Investment Managers Series Trust III - FPNIX
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| FIRST MERCHANTS CORP | History | Reduced | 348,695 | 3,378 | 0.11% | 0.16% | 1 | -95,428 | -21.49% | Q3 2026 | Oct 15, 2026 |
| Wealthspire Advisors, LLC | History | No change | 142,973 | 1,419 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Ethos Financial Group, LLC | History | No change | 42,592 | 420 | 0.03% | 0.03% | 3 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Financial Gravity Companies, Inc. | History | No change | 24 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |