30609A109
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Roxbury Financial LLC | History | New | 1,067 | 90 | 0.07% | — | 1 | +1,067 | New | Q3 2026 | Oct 01, 2026 |
| Sarver Vrooman Wealth Advisors | History | New | 1,067 | 90 | 0.05% | — | 2 | +1,067 | New | Q3 2026 | Oct 01, 2026 |