Position in IAUM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$5,230,545
-$166,993 QoQ
Shares Held
130,731
+13.1% QoQ
Ownership
0.082%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#50
of 259 holders
Holding Since
Jun 2022
17 quarters on record
Voting authority
Sole 69%
Shared 0%
None 31%
Common Shares in IAUM Over Time
Shares Held
Position Value (USD)
All Filings in IAUM
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,230,545 | 130,731 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $5,397,538 | 115,579 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $4,973,984 | 115,701 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $3,964,807 | 102,982 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $142,021 | 4,305 | Shares | Defined | 2025-09-04 | |
| 2025-03-31 | $100,959 | 3,239 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $34,675 | 1,325 | Shares | Defined | 2025-06-06 | |
| 2024-09-30 | $47,906 | 1,825 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $65,772 | 2,835 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $62,851 | 2,835 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $58,009 | 2,816 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $364,350 | 19,748 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $179,486 | 9,358 | Shares | Defined | 2023-08-21 | |
| 2023-03-31 | $13,408 | 681 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $12,400 | 681 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $925,473 | 55,785 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $1,336,620 | 74,010 | Shares | Defined | 2022-08-10 | |
| No filing history on record for this holder in this stock. | ||||||