Filer Snapshot

Julia A. Bowen

CIK 0001764827. 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

24 Jul 2024

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 WYY. Each card links back to the PortfolioSavvy page where the filing evidence is closest.

Largest parsed holding

Populates from the latest parsed 13F information table.

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13D/G large stake

No recent parsed 13D/G stake row for this CIK.

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Source: SEC Forms 3/4/5

4 filed on 24 Jul 2024 for CIK 0001764827.

View source filing
Ownership signals CIK-linked ownership evidence from parsed SEC filings. 1 signal
Parsed SEC ownership signals

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$234.7K

Reporting-owner positions with enough filing detail to estimate value.

Forms 3/4/5 position value

3/4/5
$234.7K

Estimated from parsed Forms 3/4/5 when filings include enough share and price data.

Source: Forms 3/4/5Confidence: Estimated when price data is available

Largest linked holdings

Largest issuer positions linked to this CIK across parsed 13F, 13D/G, and Forms 3/4/5 records.

WYY
How 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.
At a glance Names, identifiers, and filing context for this profile. 1 identity field
Business address
7926 Jones Branch Drive, Suite 520, Mclean, VA, 22012

Filer intelligence

What SEC filings say about Julia A. Bowen

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 WYY worth $234.7K.

SEC source mix

Counts show available parsed rows, not one combined ownership total.

XML parsed
13F portfolio No rows yet

Quarterly institutional portfolio holdings.

Open
13D/G stakes No rows yet

Beneficial ownership and large-stake disclosures.

Open
Forms 3/4/5 1 rows

Officer, director, and 10% owner holdings or transactions.

Open

Forms 3/4/5 insider context

WYY

18 Jul 2024

$234.7K

Latest update

What changed recently for Julia A. Bowen

Ownership report updated

Latest ownership report period: 18 Jul 2024. Open the source-backed page to inspect the fresh filing or facts context.

Update date

24 Jul 2024

Page type

Ownership filings

Latest period

18 Jul 2024

Ownership context was refreshed from SEC Forms 3/4/5 filed on 24 Jul 2024.

SEC filing record

CIK 0001764827 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
10
First seen
11 Feb 2019
Latest filing
24 Jul 2024
Entity
Individual

Observed form types

4 3

Latest Filings

Showing the latest 10 of 10 SEC filings for Julia A. Bowen.

4 File 001-33035

4 filing

Filing date
24 Jul 2024
Reporting date
18 Jul 2024
SEC evidence
Open document Open filing
Next action
Verify source filing
4 File 001-33035

4 filing

Filing date
08 Apr 2024
Reporting date
08 Apr 2024
SEC evidence
Open document Open filing
Next action
Verify source filing
4 File 001-33035

4 filing

Filing date
08 Aug 2023
Reporting date
04 Aug 2023
SEC evidence
Open document Open filing
Next action
Verify source filing
4 File 001-33035

FORM 4

Filing date
02 Aug 2022
Reporting date
01 Aug 2022
SEC evidence
Open document Open filing
Next action
Verify source filing
4 File 001-33035

FORM 4

Filing date
28 Jun 2021
Reporting date
11 Jun 2021
SEC evidence
Open document Open filing
Next action
Verify source filing
4 File 001-33035

FORM 4

Filing date
31 Mar 2021
Reporting date
29 Mar 2021
SEC evidence
Open document Open filing
Next action
Verify source filing
4 File 001-33035

FORM 4

Filing date
19 Jun 2020
Reporting date
18 Jun 2020
SEC evidence
Open document Open filing
Next action
Verify source filing
4 File 001-33035

FORM 4

Filing date
16 Apr 2020
Reporting date
15 Apr 2020
SEC evidence
Open document Open filing
Next action
Verify source filing
4 File 001-33035

FORM 4

Filing date
25 Apr 2019
Reporting date
24 Apr 2019
SEC evidence
Open document Open filing
Next action
Verify source filing
3 File 001-33035

FORM 3

Filing date
11 Feb 2019
Reporting date
07 Feb 2019
SEC evidence
Open document Open filing
Next action
Verify source filing
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