Entity type
Individual
Filer Snapshot
Brad K. Heppner
CIK 0001776029. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.
Total filings
1
Latest filing
26 Dec 2024
Industry
n/a
Filing-backed research brief
Start with the SEC data that changes for this CIK
Latest signal: 13D/G stake for BENF. 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
BENF
22 Dec 2024 · 2.8% ownership
Open 13D/GInsider / owner context
BENF
07 Jun 2024 · $92K
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Source: SEC Schedule 13D/G
View source filing
SCHEDULE 13D/A filed on 26 Dec 2024 for CIK 0001776029.
- 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$92KReporting-owner positions with enough filing detail to estimate value.
Forms 3/4/5 position value
3/4/5$92KEstimated from parsed Forms 3/4/5 when filings include enough share and price data.
Largest linked holdings
Largest issuer positions linked to this CIK across parsed 13F, 13D/G, and Forms 3/4/5 records.
BENFLargest active 13D stakes
Active large-stake positions disclosed in parsed Schedule 13D filings.
BENFHow 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.
- Business address
- 325 N Saint Paul Street, Suite 1200, Dallas, TX, 75201
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 Brad K. Heppner
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
- 1 recent 13D/G stake row found; top row is BENF at 2.8% ownership.
- Forms 3/4/5 show insider context for BENF worth $92K.
SEC source mix
Counts show available parsed rows, not one combined ownership total.
13D/G large-stake context
BENF
22 Dec 2024 · Class A Common Stock
Forms 3/4/5 insider context
BENF
07 Jun 2024 · See Remarks
Latest update
What changed recently for Brad K. Heppner
Latest Schedule 13D/G period: 22 Dec 2024. Open the source-backed page to inspect the fresh filing or facts context.
Update date
26 Dec 2024
Page type
Filer profile
Latest period
22 Dec 2024
Schedule 13D/G context is visible from filings filed on 26 Dec 2024.
SEC filing record
CIK 0001776029 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
26 Dec 2024
Latest filing
26 Dec 2024
Entity
Individual
Observed form types
SCHEDULE 13D/A
CIK-linked evidence first
Latest Filings
Showing the latest 1 of 1 SEC filings for Brad K. Heppner.
SCHEDULE 13D/A
SCHEDULE 13D/A filing
- Filing date
- 26 Dec 2024
- Reporting date
- Not listed
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing