13F

Stock

Growth Stock

Ticker not mapped · held by 5 managers

Reported value

$1.8M

Holders

5

+1 new · −1 exited

Holders’ est. mark

−$224.1K

Price effect on 4 books still in the name

Largest holder

$715K

Jackson Wealth Management, LLC

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
Jackson Wealth Management, LLC7.5K$715K−$91KCut−$91K
DIVERSIFIED TRUST CO6.51K$621.8K−$78.8KCut−$78.8K
Williams Jones Wealth Management, LLC.4.48K$427.9K−$54.2KCut−$54.2K
McIlrath & Eck, LLC361$34.5KNew
Coston, McIsaac & Partners1.91K$182−$23Cut−$23

Who left

Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.