Entity Type
Individual
- Info
- Portfolio
Filer Snapshot
Paul John Balson SEC EDGAR Filings
SEC filings, ownership reports, and insider transactions for CIK 0001809125.
Total Filings
4
Latest Filing
17 Feb 2021
Industry
n/a
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Source: SEC Form 13F
View Source Filing
13F-HR filed on 17 Feb 2021 for CIK 0001809125.
- Business address
- 4615 Roma Court, Marina Del Rey, CA, 90292
- Top securities (13F)
- AAPL, TSLA, QQQ, AMZN, SPY, MSFT, MDB, DIA, TWLO, VO, VUG, VIG, IWR, ARKK, IWM, VTV, IWB, SDY, IJH, and IYH
- Fiscal year end
- 31 December
Quick Takeaways
- Paul John Balson is an SEC filer tracked under CIK 0001809125.
- 4 filings are listed on this profile.
- Common form coverage includes 13F-HR.
What Changed
- Latest filing: 13F-HR filed on 17 Feb 2021.
- Report period: 31 Dec 2020.
Why This Matters
- You can quote filing dates and form types directly from the SEC record on this page.
- Use this profile before deeper ownership or insider analysis to confirm filing history context.
Source Evidence
Source: SEC Form 13F
View Source Filing
13F-HR filed on 17 Feb 2021 for CIK 0001809125.
Return Loop
Why revisit this filer page
A newly filed 13F-HR can change the filing history, ownership context, or next research path for Paul John Balson.
- Latest source-backed update
- 13F-HR filed 17 Feb 2021
- Why come back
- Revisit after a new SEC filing appears to compare the updated record with prior filings.
- Latest filing on record: 13F-HR filed 17 Feb 2021.
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- Open the latest filing table or ownership context to verify what changed.
Filer freshness comes from SEC EDGAR submission history and related source-backed ownership or portfolio filings when available.
Latest update
What changed recently for Paul John Balson
Latest 13F period: Q4 2020. Open the source-backed page to inspect the fresh filing or facts context.
Update date
17 Feb 2021
Page type
Filer profile
Latest period
Q4 2020
Institutional portfolio context was refreshed from a 13F filing filed on 17 Feb 2021.
Filer Overview
Paul John Balson has filed 4 SEC EDGAR filings since 15 May 2020. Common forms include 13F-HR.
Latest Filings
Recent SEC filings for Paul John Balson with direct links to document and filing folders.
| Form type | Document | Filing | Description | Filing date | Reporting date | File number(s) |
|---|---|---|---|---|---|---|
| 13F-HR | Open 13F-HR document | View SEC filing for 13F-HR | 17 Feb 2021 | 31 Dec 2020 | 028-20276 | |
| 13F-HR | Open 13F-HR document | View SEC filing for 13F-HR | 16 Nov 2020 | 30 Sep 2020 | 028-20276 | |
| 13F-HR | Open 13F-HR document | View SEC filing for 13F-HR | 13 Aug 2020 | 30 Jun 2020 | 028-20276 | |
| 13F-HR | Open 13F-HR document | View SEC filing for 13F-HR | 15 May 2020 | 31 Mar 2020 | 028-20276 |
About this filer
Paul John Balson files with the SEC under CIK 0001809125. This page aggregates EDGAR filings and related ownership activity.
FAQ
- What is a CIK?
- A Central Index Key (CIK) is a unique identifier assigned by the SEC to each filer.
- Why are some filings missing?
- New filings appear as the SEC updates EDGAR, and older records can vary by availability.
- How often is this page updated?
- Updates follow new EDGAR submissions and periodic data refreshes.