Asset manager · Biz. reg. 330-81-***** · 2 stocks
Calculated from quantities and prices in the filings, or the closing price where a filing omits prices (short-form filings such as the NPS). A change reported in both a 5% filing and an insider filing is counted once
No direct stake in the filings. It may be under 5% or filed before November 2024, so actual holdings may be larger.
Indirect stakes multiply ownership through listed companies. Stakes through unlisted companies and holdings under 5% are not filed. Values overlap through subsidiaries, so do not add them up.