Position in MSEX
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$3,515,821
+$921,584 QoQ
Shares Held
67,547
+37.0% QoQ
Ownership
0.358%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2021
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MSEX Over Time
Shares Held
Position Value (USD)
All Filings in MSEX
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,515,821 | 67,547 | Shares | Defined | 2026-05-14 | |
| 2024-12-31 | $2,594,237 | 49,292 | Shares | Defined | 2025-02-14 | |
| 2024-06-30 | $274,730 | 5,257 | Shares | Defined | 2024-08-12 | |
| 2024-03-31 | $583,695 | 11,118 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $254,933 | 3,885 | Shares | Defined | 2024-02-09 | |
| 2023-03-31 | $4,109,268 | 52,602 | Shares | Defined | 2023-05-12 | |
| 2022-06-30 | $1,560,528 | 17,798 | Shares | Defined | 2022-08-12 | |
| 2021-12-31 | $3,916,246 | 32,554 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $232,693 | 2,264 | Shares | Defined | 2021-11-15 | |
| No filing history on record for this holder in this stock. | ||||||