 2025.
SEC filing record
CIK 0001718364 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
14
First seen
26 Jul 2018
Latest filing
02 Jun 2025
Entity
Individual
Observed form types
4
SC 13D
3
CIK-linked evidence first
Latest Filings
Showing the latest 12 of 14 SEC filings for James W. Newman Jr..
4
File 001-38323
4 filing
- Filing date
- 02 Jun 2025
- Reporting date
- 29 May 2025
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
4
File 001-38323
4 filing
- Filing date
- 27 Mar 2024
- Reporting date
- 25 Mar 2024
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
4
File 001-38323
4 filing
- Filing date
- 25 May 2023
- Reporting date
- 23 May 2023
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
4
File 001-38323
4 filing
- Filing date
- 25 Feb 2022
- Reporting date
- 23 Feb 2022
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
4
File 001-38323
4 filing
- Filing date
- 03 Jan 2022
- Reporting date
- 30 Dec 2021
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
4
File 001-38323
4 filing
- Filing date
- 30 Nov 2021
- Reporting date
- 26 Nov 2021
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
4
File 001-38323
4 filing
- Filing date
- 10 Feb 2021
- Reporting date
- 08 Feb 2021
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
4
File 001-38323
4 filing
- Filing date
- 28 Jan 2021
- Reporting date
- 26 Jan 2021
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
4
File 001-38323
4 filing
- Filing date
- 30 Mar 2020
- Reporting date
- 27 Mar 2020
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
4
File 001-38323
OWNERSHIP DOCUMENT
- Filing date
- 05 Mar 2020
- Reporting date
- 03 Mar 2020
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
SC 13D
SCHEDULE 13D
- Filing date
- 14 Nov 2018
- Reporting date
- Not listed
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
4
File 001-38323
4 filing
- Filing date
- 13 Nov 2018
- Reporting date
- 12 Nov 2018
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing