Security key
05072K107
Security key
05072K107
Report period
Q2 2023
Institutions
16
Top holders
10
Broader feeds
Ownership snapshot
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.
Quick read
0 of 15 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.
Value bars compare disclosed positions; verify each figure against the linked filing evidence.
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| Richard Michael Minicozzi |
3/4/5
10%+ Owner
|
—
mixed-class rows
|
—
762,295 shares
mixed-class rows
|
— | 17 Apr 2023 |
| VANGUARD GROUP INC |
13F
Company
|
—
denominator unverified
|
$248,550
350,070 shares
|
— | 31 Mar 2023 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC |
13F
Company
|
—
denominator unverified
|
$168,073
236,723 shares
|
— | 31 Mar 2023 |
| WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC |
13F
Company
|
—
denominator unverified
|
$130,124
183,272 shares
|
— | 31 Mar 2023 |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
Company
|
—
denominator unverified
|
$34,572
48,693 shares
|
— | 31 Mar 2023 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC |
13F
Company
|
—
denominator unverified
|
$26,855
37,824 shares
|
— | 31 Mar 2023 |
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
Investor-level positions for this CUSIP, loaded as an interactive table.
| 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.
| Investor | Q1 2023 Shares | Q2 2023 Shares | Share Diff | Share Chg % | Q1 2023 value | Q2 2023 value | Value change | Value Chg % |
|---|