Security key
76151R206
CUSIP: 76151R206
Security key
76151R206
Report period
Q3 2025
Institutions
14
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 |
|---|---|---|---|---|---|
| Jeff Toghraie |
13D/G
3/4/5
Chairman, CEO, Director, 10%+ Owner
|
48%
|
$24,772,988
3,799,538 shares
|
$0 | 02 Apr 2025 |
| Private Advisory Group LLC |
13F
Company
|
4.3%
|
$1,667,291
303,696 shares
|
— | 30 Jun 2025 |
| DIVERSIFY WEALTH MANAGEMENT, LLC |
13F
Company
|
2.4%
|
$1,418,223
167,837 shares
|
— | 30 Jun 2025 |
| Soltis Investment Advisors LLC |
13F
Company
|
2.2%
|
$850,961
155,002 shares
|
— | 30 Jun 2025 |
| WELLS FARGO & COMPANY/MN |
13F
Company
|
0.56%
|
$217,887
39,688 shares
|
— | 30 Jun 2025 |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
Company
|
0.35%
|
$137,804
25,101 shares
|
— | 30 Jun 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 | Q2 2025 Shares | Q3 2025 Shares | Share Diff | Share Chg % | Q2 2025 value | Q3 2025 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).