SHP Wealth Management
Position in BTAL — AGF U.S. Market Neutral Anti-Beta Fund
CIK 1807060
PLYMOUTH, MA
Position in BTAL
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,338
-$337 QoQ
Shares Held
120
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#36
of 42 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BTAL Over Time
Shares Held
Position Value (USD)
All Filings in BTAL
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,338 | 120 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,675 | 120 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $2,417 | 168 | Shares | Sole | 2026-03-04 | |
| No filing history on record for this holder in this stock. | ||||||