Advisory Services Network, LLC
· New
Change
+2K
Date
Q1 2026
SI
| Investor | Type | Est. change | Change | Δ Own | Date | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
|
Advisory Services Network, LLC
· New
Change
+2K
Date
Q1 2026
|
Advisory Services Network, LLC | New· Q1 2026 | – | +2K | – | Q1 2026 | |||||
|
Eversource Wealth Advisors, LLC
· New
Change
+1K
Date
Q1 2026
|
Eversource Wealth Advisors, LLC | New· Q1 2026 | – | +1K | – | Q1 2026 | |||||
| Insider | Title | Type | Price | Qty | Value | Owned | ΔOwn | Trade date | Filed date | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
Norwood Tiffany Ann
· Director
2 operations
0
|
Norwood Tiffany Ann | Director | 2 operations | – | 0 | – | 17K | – | Jul 1, 2026 | Jul 10, 2026 | |||||||||
|
Norwood Tiffany Ann
· Director
Grant (A)
19K
|
Norwood Tiffany Ann | Director | Grant (A) | – | 19K | – | 19K | – | Jul 1, 2026 | Jul 10, 2026 | |||||||||
|
Riera Leonardo
· Director
2 operations
0
|
Riera Leonardo | Director | 2 operations | – | 0 | – | 17K | – | Jul 1, 2026 | Jul 6, 2026 | |||||||||
|
Riera Leonardo
· Director
Grant (A)
22K
|
Riera Leonardo | Director | Grant (A) | – | 22K | – | 22K | – | Jul 1, 2026 | Jul 6, 2026 | |||||||||
|
Shuman Jeffrey S.
· Director
2 operations
0
|
Shuman Jeffrey S. | Director | 2 operations | – | 0 | – | 31K | – | Jul 1, 2026 | Jul 6, 2026 | |||||||||
|
Shuman Jeffrey S.
· Director
Grant (A)
48K
|
Shuman Jeffrey S. | Director | Grant (A) | – | 48K | – | 48K | – | Jul 1, 2026 | Jul 6, 2026 | |||||||||
|
Coffey Lavanson
· Director
2 operations
0
|
Coffey Lavanson | Director | 2 operations | – | 0 | – | 17K | – | Jul 1, 2026 | Jul 6, 2026 | |||||||||
|
Coffey Lavanson
· Director
Grant (A)
24K
|
Coffey Lavanson | Director | Grant (A) | – | 24K | – | 24K | – | Jul 1, 2026 | Jul 6, 2026 | |||||||||
|
Wendling Kelle B.
· Director
Grant (A)
17K
|
Wendling Kelle B. | Director | Grant (A) | – | 17K | – | 17K | – | Jul 1, 2026 | Jul 6, 2026 | |||||||||
|
Coffey Lavanson
· Director
2 operations
0
|
Coffey Lavanson | Director | 2 operations | – | 0 | – | 2K | – | Oct 1, 2025 | Oct 2, 2025 | |||||||||
|
Riera Leonardo
· Director
2 operations
0
|
Riera Leonardo | Director | 2 operations | – | 0 | – | 1K | – | Oct 1, 2025 | Oct 2, 2025 | |||||||||
|
Oliver John Cole
· Director
2 operations
0
|
Oliver John Cole | Director | 2 operations | – | 0 | – | 1K | – | Oct 1, 2025 | Oct 2, 2025 | |||||||||
|
Shuman Jeffrey S.
· Director
2 operations
0
|
Shuman Jeffrey S. | Director | 2 operations | – | 0 | – | 5K | – | Oct 1, 2025 | Oct 2, 2025 | |||||||||
|
Kilborne Dana S.
· Director
2 operations
0
|
Kilborne Dana S. | Director | 2 operations | – | 0 | – | 2K | – | Oct 1, 2025 | Oct 2, 2025 | |||||||||
|
Coffey Lavanson
· Director
2 operations
0
|
Coffey Lavanson | Director | 2 operations | – | 0 | – | 0 | – | Aug 1, 2025 | Aug 4, 2025 | |||||||||
2 reporting institutions disclosed SIDU position changes in the Q1 2026 snapshot.
For each manager, WhoBought compares accepted consecutive 13F share counts. Share change is current shares minus prior shares. Estimated dollar change is that signed share change multiplied by the split-adjusted quarter-mean close. The activity table on this page uses Q1 2026.
An investor crossing 5% of a share class generally files Schedule 13D for activist intent or Schedule 13G for a passive position. The technical form names appear here rather than in the activity rows.
Ownership and institutional activity come from SEC Form 13F filings. Insider activity comes from SEC Form 4, and large-shareholder activity from SEC Schedules 13D and 13G. FMP supplies price data only. Company logos use the local verified Parqet cache with one shared fallback.
Form 13F is a quarterly disclosure and is normally filed after the quarter ends. Every ownership and activity value therefore names its represented period; it is not presented as a live position.
A muted dash marks a missing table value. It means the filing omitted the value, comparable data is unavailable, or no prior position exists for comparison.