Position in SO
as of Mar 31, 2026
· filed Apr 7, 2026
Position Value
$212,922
-$15,503 QoQ
Shares Held
2,206
-41.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
All Filings in SO
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $212,922 | 2,206 | Shares | Defined | 2026-04-07 | |
| 2021-06-30 | $228,425 | 3,775 | Shares | Sole | 2024-03-11 | |
| 2021-03-31 | $256,285 | 4,123 | Shares | Sole | 2024-03-11 | |
| 2020-12-31 | $402,427 | 6,551 | Shares | Sole | 2024-03-11 | |
| 2020-09-30 | $433,380 | 7,993 | Shares | Sole | 2024-03-11 | |
| 2020-06-30 | $783,401 | 15,109 | Shares | Sole | 2024-03-11 | |
| 2020-03-31 | $725,530 | 13,401 | Shares | Sole | 2024-03-11 | |
| No filing history on record for this holder in this stock. | ||||||