Keel Point, LLC
Holdings in SER
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $34,001 | 17,774 | Shares | Sole | 2026-02-12 |
| 2025-09-30 | $95,268 | 17,774 | Shares | Sole | 2025-12-16 |
| 2025-06-30 | $109,487 | 17,774 | Shares | Sole | 2025-08-15 |
| 2025-03-31 | $100,778 | 17,774 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $89,047 | 17,774 | Shares | Sole | 2025-02-14 |
| 2024-09-30 | $118,908 | 17,774 | Shares | Sole | 2024-11-14 |