Comparable stake leader
Nathan P. Sheldon
SEC ownership of Third Lake Partners Alternative Yield Strategy Fund
Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0002128647.
Disclosed value leader
—
Comparable rows
0/3
Latest evidence
28 Aug 2026
- Parsed ownership sources
-
3/4/5
Source: Parsed SEC ownership filingsUse: Compare filing families carefully
- Largest SEC-reported holder
-
Nathan P. Sheldon
Ranking: Comparable ownership first, then disclosed value
- Latest parsed ownership date
-
28 Aug 2026
Freshness: Most recent filing date in this holder set
- Issuer CIK
- 0002128647
- Issuer location
- Tampa, FL
Ownership snapshot
CIK-linked ownership evidence from parsed SEC filings.
1 signal
Issuer
Names, identifiers, and filing context for this profile.
2 identity fields
Ownership snapshot
Top shareholders of Third Lake Partners Alternative Yield Strategy Fund (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Comparable stake leader
Nathan P. Sheldon
Disclosed value leader
—
Comparable rows
0/3
Latest evidence
28 Aug 2026
3/4/5
Some rows are evidence-backed but not safely comparable across classes.
3 rows are not safely comparable across share classes.
Quick read
SEC ownership evidence is available, but the rows are not safely comparable across share classes.
0 of 3 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Open SEC evidence
Opens Nathan P. Sheldon's linked filing trail.
Detailed SEC evidence table Showing 1-3 of 3 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| Nathan P. Sheldon |
3/4/5
Head of Structured Products
|
—
denominator unverified
|
—
1,600 shares
|
— | 28 Aug 2026 |
| Joshua H. Apfel |
3/4/5
Director
|
—
denominator unverified
|
—
1,200 shares
|
— | 28 Aug 2026 |
| Robert Stanton Forsythe |
3/4/5
Founder, IA
|
—
denominator unverified
|
—
1,200 shares
|
— | 28 Aug 2026 |
How to read this table
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
Forms 3/4/5 flow
Insider trading overview
No eligible buy or sell activity is available for this window. No eligible Buy or Sell transactions are available in this dataset since 22 Oct 2025.
Buys
$0
Insiders: 0
Sells
$0
Insiders: 0
Net
$0
Shares: 0
Window
Last 12 months
4 rolling buckets
Buy value
Sell value
Shares: 0
Shares: 0
| Window (months) | Buy shares | Sell shares | Buy value | Sell value | Net value |
|---|---|---|---|---|---|
| 0-3 | 0 | 0 | $0 | $0 | $0 |
| 3-6 | 0 | 0 | $0 | $0 | $0 |
| 6-9 | 0 | 0 | $0 | $0 | $0 |
| 9-12 | 0 | 0 | $0 | $0 | $0 |
Reporting owners
Insider holders from Forms 3/4/5
Showing 1-6 of 6 reporting-owner rows connected to Third Lake Partners Alternative Yield Strategy Fund. Open a relationship link for the CIK-to-CIK filing trail.
Rows
6
Largest Forms 3/4/5 holder
Chad M. Bitterman
Net 12M change
$0
Latest report
28 Aug 2026
| Name | Relationship | Holdings Value | Past Year Net Change | Change % | Valuation | Report Date |
|---|---|---|---|---|---|---|
| Chad M. Bitterman | Chief Compliance Officer | Mixed | 28 Aug 2026 | |||
| Kent Barnes | Secretary | Mixed | 28 Aug 2026 | |||
| Jessica Chase | Treasurer | Mixed | 28 Aug 2026 | |||
| Joshua H. Apfel | Director | Mixed | 28 Aug 2026 | |||
| Nathan P. Sheldon | Head of Structured Products | Mixed | 28 Aug 2026 | |||
| Robert Stanton Forsythe | Founder, IA | Mixed | 28 Aug 2026 |
Recent insider transactions for Third Lake Partners Alternative Yield Strategy Fund
Showing up to 300 recent insider transactions from the last 12 months.
| Insider | Symbol | Class | Transaction | % | SEC-reported value | SEC-reported price | Shares | Shares owned | Date | Ownership |
|---|---|---|---|---|---|---|---|---|---|---|
| Robert Stanton Forsythe | Class F | 0 | 1,200 | 28 Aug 2026 | Direct | |||||
| Nathan P. Sheldon | Class F | 0 | 1,600 | 28 Aug 2026 | Direct | |||||
| Joshua H. Apfel | Class F | 0 | 1,200 | 28 Aug 2026 | Direct |
* marks a reported price that did not pass the local price check.