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Security record · archived quarter

CRT

name pending profile ingest

Q3 2026 Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q4 2024
1Tracked holders
+1Δ holders
27.09KShares held
$323,502Reported value
+1New positions
−1Exits
n/a How these are computed → Explain this at the Research Desk →

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q3 2026

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q3 2026 1 +1 27.09K $323,502 +1 −1
Q2 2026 8 -3 42.76K $386,591 +1 −4
Q1 2026 11 +3 77.25K $817,140 +5 −2
Q4 2025 8 0 39.05K $310,457 n/a n/a
Q3 2025 2 -1 30.77K $232,013 n/a −1
Q2 2025 2 +1 10.44K $103,218 +1 n/a
Q4 2024 1 +1 13.38K $132,452 +1 n/a
Holder count
Who holds it · Q3 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 Wealth Enhancement Advisory… 27.09K New $323,502 0.0% New 1 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.

New buyers

Exited

Assetmark, Inc $27 was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 23 holders, 1.12M shares, $11.85M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.

Frequently co-owned

What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.

Insider transactions

Open-market purchases (P)

Oct 13 OLIVER ERIC L

10% owner · 1.38K sh @ 12.23 · $16,841

Oct 12 OLIVER ERIC L

10% owner · 4.82K sh @ 12.00 · $57,804

Oct 08 OLIVER ERIC L

10% owner · 6.04K sh @ 11.99 · $72,432

Oct 07 OLIVER ERIC L

10% owner · 1.32K sh @ 11.49 · $15,144

Sep 11 OLIVER ERIC L

10% owner · 16.36K sh @ 11.46 · $187,486

Sep 09 OLIVER ERIC L

10% owner · 7.13K sh @ 11.29 · $80,543

Sep 08 OLIVER ERIC L

10% owner · 6.14K sh @ 10.94 · $67,193

Sep 04 OLIVER ERIC L

10% owner · 5.47K sh @ 10.90 · $59,656

Sep 03 OLIVER ERIC L

10% owner · 790 sh @ 10.67 · $8,429

Sep 02 OLIVER ERIC L

10% owner · 2.29K sh @ 10.63 · $24,332

Open-market sales (S)

No open-market insider sales in our coverage window.

Awards, exercises and tax withholding are never counted as buys or sales here. Methodology

Beneficial ownership
Jul 09 SC 13G/A: SoftVest Advisors, LLC

View original SEC filing ↗

Jun 02 SC 13G/A: SoftVest Advisors, LLC

View original SEC filing ↗

Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR. Reporting period: Q3 2026 · Methodology · Get this via the API