Entity type
Individual
Filer Snapshot
Dale Lynch Robert
CIK 0001870931. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.
Total filings
1
Latest filing
23 Apr 2026
Industry
n/a
Filing-backed research brief
Start with the SEC data that changes for this CIK
Latest signal: 13D/G stake for MKTW. Each card links back to the PortfolioSavvy page where the filing evidence is closest.
Latest 13F portfolio
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No parsed 13F portfolio row yet.
Browse latest 13FLargest parsed holding
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Populates from the latest parsed 13F information table.
Open holding13D/G large stake
MKTW
03 Apr 2025 · 3.9% ownership
Open 13D/GInsider / owner context
MKTW
30 Sep 2021 · $449.3K
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Source: SEC Schedule 13D/G
View Source Filing
SCHEDULE 13G/A filed on 23 Apr 2026 for CIK 0001870931.
- Ownership intelligence snapshot
-
Value by filing family
These bars compare separate filing families; do not add them into one ownership total.
Forms 3/4/5 positions$449.3KReporting-owner positions when a value can be estimated.
Forms 3/4/5 owner value
$449.3K
Estimated from parsed Forms 3/4/5 when filings disclose enough data.
Largest SEC-reported positions
Largest issuer positions across supported ownership filing types.
MKTWSchedule 13G holdings
Large-stake positions disclosed in parsed Schedule 13G filings.
MKTWHow to read filing-family values
- Keep filing families separate: 13F portfolio value, 13D/G large stakes, and Forms 3/4/5 reporting-owner positions are different evidence types.
- Use the linked research paths to verify each signal against the original SEC filing.
- Business address
- C/O Marketwise, 1125 N. Charles Street, Baltimore, MD, 21201
SEC ownership signals
1 signal
Filer identity
1 identity field
Filer intelligence
What SEC filings say about Dale Lynch Robert
A compact read of parsed XML filings. 13F, 13D/G, and Forms 3/4/5 are shown separately because they answer different ownership questions.
Quick read
- 1 recent 13D/G stake row found; top row is MKTW at 3.9% ownership.
- Forms 3/4/5 show insider context for MKTW worth $449.3K.
SEC source mix
Counts show available parsed rows, not one combined ownership total.
13D/G large-stake context
MKTW
03 Apr 2025 · Class A Common Stock, par value $0.0001 per share ("Class A Common Stock").
Forms 3/4/5 insider context
MKTW
30 Sep 2021 · Chief Financial Officer
Latest update
What changed recently for Dale Lynch Robert
Latest Schedule 13D/G period: 03 Apr 2025. Open the source-backed page to inspect the fresh filing or facts context.
Update date
23 Apr 2026
Page type
Filer profile
Latest period
03 Apr 2025
Schedule 13D/G context is visible from filings filed on 23 Apr 2026.
SEC filing record
CIK 0001870931 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
1
First seen
23 Apr 2026
Latest filing
23 Apr 2026
Entity
Individual
Observed form types
SCHEDULE 13G/A
Latest Filings
Showing the latest 1 of 1 SEC filings for Dale Lynch Robert.
SCHEDULE 13G/A
SCHEDULE 13G/A filing
- Filing date
- 23 Apr 2026
- Reporting date
- Not listed
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing