Entity type
Individual
Filer Snapshot
Robert Burton Harvey
CIK 0001738212. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.
Total filings
20
Latest filing
06 Feb 2026
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 IIIV. 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
IIIV
13 May 2025 ยท $358K
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Source: SEC filing 144
View source filing
144 filed on 06 Feb 2026 for CIK 0001738212.
- 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$358KReporting-owner positions with enough filing detail to estimate value.
Forms 3/4/5 position value
3/4/5$358KEstimated 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.
IIIVHow 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
- 40 Burton Hills Boulevard, Suite 415, Nashville, TN, 37215
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 Robert Burton Harvey
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 IIIV worth $358K.
SEC source mix
Counts show available parsed rows, not one combined ownership total.
Forms 3/4/5 insider context
IIIV
13 May 2025
Latest update
What changed recently for Robert Burton Harvey
Latest ownership report period: 13 May 2025. Open the source-backed page to inspect the fresh filing or facts context.
Update date
15 May 2025
Page type
Ownership filings
Latest period
13 May 2025
Ownership context was refreshed from SEC Forms 3/4/5 filed on 15 May 2025.
SEC filing record
CIK 0001738212 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
20
First seen
20 Jun 2018
Latest filing
06 Feb 2026
Entity
Individual
Observed form types
144
4
4/A
3
CIK-linked evidence first
Latest Filings
Showing the latest 12 of 20 SEC filings for Robert Burton Harvey.
144
144 filing
- Filing date
- 06 Feb 2026
- Reporting date
- Not listed
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
4
File 001-38532
FORM 4
- Filing date
- 15 May 2025
- Reporting date
- 13 May 2025
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
144
144 filing
- Filing date
- 13 May 2025
- Reporting date
- Not listed
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
144
144 filing
- Filing date
- 13 May 2025
- Reporting date
- Not listed
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
144
144 filing
- Filing date
- 13 May 2025
- Reporting date
- Not listed
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
4
File 001-38532
FORM 4
- Filing date
- 12 Feb 2025
- Reporting date
- 11 Feb 2025
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
4
File 001-38532
FORM 4
- Filing date
- 24 Jan 2025
- Reporting date
- 23 Jan 2025
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
4
File 001-38532
FORM 4
- Filing date
- 14 Feb 2024
- Reporting date
- 13 Feb 2024
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
4
File 001-38532
FORM 4 SUBMISSION
- Filing date
- 16 May 2023
- Reporting date
- 12 May 2023
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
4
File 001-38532
FORM 4 SUBMISSION
- Filing date
- 09 Aug 2022
- Reporting date
- 21 Jun 2022
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
4
File 001-38532
FORM 4 SUBMISSION
- Filing date
- 23 Jun 2021
- Reporting date
- 21 Jun 2021
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
4
File 001-38532
FORM 4 SUBMISSION
- Filing date
- 16 Mar 2021
- Reporting date
- 15 Mar 2021
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing