New Positions
2 managers initiated
Top five by reported value
Tvardi Therapeutics Inc NASDAQ NMS - GLOBAL MARKET:TVRD
Institutional holders, quarter-over-quarter share deltas, and new and closed positions disclosed in Form 13F. Period 2025-12-31 · prior 2025-09-30.
2 new0 added2 reduced6 exited
Total Institutional Holders
4
as of 2025-12-31
Top Holder
Fortitude Family Office, LLC
$546
Largest QoQ Increase
Fortitude Family Office, LLC
+127 sh
Largest QoQ Decrease
Duncan Williams Asset Management, LLC
-22,030 sh
New Positions(2)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| Fortitude Family Office, LLC | 127 | +127 | $546 | +$546 | — |
| Painted Porch Advisors LLC | 6 | +6 | $234 | +$234 | — |
Reduced(2)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| Farther Finance Advisors, LLC | 3 | 0 | $13 | -$104 | 0.0% |
| Sound Income Strategies, LLC | 2 | 0 | $9 | -$77 | 0.0% |
Sold Out(6)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| Duncan Williams Asset Management, LLC | 0 | -22,030 | $0 | -$858.5K | — |
| LRI Investments, LLC | 0 | -82 | $0 | -$3.2K | — |
| Cornerstone Planning Group LLC | 0 | -35 | $0 | -$330 | — |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 0 | -6 | $0 | -$234 | — |
| Front Row Advisors LLC | 0 | -1 | $0 | -$39 | — |
| Royal Bank of Canada | 0 | -39 | $0 | $0 | — |
Top Holders by reported value
Ranked by the dollar value reported on the latest Form 13F. Share counts reflect long positions as of 2025-12-31.
| Manager | Shares | $ Value | Δ Shares | QoQ % |
|---|---|---|---|---|
| Fortitude Family Office, LLC | 127 | $546 | +127 | — |
| Painted Porch Advisors LLC | 6 | $234 | +6 | — |
| Farther Finance Advisors, LLC | 3 | $13 | 0 | 0.0% |
| Sound Income Strategies, LLC | 2 | $9 | 0 | 0.0% |
New & Closed Positions this quarter
Closed Positions
6 managers exited
Top five by prior-quarter value
Methodology
Form 13F is the SEC's quarterly disclosure for institutional investment managers exercising discretion over $100 million or more in qualifying U.S. equity securities. Managers must file within 45 days of each calendar quarter end, which is why holdings shown here reflect a snapshot at the period date — not real-time positioning.
Quarter-over-quarter deltas compare each manager's most recently reported share count for TVRD against its prior-quarter count. New positions are entries where the prior count was zero; closed positions are entries where the current count is zero. Amendments (13F-HR/A) replace prior filings for the same period.
Source: SEC EDGAR Form 13F (XML information tables). Dollar values are as reported by the manager and may use mid-quarter pricing conventions. CUSIP-to-ticker resolution is best-effort.