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 |
|---|---|---|---|---|
FIRST NATIONAL TRUST COCIK 0001277303 | 510,991 | $8.02K | – | no_change |
ALBERT D MASON INCCIK 0001169318 | 12,946 | $203.00 | -659 | ↓ DEC |
Byrne Asset Management LLCCIK 0001911322 | 1,150 | $18.00 | – | no_change |
VSM Wealth Advisory, LLCCIK 0002050660 | 1 | $0.00 | -274 | ↓ DEC |
| Filer | Δ Shares | Value |
|---|---|---|
ALBERT D MASON INC↓ DEC | -659 | $203.00 |
VSM Wealth Advisory, LLC↓ DEC | -274 | $0.00 |