A Central Index Key (CIK) is a unique identifier assigned by the SEC to each filer.

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New filings appear as the SEC updates EDGAR, and older records can vary by availability.

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Updates follow new EDGAR submissions and periodic data refreshes.

Filer Snapshot

James N. Nelson III

CIK 0002014870. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.

Entity type

Individual

Total filings

Latest filing

08 Mar 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 JFR. Each card links back to the PortfolioSavvy page where the filing evidence is closest.

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Latest 13F portfolio

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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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Insider / owner context

JFR

08 Mar 2024

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Source: SEC Forms 3/4/5

3 filed on 08 Mar 2024 for CIK 0002014870.

View Source Filing

Business address: 333 West Wacker Drive, C/O Nuveen Ste 3400, Chicago, IL, 60606

Filer intelligence

What SEC filings say about James N. Nelson III

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 JFR.

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 5 rows

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

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Forms 3/4/5 insider context

JFR

08 Mar 2024 · Vice President

Issuer page Owner page

BXMX

28 Feb 2024 · Vice President

Issuer page Owner page

DIAX

28 Feb 2024 · Vice President

Issuer page Owner page

JCE

28 Feb 2024 · Vice President

Issuer page Owner page

Latest update

What changed recently for James N. Nelson III

Ownership report updated

Latest ownership report period: 08 Mar 2024. Open the source-backed page to inspect the fresh filing or facts context.

Update date

08 Mar 2024

Page type

Ownership filings

Latest period

08 Mar 2024

Ownership context was refreshed from SEC Forms 3/4/5 filed on 08 Mar 2024.

Open ownership filings Browse recent public updates

SEC filing record

CIK 0002014870 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

First seen

08 Mar 2024

Latest filing

08 Mar 2024

Entity

Individual

Observed form types

Primary evidence

Open SEC filing index James N. Nelson III SEC filings James N. Nelson III owner filings

Latest Filings

Showing the latest 12 of 44 SEC filings for James N. Nelson III.

Open full filing history

3 File 811-21619

3 filing

Filing date: 08 Mar 2024
Reporting date: 28 Feb 2024
SEC evidence: Open document Open filing
Next action: Verify source filing

3 File 811-22970

3 filing

Filing date: 08 Mar 2024
Reporting date: 28 Feb 2024
SEC evidence: Open document Open filing
Next action: Verify source filing

3 File 811-22003

3 filing

Filing date: 08 Mar 2024
Reporting date: 28 Feb 2024
SEC evidence: Open document Open filing
Next action: Verify source filing

3 File 811-21494

3 filing

Filing date: 08 Mar 2024
Reporting date: 08 Mar 2024
SEC evidence: Open document Open filing
Next action: Verify source filing

3 File 811-22988

3 filing

Filing date: 08 Mar 2024
Reporting date: 28 Feb 2024
SEC evidence: Open document Open filing
Next action: Verify source filing

3 File 811-22329

3 filing

Filing date: 08 Mar 2024
Reporting date: 28 Feb 2024
SEC evidence: Open document Open filing
Next action: Verify source filing

3 File 811-05642

3 filing

Filing date: 08 Mar 2024
Reporting date: 28 Feb 2024
SEC evidence: Open document Open filing
Next action: Verify source filing

3 File 811-21293

3 filing

Filing date: 08 Mar 2024
Reporting date: 28 Feb 2024
SEC evidence: Open document Open filing
Next action: Verify source filing

3 File 811-22699

3 filing

Filing date: 08 Mar 2024
Reporting date: 28 Feb 2024
SEC evidence: Open document Open filing
Next action: Verify source filing

3 File 811-21333

3 filing

Filing date: 08 Mar 2024
Reporting date: 28 Feb 2024
SEC evidence: Open document Open filing
Next action: Verify source filing

3 File 811-22658

3 filing

Filing date: 08 Mar 2024
Reporting date: 28 Feb 2024
SEC evidence: Open document Open filing
Next action: Verify source filing

3 File 811-10491

3 filing

Filing date: 08 Mar 2024
Reporting date: 28 Feb 2024
SEC evidence: Open document Open filing
Next action: Verify source filing

James N. Nelson III

Start with the SEC data that changes for this CIK

What SEC filings say about James N. Nelson III

Quick read

SEC source mix

Forms 3/4/5 insider context

What changed recently for James N. Nelson III

CIK 0002014870 filing coverage

Latest Filings

3 filing

3 filing

3 filing

3 filing

3 filing

3 filing

3 filing

3 filing

3 filing

3 filing

3 filing

3 filing

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