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 | 212,453 | 9,613 | 1.49% | 1.49% | 1 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Hemenway Trust Co LLC | History | No change | 95,538 | 4,323 | 0.3% | 0.3% | 2 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Ethos Financial Group, LLC | History | No change | 34,474 | 1,588 | 0.11% | 0.11% | 3 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Dempze Nancy E | History | No change | 5,135 | 232 | 0.11% | 0.11% | 4 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ADIRONDACK TRUST CO | History | New | 250 | 11 | 0.0% | — | 5 | +250 | New | Q3 2026 | Oct 14, 2026 |