Position in IAUM
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$5,825,255
-$428,575 QoQ
Shares Held
145,595
+8.7% QoQ
Ownership
0.092%
of shares outstanding
% of Portfolio
2.65%
of 13F equity value
Holder Rank
#47
of 259 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in IAUM Over Time
Shares Held
Position Value (USD)
All Filings in IAUM
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,825,255 | 145,595 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $6,253,830 | 133,915 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $46,390,036 | 1,079,089 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $41,734,154 | 1,084,004 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $36,782,266 | 1,114,952 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $34,709,914 | 1,113,568 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $10,692,355 | 408,573 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $1,291,920 | 49,216 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $1,068,174 | 46,042 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $669,267 | 30,188 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $582,815 | 28,292 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $387,154 | 20,984 | Shares | Sole | 2023-10-23 | |
| No filing history on record for this holder in this stock. | ||||||