Filer Snapshot

Robert M. Croft Young

CIK 0002016810. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.

Entity type

Individual

Total filings

2

Latest filing

02 Aug 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 CBRE. 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.

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13D/G large stake

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

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Source: SEC Forms 3/4/5

4 filed on 02 Aug 2024 for CIK 0002016810.

View Source Filing
Ownership signals 1 signal
Ownership signals

SEC value by filing type

Compare filing types separately; 13F, 13D/G, and Forms 3/4/5 are different evidence sources.

Forms 3/4/5 positions$1.89M

Reporting-owner positions with enough data to estimate value.

Estimated Forms 3/4/5 position value

$1.89M

Estimated only when owner filings include enough share and price data.

Largest linked SEC positions

Largest issuer positions found across parsed 13F, 13D/G, and Forms 3/4/5 data.

CBRE
How to read these SEC values
  • Read each filing type on its own: 13F portfolios, 13D/G large stakes, and Forms 3/4/5 owner positions answer different questions.
  • Open the linked research paths when you need to verify the exact SEC filing behind a value.
Identity 1 identity field
Business address
C/O Cbre, 2121 North Pearl Street, Suite 300, Dallas, TX, 75201

Filer intelligence

What SEC filings say about Robert M. Croft Young

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 CBRE worth $1.89M.

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 1 rows

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

Open

Forms 3/4/5 insider context

CBRE

01 Aug 2024 · Chief Investment Officer

$1.89M

Latest update

What changed recently for Robert M. Croft Young

Ownership report updated

Latest ownership report period: 01 Aug 2024. Open the source-backed page to inspect the fresh filing or facts context.

Update date

02 Aug 2024

Page type

Ownership filings

Latest period

01 Aug 2024

Ownership context was refreshed from SEC Forms 3/4/5 filed on 02 Aug 2024.

SEC filing record

CIK 0002016810 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
2
First seen
26 Mar 2024
Latest filing
02 Aug 2024
Entity
Individual

Latest Filings

Showing the latest 2 of 2 SEC filings for Robert M. Croft Young.

4 File 001-32205

4 filing

Filing date
02 Aug 2024
Reporting date
01 Aug 2024
SEC evidence
Open document Open filing
Next action
Verify source filing
3 File 001-32205

3 filing

Filing date
26 Mar 2024
Reporting date
22 Mar 2024
SEC evidence
Open document Open filing
Next action
Verify source filing
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