Filer Snapshot

William Monroe

CIK 0001878229. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.

Entity type

Individual

Total filings

40

Latest filing

16 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 Nine Energy Service, Inc.. Each card links back to the PortfolioSavvy page where the filing evidence is closest.

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Largest parsed holding

—

Populates from the latest parsed 13F information table.

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13D/G large stake

Nine Energy Service, Inc.

31 Dec 2025 · 0.3% ownership

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Source: SEC Schedule 13D/G

SCHEDULE 13G/A filed on 16 Apr 2026 for CIK 0001878229.

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Identity
Business address
C/O Higier Allen & Lautin, P.C., 2711 N. Haskell Ave., Suite 2400, Dallas, TX, 75204
SEC ownership signals
Parsed ownership coverage

Form 3/4/5 holdings value

$7.41M

Estimated from parsed insider ownership filings when values are available.

Top disclosed positions
NINE ICD
Schedule 13G stakes
NINE Nine Energy Service, Inc.

Filer intelligence

What SEC filings say about William Monroe

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

  • 2 recent 13D/G stake rows found; top row is Nine Energy Service, Inc. at 0.3% ownership.
  • Forms 3/4/5 show insider context for NINE worth $3.74M.

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 2 rows

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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13D/G large-stake context

Nine Energy Service, Inc.

31 Dec 2025 · Common Stock, par value $0.01 per share

0.3%
Issuer page 13D/G history

NINE

31 Dec 2024 · Common Stock, par value $0.01 per share

12%
Issuer page 13D/G history

Forms 3/4/5 insider context

NINE

09 Apr 2025 · 10% owner

$3.74M
Issuer page Owner page

ICD

04 Nov 2022 · 10% owner

$3.67M
Issuer page Owner page

Latest update

What changed recently for William Monroe

New filing available

Latest Schedule 13D/G period: 31 Dec 2025. Open the source-backed page to inspect the fresh filing or facts context.

Update date

16 Apr 2026

Page type

Filer profile

Latest period

31 Dec 2025

Schedule 13D/G context is visible from filings filed on 16 Apr 2026.

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SEC filing record

CIK 0001878229 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
40
First seen
13 Oct 2021
Latest filing
16 Apr 2026
Entity
Individual

Observed form types

SCHEDULE 13G/A 4 3/A 4/A SC 13G 3 SC 13D/A SC 13D SC 13G/A

Primary evidence

Open SEC filing index William Monroe SEC filings William Monroe 13D/G history William Monroe owner filings

Latest Filings

Showing the latest 12 of 40 SEC filings for William Monroe.

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SCHEDULE 13G/A

SCHEDULE 13G/A filing

Filing date
16 Apr 2026
Reporting date
Not listed
SEC evidence
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4 File 001-38347

4

Filing date
22 Aug 2025
Reporting date
09 Apr 2025
SEC evidence
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SCHEDULE 13G/A

SCHEDULE 13G/A filing

Filing date
12 Feb 2025
Reporting date
Not listed
SEC evidence
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3/A File 001-38347

3/A

Filing date
11 Feb 2025
Reporting date
10 Feb 2025
SEC evidence
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4/A File 001-38347

4/A

Filing date
11 Feb 2025
Reporting date
19 Nov 2024
SEC evidence
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4/A File 001-38347

4/A

Filing date
11 Feb 2025
Reporting date
06 Aug 2024
SEC evidence
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4 File 001-38347

4

Filing date
22 Nov 2024
Reporting date
19 Nov 2024
SEC evidence
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4 File 001-38347

4

Filing date
07 Aug 2024
Reporting date
06 Aug 2024
SEC evidence
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SC 13G

SC 13G

Filing date
25 Jun 2024
Reporting date
Not listed
SEC evidence
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4 File 001-38347

4

Filing date
25 Jun 2024
Reporting date
03 Jun 2024
SEC evidence
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3 File 001-38347

3

Filing date
25 Jun 2024
Reporting date
03 Jun 2024
SEC evidence
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SC 13G

SCHEDULE 13G

Filing date
03 Jan 2023
Reporting date
Not listed
SEC evidence
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