Entity type
Individual
CIK 0002042077. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.
Entity type
Individual
Total filings
33
Latest filing
15 Jul 2026
Industry
n/a
Filing-backed research brief
Latest signal: 13D/G stake for SMHI. Each card links back to the PortfolioSavvy page where the filing evidence is closest.
Latest 13F portfolio
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No parsed 13F portfolio row yet.
Browse latest 13FLargest parsed holding
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Populates from the latest parsed 13F information table.
Open holding13D/G large stake
SMHI
22 Jun 2026 · 7.2% ownership
Open 13D/GInsider / owner context
TOI
21 Jul 2026 · $56.12M
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SCHEDULE 13G filed on 15 Jul 2026 for CIK 0002042077.
These bars compare filing-backed value available in each disclosure family. Read them as separate lenses, not as one combined ownership total.
Reporting-owner positions with enough filing detail to estimate value.
Forms 3/4/5 position value
3/4/5Estimated from parsed Forms 3/4/5 when filings include enough share and price data.
Largest issuer positions linked to this CIK across parsed 13F, 13D/G, and Forms 3/4/5 records.
Active large-stake positions disclosed in parsed Schedule 13D filings.
Passive or institutional large-stake positions disclosed in parsed Schedule 13G filings.
Filer intelligence
A compact read of parsed XML filings. 13F, 13D/G, and Forms 3/4/5 are shown separately because they answer different ownership questions.
Counts show available parsed rows, not one combined ownership total.
SMHI
22 Jun 2026 · Common Stock, $0.01 par value
KZIA
26 May 2026 · American Depositary Shares
STIM
19 May 2026 · Common Stock, $0.01 par value
WW
14 May 2026 · Common stock, no par value
TOI
21 Jul 2026 · 10% owner
STIM
14 Jul 2026 · 10% owner
AIRS
17 Apr 2026 · 10% owner
Latest update
Latest ownership report period: 21 Jul 2026. Open the source-backed page to inspect the fresh filing or facts context.
Update date
22 Jul 2026
Page type
Ownership filings
Latest period
21 Jul 2026
Ownership context was refreshed from SEC Forms 3/4/5 filed on 22 Jul 2026.
SEC filing record
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.
Observed form types
CIK-linked evidence first
Showing the latest 12 of 33 SEC filings for Jorey Chernett.