Socrates Trust SEC EDGAR Filings (CIK 0001901019)

SEC EDGAR filings, ownership reports, and insider transactions for Socrates Trust.

Business address
Elysium Management Llc, Suite 1401, 445 Park Avenue, New York, NY, 10022
Top holdings (ownership)
APO
State of incorporation
NY
Fiscal year end
31 December
Former names
Heritage Trust u/a/d 11/12/2018 (to 27 May 2022)
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Socrates Trust has filed 11 SEC EDGAR filings since 03 Jan 2022

Latest Filings

Recent SEC filings for Socrates Trust including 4, 144, SC 13D/A and more.

Form type Document Filing Description Filing date Reporting date File number(s)
4 Open 4 document View SEC filing for 4 OWNERSHIP DOCUMENT 03 Dec 2025 01 Dec 2025 001-41197
144 Open 144 document View SEC filing for 144 03 Dec 2025
4 Open 4 document View SEC filing for 4 OWNERSHIP DOCUMENT 05 Nov 2024 01 Nov 2024 001-41197
SC 13D/A Open SC 13D/A document View SEC filing for SC 13D/A AMENDMENT NO. 4 20 Feb 2024
4 Open 4 document View SEC filing for 4 OWNERSHIP DOCUMENT 19 Dec 2023 15 Dec 2023 001-41197
SC 13D/A Open SC 13D/A document View SEC filing for SC 13D/A AMENDMENT NO. 3 21 Sep 2022
4 Open 4 document View SEC filing for 4 OWNERSHIP DOCUMENT 27 May 2022 27 May 2022 001-41197
SC 13D/A Open SC 13D/A document View SEC filing for SC 13D/A AMENDMENT NO. 2 27 May 2022
SC 13D Open SC 13D document View SEC filing for SC 13D SCHEDULE 13D 03 Mar 2022
SC 13D Open SC 13D document View SEC filing for SC 13D SCHEDULE 13D 11 Jan 2022
3 Open 3 document View SEC filing for 3 OWNERSHIP DOCUMENT 03 Jan 2022 01 Jan 2022 001-41197

About this filer

Socrates Trust files with the SEC under CIK 0001901019. This page aggregates EDGAR filings and related ownership activity.

See reporting owner transactions.

FAQ

What is a CIK?
A Central Index Key (CIK) is a unique identifier assigned by the SEC to each filer.
Why are some filings missing?
New filings appear as the SEC updates EDGAR, and older records can vary by availability.
How often is this page updated?
Updates follow new EDGAR submissions and periodic data refreshes.

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