Security key
87167T300
- Security type / class
- Equity / COM
- Total 13F shares
- 61,695
- Total 13F value
- $483,904
- Share change
- +9,557
- SEC-reported price per share
- $7.85
- Number of holders
- 11
- Value change
- +$230,884
- Number of buys
- 7
- Number of sells
- 5
Report period
Q2 2025
Institutions
11
Top holders
10
TAOX full security history
Ownership snapshot
Full 13F holder table
Newer quarter: Q3 2025
Previous quarter: Q1 2025
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
0/12
Latest evidence
31 Mar 2025
3/4/5
13F
Highest disclosed value: $46,876
12 rows are not safely comparable across share classes.
Showing 1-6 of 12 holder rows.
Quick read
George Perry has the largest disclosed position value at $46.9K.
0 of 12 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
CITADEL ADVISORS LLC
$37.1K
OSAIC HOLDINGS, INC.
$28.4K
GEODE CAPITAL MANAGEMENT, LLC
$26.9K
Value bars compare disclosed positions; verify each figure against the linked filing evidence.
Detailed SEC evidence table Showing 1-6 of 12 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 |
| CITADEL ADVISORS LLC |
13F
Company
|
—
class O/S missing
|
$37,123
15,340 shares
|
— | 31 Mar 2025 |
| OSAIC HOLDINGS, INC. |
13F
Company
|
—
class O/S missing
|
$28,385
11,730 shares
|
— | 31 Mar 2025 |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
Company
|
—
class O/S missing
|
$26,897
11,115 shares
|
— | 31 Mar 2025 |
| Mariner, LLC |
13F
Company
|
—
class O/S missing
|
$24,994
10,328 shares
|
— | 31 Mar 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 Q2 2025
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
11
Shares
61,695
Rows available
11
| 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 Q2 2025 vs Q1 2025 Across Filers
Q1 2025 holders
10
Q2 2025 holders
11
Holder diff
1
| 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).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend