Position in TAX
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$1,124,214
+$163,103 QoQ
Shares Held
35,434
+0.0% QoQ
Ownership
0.101%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#3
of 5 holders
Holding Since
Jun 2025
5 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
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,124,214 | 35,434 | Shares | Other | 2026-08-17 | |
| 2026-03-31 | $961,111 | 35,417 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $7,571,142 | 266,552 | Shares | Other | 2026-02-18 | |
| 2025-09-30 | $1,632,768 | 58,966 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $293,921 | 11,333 | Shares | Other | 2025-08-11 | |
| No filing history on record for this holder in this stock. | ||||||