Position in TAX
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$6,266,041
-$356,039 QoQ
Shares Held
230,904
-1.0% QoQ
Ownership
0.656%
of shares outstanding
% of Portfolio
1.28%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
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 | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,266,041 | 230,904 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $6,622,080 | 233,139 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $7,420,144 | 267,972 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $6,246,341 | 240,846 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $5,899,785 | 256,881 | Shares | Sole | 2025-05-01 | |
| No filing history on record for this holder in this stock. | ||||||