Entity type
Individual
Filer Snapshot
Joan B. Harvey
CIK 0001912325. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.
Total filings
4
Latest filing
23 Feb 2024
Industry
n/a
Filing-backed research brief
Start with the SEC data that changes for this CIK
Latest signal: Forms 3/4/5 owner position for PAVM. 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
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No recent parsed 13D/G stake row for this CIK.
Browse 13D/GInsider / owner context
PAVM
22 Feb 2024 ยท $40.5K
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Source: SEC Forms 3/4/5
View Source Filing
4 filed on 23 Feb 2024 for CIK 0001912325.
- Business address
- One Grand Central Place, Suite 4600, New York, NY, 10165
- Parsed ownership coverage
-
Form 3/4/5 holdings value
$40.5K
Estimated from parsed insider ownership filings when values are available.
- Top disclosed positions
- PAVM
Identity
SEC ownership signals
Filer intelligence
What SEC filings say about Joan B. Harvey
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
- Forms 3/4/5 show insider context for PAVM worth $40.5K.
SEC source mix
Counts show available parsed rows, not one combined ownership total.
Forms 3/4/5 insider context
PAVM
22 Feb 2024
Latest update
What changed recently for Joan B. Harvey
Latest ownership report period: 22 Feb 2024. Open the source-backed page to inspect the fresh filing or facts context.
Update date
23 Feb 2024
Page type
Ownership filings
Latest period
22 Feb 2024
Ownership context was refreshed from SEC Forms 3/4/5 filed on 23 Feb 2024.
SEC filing record
CIK 0001912325 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
4
First seen
18 Feb 2022
Latest filing
23 Feb 2024
Entity
Individual
Observed form types
4
3
Primary evidence
Latest Filings
Showing the latest 4 of 4 SEC filings for Joan B. Harvey.
4
File 001-37685
STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP OF SECURITIES
- Filing date
- 23 Feb 2024
- Reporting date
- 22 Feb 2024
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
4
File 001-37685
STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP OF SECURITIES
- Filing date
- 02 Feb 2023
- Reporting date
- 30 Jan 2023
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
4
File 001-37685
STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP OF SECURITIES
- Filing date
- 18 Feb 2022
- Reporting date
- 11 Feb 2022
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
3
File 001-37685
INITIAL STATEMENT OF BENEFICIAL OWNERSHIP OF SECURITIES
- Filing date
- 18 Feb 2022
- Reporting date
- 11 Feb 2022
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing