25461H325
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Timothy G. Youngquist 2020 Irrevocable Trust | History | New | 71,560 | 3,396 | 0.64% | — | 1 | +71,560 | New | Q3 2026 | Oct 13, 2026 |
| Farther Finance Advisors, LLC | History | New | 439 | 20 | 0.0% | — | 2 | +439 | New | Q3 2026 | Oct 08, 2026 |
| CoreCap Advisors, LLC | History | New | 4 | 0 | — | — | — | +4 | New | Q3 2026 | Oct 08, 2026 |