Investors who own more than 5% of a class must file a Schedule 13D or 13G. The latest filing for each security since 12/18/2024, newest first.

Issuer % of Class Filed
i3 Verticals, Inc. 13G
IIIV · 46571Y107
5.6% 8/14/2026
Event 6/30/2026
LendingTree, Inc. 13G
TREE · 52603B107
5.2% 8/14/2026
Event 6/30/2026
RF Industries LTD 13G/A
RFIL · 749552105
5.4% 8/14/2026
Event 6/30/2026
Heritage Global Inc. 13G/A
HGBL · 42727E103
6.5% 5/15/2026
Event 3/31/2026
Optex Systems Holdings Inc. 13G/A
OPXS · 68384X209
4.8% 8/14/2025
Event 6/30/2025
Viant Technology Inc Cl A 13G/A
DSP · 92557A101
7.3% 8/14/2025
Event 6/30/2025
AstroNova, Inc. 13G/A
ALOT · 04638F108
4.0% 5/15/2025
Event 3/31/2025
PHX Minerals Inc. 13G/A
PHX · 69291A100
4.2% 5/15/2025
Event 3/31/2025
Franklin Covey Co. 13G/A
FC · 353469109
4.4% 5/15/2025
Event 12/31/2024
Sylogist Ltd. 13G/A
SYZLF · 87132P102
4.1% 5/15/2025
Event 3/31/2025
Harvard Bioscience Inc. 13G/A
HBIO · 416906105
0.1% 4/7/2025
Event 3/31/2025
Research Solutions Inc. 13G
RSSS · 761025105
7.2% 2/14/2025
Event 12/31/2024