| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | ATX Financial Planning, LLC | 41,08441,084 | $1M | — | ADD 18% |
| 2 | Geneos Wealth Management Inc. | 16,79416,794 | $572,172 | — | TRIM -4% |
| 3 | Summit Financial, LLC | 9,1299,129 | $311,044 | — | TRIM -4% |
Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.
| Holder | 2024-Q4 | 2025-Q1 | 2025-Q2 | 2025-Q3 | 2025-Q4 | 2026-Q1 | Latest value |
|---|---|---|---|---|---|---|---|
| ATX Financial Planning, LLC | — | — | — | — | 35K | 41K | $1M |
| Geneos Wealth Management Inc. | — | — | — | 17K | 18K | 17K | $572,172 |
| Summit Financial, LLC | — | — | — | 9K | 10K | 9K | $311,044 |
Shares reported each quarter by the largest current holders. Green = added vs the prior filing, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.
Holder count only — too few computable %-of-shares-outstanding quarters for a % pane. Line breaks are quarters with no 13F record, never interpolated.
| Quarter | Holders | Shares held | % shares out | Value held |
|---|---|---|---|---|
| 2026-Q1 | 3 | 67,007 | — | $2M |
| 2025-Q4 | 7 | 74,818 | — | $3M |
| 2025-Q3 | 3 | 30,534 | — | $1M |
| 2025-Q2 | 5 | 48,063 | — | $2M |
| 2025-Q1 | 4 | 32,761 | — | $863,771 |
| 2024-Q4 | 2 | 32,236 | — | $1M |
Short interest has its own tab now — open SI →
Source: SEC Form 13F — every institution manager (≥ $100M in 13F securities) reporting a long US-listed position, across ~10,250 filers over 10 years of history. 13F is long-only, US-listed, filed up to 45 days after quarter-end.
