Eversource Wealth Advisors, LLC
· New
Change
+1K
Date
Q1 2026
| Investor | Type | Est. change | Change | Δ Own | Date | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
|
Eversource Wealth Advisors, LLC
· New
Change
+1K
Date
Q1 2026
|
Eversource Wealth Advisors, LLC | New· Q1 2026 | – | +1K | – | Q1 2026 | |||||
|
Essential Partners LLC
· Added
Change
+549
Date
Q1 2026
|
Essential Partners LLC | Added· Q1 2026 | – | +549 | – | Q1 2026 | |||||
|
Root Financial Partners, LLC
· New
Change
+43
Date
Q1 2026
|
Root Financial Partners, LLC | New· Q1 2026 | – | +43 | – | Q1 2026 | |||||
|
Sunbelt Securities, Inc.
· New
Change
+33
Date
Q1 2026
|
Sunbelt Securities, Inc. | New· Q1 2026 | – | +33 | – | Q1 2026 | |||||
|
Rothschild Investment LLC
· New
Change
+21
Date
Q1 2026
|
Rothschild Investment LLC | New· Q1 2026 | – | +21 | – | Q1 2026 | |||||
|
Advisory Services Network, LLC
· New
Change
+10
Date
Q1 2026
|
Advisory Services Network, LLC | New· Q1 2026 | – | +10 | – | Q1 2026 | |||||
| Insider | Title | Type | Price | Qty | Value | Owned | ΔOwn | Trade date | Filed date | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
Deoliveira Erick
· Officer
Tax withholding or exercise payment (F)
-$163
|
Deoliveira Erick | Officer | Tax withholding or exercise payment (F) | $0.21 | -792 | -$163 | 3K | −19.1% | Jul 6, 2026 | Jul 7, 2026 | |||||||||
|
Kellenberger Paul
· Director
Tax withholding or exercise payment (F)
-$297
|
Kellenberger Paul | Director | Tax withholding or exercise payment (F) | $0.21 | -1K | -$297 | 6K | −20.3% | Jul 6, 2026 | Jul 7, 2026 | |||||||||
|
Harper Michael S.
· Officer
Tax withholding or exercise payment (F)
-$103
|
Harper Michael S. | Officer | Tax withholding or exercise payment (F) | $0.21 | -498 | -$103 | 3K | −12.6% | Jul 6, 2026 | Jul 7, 2026 | |||||||||
|
Kellenberger Paul
· Director
4 operations
0
|
Kellenberger Paul | Director | 4 operations | – | 0 | – | 17K | – | Jul 1, 2026 | Jul 6, 2026 | |||||||||
|
Deoliveira Erick
· Officer
6 operations
0
|
Deoliveira Erick | Officer | 6 operations | – | 0 | – | 11K | – | Jul 1, 2026 | Jul 6, 2026 | |||||||||
|
Harper Michael S.
· Officer
4 operations
0
|
Harper Michael S. | Officer | 4 operations | – | 0 | – | 9K | – | Jul 1, 2026 | Jul 6, 2026 | |||||||||
|
Swift Jane
· Director
2 operations
0
|
Swift Jane | Director | 2 operations | – | 0 | – | 403 | – | Jul 1, 2026 | Jul 2, 2026 | |||||||||
|
Pande Abhay
· Director
2 operations
0
|
Pande Abhay | Director | 2 operations | – | 0 | – | 403 | – | Jul 1, 2026 | Jul 2, 2026 | |||||||||
|
Jain Amit S.
· Director
2 operations
0
|
Jain Amit S. | Director | 2 operations | – | 0 | – | 403 | – | Jul 1, 2026 | Jul 2, 2026 | |||||||||
|
Morris Joanna
· Director
2 operations
0
|
Morris Joanna | Director | 2 operations | – | 0 | – | 403 | – | Jul 1, 2026 | Jul 2, 2026 | |||||||||
|
AQR Capital Management Holdings, LLC
· 10% Owner
Sell
−$14
|
AQR Capital Management Holdings, LLC | 10% Owner | Sell | $0.09 | −161 | −$14 | 4.8M | – | Apr 16, 2026 | Apr 17, 2026 | |||||||||
|
AQR Capital Management Holdings, LLC
· 10% Owner
Sell
−$505
|
AQR Capital Management Holdings, LLC | 10% Owner | Sell | $0.07 | −7K | −$505 | 4.8M | – | Apr 15, 2026 | Apr 17, 2026 | |||||||||
|
AQR Capital Management Holdings, LLC
· 10% Owner
Buy
+$61K
|
AQR Capital Management Holdings, LLC | 10% Owner | Buy | $0.07 | +861K | +$61K | 4.8M | – | Apr 15, 2026 | Apr 17, 2026 | |||||||||
|
Harper Michael S.
· Officer
Sell
−$561
|
Harper Michael S. | Officer | Sell | $0.07 | −8K | −$561 | 48K | – | Apr 7, 2026 | Apr 8, 2026 | |||||||||
|
Kellenberger Paul
· Director
Sell
−$2K
|
Kellenberger Paul | Director | Sell | $0.07 | −21K | −$2K | 78K | – | Apr 7, 2026 | Apr 8, 2026 | |||||||||
6 reporting institutions disclosed ZSPC 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.