Filer Snapshot

Kimberly H. Latifi

CIK 0001905955. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.

Entity type

Individual

Total filings

19

Latest filing

30 Apr 2026

Industry

n/a

Filing-backed research brief

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Latest signal: SEC filing timeline only. Each card links back to the PortfolioSavvy page where the filing evidence is closest.

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Largest parsed holding

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Populates from the latest parsed 13F information table.

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13D/G large stake

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No recent parsed 13D/G stake row for this CIK.

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Source: SEC Form 13F

13F-NT filed on 30 Apr 2026 for CIK 0001905955.

View Source Filing
Business address
50 Congress Street, Suite 832, Boston, MA, 02109

Filer intelligence

What SEC filings say about Kimberly H. Latifi

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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SEC source mix

Counts show available parsed rows, not one combined ownership total.

No XML rows yet
13F portfolio No rows yet

Quarterly institutional portfolio holdings.

13D/G stakes No rows yet

Beneficial ownership and large-stake disclosures.

Forms 3/4/5 No rows yet

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

No parsed ownership summary yet

We still show the SEC filing timeline below. The intelligence summary will populate when parsed 13F, 13D/G, or Forms 3/4/5 data exists for this CIK.

Latest update

What changed recently for Kimberly H. Latifi

New filing available

Latest 13F period: Q1 2026. Open the source-backed page to inspect the fresh filing or facts context.

Update date

30 Apr 2026

Page type

Filer profile

Latest period

Q1 2026

Institutional portfolio context was refreshed from a 13F filing filed on 30 Apr 2026.

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SEC filing record

CIK 0001905955 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
19
First seen
08 Feb 2022
Latest filing
30 Apr 2026
Entity
Individual

Observed form types

13F-NT N-PX

Primary evidence

Open SEC filing index Kimberly H. Latifi SEC filings Kimberly H. Latifi 13F portfolio

Latest Filings

Showing the latest 12 of 19 SEC filings for Kimberly H. Latifi.

Open full filing history
13F-NT File 028-21653

13F-NT filing

Filing date
30 Apr 2026
Reporting date
31 Mar 2026
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-NT File 028-21653

13F-NT filing

Filing date
29 Jan 2026
Reporting date
31 Dec 2025
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-NT File 028-21653

13F-NT filing

Filing date
05 Nov 2025
Reporting date
30 Sep 2025
SEC evidence
Open document Open filing
Next action
Verify source filing
N-PX File 028-21653

N-PX filing

Filing date
29 Aug 2025
Reporting date
30 Jun 2025
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-NT File 028-21653

13F-NT filing

Filing date
05 Aug 2025
Reporting date
30 Jun 2025
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-NT File 028-21653

13F-NT filing

Filing date
29 Apr 2025
Reporting date
31 Mar 2025
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-NT File 028-21653

13F-NT filing

Filing date
10 Feb 2025
Reporting date
31 Dec 2024
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-NT File 028-21653

13F-NT filing

Filing date
25 Oct 2024
Reporting date
30 Sep 2024
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-NT File 028-21653

13F-NT filing

Filing date
25 Jul 2024
Reporting date
30 Jun 2024
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-NT File 028-21653

13F-NT filing

Filing date
29 Apr 2024
Reporting date
31 Mar 2024
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-NT File 028-21653

13F-NT filing

Filing date
07 Feb 2024
Reporting date
31 Dec 2023
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-NT File 028-21653

13F-NT filing

Filing date
09 Nov 2023
Reporting date
30 Sep 2023
SEC evidence
Open document Open filing
Next action
Verify source filing
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