CUSIP 140543828MWGIFXQ4 2025
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
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6 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Kelleher Financial Advisors | 10.1K | $723.9K | +902 | Added |
| 2 | Great Lakes Advisors, LLC | 5.8K | $413.6K | 0 | Held |
| 3 | Transce3nd, LLC | 1.5K | $116.6K | −695 | Reduced |
| 4 | Richardson Financial Services Inc. | 485 | $27.6K |
| +43 |
| Added |
| 5 | Garton & Associates Financial Advisors LLC | 83 | $5.9K | +83 | New Position |
| 6 | Motiv8 Investments LLC | 1.7K | $120 | +1.7K | New |