Investment Managers Series Trust III - FPACX
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Broderick Brian C | History | No change | 211,484 | 8,973 | 1.65% | 1.72% | 1 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Hemenway Trust Co LLC | History | Added to | 95,513 | 4,052 | 0.33% | 0.3% | 2 | +5,364 | 5.95% | Q1 2026 | May 07, 2026 |
| Ethos Financial Group, LLC | History | New | 34,317 | 1,456 | 0.11% | — | 3 | +34,317 | New | Q1 2026 | May 05, 2026 |
| Dempze Nancy E | History | No change | 5,135 | 217 | 0.12% | 0.12% | 4 | 0 | 0.0% | Q1 2026 | May 14, 2026 |