CUSIP 19423L714RAREVIEW TAX ADVRTAIQ4 2025
Schedule 13D (activist) & 13G (passive) 5%+ ownership filings
No 13D/13G filings on record yet
Schedule 13D/13G beneficial-ownership filings from 2020–present are ingested from SEC EDGAR. Coverage expands as the backfill and daily crawler run.
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Belpointe Asset Management LLC | 37.6K | $798.9K |
| 2 | Gts Securities LLC | 13.8K | $293.9K |
| 3 | Osaic Holdings, Inc. | 5.4K | $114.5K |
| 4 | Sound Income Strategies, LLC | 506 | $10.9K |
| 5 | Ubs Group AG | 334 | $7.1K |
| 6 | Sageview Advisory Group, LLC | 104 | $2.2K |
| 7 | Morgan Stanley | 1 | $26 |