CUSIP 461308108LOAD EQUITY FUNDAIVSXQ4 2025
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradeQ4 2025
8 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | North Star Asset Management Inc | 6.4K | $401.1K | +179 | Added |
| 2 | Williams Jones Wealth Management, LLC. | 4.7K | $296.2K | +4.7K | New |
| 3 | Emprise Bank | 3.4K | $213.6K | 0 | Held |
| 4 | Game Plan Financial Advisors, LLC | 2.7K | $171.5K |
| 0 |
| Held |
| 5 | Westside Investment Management, Inc. | 1.3K | $79.3K | +101 | Added |
| 6 | Estabrook Capital Management | 1.2K | $77.5K | +103 | Added |
| 7 | Coston, Mcisaac & Partners | 5.7K | $357 | +421 | Added |
| 8 | Motiv8 Investments LLC | 1.2K | $73 | +1.2K | New |