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Harraden Circle ups disclosure in Cantor Equity Partners IV, Inc. (CEPF) 13G/A

(Moderate)
(Neutral)
Form Type
SCHEDULE 13G/A

Rhea-AI Filing Summary

Harraden Circle Investments, LLC (Harraden Adviser) and Frederick V. Fortmiller, Jr. report beneficial ownership of 3,734,030 Class A shares of Cantor Equity Partners IV, Inc., representing 8.14% of the class. The shares are held for the accounts of several Harraden Circle funds, for which Harraden Adviser acts as investment manager.

Harraden Adviser and Mr. Fortmiller report no sole voting or dispositive power, and shared voting and shared dispositive power over 3,734,030 shares. Certain funds identified in the filing have the right to receive any dividends or sale proceeds. This amendment reflects an internal reorganization effective June 30, 2026 and removes persons who are no longer beneficial owners, leaving the remaining reporting persons to file under a different qualifying rule.

Positive

  • None.

Negative

  • None.
Beneficial ownership 3,734,030 shares Class A shares beneficially owned by Harraden Adviser and Mr. Fortmiller
Percent of class 8.14% Portion of Cantor Equity Partners IV, Inc. Class A shares reported
Sole voting power 0 shares Shares over which the reporting persons have sole power to vote
Shared voting power 3,734,030 shares Shares over which the reporting persons have shared power to vote
Shared dispositive power 3,734,030 shares Shares over which the reporting persons have shared power to dispose
Internal reorganization effective date 06/30/2026 Date of internal reorganization referenced in amendment comments
beneficially owned financial
"Item 4. | Ownership (a) | Amount beneficially owned: 3,734,030"
Beneficially owned describes securities or assets where a person has the economic rights and control—such as the right to receive dividends and to direct voting—even if legal title is held in another name. Think of it like having the keys and using a car that’s registered to someone else: you get the benefits and make decisions. Investors care because beneficial ownership reveals who truly controls value and voting power, affecting corporate decisions and takeover dynamics.
shared voting power financial
"6 | Shared Voting Power 3,734,030.00"
Shared voting power occurs when two or more parties jointly have the right to vote or decide how a block of company shares is cast, like co-owners who must agree before moving a piece of furniture. Investors care because who controls voting rights affects board elections, major corporate decisions and takeover outcomes, and shared control can alter regulatory disclosures and the practical influence any holder has over a company’s direction and value.
shared dispositive power financial
"8 | Shared Dispositive Power 3,734,030.00"
Investment Company Act of 1940 regulatory
"investment company registered under the Investment Company Act of 1940"
A U.S. federal law that sets the rulebook for pooled investment vehicles such as mutual funds, exchange-traded funds and similar money managers, requiring them to register with regulators, disclose holdings and fees, limit conflicts of interest, and follow governance standards. It matters to investors because these protections and transparency rules act like a referee and scoreboard, helping people compare funds, trust that managers follow fair practices, and spot hidden costs or risks.
beneficial owners financial
"are no longer beneficial owners of the securities reported herein"
Beneficial owners are the people or entities that actually enjoy the economic benefits and control of shares or other assets, even when legal title is held by someone else such as a broker, custodian or trustee. Investors pay attention because beneficial owners hold the real voting power, receive dividends and can influence strategy and takeover outcomes — like the driver of a car who uses and maintains it while the bank holds the title — so disclosure shows who truly controls and benefits.

FAQ

What ownership stake in CEPF do Harraden Circle Investments and Frederick V. Fortmiller report?

They report beneficial ownership of 3,734,030 Class A shares of Cantor Equity Partners IV, Inc. (CEPF), representing 8.14% of that class. The shares are held for several Harraden Circle funds managed by Harraden Adviser.

Who are the reporting persons in this CEPF Schedule 13G/A filing?

The reporting persons are Harraden Circle Investments, LLC (Harraden Adviser), a Delaware LLC, and Frederick V. Fortmiller, Jr., a U.S. citizen and managing member of Harraden Adviser. They report shared voting and dispositive power over CEPF shares.

How much voting and dispositive power over CEPF shares is reported?

The reporting persons disclose 0 shares with sole voting or dispositive power and 3,734,030 shares with shared voting and shared dispositive power. All voting and disposition authority is shared, not individual.

Which investors ultimately benefit from the CEPF shares reported in this filing?

Certain funds listed, including Harraden Circle Investors, Special Opportunities, Strategic Investments, and Concentrated funds, have the right to receive dividends or sale proceeds from the 3,734,030 CEPF shares reported, as described in the ownership-on-behalf-of-others section.

What change is reflected by this amendment to the CEPF Schedule 13G?

The amendment reflects an internal reorganization effective June 30, 2026, removes prior reporting persons who are no longer beneficial owners of the securities, and changes the rule under which the statement is filed because the remaining reporting persons now qualify to file under that rule.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Learn about SEC filing dates





G1828E100

(CUSIP Number)
06/30/2026

(Date of Event Which Requires Filing of this Statement)


Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
Rule 13d-1(b)
Rule 13d-1(c)
Rule 13d-1(d)




schemaVersion:


SCHEDULE 13G





SCHEDULE 13G





SCHEDULE 13G



Harraden Circle Investments, LLC
Signature:/s/ Frederick V. Fortmiller, Jr.
Name/Title:Frederick V. Fortmiller, Jr., managing member
Date:08/14/2026
Frederick V. Fortmiller, Jr.
Signature:/s/ Frederick V. Fortmiller, Jr.
Name/Title:Frederick V. Fortmiller, Jr.
Date:08/14/2026

Comments accompanying signature: This Schedule 13G amends the Schedule 13G filed under Rule 13d-1(c) to remove the reporting persons who, after an internal reorganization effective June 30, 2026, are no longer beneficial owners of the securities reported herein and to change the Rule under which this Schedule 13G is filed to Rule 13d-1(b), because the remaining reporting persons qualify to file Schedule 13G under Rule 13d-1(b).