Investors who own more than 5% of a class must file a Schedule 13D or 13G. Every filing for 33740F185 since 12/18/2024, newest first.
| Filer | % of Class | Filed |
|---|---|---|
| Truist Financial Corp 13G/A Amendment 6 | 7.0% |
4/20/2026
Event 3/31/2026
|
| Truist Financial Corp 13G/A Amendment 5 | 10.3% |
1/20/2026
Event 12/31/2025
|
| Truist Financial Corp 13G/A Amendment 4 | 13.6% |
4/25/2025
Event 3/31/2025
|
| Secured Retirement Advisors, LLC 13G | 5.9% |
2/5/2025
Event 12/31/2024
|
| Truist Financial Corp 13G/A Amendment 3 | 15.4% |
1/23/2025
Event 12/31/2024
|
| Truist Financial Corp 13G/A Amendment 2 | 16.5% |
12/5/2024
Event 11/30/2024
|
| Truist Financial Corp 13G/A Amendment 1 | 25.4% |
11/7/2024
Event 10/31/2024
|
| Truist Financial Corp 13G | 50.6% |
10/7/2024
Event 9/30/2024
|
| Period | Filings | Shares, Excl. Options | Value, Excl. Options |
|---|---|---|---|
| 2026 Q3 | 3 | 521 k | $12.1 M |
| 2026 Q2 | 22 | 1.50 M | $34.8 M |
| 2026 Q1 | 23 | 1.60 M | $34.3 M |
| 2025 Q4 | 25 | 2.23 M | $79.9 M |
| 2025 Q3 | 25 | 1.15 M | $24.3 M |
| 2025 Q2 | 22 | 1.13 M | $23.2 M |
| 2025 Q1 | 21 | 1.07 M | $21.2 M |
| 2024 Q4 | 19 | 877 k | $17.4 M |
| 2024 Q3 | 8 | 347 k | $6.94 M |