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Security record

IBDQ

name pending profile ingest

Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024
1Tracked holders
-4Δ holders
34.69KShares held
$842,720Reported value
+0New positions
−4Exits
How these are computed → Explain this at the Research Desk →

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q4 2025 1 -4 34.69K $842,720 −4
Q3 2025 4 -1 3.91M $98.42M −1
Q2 2025 3 -1 442.04K $11.13M −1
Q1 2025 2 -1 1.45M $36.41M −1
Q4 2024 3 +1 1.38M $34.54M +1
Q3 2024 2 0 827.68K $20.77M
Q2 2024 2 655.90K $16.31M
Holder count
Who holds it · Q4 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 Mercer Global Advisors Inc /Adv 34.69K $842,720 0.0% n/c 1 SEC ↗

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

New buyers

No new tracked buyers this quarter.

Exited

Morgan Stanley $80.92M was 0.0%
JPMorgan Chase $17.44M was 0.0%
Fidelity (FMR) $61,018 was 0.0%
BlackRock $3,678 was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 1 holders, 719 shares, $18 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.

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: Q4 2025 · Methodology · Get this via the API