Position in SO
as of Mar 31, 2026
· filed Apr 23, 2026
Position Value
$390,423
+$36,217 QoQ
Shares Held
4,045
-0.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
22 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
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $390,423 | 4,045 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $354,206 | 4,062 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $397,086 | 4,190 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $305,793 | 3,330 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $306,469 | 3,333 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $274,043 | 3,329 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $372,353 | 4,129 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $320,286 | 4,129 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $295,138 | 4,114 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $306,073 | 4,365 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $272,730 | 4,214 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $311,207 | 4,430 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $316,032 | 4,542 | Shares | Sole | 2023-04-06 | |
| 2022-12-31 | $297,279 | 4,163 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $283,084 | 4,163 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $293,226 | 4,112 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $294,173 | 4,057 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $272,262 | 3,970 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $270,808 | 4,370 | Shares | Sole | 2021-10-15 | |
| 2021-06-30 | $264,428 | 4,370 | Shares | Sole | 2021-07-16 | |
| 2021-03-31 | $280,341 | 4,510 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $268,449 | 4,370 | Shares | Sole | 2021-04-13 | |
| No filing history on record for this holder in this stock. | ||||||