Entity type
Individual
Filer Snapshot
Morgan Lee Lekstrom
CIK 0002072014. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.
Total filings
15
Latest filing
15 Jun 2026
Industry
n/a
Filing-backed research brief
Start with the SEC data that changes for this CIK
Latest signal: 13D/G stake for STEX. 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
STEX
04 Nov 2025 · 14% ownership
Open 13D/GInsider / owner context
STEX
12 Jun 2026 · $757.1K
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Source: SEC Forms 3/4/5
View source filing
4 filed on 15 Jun 2026 for CIK 0002072014.
- Parsed SEC ownership signals
-
Parsed SEC ownership coverage
These bars compare filing-backed value available in each disclosure family. Read them as separate lenses, not as one combined ownership total.
Forms 3/4/5 positions$757.1KReporting-owner positions with enough filing detail to estimate value.
Forms 3/4/5 position value
3/4/5$757.1KEstimated from parsed Forms 3/4/5 when filings include enough share and price data.
Source: Forms 3/4/5Confidence: Estimated when price data is availableLargest linked holdings
Largest issuer positions linked to this CIK across parsed 13F, 13D/G, and Forms 3/4/5 records.
STEXLargest active 13D stakes
Active large-stake positions disclosed in parsed Schedule 13D filings.
STEXHow 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.
- Business address
- 12424 Wilshire Blvd, Suite 745, Los Angeles, CA, 90025
Ownership signals
CIK-linked ownership evidence from parsed SEC filings.
1 signal
At a glance
Names, identifiers, and filing context for this profile.
1 identity field
Filer intelligence
What SEC filings say about Morgan Lee Lekstrom
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 STEX at 14% ownership.
- Forms 3/4/5 show insider context for STEX worth $757.1K.
SEC source mix
Counts show available parsed rows, not one combined ownership total.
13D/G large-stake context
STEX
04 Nov 2025 · Common Stock, par value $0.001 per share
Forms 3/4/5 insider context
STEX
12 Jun 2026 · Interim Executive Chairman
Latest update
What changed recently for Morgan Lee Lekstrom
Latest ownership report period: 12 Jun 2026. Open the source-backed page to inspect the fresh filing or facts context.
Update date
15 Jun 2026
Page type
Ownership filings
Latest period
12 Jun 2026
Ownership context was refreshed from SEC Forms 3/4/5 filed on 15 Jun 2026.
SEC filing record
CIK 0002072014 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
15
First seen
09 Jun 2025
Latest filing
15 Jun 2026
Entity
Individual
Observed form types
4
4/A
SCHEDULE 13D
3
Latest Filings
Showing the latest 12 of 15 SEC filings for Morgan Lee Lekstrom.
4
File 001-38659
4
- Filing date
- 15 Jun 2026
- Reporting date
- 12 Jun 2026
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
4/A
File 001-38659
4/A
- Filing date
- 28 May 2026
- Reporting date
- 08 Jan 2026
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
4/A
File 001-38659
4/A
- Filing date
- 28 May 2026
- Reporting date
- 23 Jan 2026
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
4
File 001-38659
4
- Filing date
- 28 May 2026
- Reporting date
- 28 May 2026
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
4
File 001-38659
4
- Filing date
- 21 May 2026
- Reporting date
- 21 May 2026
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
4
File 001-38659
4
- Filing date
- 17 Apr 2026
- Reporting date
- 08 Jan 2026
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
4
File 001-38659
4
- Filing date
- 18 Feb 2026
- Reporting date
- 18 Feb 2026
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
4
File 001-38659
4
- Filing date
- 03 Feb 2026
- Reporting date
- 03 Feb 2026
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
4
File 001-38659
4
- Filing date
- 29 Jan 2026
- Reporting date
- 29 Jan 2026
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
4
File 001-38659
4
- Filing date
- 27 Jan 2026
- Reporting date
- 27 Jan 2026
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
4
File 001-38659
4
- Filing date
- 27 Jan 2026
- Reporting date
- 26 Jan 2026
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
4
File 001-38659
4
- Filing date
- 26 Jan 2026
- Reporting date
- 23 Jan 2026
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing