Filer Snapshot

Simon Yuan

CIK 0001772097. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.

Entity type

Individual

Total filings

1

Latest filing

11 Feb 2025

Industry

n/a

Filing-backed research brief

Start with the SEC data that changes for this CIK

Latest signal: 13D/G stake for SMXT. Each card links back to the PortfolioSavvy page where the filing evidence is closest.

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Largest parsed holding

—

Populates from the latest parsed 13F information table.

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13D/G large stake

SMXT

27 Feb 2024 · 7.4% ownership

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Source: SEC Schedule 13D/G

SCHEDULE 13G filed on 11 Feb 2025 for CIK 0001772097.

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

Largest active 13G stakes

Passive or institutional large-stake positions disclosed in parsed Schedule 13G filings.

SMXT
How to read these SEC ownership signals
  • Read each filing family separately: 13F portfolios, 13D/G large stakes, and Forms 3/4/5 owner positions answer different SEC disclosure questions.
  • Open the linked research path when you need the filing, CIK, issuer, or CUSIP trail behind a value.
At a glance Names, identifiers, and filing context for this profile. 1 identity field
Business address
3080 12 Th Street, Riverside, CA, 92507

Filer intelligence

What SEC filings say about Simon Yuan

A compact read of parsed XML filings. 13F, 13D/G, and Forms 3/4/5 are shown separately because they answer different ownership questions.

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Quick read

  • 1 recent 13D/G stake row found; top row is SMXT at 7.4% ownership.
  • Forms 3/4/5 show insider context for SMXT.

SEC source mix

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

XML parsed
13F portfolio No rows yet

Quarterly institutional portfolio holdings.

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13D/G stakes 1 rows

Beneficial ownership and large-stake disclosures.

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Forms 3/4/5 1 rows

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

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13D/G large-stake context

SMXT

27 Feb 2024 · Common Stock, par value $0.001 per share

7.4%
Issuer page 13D/G history

Forms 3/4/5 insider context

SMXT

27 Feb 2024

Issuer page Owner page

Latest update

What changed recently for Simon Yuan

Ownership report updated

Latest ownership report period: 27 Feb 2024. Open the source-backed page to inspect the fresh filing or facts context.

Update date

11 Feb 2025

Page type

Ownership filings

Latest period

27 Feb 2024

Ownership context was refreshed from SEC Forms 3/4/5 filed on 11 Feb 2025.

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SEC filing record

CIK 0001772097 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
1
First seen
11 Feb 2025
Latest filing
11 Feb 2025
Entity
Individual

Observed form types

SCHEDULE 13G

CIK-linked evidence first

Simon Yuan SEC filings Simon Yuan 13D/G history Simon Yuan owner filings Open SEC filing index

Latest Filings

Showing the latest 1 of 1 SEC filings for Simon Yuan.

SCHEDULE 13G

SCHEDULE 13G filing

Filing date
11 Feb 2025
Reporting date
Not listed
SEC evidence
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