HAVERFORD, PA
INVESTVIEW, INC.INVUP— Latest position per institution from SEC 13F filings
15
Institutional holders
116.83K
Total shares held
125.00
Estimated value
38.95K
Avg. position size
USADVISORS WEALTH MANAGEMENT, LLC
CIK 1735605
Shares
112.43K
Value
2.00
Filed
Mar 31, 2025
ASCENTIS INDEPENDENT ADVISORS
CIK 1845003
Shares
4K
Value
112.00
Filed
Mar 31, 2026
LANARK FINANCIAL, INC.
CIK 791540
Shares
400.00
Value
11.00
Filed
Mar 31, 2026
| # | Institution | CIK | Shares | Est. Value | Period |
|---|---|---|---|---|---|
| 1 | USADVISORS WEALTH MANAGEMENT, LLC | 1735605 | 112.43K | 2.00 | Mar 31, 2025 |
| 2 | ASCENTIS INDEPENDENT ADVISORS | 1845003 | 4K | 112.00 | Mar 31, 2026 |
| 3 | LANARK FINANCIAL, INC. | 791540 | 400.00 | 11.00 | Mar 31, 2026 |
Data sourced from SEC Form 13F institutional holdings reports. Positions reflect the most recent filing per institution.