Filer Snapshot

Lynne M. Carlson

CIK 0002061572. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.

Entity Type

Individual

Total Filings

1

Latest Filing

18 Mar 2025

Industry

n/a

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  • Open 13F if you want portfolio holdings.
  • Open 13D/G or insider pages only when this CIK has those rows.
Go to latest filings table
Source: SEC Schedule 13D/G

SCHEDULE 13G filed on 18 Mar 2025 for CIK 0002061572.

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Business address
4542 North Lane, Del Mar, CA, 92014
Top Schedule 13G issuers
UWMC

Filer intelligence

What SEC filings say about Lynne M. Carlson

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

  • 1 recent 13D/G stake row found; top row is UWMC at 7.2% ownership.

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 1 rows

Beneficial ownership and large-stake disclosures.

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Forms 3/4/5 No rows yet

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

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13D/G large-stake context

UWMC

17 Mar 2025 ยท Class A Common Stock, par value $0.0001 per share ("Class A Common Stock")

7.2%
Issuer page 13D/G history

Latest update

What changed recently for Lynne M. Carlson

New filing available

Latest Schedule 13D/G period: 17 Mar 2025. Open the source-backed page to inspect the fresh filing or facts context.

Update date

18 Mar 2025

Page type

Filer profile

Latest period

17 Mar 2025

Schedule 13D/G context is visible from filings filed on 18 Mar 2025.

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SEC filing record

CIK 0002061572 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
1
First seen
18 Mar 2025
Latest filing
18 Mar 2025
Entity
Individual

Observed form types

SCHEDULE 13G

Primary evidence

Open SEC filing index Lynne M. Carlson SEC filings Lynne M. Carlson 13D/G history

Latest Filings

Recent SEC filings for Lynne M. Carlson with direct links to document and filing folders.

SCHEDULE 13G

SCHEDULE 13G filing

Filing date
18 Mar 2025
Reporting date
Not listed
SEC evidence
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