Entity type
Individual
CIK 0001722055. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.
Entity type
Individual
Total filings
10
Latest filing
03 Feb 2026
Industry
n/a
Filing-backed research brief
Latest signal: Forms 3/4/5 owner position for DORM. Each card links back to the PortfolioSavvy page where the filing evidence is closest.
Latest 13F portfolio
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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
DORM
15 May 2026 ยท $1.13M
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4 filed on 03 Feb 2026 for CIK 0001722055.
Compare filing types separately; 13F, 13D/G, and Forms 3/4/5 are different evidence sources.
Reporting-owner positions with enough data to estimate value.
Estimated Forms 3/4/5 position value
Estimated only when owner filings include enough share and price data.
Largest issuer positions found across parsed 13F, 13D/G, and Forms 3/4/5 data.
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.
DORM
15 May 2026
UGI
30 Jan 2026
LONA
09 Apr 2026
Latest update
Latest ownership report period: 15 May 2026. Open the source-backed page to inspect the fresh filing or facts context.
Update date
19 May 2026
Page type
Ownership filings
Latest period
15 May 2026
Ownership context was refreshed from SEC Forms 3/4/5 filed on 19 May 2026.
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
CIK-linked evidence first
Showing the latest 10 of 10 SEC filings for Kelly A. Romano.