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 | Added to | 211,484 | 9,114 | 1.72% | 1.68% | 1 | +16,426 | 8.42% | Q4 2025 | Feb 17, 2026 |
| Hemenway Trust Co LLC | History | Added to | 90,149 | 3,885 | 0.3% | 0.31% | 2 | +418 | 0.47% | Q4 2025 | Feb 03, 2026 |
| Dempze Nancy E | History | No change | 5,135 | 221 | 0.12% | 0.13% | 3 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Ethos Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -31,651 | -100.0% | Q3 2025 | Oct 23, 2025 |