Filer Snapshot

Joanna Catherine Burkey

CIK 0001967553. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.

Entity Type

Individual

Total Filings

10

Latest Filing

31 Jul 2025

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 BYON. Each card links back to the PortfolioSavvy page where the filing evidence is closest.

Largest parsed holding

Populates from the latest parsed 13F information table.

Open holding

13D/G large stake

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

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Source: SEC Forms 3/4/5

3 filed on 31 Jul 2025 for CIK 0001967553.

View Source Filing
Identity
Business address
799 West Coliseum Way, Midvale, UT, 84047
SEC ownership signals
Filing-backed coverage

Insider holdings value

$162.9K

Parsed Forms 3/4/5 holdings where value can be estimated.

Filer intelligence

What SEC filings say about Joanna Catherine Burkey

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 BYON worth $162.9K.

SEC source mix

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

XML parsed
13F portfolio No rows yet

Quarterly institutional portfolio holdings.

Open
13D/G stakes No rows yet

Beneficial ownership and large-stake disclosures.

Open
Forms 3/4/5 2 rows

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

Open

Forms 3/4/5 insider context

BYON

21 May 2025

$162.9K

DAIC

18 Jun 2025

Latest update

What changed recently for Joanna Catherine Burkey

Ownership report updated

Latest ownership report period: 18 Jun 2025. Open the source-backed page to inspect the fresh filing or facts context.

Update date

31 Jul 2025

Page type

Ownership filings

Latest period

18 Jun 2025

Ownership context was refreshed from SEC Forms 3/4/5 filed on 31 Jul 2025.

SEC filing record

CIK 0001967553 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
10
First seen
02 Mar 2023
Latest filing
31 Jul 2025
Entity
Individual

Latest Filings

Recent SEC filings for Joanna Catherine Burkey with direct links to document and filing folders.

3 File 001-42711

3 filing

Filing date
31 Jul 2025
Reporting date
18 Jun 2025
SEC evidence
Open document Open filing
Next action
Verify source filing
4 File 001-41850

4 filing

Filing date
23 May 2025
Reporting date
21 May 2025
SEC evidence
Open document Open filing
Next action
Verify source filing
4 File 001-41850

4 filing

Filing date
19 May 2025
Reporting date
15 May 2025
SEC evidence
Open document Open filing
Next action
Verify source filing
4 File 001-41850

4 filing

Filing date
23 May 2024
Reporting date
21 May 2024
SEC evidence
Open document Open filing
Next action
Verify source filing
144

144 filing

Filing date
22 May 2024
Reporting date
Not listed
SEC evidence
Open document Open filing
Next action
Verify source filing
4 File 001-41850

4 filing

Filing date
04 Mar 2024
Reporting date
01 Mar 2024
SEC evidence
Open document Open filing
Next action
Verify source filing
144

144 filing

Filing date
04 Mar 2024
Reporting date
Not listed
SEC evidence
Open document Open filing
Next action
Verify source filing
4 File 001-41850

4 filing

Filing date
21 Feb 2024
Reporting date
19 Feb 2024
SEC evidence
Open document Open filing
Next action
Verify source filing
4 File 000-49799

4 filing

Filing date
02 Mar 2023
Reporting date
01 Mar 2023
SEC evidence
Open document Open filing
Next action
Verify source filing
3 File 000-49799

3 filing

Filing date
02 Mar 2023
Reporting date
01 Mar 2023
SEC evidence
Open document Open filing
Next action
Verify source filing
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