Security key
251936209
Security key
251936209
Report period
Q4 2025
Institutions
8
Top holders
8
Broader feeds
Reporting periods
Recent filing periods:
Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.
| Holder | Source | Role / Reporting | Ownership % | Shares | Holdings Value | 12M Net Δ | As of | Details |
|---|---|---|---|---|---|---|---|---|
| Focus Impact Sponsor, LLC |
13D/G
|
— |
38%
|
2,006,851
|
$3,552,126 | +$6,937 | 31 Oct 2025 | |
| Polar Asset Management Partners Inc. |
13D/G
|
— |
7.7%
|
558,415
|
$117,267 | $0 | 31 Dec 2024 | |
| WOLVERINE ASSET MANAGEMENT LLC |
13D/G
|
— |
4.8%
|
210,577
|
$317,971 | $0 | 31 Dec 2025 | |
| ROYAL BANK OF CANADA |
13F
|
Company |
0.02%
|
833
|
$2,000 | — | 30 Sep 2025 | |
| UBS Group AG |
13F
|
Company |
0.01%
|
500
|
$1,195 | — | 30 Sep 2025 | |
| CITIGROUP INC |
13F
|
Company |
0%
|
21
|
$50 | — | 30 Sep 2025 | |
| Thomas G. Anderson |
3/4/5
|
Director, 10%+ Owner |
—
mixed-class rows
|
7,187,895
mixed-class rows
|
— | — | 06 Nov 2024 | |
| Sunny Trinh |
3/4/5
|
Chief Executive Officer |
—
mixed-class rows
|
1,232,203
mixed-class rows
|
— | — | 26 Mar 2025 | |
| Chris Merkel |
3/4/5
|
Chief Operating Officer |
—
mixed-class rows
|
419,086
mixed-class rows
|
— | — | 26 Mar 2025 | |
| David Goertz |
3/4/5
|
Chief Financial Officer |
—
mixed-class rows
|
108,356
mixed-class rows
|
— | — | 26 Mar 2025 | |
| Ray Quintana |
3/4/5
|
Director |
—
class O/S missing
|
76,467
|
— | — | 06 Nov 2024 | |
| Stephen Kukucha |
3/4/5
|
Director |
—
class O/S missing
|
76,467
|
— | — | 06 Nov 2024 | |
| Bryan Went |
3/4/5
|
Chief Revenue Officer |
—
class O/S missing
|
71,987
|
— | — | 06 Nov 2024 | |
| Jamila Piracci |
3/4/5
|
Director |
—
class O/S missing
|
45,880
|
— | — | 06 Nov 2024 | |
| Michael Max Buhler |
3/4/5
|
Director |
—
class O/S missing
|
45,880
|
— | — | 06 Nov 2024 |
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
| Investor | Q3 2025 Shares | Q4 2025 Shares | Share Diff | Share Chg % | Q3 2025 Value $ | Q4 2025 Value $ | Value Diff $ | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).