Filer Snapshot

Dan O Leary

CIK 0001870276. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.

Entity Type

Individual

Total Filings

13

Latest Filing

01 Apr 2026

Industry

n/a

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  • Open 13F if you want portfolio holdings.
  • Open 13D/G or insider pages only when this CIK has those rows.
Open reporting owner context
Source: SEC Forms 3/4/5

4 filed on 01 Apr 2026 for CIK 0001870276.

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Business address
10590 Hamilton Avenue, Cincinnati, OH, 45231-0012
Top holdings (ownership)
HLMN and VTS

Filer intelligence

What SEC filings say about Dan O Leary

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 HLMN worth $629.8K.

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 2 rows

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

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Forms 3/4/5 insider context

HLMN

03 Jun 2025

$629.8K
Issuer page Owner page

VTS

31 Mar 2026

$627.1K
Issuer page Owner page

Latest update

What changed recently for Dan O Leary

Ownership report updated

Latest ownership report period: 31 Mar 2026. Open the source-backed page to inspect the fresh filing or facts context.

Update date

01 Apr 2026

Page type

Ownership filings

Latest period

31 Mar 2026

Ownership context was refreshed from SEC Forms 3/4/5 filed on 01 Apr 2026.

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Filer Overview

Dan O Leary has filed 13 SEC EDGAR filings since 19 Jul 2021. Common forms include 4, 3.

Dan O Leary SEC filings Dan O Leary owner filings

Latest Filings

Recent SEC filings for Dan O Leary with direct links to document and filing folders.

4 File 001-41546

FORM 4

Filing date
01 Apr 2026
Reporting date
31 Mar 2026
SEC evidence
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4 File 001-39609

FORM 4

Filing date
04 Jun 2025
Reporting date
03 Jun 2025
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4 File 001-41546

FORM 4

Filing date
02 May 2025
Reporting date
01 May 2025
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4 File 001-39609

FORM 4

Filing date
10 Jun 2024
Reporting date
07 Jun 2024
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4 File 001-41546

FORM 4

Filing date
03 May 2024
Reporting date
02 May 2024
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4 File 001-41546

FORM 4

Filing date
23 Aug 2023
Reporting date
21 Aug 2023
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4 File 001-39609

FORM 4

Filing date
01 Jun 2023
Reporting date
31 May 2023
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4 File 001-41546

FORM 4

Filing date
10 Feb 2023
Reporting date
08 Feb 2023
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3 File 001-41546

FORM 3 SUBMISSION

Filing date
17 Jan 2023
Reporting date
10 Jan 2023
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4 File 001-39609

FORM 4

Filing date
15 Jun 2022
Reporting date
14 Jun 2022
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4 File 001-39609

FORM 4

Filing date
12 May 2022
Reporting date
12 May 2022
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4 File 001-39609

OWNERSHIP DOCUMENT

Filing date
19 Jul 2021
Reporting date
15 Jul 2021
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3 File 001-39609

OWNERSHIP DOCUMENT

Filing date
19 Jul 2021
Reporting date
14 Jul 2021
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About this filer

Dan O Leary files with the SEC under CIK 0001870276. 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.
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