Stock
Reported value
$13.2M
Holders
4
+0 new · −0 exited
Holders’ est. mark
−$57.7K
Price effect on 1 books still in the name
Largest holder
$10.5M
SUMMIT WEALTH GROUP LLC / CO
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| SUMMIT WEALTH GROUP LLC / CO | 26.3K | $10.5M | — | Held |
| BANK OF AMERICA CORP /DE/ | 372.6K | $2.07M | — | Held |
| MORGAN STANLEY | 74.4K | $412.9K | — | Held |
| BARCLAYS PLC | 44.4K | $246.4K | −$57.7K | Cut−$194.5K |
Positions as of Q3 2025. 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.