Filer Snapshot

Julia Charter

CIK 0001930818. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.

Entity Type

Individual

Total Filings

5

Latest Filing

05 Jan 2026

Industry

n/a

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  • Open 13F if you want portfolio holdings.
  • Open 13D/G or insider pages only when this CIK has those rows.
Source: SEC Forms 3/4/5

4 filed on 05 Jan 2026 for CIK 0001930818.

View Source Filing
Business address
1221 Broadway, Oakland, CA, 94612
Top holdings (ownership)
CLX

Filer intelligence

What SEC filings say about Julia Charter

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 CLX worth $442.6K.

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 No rows yet

Beneficial ownership and large-stake disclosures.

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Forms 3/4/5 1 rows

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

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Forms 3/4/5 insider context

CLX

31 Dec 2025

$442.6K

Latest update

What changed recently for Julia Charter

Ownership report updated

Latest ownership report period: 31 Dec 2025. Open the source-backed page to inspect the fresh filing or facts context.

Update date

05 Jan 2026

Page type

Ownership filings

Latest period

31 Dec 2025

Ownership context was refreshed from SEC Forms 3/4/5 filed on 05 Jan 2026.

Filer Overview

Julia Charter has filed 5 SEC EDGAR filings since 25 May 2022. Common forms include 4, 3.

Latest Filings

Recent SEC filings for Julia Charter with direct links to document and filing folders.

4 File 001-07151

4 filing

Filing date
05 Jan 2026
Reporting date
31 Dec 2025
SEC evidence
Open document Open filing
Next action
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4 File 001-07151

4 filing

Filing date
03 Jan 2025
Reporting date
31 Dec 2024
SEC evidence
Open document Open filing
Next action
Verify source filing
4 File 001-07151

4 filing

Filing date
03 Jan 2024
Reporting date
29 Dec 2023
SEC evidence
Open document Open filing
Next action
Verify source filing
4 File 001-07151

4 filing

Filing date
04 Jan 2023
Reporting date
30 Dec 2022
SEC evidence
Open document Open filing
Next action
Verify source filing
3 File 001-07151

3 filing

Filing date
25 May 2022
Reporting date
16 May 2022
SEC evidence
Open document Open filing
Next action
Verify source filing

About this filer

Julia Charter files with the SEC under CIK 0001930818. This page aggregates EDGAR filings and related ownership activity.

FAQ

What is a CIK?
A Central Index Key (CIK) is a unique identifier assigned by the SEC to each filer.
Why are some filings missing?
New filings appear as the SEC updates EDGAR, and older records can vary by availability.
How often is this page updated?
Updates follow new EDGAR submissions and periodic data refreshes.
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