Entity type
Individual
CIK 0001766686. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.
Entity type
Individual
Total filings
6
Latest filing
14 Dec 2023
Industry
n/a
Filing-backed research brief
Latest signal: Forms 3/4/5 owner position for BTU. 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
BTU
07 May 2026 ยท $1.55M
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4 filed on 14 Dec 2023 for CIK 0001766686.
These bars compare filing-backed value available in each disclosure family. Treat them as separate lenses, not one combined ownership total.
Reporting-owner positions with enough filing detail to estimate value.
Estimated Forms 3/4/5 value
3/4/5Estimated from parsed Forms 3/4/5 when the filing includes enough shares and price data.
Largest issuer positions linked to this CIK across parsed 13F, 13D/G, and Forms 3/4/5 records.
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.
BTU
07 May 2026
AMCR
02 Dec 2024
WCN
13 Feb 2026
BOOM
11 May 2022
Latest update
Latest ownership report period: 07 May 2026. Open the source-backed page to inspect the fresh filing or facts context.
Update date
11 May 2026
Page type
Ownership filings
Latest period
07 May 2026
Ownership context was refreshed from SEC Forms 3/4/5 filed on 11 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 6 of 6 SEC filings for Andrea E. Bertone.