Filer Snapshot

Joshua Held

CIK 0001775963. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.

Entity type

Individual

Total filings

2

Latest filing

27 May 2021

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 AVRW. 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.

Open holding

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 27 May 2021 for CIK 0001775963.

View Source Filing
Business address
1620 Beacon Place, Oxnard, CA, 93033

Filer intelligence

What SEC filings say about Joshua Held

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 AVRW.

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

AVRW

13 May 2019

Latest update

What changed recently for Joshua Held

Ownership report updated

Latest ownership report period: 13 May 2019. Open the source-backed page to inspect the fresh filing or facts context.

Update date

27 May 2021

Page type

Ownership filings

Latest period

13 May 2019

Ownership context was refreshed from SEC Forms 3/4/5 filed on 27 May 2021.

SEC filing record

CIK 0001775963 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
2
First seen
27 May 2021
Latest filing
27 May 2021
Entity
Individual

Observed form types

4 3

Latest Filings

Showing the latest 2 of 2 SEC filings for Joshua Held.

4 File 000-55908

FORM 4

Filing date
27 May 2021
Reporting date
13 May 2019
SEC evidence
Open document Open filing
Next action
Verify source filing
3 File 000-55908

FORM 3

Filing date
27 May 2021
Reporting date
13 May 2019
SEC evidence
Open document Open filing
Next action
Verify source filing
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