Security key
47089W104
AI Financial Corp - Common Stock, $0.001 par value (AIFC)
CUSIP: 47089W104
Q2 2021 13F Holders as of 30 Jun 2021
- Security type / class
- Equity / Common Stock, $0.001 par value
- Total 13F shares
- 172,123
- Total 13F value
- $1,342,000
- Share change
- +80,470
- SEC-reported price per share
- $7.80
- Number of holders
- 9
- Value change
- +$606,672
- Number of buys
- 7
- Number of sells
- 3
- Shares outstanding
- 127,389,192
Holder snapshot
6 signals
Security identity
Names, identifiers, and filing context for this profile.
1 source field
Report period
Q2 2021
Institutions
9
Top holders
9
AIFC full security history
Ownership snapshot
Full 13F holder table
Newer quarter: Q3 2021
Previous quarter: Q1 2021
AI Financial Corp SEC filings
AI Financial Corp company facts
Broader feeds
Reporting periods
Holder history for CUSIP 47089W104
Recent filing periods:
Ownership snapshot
Top reported holders of AIFC - AI Financial Corp - Common Stock, $0.001 par value (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
Tempus Wealth Planning, LLC
Disclosed value leader
Tempus Wealth Planning, LLC
Comparable rows
13/14
Latest evidence
31 Mar 2021
13F
Lead comparable stake: 0.04%
1 rows are not safely comparable across share classes.
Showing 1-6 of 14 holder rows.
Quick read
Tempus Wealth Planning, LLC leads the comparable SEC ownership view at 0.04%.
13 of 14 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 Tempus Wealth Planning, LLC's linked filing trail.
Comparable ownership
Top 5
Tempus Wealth Planning, LLC
0.04%
CITADEL ADVISORS LLC
0.03%
VANGUARD GROUP INC
0.02%
GOLDMAN SACHS GROUP INC
0.02%
JANE STREET GROUP, LLC
0.01%
Ownership % is shown only when SEC disclosures are safely comparable across share classes.
Detailed SEC evidence table Showing 1-6 of 14 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| Tempus Wealth Planning, LLC |
13F
Company
|
0.04%
|
$1,777,000
45,933 shares
|
— | 31 Mar 2021 |
| CITADEL ADVISORS LLC |
13F
Company
|
0.03%
|
$269,000
31,969 shares
|
— | 31 Mar 2021 |
| VANGUARD GROUP INC |
13F
Company
|
0.02%
|
$200,000
23,803 shares
|
— | 31 Mar 2021 |
| GOLDMAN SACHS GROUP INC |
13F
Company
|
0.02%
|
$175,000
20,807 shares
|
— | 31 Mar 2021 |
| JANE STREET GROUP, LLC |
13F
Company
|
0.01%
|
$537,000
13,886 shares
|
— | 31 Mar 2021 |
| MONEY CONCEPTS CAPITAL CORP |
13F
Company
|
0.01%
|
$522,000
13,481 shares
|
— | 31 Mar 2021 |
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 Q2 2021
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
9
Shares
172,123
Rows available
9
| 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 Q2 2021 vs Q1 2021 Across Filers
Q1 2021 holders
6
Q2 2021 holders
9
Holder diff
3
| Investor | Q1 2021 Shares | Q2 2021 Shares | Share Diff | Share Chg % | Q1 2021 value | Q2 2021 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend