Position in IAUM
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,678,859
-$324,897 QoQ
Shares Held
41,961
-2.2% QoQ
Ownership
0.026%
of shares outstanding
% of Portfolio
0.54%
of 13F equity value
Holder Rank
#87
of 259 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in IAUM Over Time
Shares Held
Position Value (USD)
All Filings in IAUM
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,678,859 | 41,961 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $2,003,756 | 42,907 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $1,933,518 | 44,976 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,838,182 | 47,745 | Shares | Sole | 2025-11-21 | |
| 2025-06-30 | $1,591,437 | 48,240 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $1,510,186 | 48,450 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,303,789 | 49,820 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,324,496 | 50,457 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $2,031,763 | 87,576 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,934,997 | 87,280 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,477,164 | 71,707 | Shares | Sole | 2024-02-16 | |
| 2023-09-30 | $1,152,885 | 62,487 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $1,248,809 | 65,110 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $1,200,597 | 60,975 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $1,060,441 | 58,234 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $3,565,473 | 214,917 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $4,832,621 | 267,587 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $4,936,954 | 255,008 | Shares | Sole | 2022-05-11 | |
| No filing history on record for this holder in this stock. | ||||||