Security key
714167103
CUSIP: 714167103
Security key
714167103
Report period
Q2 2025
Institutions
43
Top holders
10
Broader feeds
Reporting periods
Recent filing periods:
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
15 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.
Ownership % is shown only when SEC disclosures are safely comparable across share classes.
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| David B. Brown |
3/4/5
Director
|
0.44%
|
$464,695
35,500 shares
|
— | 25 Jun 2025 |
| Robert J. McNally |
3/4/5
Director
|
0.41%
|
$439,104
33,545 shares
|
— | 25 Jun 2025 |
| RAYMOND JAMES FINANCIAL INC |
13F
Company
|
8.1%
|
$8,172,737
657,501 shares
|
— | 31 Mar 2025 |
| DIMENSIONAL FUND ADVISORS LP |
13F
Company
|
5.9%
|
$5,977,695
480,822 shares
|
— | 31 Mar 2025 |
| WEDBUSH SECURITIES INC |
13F
Company
|
4.5%
|
$4,546,000
365,709 shares
|
— | 31 Mar 2025 |
| VANGUARD GROUP INC |
13F
Company
|
4.1%
|
$4,093,647
329,336 shares
|
— | 31 Mar 2025 |
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 2025 Shares | Q2 2025 Shares | Share Diff | Share Chg % | Q1 2025 value | Q2 2025 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).