Filer Snapshot

Barton Skurbe

CIK 0001797300. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.

Entity type

Individual

Total filings

7

Latest filing

31 Jan 2023

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 HVBC. Each card links back to the PortfolioSavvy page where the filing evidence is closest.

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Largest parsed holding

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Populates from the latest parsed 13F information table.

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13D/G large stake

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No recent parsed 13D/G stake row for this CIK.

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Source: SEC Forms 3/4/5

5/A filed on 31 Jan 2023 for CIK 0001797300.

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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.

Forms 3/4/5 positions$18.8K

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

Forms 3/4/5 position value

3/4/5
$18.8K

Estimated 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.

HVBC
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
2005 South Easton Road, Suite 304, Doylestown, PA, 18901

Filer intelligence

What SEC filings say about Barton Skurbe

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

  • Forms 3/4/5 show insider context for HVBC worth $18.8K.

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 No rows yet

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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Forms 3/4/5 insider context

HVBC

31 Dec 2022 · EVP/Director of Sales

$18.8K
Issuer page Owner page

Latest update

What changed recently for Barton Skurbe

Ownership report updated

Latest ownership report period: 31 Dec 2022. Open the source-backed page to inspect the fresh filing or facts context.

Update date

31 Jan 2023

Page type

Ownership filings

Latest period

31 Dec 2022

Ownership context was refreshed from SEC Forms 3/4/5 filed on 31 Jan 2023.

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SEC filing record

CIK 0001797300 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
7
First seen
19 Dec 2019
Latest filing
31 Jan 2023
Entity
Individual

Observed form types

5/A 5 4 3

CIK-linked evidence first

Barton Skurbe SEC filings Barton Skurbe owner filings Open SEC filing index

Latest Filings

Showing the latest 7 of 7 SEC filings for Barton Skurbe.

5/A File 001-37981

FORM 5/A SUBMISSION

Filing date
31 Jan 2023
Reporting date
31 Dec 2022
SEC evidence
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5 File 001-37981

FORM 5 SUBMISSION

Filing date
30 Jan 2023
Reporting date
31 Dec 2022
SEC evidence
Open document Open filing
Next action
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5 File 001-37981

FORM 5 SUBMISSION

Filing date
20 Jan 2022
Reporting date
31 Dec 2021
SEC evidence
Open document Open filing
Next action
Verify source filing
4 File 001-37981

FORM 4 SUBMISSION

Filing date
26 Feb 2021
Reporting date
25 Feb 2021
SEC evidence
Open document Open filing
Next action
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4 File 001-37981

FORM 4 SUBMISSION

Filing date
14 Dec 2020
Reporting date
11 Dec 2020
SEC evidence
Open document Open filing
Next action
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4 File 001-37981

FORM 4 SUBMISSION

Filing date
13 Mar 2020
Reporting date
13 Mar 2020
SEC evidence
Open document Open filing
Next action
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3 File 001-37981

FORM 3 SUBMISSION

Filing date
19 Dec 2019
Reporting date
10 Dec 2019
SEC evidence
Open document Open filing
Next action
Verify source filing
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