Filer Snapshot

Bleichroeder LP

CIK 0001781002. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.

Entity type

Company

Total filings

95

Latest filing

09 Jun 2026

Industry

n/a

Filing-backed research brief

Start with the SEC data that changes for this CIK

Latest signal: 13F-HR for Q1 2026. Each card links back to the PortfolioSavvy page where the filing evidence is closest.

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Latest 13F portfolio

$578.57M

81 holdings for Q1 2026

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Largest parsed holding

GLD

$204.39M reported value

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13D/G large stake

LIQT

05 Jun 2026 · 21% ownership

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Source: SEC Schedule 13D/G

SCHEDULE 13D/A filed on 09 Jun 2026 for CIK 0001781002.

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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.

13F portfolio$578.57M

Quarterly institutional holdings reported on Form 13F; not total AUM.

Forms 3/4/5 positions$99.88M

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

Latest reported 13F value

13F
$578.57M

Reported market value from the latest parsed Form 13F information table; this is not total assets under management.

Source: SEC Form 13FScope: U.S.-listed equity holdings

Forms 3/4/5 position value

3/4/5
$99.88M

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 13F holdings

13F
GLD GPGI RHLD SPY LIN
+15 moreMDXH IDN DUOT INVE BX DTIL IMMX SPGI LIQT FLNT JPM COCH EYPT WELL BRFH

Largest symbols in the latest parsed Form 13F information table.

Freshness: Latest parsed 13F period

Largest linked holdings

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

CMPO IVAC INVE DUOT LIQT DRRX SCND

Largest 13F holdings

Largest symbols in the latest parsed Form 13F information table.

GLD GPGI RHLD SPY LIN MDXH IDN DUOT
+12 moreINVE BX DTIL IMMX SPGI LIQT FLNT JPM COCH EYPT WELL BRFH

Largest active 13D stakes

Active large-stake positions disclosed in parsed Schedule 13D filings.

INVE LIQT SCND First Eagle Real Estate Debt Fund

Largest active 13G stakes

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

CMPO MDXH IVAC DUOT DTIL FLNT
+12 moreIDN CUE BRFH NMTC CRIS CLRB GUER SMTK COCHW APTO EVOK ERNA
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
1345 Avenue Of The Americas, 47 Th Floor, New York, NY, 10105
EDGAR profile Static EDGAR fields kept behind disclosure so the main profile stays readable. 2 profile fields available
Incorporated in
DE
Fiscal year end
31 December

Filer intelligence

What SEC filings say about Bleichroeder LP

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

Open 13F portfolio Save filer

Quick read

  • Latest parsed 13F shows $578.57M across 81 reported holdings for Q1 2026.
  • Largest parsed 13F holding: GLD at $204.39M.
  • 5 recent 13D/G stake rows found; top row is LIQT at 21% ownership.
  • Forms 3/4/5 show insider context for CMPO worth $24.68M.

SEC source mix

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

XML parsed
13F portfolio 81 rows

Quarterly institutional portfolio holdings.

Open
13D/G stakes 5 rows

Beneficial ownership and large-stake disclosures.

Open
Forms 3/4/5 5 rows

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

Open

Top parsed 13F holdings

Visual share of the latest parsed 13F portfolio. Values are reported market value, not a recommendation.

Q1 2026 - 14 May 2026

Top 5 concentration

69%

Share of latest parsed 13F value represented by the visible holdings below.

Top 5 reported value

$401.2M

Compared with $578.57M total 13F value.

Top 5 net change

+$18.51M

Position-value change inside the visible top holdings only.

13F concentration map

A simple visual split of the latest parsed 13F portfolio.

Largest add: SPY · Largest trim: LIN

GLD GPGI RHLD SPY LIN Other holdings

GLD

35.3%

Spdr Gold Tr

$204.39M

GPGI

11.7%

Gpgi Inc

$67.88M

RHLD

8.8%

Resolute Hldgs Mgmt Inc

$50.99M

SPY

7.6%

State Str Spdr S&P 500 Etf T

$43.99M

LIN

5.9%

Linde Plc

$33.95M

13D/G large-stake context

LIQT

05 Jun 2026 · Common Stock, $0.001 par value

21%
Issuer page 13D/G history

BRFH

31 Mar 2026 · Common Shares

10%
Issuer page 13D/G history

COCHW

31 Mar 2026 · Class A Common Shares

10%
Issuer page 13D/G history

ERNA

31 Mar 2026 · Common Shares

6.9%
Issuer page 13D/G history

Forms 3/4/5 insider context

CMPO

09 May 2024 · 10% owner

$24.68M
Issuer page Owner page

IVAC

23 Mar 2023 · 10% owner

$21.62M
Issuer page Owner page

INVE

24 Apr 2023 · 10% owner

$19.99M
Issuer page Owner page

DUOT

19 Sep 2024 · 10% owner

$16.75M
Issuer page Owner page

Latest update

What changed recently for Bleichroeder LP

Ownership report updated

Latest ownership report period: 05 Jun 2026. Open the source-backed page to inspect the fresh filing or facts context.

Update date

09 Jun 2026

Page type

Ownership filings

Latest period

05 Jun 2026

Ownership context was refreshed from SEC Forms 3/4/5 filed on 09 Jun 2026.

Open ownership filings Browse recent public updates

Benchmark Context

Benchmark context for this company

Bleichroeder LP has a source-backed company facts view where you can compare the latest reported metrics with its own recent history and with peer rankings for the same metric.

Compared with

Start on the facts page for period-to-period context, then open a metric ranking when you want to compare the same reported fact across other SEC-reporting companies.

Why this is notable

Latest ownership report period: 05 Jun 2026. That gives you a fresh baseline before you compare this company with peers.

  • Peer comparisons stay conservative: same metric, compatible units, latest valid company row only.
  • Open the facts page first if you want the cleanest path to verification.

Benchmark context is only shown where the app has enough comparable SEC-backed data to keep the interpretation honest.

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SEC filing record

CIK 0001781002 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
95
First seen
14 Feb 2020
Latest filing
09 Jun 2026
Entity
Company

Observed form types

13F-HR 13F-HR/A 3 3/A 4 4/A SCHEDULE 13D SCHEDULE 13D/A SCHEDULE 13G SCHEDULE 13G/A

CIK-linked evidence first

Bleichroeder LP SEC filings Bleichroeder LP 13F portfolio Bleichroeder LP 13D/G history Bleichroeder LP owner filings Open SEC filing index

Latest Filings

Showing the latest 12 of 95 SEC filings for Bleichroeder LP.

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SCHEDULE 13D/A

SCHEDULE 13D/A filing

Filing date
09 Jun 2026
Reporting date
Not listed
SEC evidence
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SCHEDULE 13D/A

SCHEDULE 13D/A filing

Filing date
27 May 2026
Reporting date
Not listed
SEC evidence
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SCHEDULE 13G

SCHEDULE 13G filing

Filing date
14 May 2026
Reporting date
Not listed
SEC evidence
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SCHEDULE 13G

SCHEDULE 13G filing

Filing date
14 May 2026
Reporting date
Not listed
SEC evidence
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SCHEDULE 13G/A

SCHEDULE 13G/A filing

Filing date
14 May 2026
Reporting date
Not listed
SEC evidence
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13F-HR

13F-HR filing

Filing date
14 May 2026
Reporting date
31 Mar 2026
SEC evidence
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SCHEDULE 13G/A

SCHEDULE 13G/A filing

Filing date
13 Feb 2026
Reporting date
Not listed
SEC evidence
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SCHEDULE 13G/A

SCHEDULE 13G/A filing

Filing date
13 Feb 2026
Reporting date
Not listed
SEC evidence
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13F-HR

13F-HR filing

Filing date
13 Feb 2026
Reporting date
31 Dec 2025
SEC evidence
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SCHEDULE 13G/A

SCHEDULE 13G/A filing

Filing date
14 Nov 2025
Reporting date
Not listed
SEC evidence
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SCHEDULE 13D/A

SCHEDULE 13D/A filing

Filing date
14 Nov 2025
Reporting date
Not listed
SEC evidence
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13F-HR

13F-HR filing

Filing date
14 Nov 2025
Reporting date
30 Sep 2025
SEC evidence
Open document Open filing
Next action
Verify source filing
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