Position in TAX
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,231,769
+$184,227 QoQ
Shares Held
38,824
+0.6% QoQ
Ownership
0.110%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1
of 5 holders
Holding Since
Mar 2022
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TAX Over Time
Shares Held
Position Value (USD)
All Filings in TAX
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,231,769 | 38,824 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $1,047,542 | 38,602 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $1,369,697 | 48,222 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,321,311 | 47,718 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $1,071,608 | 41,319 | Shares | Sole | 2025-08-11 | |
| 2022-03-31 FRG | — | 5,516 | Shares | Sole | 2022-05-12 | |
| No filing history on record for this holder in this stock. | ||||||