02072Q176
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Wealthcare Advisory Partners LLC | History | New | 26,964 | 1,379 | 0.03% | — | 1 | +26,964 | New | Q2 2026 | Jul 09, 2026 |
| Sherman Wealth Management LLC | History | New | 15,273 | 781 | 0.59% | — | 2 | +15,273 | New | Q2 2026 | Jul 09, 2026 |