Entity type
Individual
CIK 0001891801. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.
Entity type
Individual
Total filings
9
Latest filing
09 Nov 2023
Industry
n/a
Filing-backed research brief
Latest signal: 13F-HR for Q3 2023. Each card links back to the PortfolioSavvy page where the filing evidence is closest.
Latest 13F portfolio
$19.8M
2 holdings for Q3 2023
Open portfolioLargest parsed holding
AFRM
$14.39M reported value
Open holding13D/G large stake
—
No recent parsed 13D/G stake row for this CIK.
Browse 13D/GInsider / owner context
BRDS
08 Jun 2022 ยท $11.3M
Open owner pageSave this filer page
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13F-HR filed on 09 Nov 2023 for CIK 0001891801.
These bars compare filing-backed value available in each disclosure family. Read them as separate lenses, not as one combined ownership total.
Quarterly institutional holdings reported on Form 13F.
Reporting-owner positions with enough filing detail to estimate value.
Latest reported 13F value
13FReported market value from the latest parsed Form 13F information table; this is not total assets under management.
Forms 3/4/5 position value
3/4/5Estimated from parsed Forms 3/4/5 when filings include enough share and price data.
Largest 13F holdings
13FLargest symbols in the latest parsed Form 13F information table.
Largest issuer positions linked to this CIK across parsed 13F, 13D/G, and Forms 3/4/5 records.
Largest symbols in the latest parsed Form 13F information table.
Filer intelligence
A compact read of parsed XML filings. 13F, 13D/G, and Forms 3/4/5 are shown separately because they answer different ownership questions.
Counts show available parsed rows, not one combined ownership total.
Visual share of the latest parsed 13F portfolio. Values are reported market value, not a recommendation.
Top 5 concentration
100%
Share of latest parsed 13F value represented by the visible holdings below.
Top 5 reported value
$19.8M
Compared with $19.8M total 13F value.
Top 5 net change
-$1.6M
Position-value change inside the visible top holdings only.
A simple visual split of the latest parsed 13F portfolio.
Largest trim: AFRM
BRDS
08 Jun 2022
RUM
14 Jun 2024
Latest update
Latest ownership report period: 14 Jun 2024. Open the source-backed page to inspect the fresh filing or facts context.
Update date
18 Jun 2024
Page type
Ownership filings
Latest period
14 Jun 2024
Ownership context was refreshed from SEC Forms 3/4/5 filed on 18 Jun 2024.
SEC filing record
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.
Observed form types
CIK-linked evidence first
Showing the latest 9 of 9 SEC filings for David O Sacks.