First-hand SEC EDGAR 13F-HR institutional holdings: the top 25 holders ranked by market value, plus the largest adds and trims this quarter. Quarter 2026-03-31.
| Filer | Shares | Market Value | Δ Shares | Change |
|---|---|---|---|---|
CURIO WEALTH, LLCCIK 0002049201 | 234,090 | $6.81K | – | no_change |
CARRET ASSET MANAGEMENT, LLCCIK 0000791490 | 101,000 | $2.94K | – | no_change |
ALBERT D MASON INCCIK 0001169318 | 35,390 | $1.03K | -300 | ↓ DEC |
| Filer | Δ Shares | Value |
|---|---|---|
ALBERT D MASON INC↓ DEC | -300 | $1.03K |