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The Analysis of Adam Katz 2012 Revocable Trust's Holdings & P&L
Currently, Adam Katz 2012 Revocable Trust holds 1 types of securities in its portfolio with a total value $1.9M. In the most recent quarter, they have increased their positions in IPM (+1.0M shares, valued at $1.9M); initiated new positions in IPM (+1.0M shares, valued at $1.9M).
Top Holding Treemap
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Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
New
Shares1.0M
Event2026-04-06
Filed2026-06-08
Call Option Holdings
No call option holdings data available
No call option holdings data available
Put Option Holdings
No put option holdings data available
No put option holdings data available