Valuation & Ratios 07–12

Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?

No data for this ratio group yet

Not enough fundamentals data to compute this ratio group yet.

value · ≈ 5Y avg · industry median · verdict relative to median

Institutional owners (13F) 6 filers · $18.7M total · As of June 30, 2026

17

Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.

Holders 6
Value held $18.7M
New positions 2
Exited positions 0
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
2 (+2 vs prior Q) 0 (-4 vs prior Q) 1 (0 vs prior Q) 2 (0 vs prior Q) +24K

Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.

Institution Value Shares % of tracked 13F Type
SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co $15,965,960 22,275 85.60% Shares
ATX Financial Planning, LLC $1,501,154 38,517 8.05% Shares
Geneos Wealth Management Inc. $610,251 15,660 3.27% Shares
Summit Financial, LLC $360,235 9,243 1.93% Shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP $214,044 5,492 1.15% Shares
PrairieView Partners, LLC $0 30 0.00% Shares

My Metrics Your personal watchlist — selected rows from Full Fundamentals

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