Position in IAUM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$5,589,196
-$443,323 QoQ
Shares Held
139,695
+8.1% QoQ
Ownership
0.088%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#48
of 259 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 58%
Shared 0%
None 42%
Common Shares in IAUM Over Time
Shares Held
Position Value (USD)
All Filings in IAUM
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,589,196 | 139,695 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $6,032,519 | 129,176 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,186,127 | 50,852 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,056,594 | 27,444 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $603,156 | 18,283 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $546,503 | 17,533 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $420,918 | 16,084 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $386,321 | 14,717 | Shares | Sole | 2024-11-12 | |
| No filing history on record for this holder in this stock. | ||||||