Security key
007947104
- Security type / class
- Equity / COM
- Total 13F shares
- 100,764
- Total 13F value
- $13,000
- Share change
- +100
- SEC-reported price per share
- $0.14
- Number of holders
- 3
- Value change
- +$11
- Number of buys
- 1
Report period
Q1 2017
Institutions
3
Top holders
3
AERT full security history
Ownership snapshot
Full 13F holder table
Aeries Technology, Inc. SEC filings
Aeries Technology, Inc. company facts
Broader feeds
Ownership snapshot
Top reported holders of AERT - ADVANCED ENVIRONMENTAL - COM (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Comparable stake leader
Kernodle & Katon Asset Ma...
Disclosed value leader
Kernodle & Katon Asset Ma...
Comparable rows
0/3
Latest evidence
31 Dec 2016
13F
Highest disclosed value: $4,000
3 rows are not safely comparable across share classes.
Quick read
Kernodle & Katon Asset Management Group, LLC has the largest disclosed position value at $4K.
0 of 3 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Open SEC evidence
Opens Kernodle & Katon Asset Management Group, LLC's linked filing trail.
Disclosed position value
Top 3
Kernodle & Katon Asset Management...
$4K
Perkins Investment Management, LLC
$2K
Horrell Capital Management, Inc.
$2K
Value bars compare disclosed positions; verify each figure against the linked filing evidence.
Detailed SEC evidence table Showing 1-3 of 3 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| Kernodle & Katon Asset Management Group, LLC |
13F
Company
|
—
denominator unverified
|
$4,000
44,004 shares
|
— | 31 Dec 2016 |
| Perkins Investment Management, LLC |
13F
Company
|
—
denominator unverified
|
$2,000
29,500 shares
|
— | 31 Dec 2016 |
| Horrell Capital Management, Inc. |
13F
Company
|
—
denominator unverified
|
$2,000
27,160 shares
|
— | 31 Dec 2016 |
How to read this table
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
13F holder rows
Institutional holders as of Q1 2017
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
3
Shares
100,764
Rows available
3
| Investor | Option | Weight % | Change % | SEC-reported value | * Price | Shares | Share Change | Activity | Report Period |
|---|
* SEC-reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that did not pass the local price check.
Compare Q1 2017 vs Q1 2017 Across Filers
Q1 2017 holders
3
Q1 2017 holders
3
Holder diff
0
| Investor | Q1 2017 Shares | Q1 2017 Shares | Share Diff | Share Chg % | Q1 2017 value | Q1 2017 value | Value change | Value Chg % |
|---|