PUERTO RICO INVS TAX FR FD V COM

Historical 13F Holders

CUSIP: 74527Q101
All holders as of: Q1 2020
Type: Equity
Class: CLOSED END FUND

Reported Value, Excluding Options

Total Shares Held, Excluding Options

Total Filers

13D/G Filers

Every filing for 74527Q101 since 12/18/2024, newest first.

Filer	% of Class	Shares	Form	Filed
Ocean Capital LLC 13D/A Amendment 1	8.1%	1,107,698	13D/A Amendment 1	5/7/2026 Event 5/6/2026
Ocean Capital LLC	7.9%	1,077,198
William Heath Hawk	8.1%	1,107,698
Brent D. Rosenthal	0%	0
Jose R. Izquierdo II	0%	0
Ethan A. Danial	0.8%	111,961
Ocean Capital LLC 13D	8.1%	1,107,698	13D	5/4/2026 Event 4/29/2026
Ocean Capital LLC	7.9%	1,077,198
William Heath Hawk	8.1%	1,107,698
Brent D. Rosenthal	0%	0
Jose R. Izquierdo II	0%	0
Ethan A. Danial	0.8%	111,961
Ocean Capital LLC 13G/A Amendment 1	7.7%	1,037,660	13G/A Amendment 1	8/14/2025 Event 6/30/2025
Ocean Capital LLC	7.7%	1,037,660
W. Heath Hawk	7.7%	1,037,660

13F Holders by Quarter

Period	Filers	Shares, Excl. Options	Value, Excl. Options	Options Value
2020 Q1	1	1.00 k	$2.20k	$0