13F

Stock

Vanguard Limited Tax

Ticker not mapped · held by 3 managers

Reported value

$9.05M

Holders

3

+0 new · −0 exited

Holders’ est. mark

−$48.6K

Price effect on 3 books still in the name

Largest holder

$9.01M

FIRST MERCHANTS CORP

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
FIRST MERCHANTS CORP823.9K$9.01M−$48.4KAdded$133.4K
KELLEHER FINANCIAL ADVISORS2.91K$31.8K−$178Added$74
Coston, McIsaac & Partners990$10$0Held

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.