Filer Snapshot

William Thomas Grant III

CIK 0001804642. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.

Entity type

Individual

Total filings

25

Latest filing

05 Aug 2025

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 SLQT. 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

4 filed on 05 Aug 2025 for CIK 0001804642.

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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$10.69M

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

Forms 3/4/5 position value

3/4/5
$10.69M

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.

SLQT
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
6800 W 115 Th Street, Suite 2511, Overland Park, KS, 66211

Filer intelligence

What SEC filings say about William Thomas Grant III

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 SLQT worth $10.69M.

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

SLQT

01 Aug 2025 · CHIEF OPERATING OFFICER

$10.69M
Issuer page Owner page

Latest update

What changed recently for William Thomas Grant III

Ownership report updated

Latest ownership report period: 01 Aug 2025. Open the source-backed page to inspect the fresh filing or facts context.

Update date

05 Aug 2025

Page type

Ownership filings

Latest period

01 Aug 2025

Ownership context was refreshed from SEC Forms 3/4/5 filed on 05 Aug 2025.

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SEC filing record

CIK 0001804642 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
25
First seen
20 May 2020
Latest filing
05 Aug 2025
Entity
Individual

Observed form types

4 3

CIK-linked evidence first

William Thomas Grant III SEC filings William Thomas Grant III owner filings Open SEC filing index

Latest Filings

Showing the latest 12 of 25 SEC filings for William Thomas Grant III.

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4 File 001-39295

FORM 4

Filing date
05 Aug 2025
Reporting date
01 Aug 2025
SEC evidence
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4 File 001-39295

FORM 4

Filing date
03 Jul 2025
Reporting date
01 Jul 2025
SEC evidence
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4 File 001-39295

FORM 4

Filing date
04 Mar 2025
Reporting date
26 Feb 2025
SEC evidence
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4 File 001-39295

FORM 4

Filing date
30 Oct 2024
Reporting date
28 Oct 2024
SEC evidence
Open document Open filing
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4 File 001-39295

FORM 4

Filing date
05 Aug 2024
Reporting date
01 Aug 2024
SEC evidence
Open document Open filing
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4 File 001-39295

FORM 4

Filing date
18 Sep 2023
Reporting date
15 Sep 2023
SEC evidence
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4 File 001-39295

FORM 4

Filing date
15 Sep 2023
Reporting date
13 Sep 2023
SEC evidence
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4 File 001-39295

FORM 4

Filing date
03 Aug 2023
Reporting date
01 Aug 2023
SEC evidence
Open document Open filing
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4 File 001-39295

FORM 4

Filing date
23 May 2023
Reporting date
20 May 2023
SEC evidence
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4 File 001-39295

FORM 4

Filing date
03 Aug 2022
Reporting date
01 Aug 2022
SEC evidence
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4 File 001-39295

FORM 4

Filing date
20 May 2022
Reporting date
20 May 2022
SEC evidence
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Next action
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4 File 001-39295

FORM 4

Filing date
30 Aug 2021
Reporting date
30 Aug 2021
SEC evidence
Open document Open filing
Next action
Verify source filing
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