Security key
87167T300
- Security type / class
- Equity / COM
- Total 13F shares
- 23,467
- Total 13F value
- $82,730
- Share change
- +20,946
- SEC-reported price per share
- $3.47
- Number of holders
- 7
- Value change
- +$73,982
- Number of buys
- 3
- Number of sells
- 1
Report period
Q4 2024
Institutions
7
Top holders
7
TAOX full security history
Ownership snapshot
Full 13F holder table
Newer quarter: Q1 2025
Previous quarter: Q3 2024
TAO Synergies Inc. SEC filings
TAO Synergies Inc. company facts
Broader feeds
Reporting periods
Holder history for CUSIP 87167T300
Recent filing periods:
Ownership snapshot
Top reported holders of TAOX - TAO Synergies Inc. - COM (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
George Perry
Disclosed value leader
George Perry
Comparable rows
0/9
Latest evidence
30 Sep 2024
3/4/5
13F
Highest disclosed value: $46,876
9 rows are not safely comparable across share classes.
Showing 1-6 of 9 holder rows.
Quick read
George Perry has the largest disclosed position value at $46.9K.
0 of 9 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 George Perry's linked filing trail.
Disclosed position value
Top 5
George Perry
$46.9K
Daniel L. Alkon
$41.7K
Tower Research Capital LLC (TRC)
$3.8K
UBS Group AG
$3.3K
MORGAN STANLEY
$272
Value bars compare disclosed positions; verify each figure against the linked filing evidence.
Detailed SEC evidence table Showing 1-6 of 9 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| George Perry |
3/4/5
Director
|
—
class O/S missing
|
$46,876
40,000 shares
|
— | 13 Jul 2021 |
| Daniel L. Alkon |
3/4/5
President and CSO, Director
|
—
class O/S missing
|
$41,656
35,546 shares
|
— | 16 Dec 2022 |
| Tower Research Capital LLC (TRC) |
13F
Company
|
—
class O/S missing
|
$3,838
1,271 shares
|
— | 30 Sep 2024 |
| UBS Group AG |
13F
Company
|
—
class O/S missing
|
$3,283
1,087 shares
|
— | 30 Sep 2024 |
| MORGAN STANLEY |
13F
Company
|
—
class O/S missing
|
$272
90 shares
|
— | 30 Sep 2024 |
| OSAIC HOLDINGS, INC. |
13F
Company
|
—
class O/S missing
|
$102
34 shares
|
— | 30 Sep 2024 |
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 2024
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
7
Shares
23,467
Rows available
7
| 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 2024 vs Q3 2024 Across Filers
Q3 2024 holders
6
Q4 2024 holders
7
Holder diff
1
| Investor | Q3 2024 Shares | Q4 2024 Shares | Share Diff | Share Chg % | Q3 2024 value | Q4 2024 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend