Filer Snapshot

Charles P. Coleman III

CIK 0001307150. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.

Entity type

Individual

Total filings

117

Latest filing

16 Dec 2025

Industry

n/a

Filing-backed research brief

Start with the SEC data that changes for this CIK

Latest signal: Forms 3/4/5 owner position for WLTH. 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.

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13D/G large stake

No recent parsed 13D/G stake row for this CIK.

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Source: SEC Forms 3/4/5

4 filed on 16 Dec 2025 for CIK 0001307150.

View source filing
Business address
C/O Tiger Global Management, Llc, 9 West 57 Th Street, 35 Th Floor, New York, NY, 10019

Filer intelligence

What SEC filings say about Charles P. Coleman III

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

  • Forms 3/4/5 show insider context for WLTH.

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 No rows yet

Beneficial ownership and large-stake disclosures.

Open
Forms 3/4/5 1 rows

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

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Forms 3/4/5 insider context

WLTH

15 Dec 2025 ยท 10% owner

Latest update

What changed recently for Charles P. Coleman III

Ownership report updated

Latest ownership report period: 15 Dec 2025. Open the source-backed page to inspect the fresh filing or facts context.

Update date

16 Dec 2025

Page type

Ownership filings

Latest period

15 Dec 2025

Ownership context was refreshed from SEC Forms 3/4/5 filed on 16 Dec 2025.

SEC filing record

CIK 0001307150 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
117
First seen
03 Jun 2011
Latest filing
16 Dec 2025
Entity
Individual

Latest Filings

Showing the latest 12 of 117 SEC filings for Charles P. Coleman III.

4 File 001-42987

4 filing

Filing date
16 Dec 2025
Reporting date
15 Dec 2025
SEC evidence
Open document Open filing
Next action
Verify source filing
3 File 001-42987

3 filing

Filing date
11 Dec 2025
Reporting date
11 Dec 2025
SEC evidence
Open document Open filing
Next action
Verify source filing
4 File 001-41336

4 filing

Filing date
06 Dec 2022
Reporting date
02 Dec 2022
SEC evidence
Open document Open filing
Next action
Verify source filing
4 File 001-41336

4 filing

Filing date
01 Dec 2022
Reporting date
29 Nov 2022
SEC evidence
Open document Open filing
Next action
Verify source filing
4 File 001-41336

4 filing

Filing date
28 Nov 2022
Reporting date
23 Nov 2022
SEC evidence
Open document Open filing
Next action
Verify source filing
4 File 001-41336

4 filing

Filing date
22 Nov 2022
Reporting date
18 Nov 2022
SEC evidence
Open document Open filing
Next action
Verify source filing
4 File 001-41336

4 filing

Filing date
17 Nov 2022
Reporting date
15 Nov 2022
SEC evidence
Open document Open filing
Next action
Verify source filing
4 File 001-40998

4 filing

Filing date
28 Oct 2022
Reporting date
26 Oct 2022
SEC evidence
Open document Open filing
Next action
Verify source filing
4 File 001-40998

4 filing

Filing date
25 Oct 2022
Reporting date
21 Oct 2022
SEC evidence
Open document Open filing
Next action
Verify source filing
4 File 001-40998

4 filing

Filing date
20 Oct 2022
Reporting date
18 Oct 2022
SEC evidence
Open document Open filing
Next action
Verify source filing
4 File 001-41336

4 filing

Filing date
11 Oct 2022
Reporting date
06 Oct 2022
SEC evidence
Open document Open filing
Next action
Verify source filing
4 File 001-41336

4 filing

Filing date
05 Oct 2022
Reporting date
03 Oct 2022
SEC evidence
Open document Open filing
Next action
Verify source filing
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