Trask Adam Roland

Position in AFRM — Affirm Holdings, Inc.

CIK 2109050 GRAND RAPIDS, MI

Position in AFRM

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$13,746

New position

Shares Held

300

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Mar 31, 2026

Trask Adam Roland holds $113,497 across 3 Credit Services names. AFRM ranks #3 (12.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	280	$84,627
2	AXP	American Express Co	50	$15,124
3	AFRM	Affirm Holdings, Inc. This page	300	$13,746

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$13,746	300	—	Shares	Sole	2026-05-15
No filing history on record for this holder in this stock.