PRESIDIO PPTY TR INC - *W EXP 01/24/202 (SQFTW)

CUSIP: 74102L113

Q4 2025 13F Holders as of 31 Dec 2025

Share change
-9,747
SEC-reported price per share
$0.03
Number of holders
30
Value change
-$863
Number of buys
6
Number of sells
9

Security key

74102L113

Report period

Q4 2025

Institutions

30

Top holders

10

Ownership snapshot

Top reported holders of SQFTW - PRESIDIO PPTY TR INC - *W EXP 01/24/202 (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
Jack Kendrick Heilbron
Disclosed value leader
SUMMIT WEALTH GROUP LLC / CO
Comparable rows
2/15
Latest evidence
30 Sep 2025
13D/G 13F 3/4/5 Lead comparable stake: 15% 13 rows are not safely comparable across share classes. 13D/G row: Jack Kendrick Heilbron Showing 1-6 of 15 holder rows.

Quick read

Jack Kendrick Heilbron leads the comparable SEC ownership view at 15%.

2 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.

Open SEC evidence Opens Jack Kendrick Heilbron's linked filing trail.
Comparable ownership Top 2
Jack Kendrick Heilbron 15%
ARMISTICE CAPITAL, LLC 3.2%

Ownership % is shown only when SEC disclosures are safely comparable across share classes.

Detailed SEC evidence table Showing 1-6 of 15 holder rows
Holder Evidence Ownership % Position 12M Net Δ As of
Jack Kendrick Heilbron
13D/G
Heilbron Jack Kendrick
15%
Reported 13D/G · 03 Sep 2024
$149,614
237,482 shares
$0 03 Sep 2024
ARMISTICE CAPITAL, LLC
13D/G 13F
Company
3.2%
Reported 13D/G · 30 Jun 2025
$176,000
400,000 shares
$0 30 Jun 2025
SUMMIT WEALTH GROUP LLC / CO
13F
Company
13F
—
denominator unverified
$3,027,336
56,417 shares
— 30 Sep 2025
Adam Sragovicz
3/4/5
Chief Financial Officer
—
mixed-class rows
$502,009
398,571 shares
mixed-class rows
— 03 Jan 2023
Larry Gene Dubose
3/4/5
Director, D&O of affiliated companies
—
denominator unverified
$173,489
144,574 shares
— 03 Jan 2022
Elena Piliptchak
3/4/5
Director
—
denominator unverified
$149,308
28,658 shares
— 09 Jun 2025
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 Q4 2025

Investor-level positions for this CUSIP, loaded as an interactive table.

Institutions
30
Shares
1,444,728
Rows available
30
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 Q4 2025 vs Q3 2025 Across Filers

Q3 2025 holders
30
Q4 2025 holders
30
Holder diff
0
Investor Q3 2025 Shares Q4 2025 Shares Share Diff Share Chg % Q3 2025 value Q4 2025 value Value change Value Chg %

Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).

Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
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