CUSIP 808515696MMNSNAXXQ4 2025
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
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9 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Coastwise Capital Group, LLC | 24.37M | $24.37M | +24.37M | New |
| 2 | Fairfield Financial Advisors, Ltd | 15.61M | $15.61M | +8.99M | Added |
| 3 | Kohmann Bosshard Financial Services, LLC | 4.49M | $4.49M | −1.95M | Reduced |
| 4 | Jackson Wealth Management, LLC | 4.31M | $4.32M |
| +2.48M |
| Added |
| 5 | Redwood Wealth Management Group, LLC | 2.76M | $2.76M | +199.3K | Added |
| 6 | Game Plan Financial Advisors, LLC | 1.70M | $1.70M | +1.70M | New |
| 7 | Westside Investment Management, Inc. | 757.1K | $757.1K | −230.0K | Reduced |
| 8 | Garton & Associates Financial Advisors LLC | 77.4K | $77.4K | +77.4K | New Position |
| 9 | Fortune Financial Group, Inc. | 51.7K | $53 | +51.7K | New Position |