CUSIP 831681101LOAD EQUITY FUNDSMCWXQ4 2025
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
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4 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Coastwise Capital Group, LLC | 2.8K | $202.6K | +2.8K | New |
| 2 | Westside Investment Management, Inc. | 2.1K | $158.5K | +44 | Added |
| 3 | Benson Wealth Management Inc | 127 | $9.3K | +127 | New Position |
| 4 | Coston, Mcisaac & Partners | 3.8K | $276 |
| +138 |
| Added |