Latest Period
n/a
Security Snapshot
Stone Ridge Trust V - Common Shares Institutional Ownership
CUSIP: 86172R101
13F Institutional Holders and Ownership History from Q1 2017 to Q1 2024
Institutions Reporting
Shares (Excl. Options)
Price
Save this security page for your next review
Keep this CUSIP in your watchlists so you can revisit quarter changes from one place. If you create an account from here, we will bring you back after verification.
- Type / Class
- Equity / Common Shares
- Shares outstanding
- 37,378,767
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors
Quick Takeaways
- 86172R101 - Stone Ridge Trust V - Common Shares is tracked under CUSIP 86172R101.
- Latest finished 13F holder period is not available.
- 1 significant owner is listed from Schedule 13D/13G reporting.
What Changed
- Holder count moved from 1 to 0 between Q4 2023 and Q1 2024.
- Reported value moved from $7,861 to $0.
Why This Matters
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Source Evidence
Source: SEC Schedule 13D/G
Open SEC Evidence
Ownership context comes from Schedule 13D/G and available holder history for this CUSIP.
Investment Quick Answers
What is CUSIP 86172R101?
CUSIP 86172R101 identifies 86172R101 - Stone Ridge Trust V - Common Shares in SEC 13F datasets.
Where can I see the latest institutional holders?
Use the ownership history tables below to review the newest available institutional filing periods.
Next ownership checks
Use the next link that matches the question you still need to answer about this security.
- Latest 13F filings when you want to inspect fresh institutional portfolio moves.
- Latest Schedule 13D/13G reports when you need large-owner changes outside the 13F cycle.
- All institutional ownership pages to compare this security with other holder-history pages.
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 86172R101:
Significant Owners of Stone Ridge Trust V - Common Shares based on Schedule 13D/G filings
| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | 6.8% | 2,541,756 | HALBERT HARGROVE GLOBAL ADVISORS, LLC | 31 Dec 2024 |
Institutional Holders of Stone Ridge Trust V - Common Shares across Reporting Periods
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2024 Q1 | 0 | $0 | -$7,861 | 0 | |
| 2023 Q4 | 170 | $7,861 | $46.24 | 1 | |
| 2021 Q1 | 0 | $0 | -$5,137 | 0 | |
| 2020 Q4 | 96 | $5,137 | -$215,398 | $53.51 | 1 |
| 2020 Q3 | 4,417 | $219,374 | +$40,504 | $49.71 | 2 |
| 2020 Q2 | 11,972 | $117,068 | +$117,068 | $9.77 | 2 |
| 2020 Q1 | 0 | $0 | -$322,119 | 0 | |
| 2019 Q4 | 31,723 | $322,119 | -$33,859,881 | $10.49 | 2 |
| 2019 Q3 | 3,367,641 | $34,182,000 | -$23,312,796 | $10.27 | 2 |
| 2019 Q2 | 5,664,440 | $57,494,000 | -$3,604,762 | $10.11 | 2 |
| 2019 Q1 | 6,019,565 | $61,099,000 | -$14,058,465 | $10.15 | 1 |
| 2018 Q4 | 7,404,626 | $75,231,000 | +$3,014,127 | $10.16 | 1 |
| 2018 Q3 | 7,107,960 | $72,643,000 | +$1,868,718 | $10.22 | 1 |
| 2018 Q2 | 6,925,110 | $70,705,000 | +$1,868,716 | $10.21 | 1 |
| 2018 Q1 | 6,742,081 | $68,702,000 | -$15,290,393 | $10.19 | 1 |
| 2017 Q4 | 8,242,606 | $83,910,000 | +$860,773 | $10.18 | 1 |
| 2017 Q3 | 8,158,051 | $82,804,000 | +$4,226,778 | $10.15 | 1 |
| 2017 Q2 | 7,741,612 | $78,887,000 | +$78,774,000 | $10.24 | 2 |
| 2017 Q1 | 11,064 | $113,000 | +$113,000 | $10.21 | 1 |