25239Y188
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Valeo Financial Advisors, LLC | History | New | 53,325 | 4,128 | 0.09% | — | 1 | +53,325 | New | Q3 2026 | Oct 08, 2026 |
| Bullock Wealth Management Group | History | New | 27,020 | 2,107 | 0.87% | — | 2 | +27,020 | New | Q3 2026 | Oct 09, 2026 |
| Trust Co | History | New | 2,739 | 212 | 0.02% | — | 3 | +2,739 | New | Q3 2026 | Oct 09, 2026 |