Filer Snapshot

Xin Wang

CIK 0002066840. 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

06 May 2025

Industry

n/a

Filing-backed research brief

Start with the SEC data that changes for this CIK

Latest signal: 13D/G stake for PWM. 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.

Open holding

13D/G large stake

PWM

19 Apr 2025 · 9% ownership

Open 13D/G

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Source: SEC Schedule 13D/G

SCHEDULE 13G filed on 06 May 2025 for CIK 0002066840.

View source filing
Ownership signals CIK-linked ownership evidence from parsed SEC filings. 1 signal
Parsed SEC ownership signals

Largest active 13G stakes

Passive or institutional large-stake positions disclosed in parsed Schedule 13G filings.

PWM
How to read these SEC ownership signals
  • Read each filing family separately: Form 13F, Schedules 13D/G, and Forms 3/4/5 answer different SEC disclosure questions and should not be blended into one ownership total.
  • Use 13F values for visible U.S.-listed equity portfolios, 13D/G rows for large beneficial-owner stakes, and Forms 3/4/5 rows for reporting-owner positions and transactions.
  • Open the linked research path when you need the filing, CIK, issuer, CUSIP, date, or source trail behind a value.
At a glance Names, identifiers, and filing context for this profile. 1 identity field
Business address
47 1, Xiaoshengjiaxiang, Jingkou District, Zhenjiang, Jiangsu, NULL

Filer intelligence

What SEC filings say about Xin Wang

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

  • 1 recent 13D/G stake row found; top row is PWM at 9% 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.

Open
13D/G stakes 1 rows

Beneficial ownership and large-stake disclosures.

Open
Forms 3/4/5 No rows yet

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

Open

13D/G large-stake context

PWM

19 Apr 2025 · Class A Ordinary Shares, $0.000625 par value per share

9%

Latest update

What changed recently for Xin Wang

New filing available

Latest Schedule 13D/G period: 19 Apr 2025. Open the source-backed page to inspect the fresh filing or facts context.

Update date

06 May 2025

Page type

Filer profile

Latest period

19 Apr 2025

Schedule 13D/G context is visible from filings filed on 06 May 2025.

SEC filing record

CIK 0002066840 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
06 May 2025
Latest filing
06 May 2025
Entity
Individual

Observed form types

SCHEDULE 13G

Latest Filings

Showing the latest 1 of 1 SEC filings for Xin Wang.

SCHEDULE 13G

SCHEDULE 13G filing

Filing date
06 May 2025
Reporting date
Not listed
SEC evidence
Open document Open filing
Next action
Verify source filing
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