Filer Snapshot

Joshua W. Posnick

CIK 0001986912. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.

Entity type

Individual

Total filings

3

Latest filing

09 Sep 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 BVFL. 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

4 filed on 09 Sep 2024 for CIK 0001986912.

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Business address
C/O Bv Financial, Inc., 7114 North Point Road, Baltimore, MD, 21219

Filer intelligence

What SEC filings say about Joshua W. Posnick

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 BVFL.

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

BVFL

06 Sep 2024

Issuer page Owner page

Latest update

What changed recently for Joshua W. Posnick

Ownership report updated

Latest ownership report period: 06 Sep 2024. Open the source-backed page to inspect the fresh filing or facts context.

Update date

09 Sep 2024

Page type

Ownership filings

Latest period

06 Sep 2024

Ownership context was refreshed from SEC Forms 3/4/5 filed on 09 Sep 2024.

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SEC filing record

CIK 0001986912 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
3
First seen
31 Jul 2023
Latest filing
09 Sep 2024
Entity
Individual

Observed form types

4 3

CIK-linked evidence first

Joshua W. Posnick SEC filings Joshua W. Posnick owner filings Open SEC filing index

Latest Filings

Showing the latest 3 of 3 SEC filings for Joshua W. Posnick.

4 File 001-41764

FORM 4

Filing date
09 Sep 2024
Reporting date
06 Sep 2024
SEC evidence
Open document Open filing
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4 File 001-41764

FORM 4

Filing date
21 May 2024
Reporting date
16 May 2024
SEC evidence
Open document Open filing
Next action
Verify source filing
3 File 001-41764

FORM 3

Filing date
31 Jul 2023
Reporting date
31 Jul 2023
SEC evidence
Open document Open filing
Next action
Verify source filing
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