13F QoQ Ownership Changes
TVRD Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 2 new · 0 added · 2 reduced · 6 exited
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 | — |