SEC Filings TLDR

Kathmere Capital Management, LLC has filed a Schedule 13G with the SEC, disclosing its ownership of 2,192,983 shares of UPEXI, Inc.'s Class A common stock, representing 5.9% of the total shares outstanding. The filing indicates that Kathmere Capital Management, LLC has sole dispositive power over these shares but no vo...

American Ventures LLC, Series XII SHOT, along with its affiliates American Ventures Management LLC, American Ventures IM LLC, Dominari Holdings Inc., and individuals Eric Newman, Kyle Michael Wool, and Anthony Hayes, have filed a Schedule 13G indicating their collective ownership of 10,835,141 shares of common stock in...

Tang Capital Management, LLC, along with related entities and Kevin Tang, filed a Schedule 13G amendment to reflect that they no longer hold shares of ESSA Pharma Inc. with the intent to influence control. The filing indicates that the entities collectively own 4,300,000 common shares, representing 9.7% of the outstand...

Private Management Group, Inc. has filed a Schedule 13G with the SEC, disclosing a 5.5% ownership stake in Cable One, Inc. The filing indicates that Private Management Group, Inc. beneficially owns 311,133 shares of Cable One's common stock. The shares are held in various separately managed accounts for which the repor...

This Schedule 13G filing, submitted by Paradigm BioCapital Advisors LP, Paradigm BioCapital Advisors GP LLC, Senai Asefaw, M.D., and Paradigm BioCapital International Fund Ltd., reports their beneficial ownership of Common Stock in Cidara Therapeutics, Inc. The filing indicates that these entities collectively own a si...

Shikiar Asset Management, Inc. has filed a Schedule 13G with the SEC, reporting a 5.9% ownership in FTAI Aviation Ltd.'s Series D Cumulative Perpetual Preferred Shares. The filing indicates that Shikiar Asset Management, Inc. beneficially owns 152,700 shares, with sole voting and dispositive power over these shares. Th...

JPMorgan Chase & Co. has filed a Schedule 13G with the SEC, reporting a 5.3% ownership in Kite Realty Group Trust. The filing indicates that JPMorgan Chase & Co. beneficially owns 11,707,472 common shares of Kite Realty Group Trust. The shares are held through various subsidiaries, including J.P. Morgan Trust Company o...

Aberdeen Group plc and abrdn Inc. have filed a Schedule 13G with the SEC, reporting a 5.07% ownership in Codexis, Inc. The filing indicates that Aberdeen Group plc is the parent company, and abrdn Inc. is the intermediate holding company. Together, they beneficially own 4,200,950 shares of Codexis' common stock, repres...

JPMorgan Chase & Co. has filed a Schedule 13G with the SEC, reporting a 5.1% ownership in TD SYNNEX CORPORATION. The filing indicates that JPMorgan Chase & Co. beneficially owns 4,218,793 shares of TD SYNNEX's common stock. Of these shares, 3,918,851 are held with sole voting power, and 4,215,577 are held with sole dis...

JPMorgan Chase & Co. has filed a Schedule 13G with the SEC, reporting a 7.9% ownership in Insmed Incorporated. The filing indicates that JPMorgan Chase & Co. beneficially owns 15,164,893 shares of Insmed's common stock. Of these shares, 13,815,849 are held with sole voting power, 6,666 with shared voting power, 15,129,...

JPMorgan Chase & Co. has filed a Schedule 13G with the SEC, disclosing a 5.2% ownership stake in Host Hotels & Resorts, Inc. The filing indicates that JPMorgan Chase & Co. beneficially owns 36,518,151 shares of common stock. The shares are held through various subsidiaries, including J.P. Morgan Trust Company of Delawa...

The Vanguard Group has filed a Schedule 13G with the SEC, disclosing its ownership of 233,657 shares of Strattec Security Corp's common stock, representing 5.6% of the total shares outstanding. The filing indicates that The Vanguard Group has shared voting power over 1,613 shares and shared dispositive power over 3,216...

The Vanguard Group filed a Schedule 13G with the SEC, disclosing its ownership of 5.57% of the common stock of First Community Corp/SC. The filing indicates that The Vanguard Group beneficially owns 428,077 shares, with shared voting power over 4,061 shares and sole dispositive power over 421,532 shares. The filing als...

The Vanguard Group has filed a Schedule 13G with the SEC, disclosing its ownership of 952,999 shares of Consolidated Water Co Ltd's common stock, representing 5.98% of the company's outstanding shares. The filing indicates that The Vanguard Group has sole dispositive power over 938,409 shares and shared dispositive pow...

The Vanguard Group has filed a Schedule 13G with the SEC, disclosing its ownership of 5.25% of Motorcar Parts of America Inc's common stock, amounting to 1,021,297 shares. The filing indicates that The Vanguard Group has shared voting power over 7,593 shares and shared dispositive power over 15,140 shares. The remainin...

The Vanguard Group has filed a Schedule 13G with the SEC, disclosing its ownership of 7.51% of Daktronics Inc's common stock, totaling 3,688,628 shares. The filing indicates that The Vanguard Group has shared voting power over 37,557 shares and sole dispositive power over 3,612,884 shares. The shares are held by The Va...

The Vanguard Group has filed a Schedule 13G with the SEC, disclosing its ownership of 167,397 shares of C&F Financial Corp's common stock, representing 5.16% of the outstanding shares. The filing indicates that The Vanguard Group has sole dispositive power over 164,991 shares and shared dispositive power over 2,406 sha...

The Vanguard Group filed a Schedule 13G with the SEC, disclosing its ownership of 181,361 shares of Winmark Corp's common stock, representing 5.13% of the outstanding shares. The filing indicates that The Vanguard Group has shared voting power over 1,880 shares and sole dispositive power over 176,390 shares. The Vangua...

The Vanguard Group has filed a Schedule 13G with the SEC, disclosing its ownership of 1,547,486 shares of common stock in Pursuit Attractions and Hospitality Inc, representing 5.47% of the company's outstanding shares. The filing indicates that The Vanguard Group has sole dispositive power over 1,510,881 shares and sha...

The Vanguard Group has filed a Schedule 13G with the SEC, disclosing its ownership of 5.63% of Microbot Medical Inc's common stock, totaling 2,050,638 shares. The filing indicates that The Vanguard Group has sole dispositive power over 2,030,667 shares and shared dispositive power over 19,971 shares. The shares are hel...

The Vanguard Group has filed a Schedule 13G with the SEC, disclosing its ownership of 5.23% of Mid Penn Bancorp Inc's common stock, amounting to 1,201,025 shares. The filing indicates that The Vanguard Group has shared voting power over 8,326 shares and sole dispositive power over 1,184,722 shares. The filing also note...

The Vanguard Group has filed a Schedule 13G with the SEC, disclosing its ownership of 416,051 shares of Middlefield Banc Corp's common stock, representing 5.14% of the outstanding shares. The filing indicates that The Vanguard Group has sole dispositive power over 410,146 shares and shared dispositive power over 5,905 ...

The Vanguard Group has filed a Schedule 13G with the SEC, disclosing its ownership in Dynex Capital Inc. As of the filing date, The Vanguard Group beneficially owns 6,195,613 shares of Dynex Capital Inc's common stock, representing 5.78% of the total shares outstanding. The shares are held by The Vanguard Group's clien...

The Vanguard Group has filed a Schedule 13G with the SEC, disclosing its ownership of 5.01% of MBIA Inc's common stock, totaling 2,525,429 shares. The filing indicates that The Vanguard Group holds shared voting power over 19,023 shares and sole dispositive power over 2,488,231 shares. The shares are held on behalf of ...

QUALCOMM Incorporated has filed a Schedule 13G with the SEC, disclosing its beneficial ownership of 5,126,715 shares of Class B Common Stock in MNTN, Inc., representing 9.6% of the total shares. The filing indicates that QUALCOMM has sole voting and dispositive power over these shares. The Class B Common Stock is conve...