Position in RTO
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$28,708,275
-$2,719,373 QoQ
Shares Held
1,003,435
+0.5% QoQ
Ownership
0.199%
of shares outstanding
% of Portfolio
1.75%
of 13F equity value
Holder Rank
#12
of 284 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 10%
Shared 90%
None 0%
Common Shares in RTO Over Time
Shares Held
Position Value (USD)
Position in Specialty Business Services
Industrials · as of Jun 30, 2026NICHOLS & PRATT ADVISERS LLP /MA holds $33,827,976 across 3 Specialty Business Services names. RTO ranks #1 (84.9% of the industry book) .
All Filings in RTO
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $28,708,275 | 1,003,435 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $31,427,648 | 998,337 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $29,374,919 | 997,112 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $22,003,228 | 871,415 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $19,757,544 | 823,231 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $18,322,357 | 800,103 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $20,095,951 | 793,679 | Shares | Other | 2025-02-05 | |
| 2024-09-30 | $17,818,118 | 714,726 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $19,746,424 | 665,984 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $18,591,815 | 616,644 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $14,301,565 | 499,880 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $15,702,641 | 423,823 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $15,629,550 | 400,655 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $13,708,737 | 375,479 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $7,696,923 | 249,819 | Shares | Sole | 2023-02-03 | |
| No filing history on record for this holder in this stock. | ||||||