Filer Snapshot

Michael Luzzatto

CIK 0001979910. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.

Entity type

Individual

Total filings

4

Latest filing

09 Jun 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 FTAIX. 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 Forms 3/4/5

3 filed on 09 Jun 2025 for CIK 0001979910.

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Business address
72 Lawrence Dr., Berkley Heights, NJ, 07922

Filer intelligence

What SEC filings say about Michael Luzzatto

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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Quick read

  • Forms 3/4/5 show insider context for FTAIX.

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 4 rows

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

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Forms 3/4/5 insider context

FTAIX

30 May 2025 · Vice President

Issuer page Owner page

FERLX

27 Mar 2025 · Vice President

Issuer page Owner page

FECOF

08 Jul 2024 · Managing Director

Issuer page Owner page

FEPCF

05 Jun 2023 · Vice President

Issuer page Owner page

Latest update

What changed recently for Michael Luzzatto

Ownership report updated

Latest ownership report period: 30 May 2025. Open the source-backed page to inspect the fresh filing or facts context.

Update date

09 Jun 2025

Page type

Ownership filings

Latest period

30 May 2025

Ownership context was refreshed from SEC Forms 3/4/5 filed on 09 Jun 2025.

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SEC filing record

CIK 0001979910 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
14 Jun 2023
Latest filing
09 Jun 2025
Entity
Individual

Observed form types

3

CIK-linked evidence first

Michael Luzzatto SEC filings Michael Luzzatto owner filings Open SEC filing index

Latest Filings

Showing the latest 4 of 4 SEC filings for Michael Luzzatto.

3 File 811-24039

3 filing

Filing date
09 Jun 2025
Reporting date
30 May 2025
SEC evidence
Open document Open filing
Next action
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3 File 811-23925

3 filing

Filing date
07 Apr 2025
Reporting date
27 Mar 2025
SEC evidence
Open document Open filing
Next action
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3 File 811-23592

3 filing

Filing date
29 Jul 2024
Reporting date
08 Jul 2024
SEC evidence
Open document Open filing
Next action
Verify source filing
3 File 814-01642

FORM 3 SUBMISSION

Filing date
14 Jun 2023
Reporting date
05 Jun 2023
SEC evidence
Open document Open filing
Next action
Verify source filing
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