CUSIP 78410K667SHELTON EQT PRESEPIQ4 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 | Shelton Capital Management | 1.45M | $38.22M |
| 2 | Good Steward Wealth Advisors,LLC | 410.3K | $10.80M |
| 3 | Focused Alpha, LLC | 137.7K | $3.62M |
| 4 | Investment Planning Advisors, Inc. | 71.9K | $1.89M |
| 5 | Golden State Equity Partners | 10.6K | $277.6K |
| 6 | Pittenger & Anderson Inc | 1.6K | $41.4K |
| 7 | Dhjj Financial Advisors, Ltd. | 16 | $421 |