Position in IAUM
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$13,819,814
-$1,131,984 QoQ
Shares Held
345,409
+7.9% QoQ
Ownership
0.218%
of shares outstanding
% of Portfolio
2.27%
of 13F equity value
Holder Rank
#25
of 259 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IAUM Over Time
Shares Held
Position Value (USD)
All Filings in IAUM
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,819,814 | 345,409 | Shares | Sole | 2026-07-02 | |
| 2026-03-31 | $14,951,798 | 320,167 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $13,169,513 | 306,339 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $9,092,737 | 236,175 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $8,455,402 | 256,302 | Shares | Sole | 2025-07-07 | |
| 2025-03-31 | $7,237,736 | 232,202 | Shares | Sole | 2025-04-03 | |
| 2024-12-31 | $5,925,123 | 226,409 | Shares | Sole | 2025-01-03 | |
| 2024-09-30 | $5,424,720 | 206,656 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $4,479,177 | 193,068 | Shares | Sole | 2024-07-08 | |
| 2024-03-31 | $2,865,250 | 129,240 | Shares | Sole | 2024-04-03 | |
| 2023-12-31 | $2,774,408 | 134,680 | Shares | Sole | 2024-01-08 | |
| 2023-09-30 | $2,266,158 | 122,827 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $1,575,042 | 82,119 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $1,074,010 | 54,546 | Shares | Sole | 2023-04-10 | |
| 2022-12-31 | $923,574 | 50,718 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $734,638 | 44,282 | Shares | Sole | 2022-12-30 | |
| 2022-06-30 | $701,161 | 38,824 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $469,480 | 24,250 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $274,005 | 14,973 | Shares | Sole | 2022-01-06 | |
| No filing history on record for this holder in this stock. | ||||||