SUNS Sunrise Realty Trust, Inc. - Common Stock
$7,98
Precio · Ago 19, 2026
Fundamentales a fecha de Ago 6, 2026
Rango 52S
$7–$12
14% of range
Calificación del Analista
BUY
10 analysts
Precio Objetivo
$11
+36% upside
P/E (TTM)
8.6
ROE
6.6%
Margen de Beneficio Neto
56.3%
SUNS Instantánea de la Acción Precio, capitalización bursátil, P/E, BPA, ROE, deuda/capital, rango de 52 semanas
Precio
$7.98
Capitalización Bursátil
$108M
P/E (TTM)
8.6
BPA (TTM)
$0.93
Ingresos (TTM)
$22M
Rendimiento div.
13.9%
ROE
6.6%
Deuda/Capital
—
Rango 52S
$7 – $12
SUNS Gráfico del Precio de la Acción OHLCV diario con indicadores técnicos — desplace, amplíe y personalice su vista
Configure
Rendimiento a 10 años Tendencias de ingresos, beneficio neto, márgenes y BPA
Ingresos y Beneficio Neto
$22M
2024-12-31
→
2025-12-31
BPA
$0.93
2024-12-31
→
2025-12-31
Flujo de caja libre
—
Márgenes
56.3%
Valoración Ratios P/E, P/S, P/B, EV/EBITDA: ¿está la acción cara o barata?
Métrica
Tendencia a 5 años
SUNS
Mediana de Pares
P/E (TTM)
8.6
7.5
P/S (TTM) (P/V (TTM))
5.0
1.5
P/B (P/C)
0.6
0.5
Rentabilidad Márgenes brutos, operativos y netos; ROE, ROA, ROIC
Métrica
Tendencia a 5 años
SUNS
Mediana de Pares
Net Profit Margin (Margen de Beneficio Neto)
56.3%
15.7%
ROA
3.9%
0.80%
ROE
6.6%
6.1%
Salud financiera Deuda, liquidez, solvencia — solidez del balance general
Métrica
Tendencia a 5 años
SUNS
Mediana de Pares
Crecimiento Crecimiento de ingresos, BPA y beneficio neto: interanual, CAGR a 3 años, CAGR a 5 años
Métrica
Tendencia a 5 años
SUNS
Mediana de Pares
Revenue YoY (Ingresos interanuales)
103.0%
—
EPS YoY (EPS interanual)
-7.0%
—
Net Income YoY (Beneficio Neto interanual)
76.8%
—
Eficiencia de capital Rotación de activos, rotación de inventario, rotación de cuentas por cobrar
Métrica
Tendencia a 5 años
SUNS
Mediana de Pares
Payout Ratio (Ratio de Pago)
123.7%
—
Dividendos Rendimiento, ratio de pago, historial de dividendos, CAGR a 5 años
Rendimiento por Dividendo
13.9%
Ratio de Pago
123.7%
CAGR de Dividendos a 5 años
—
| Fecha ex-dividendo | Monto |
|---|---|
| 30 de junio de 2026 | $0,3000 |
| 31 de marzo de 2026 | $0,3000 |
| 31 de diciembre de 2025 | $0,3000 |
| 30 de septiembre de 2025 | $0,3000 |
| 30 de junio de 2025 | $0,3000 |
| 31 de marzo de 2025 | $0,3000 |
| 31 de diciembre de 2024 | $0,4200 |
| 30 de septiembre de 2024 | $0,2100 |
SUNS Consenso de analistas Opiniones de analistas alcistas y bajistas, precio objetivo a 12 meses, potencial alcista
COMPRA
10 analistas
- Compra fuerte 3 30,0%
- Compra 5 50,0%
- Mantener 2 20,0%
- Venta 0 0,0%
- Venta fuerte 0 0,0%
Precio objetivo a 12 meses
4 analistas · 2026-08-14
Mediana
$11.00
← Por Debajo de Todos los Objetivos
$7.98
Mín
$8.00
Máx
$13.50
Objetivo mediano
$11.00
+37,8%
Objetivo medio
$10.88
+36,3%
Historial de Ganancias EPS real vs estimado, sorpresa %, tasa de aciertos, próxima fecha de resultados
Sorpresa Media
-0.03%
| Período | EPS Actual | EPS est. | Sorpresa |
|---|---|---|---|
| 30 de junio de 2026 | $0.23 | $0.28 | -0.05% |
| 31 de marzo de 2026 | $0.32 | $0.26 | 0.06% |
| 31 de diciembre de 2025 | $0.12 | $0.30 | -0.18% |
| 30 de septiembre de 2025 | $0.30 | $0.29 | 0.01% |
| 30 de junio de 2025 | $0.25 | $0.28 | -0.03% |
| 31 de marzo de 2025 | $0.27 | $0.27 | 0.00% |
Comparación de pares (subindustria GICS) Métricas clave frente a competidores del sector
| Ticker | Capitalización Bursátil | P/E | Ingresos interanuales | Margen Neto | ROE | Margen Bruto |
|---|---|---|---|---|---|---|
| SUNS | $127M | 10.1 | 103.0% | 56.3% | 6.6% | — |
| MITT | — | — | — | — | — | — |
| AOMR | — | — | — | — | — | — |
| SEVN | $201M | 8.9 | -16.7% | 52.5% | 5.2% | — |
| CHMI | $94M | -28.3 | 38924.1% | 61.3% | 3.0% | — |
| ACR | — | 711.3 | -4.2% | — | — | — |
| RPT | $126M | -46.1 | 65.7% | 9.6% | 0.55% | — |
| GPMT | $114M | -2.1 | -3.2% | — | -7.0% | — |
| LOAN | $53M | 10.3 | -10.5% | 59.0% | 11.8% | — |
| LFT | $74M | -10.1 | -39.3% | -10.9% | -1.2% | — |
Fundamentales Completos Todas las métricas por año — estado de resultados, balance general, flujo de caja
Estado de resultados 11
| Métrica | Tendencia | 2025 | 2024 |
|---|---|---|---|
| Revenue | $22M | $11M | |
| SG&A Expense | $3M | $1M | |
| Operating Expenses | $7M | $4M | |
| Interest Income | $26M | $11M | |
| Pretax Income | $12M | $7M | |
| Income Tax | $0 | $0 | |
| Net Income | $12M | $7M | |
| EPS (Basic) | $0.93 | $1.01 | |
| EPS (Diluted) | $0.93 | $1.00 | |
| Shares (Basic) | 12,742,894 | 6,800,841 | |
| Shares (Diluted) | 12,774,328 | 6,835,797 |
Balance general 9
| Métrica | Tendencia | 2025 | 2024 |
|---|---|---|---|
| Cash & Equivalents | $6M | $185M | |
| Total Assets | $310M | $318M | |
| Total Liabilities | $128M | $203M | |
| Common Stock | $134.2K | $70.0K | |
| Paid-in Capital | $187M | $115M | |
| Retained Earnings | $-5M | $-954.3K | |
| Stockholders' Equity | $182M | $114M | |
| Liabilities + Equity | $310M | $318M | |
| Shares Outstanding | 13,420,986 | 7,004,676 |
Flujo de Efectivo 9
| Métrica | Tendencia | 2025 | 2024 |
|---|---|---|---|
| Stock-based Comp | $1M | $326.9K | |
| Operating Cash Flow | $-3M | $2M | |
| Investing Cash Flow | $-153M | $-125M | |
| Stock Issued | $73M | $0 | |
| Net Stock Activity | $73M | · | |
| Dividends Paid | $15M | $1M | |
| Financing Cash Flow | $-22M | $277M | |
| Net Change in Cash | $-178M | $153M | |
| Taxes Paid | $0 | $0 |
Rentabilidad 4
| Métrica | Tendencia | 2025 | 2024 |
|---|---|---|---|
| Net Margin | 56.3% | 64.6% | |
| Pretax Margin | 56.3% | 64.6% | |
| ROA | 3.9% | 3.9% | |
| ROE | 6.6% | 6.1% |
Eficiencia 1
| Métrica | Tendencia | 2025 | 2024 |
|---|---|---|---|
| Asset Turnover | 0.1 | 0.1 |
Tasas de Crecimiento 3
| Métrica | Tendencia | 2025 | 2024 |
|---|---|---|---|
| Revenue YoY | 103.0% | · | |
| EPS YoY | -7.0% | · | |
| Net Income YoY | 76.8% | · |
Valoración (TTM) 12
| Métrica | Tendencia | 2025 | 2024 |
|---|---|---|---|
| Revenue TTM | $22M | $11M | |
| Net Income TTM | $12M | $7M | |
| Market Cap | $127M | $99M | |
| P/E | 10.1 | 14.1 | |
| P/S | 5.9 | 9.3 | |
| P/B | 0.7 | 0.9 | |
| P / Tangible Book | 0.7 | 0.9 | |
| P / Cash Flow | -36.9 | 60.1 | |
| Dividend Yield | 11.9% | 1.5% | |
| Earnings Yield | 9.9% | 7.1% | |
| Payout Ratio | 123.7% | 21.2% | |
| Annual Payout | $15M | $1M |
Estado de resultados 11
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $6M | $7M | $5M | $6M | $6M | $5M | $3M | $3M | $2M | $2M | |
| SG&A Expense | $809.8K | $743.1K | $829.4K | $654.3K | $660.0K | $753.1K | $697.2K | $572.2K | $21.0K | $543 | |
| Operating Expenses | $2M | $3M | $2M | $2M | $2M | $1M | $2M | $1M | $394.0K | $264.0K | |
| Interest Income | $9M | $10M | $7M | $7M | $7M | $5M | $4M | $3M | $2M | $2M | |
| Pretax Income | $3M | $4M | $2M | $4M | $3M | $3M | $2M | $2M | $2M | $2M | |
| Income Tax | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | |
| Net Income | $3M | $4M | $2M | $4M | $3M | $3M | $2M | $2M | $2M | $2M | |
| EPS (Basic) | $0.23 | $0.32 | $0.11 | $0.30 | $0.25 | $0.27 | $0.27 | $0.26 | $0.22 | $0.26 | |
| EPS (Diluted) | $0.23 | $0.32 | $0.11 | $0.30 | $0.25 | $0.27 | $0.27 | $0.25 | $0.22 | $0.26 | |
| Shares (Basic) | 13,329,968 | 13,319,225 | -24,947,974 | 13,247,030 | 13,235,823 | 11,208,015 | -13,777,723 | 6,800,500 | 6,889,032 | 6,889,032 | |
| Shares (Diluted) | 13,346,375 | 13,325,211 | -24,990,536 | 13,284,086 | 13,259,762 | 11,221,016 | -13,768,172 | 6,825,905 | 6,889,032 | 6,889,032 |
Balance general 9
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $6M | $6M | $6M | $6M | $6M | $2M | $185M | $70M | $11M | · | |
| Total Assets | $331M | $330M | $310M | $259M | $256M | $234M | $318M | $168M | $49M | · | |
| Total Liabilities | $149M | $148M | $128M | $74M | $72M | $50M | $203M | $56M | $570.4K | · | |
| Common Stock | $135.2K | $135.2K | $134.2K | $134.2K | $134.2K | $134.2K | $70.0K | $69.3K | $1 | · | |
| Paid-in Capital | $187M | $187M | $187M | $187M | $187M | $187M | $115M | $115M | $45M | · | |
| Retained Earnings | $-6M | $-5M | $-5M | $-3M | $-3M | $-2M | $-954.3K | $-3M | $4M | · | |
| Stockholders' Equity | $182M | $183M | $182M | $185M | $184M | $185M | $114M | $112M | $49M | · | |
| Liabilities + Equity | $331M | $330M | $310M | $259M | $256M | $234M | $318M | $168M | $49M | · | |
| Shares Outstanding | 13,517,402 | 13,519,655 | 13,420,986 | 13,420,986 | 13,421,176 | 13,421,494 | 7,004,676 | 6,925,395 | 100 | · |
Flujo de Efectivo 9
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Stock-based Comp | $297.5K | $370.0K | $256.2K | $260.3K | $259.1K | $243.6K | $178.3K | $148.6K | $0 | $0 | |
| Operating Cash Flow | $371.0K | $1M | $-2M | $-656.3K | $-322.7K | $-914.6K | $-1M | $-513.1K | $2M | $1M | |
| Investing Cash Flow | $2M | $-15M | $-48M | $3M | $-13M | $-96M | $-31M | $-56M | $9M | $-46M | |
| Stock Issued | $0 | $0 | $0 | $0 | $0 | $73M | $0 | $0 | $0 | $0 | |
| Net Stock Activity | · | $0 | · | · | · | $73M | · | · | · | · | |
| Dividends Paid | $4M | $4M | $4M | $4M | $4M | $3M | $1M | $0 | $0 | $0 | |
| Financing Cash Flow | $-2M | $13M | $50M | $-3M | $17M | $-86M | $147M | $116M | $0 | $14M | |
| Net Change in Cash | $-65.3K | $-786.5K | $898.0K | $-24.3K | $4M | $-183M | $114M | $59M | $11M | $-31M | |
| Taxes Paid | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 |
Rentabilidad 4
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Net Margin | 52.9% | 58.2% | · | 67.0% | 59.2% | 67.0% | · | 54.7% | 76.5% | · | |
| Pretax Margin | 52.9% | 58.2% | · | 67.0% | 59.2% | 67.0% | · | 54.7% | · | · | |
| ROA | 1.1% | 1.5% | · | 1.9% | 2.2% | 2.6% | · | 2.1% | 6.1% | · | |
| ROE | 1.7% | 2.3% | · | 2.7% | 2.9% | 3.4% | · | 3.1% | 6.2% | · |
Eficiencia 1
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.0 | 0.1 | · |
Valoración (TTM) 10
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $25M | $24M | · | $20M | $15M | $12M | · | · | · | · | |
| Net Income TTM | $15M | $15M | · | $12M | $10M | $8M | · | · | · | · | |
| Market Cap | $107M | $104M | · | $139M | $142M | $149M | · | $100M | · | · | |
| P/E | 7.2 | 6.7 | · | 9.7 | 10.7 | 11.1 | · | · | · | · | |
| P/S | 4.3 | 4.4 | · | 7.1 | 9.2 | 12.6 | · | · | · | · | |
| P/B | 0.6 | 0.6 | · | 0.8 | 0.8 | 0.8 | · | 0.9 | · | · | |
| P / Tangible Book | 0.6 | 0.6 | · | 0.8 | 0.8 | 0.8 | · | 0.9 | · | · | |
| P / Cash Flow | · | 89.0 | · | · | · | -162.5 | · | · | · | · | |
| Earnings Yield | 13.9% | 14.9% | · | 10.3% | 9.3% | 9.0% | · | · | · | · | |
| Payout Ratio | · | 94.7% | · | · | · | 94.9% | · | · | · | · |
Estados Financieros Estado de resultados, balance general, flujo de caja — anual, últimos 5 años
Estado de resultados
| 2025-12-31 | 2024-12-31 | 2023-12-31 | |
|---|---|---|---|
| Ingresos | $22M | $11M | — |
| Beneficio neto | $12M | $7M | — |
| EPS Diluido | $0.93 | $1.00 | — |
Últimas noticias Noticias recientes que mencionan a esta empresa
Mis Métricas Tu lista de seguimiento personal — filas seleccionadas de Fundamentales Completos
📊
Elige las métricas que te importan — haz clic en el ➕ junto a cualquier fila en Fundamentales Completos arriba.
Tu selección se guarda y te sigue en todos los tickers.
Propietarios institucionales (13F) 77 declarantes · $29.2M total · A fecha de 30 de junio de 2026
Instituciones que informan tener esta acción en su Formulario 13F trimestral de la SEC. Solo posiciones largas; un solo presentador puede aparecer dos veces para tramos de opciones separados. Las patas de put/call de compensación grandes suelen reflejar la creación de mercado o el inventario cubierto, no la convicción direccional.
Actividad institucional — Q2 2026 vs trimestre anterior
| Nuevas posiciones | Posiciones cerradas | Aumentado | Disminuido | Cambio neto de acciones |
|---|---|---|---|---|
| 21 (+1 vs trimestre anterior) | 22 (+13 vs trimestre anterior) | 20 (0 vs trimestre anterior) | 21 (0 vs trimestre anterior) | -691K |
Comparado con Q1 2026. Las presentaciones del Formulario 13F de la SEC vencen dentro de los 45 días posteriores al final del trimestre, más un pequeño margen para los presentadores tardíos; los trimestres que aún se encuentran dentro de esa ventana se omiten en favor del par más reciente completamente reportado.
| Institución | Valor | Acciones | % de 13F rastreadas | Tipo |
|---|---|---|---|---|
| VANGUARD GROUP INC | $4 869 605 | 516 395 | 16,69% | Acciones |
| Pacific Ridge Capital Partners, LLC | $4 184 741 | 529 714 | 14,34% | Acciones |
| VANGUARD CAPITAL MANAGEMENT LLC | $3 496 959 | 442 653 | 11,98% | Acciones |
| WASATCH ADVISORS LP | $2 801 230 | 365 219 | 9,60% | Acciones |
| GRATIA CAPITAL, LLC | $2 680 904 | 339 355 | 9,19% | Acciones |
| RAYMOND JAMES FINANCIAL INC | $1 260 303 | 159 532 | 4,32% | Acciones |
| RBF Capital, LLC | $1 203 036 | 152 283 | 4,12% | Acciones |
| GEODE CAPITAL MANAGEMENT, LLC | $825 854 | 104 467 | 2,83% | Acciones |
| MILLENNIUM MANAGEMENT LLC | $613 712 | 77 685 | 2,10% | Acciones |
| Quantinno Capital Management LP | $606 333 | 76 751 | 2,08% | Acciones |
| AQR CAPITAL MANAGEMENT LLC | $489 882 | 62 010 | 1,68% | Acciones |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $481 094 | 60 898 | 1,65% | Acciones |
| VANGUARD FIDUCIARY TRUST CO | $474 506 | 60 064 | 1,63% | Acciones |
| AMERIPRISE FINANCIAL INC | $414 932 | 52 523 | 1,42% | Acciones |
| CORSAIR CAPITAL MANAGEMENT, L.P. | $400 562 | 50 704 | 1,37% | Acciones |
| GatePass Capital, LLC | $387 890 | 49 100 | 1,33% | Acciones |
| RENAISSANCE TECHNOLOGIES LLC | $387 100 | 49 000 | 1,33% | Acciones |
| Mariner, LLC | $369 848 | 46 816 | 1,27% | Acciones |
| STATE STREET CORP | $335 724 | 40 942 | 1,15% | Acciones |
| PRELUDE CAPITAL MANAGEMENT, LLC | $284 400 | 36 000 | 0,97% | Acciones |
| JANE STREET GROUP, LLC | $250 612 | 31 723 | 0,86% | Acciones |
| GOLDMAN SACHS GROUP INC | $237 205 | 30 026 | 0,81% | Acciones |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $233 145 | 29 512 | 0,80% | Acciones |
| STIFEL FINANCIAL CORP | $229 825 | 29 091 | 0,79% | Acciones |
| NORTHERN TRUST CORP | $183 375 | 23 212 | 0,63% | Acciones |
| MARSHALL WACE, LLP | $168 199 | 21 291 | 0,58% | Acciones |
| Qube Research & Technologies Ltd | $167 788 | 21 239 | 0,57% | Acciones |
| BlackRock, Inc. | $144 594 | 18 303 | 0,50% | Acciones |
| HSBC HOLDINGS PLC | $133 332 | 10 658 | 0,46% | Acciones |
| JONES FINANCIAL COMPANIES LLLP | $124 406 | 14 775 | 0,43% | Acciones |
| BARCLAYS PLC | $105 607 | 13 368 | 0,36% | Acciones |
| Register Financial Advisors LLC | $92 430 | 11 700 | 0,32% | Acciones |
| CITADEL ADVISORS LLC | $90 850 | 11 500 | 0,31% | Opción de compra |
| MERCER GLOBAL ADVISORS INC /ADV | $84 617 | 10 711 | 0,29% | Acciones |
| Cetera Investment Advisers | $81 006 | 10 254 | 0,28% | Acciones |
| Spire Wealth Management | $44 224 | 5 598 | 0,15% | Acciones |
| RHUMBLINE ADVISERS | $42 193 | 5 341 | 0,14% | Acciones |
| Vanguard Global Advisers, LLC | $41 033 | 5 194 | 0,14% | Acciones |
| UBS Group AG | $25 596 | 3 240 | 0,09% | Acciones |
| JPMORGAN CHASE & CO | $25 440 | 3 000 | 0,09% | Acciones |
| Tower Research Capital LLC (TRC) | $20 264 | 2 565 | 0,07% | Acciones |
| Russell Investments Group, Ltd. | $17 878 | 2 263 | 0,06% | Acciones |
| OSAIC HOLDINGS, INC. | $17 657 | 2 235 | 0,06% | Acciones |
| Arax Advisory Partners | $8 508 | 1 077 | 0,03% | Acciones |
| NATIONAL BANK OF CANADA /FI/ | $7 702 | 975 | 0,03% | Acciones |
| CWM, LLC | $7 701 | 1 004 | 0,03% | Acciones |
| FMR LLC | $6 336 | 802 | 0,02% | Acciones |
| NFSG Corp | $3 152 | 399 | 0,01% | Acciones |
| Integrated Wealth Concepts LLC | $2 998 | 379 | 0,01% | Acciones |
| MORGAN STANLEY | $2 726 | 345 | 0,01% | Acciones |
| Curi Capital, LLC | $2 460 | 300 | 0,01% | Acciones |
| Nuveen Asset Management, LLC | $1 309 | 93 | 0,00% | Acciones |
| Penserra Capital Management LLC | $1 170 | 148 222 | 0,00% | Acciones |
| Allworth Financial LP | $1 138 | 144 | 0,00% | Acciones |
| BNP PARIBAS FINANCIAL MARKETS | $1 122 | 142 | 0,00% | Acciones |
| Essential Partners LLC | $1 067 | 135 | 0,00% | Acciones |
| Larson Financial Group LLC | $980 | 124 | 0,00% | Acciones |
| Optiver Holding B.V. | $806 | 102 | 0,00% | Acciones |
| IFP Advisors, Inc | $743 | 94 | 0,00% | Acciones |
| GAMMA Investing LLC | $656 | 83 | 0,00% | Acciones |
| Medallion Wealth Advisors, LLC | $387 | 49 | 0,00% | Acciones |
| ROTHSCHILD INVESTMENT LLC | $316 | 40 | 0,00% | Acciones |
| Lindbrook Capital, LLC | $310 | 28 | 0,00% | Acciones |
| Farther Finance Advisors, LLC | $292 | 37 | 0,00% | Acciones |
| Fortitude Family Office, LLC | $158 | 20 | 0,00% | Acciones |
| True Wealth Design, LLC | $151 | 19 | 0,00% | Acciones |
| Caitong International Asset Management Co., Ltd | $87 | 11 | 0,00% | Acciones |
| HRT FINANCIAL LP | $83 | 10 564 | 0,00% | Acciones |
| EverSource Wealth Advisors, LLC | $71 | 9 | 0,00% | Acciones |
| Crewe Advisors LLC | $56 | 7 | 0,00% | Acciones |
| SJS Investment Consulting Inc. | $56 | 7 | 0,00% | Acciones |
| Clearstead Advisors, LLC | $16 | 2 | 0,00% | Acciones |
| State of Alaska, Department of Revenue | $9 | 1 198 | 0,00% | Acciones |
| JPL Wealth Management, LLC | $8 | 1 | 0,00% | Acciones |
| WELLS FARGO & COMPANY/MN | $7 | 1 | 0,00% | Acciones |
| Covestor Ltd | $2 | 196 | 0,00% | Acciones |
| ROYAL BANK OF CANADA | $0 | 63 | 0,00% | Acciones |
Informantes de la empresa 3 insiders · 0 directivos · 0 consejeros
| Insider | Rol | Última actividad | Acciones en propiedad | Compras 12m | Ventas 12m | Neto 12m |
|---|---|---|---|---|---|---|
| Leonard M. Tannenbaum | — | 13 de agosto de 2026 P | 3 142 719 | 8 | 0 | $1 385 229 |
| Brandon Hetzel | — | 12 de agosto de 2026 P | 26 000 | 1 | 0 | $5 405 |
| Alexander C Frank | — | 7 de marzo de 2025 P | 9 137 | 0 | 0 | $0 |
Informantes de las presentaciones SEC Form 3/4/5; neto = solo P/S de mercado abierto
Activistas y propietarios del %+ 5 1 tenencia
Inversores que presentaron el Anexo 13D de la SEC — propiedad beneficiosa superior al % 5 con la intención de influir en el emisor (participaciones activistas, campañas de la junta directiva, M&A). Cada fila muestra el estado conocido más reciente de la posición de ese declarante.
| Declarante | Presentado | Participación | Estado | Propósito | Presentación |
|---|---|---|---|---|---|
| Leonard M. Tannenbaum ×6 presentaciones | 2 de enero de 2026 | 27,20% | Enmienda | — | SEC |
Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.
Propiedad de ETFs Mantenido por 9 ETFs
El peso refleja solo las tenencias directas de acciones (N-PORT); los fondos apalancados o basados en derivados pueden tener exposición adicional a swaps no mostrada.
| Fondo | Ponderación | Unidades | A fecha de | Fuente |
|---|---|---|---|---|
| RIET · ETF Series Solutions | 1,04% | 122 062 NS | 31 de mayo de 2026 | N-PORT |
| RSSL · Global X Funds | 0,00% | 4 596 NS | 30 de abril de 2026 | N-PORT |
| ITWO · ProShares Trust | 0,00% | 479 NS | 31 de mayo de 2026 | N-PORT |
| UWM · ProShares Trust | 0,00% | 374 NS | 31 de mayo de 2026 | N-PORT |
| URTY · ProShares Trust | 0,00% | 376 NS | 31 de mayo de 2026 | N-PORT |
| HDG · ProShares Trust | 0,00% | 9 NS | 31 de mayo de 2026 | N-PORT |
| VXF · VANGUARD INDEX FUNDS | — | — | 15 de julio de 2026 | Diario |
| VTI · VANGUARD INDEX FUNDS | — | — | 15 de julio de 2026 | Diario |
| IWC · iShares Trust | — | — | 18 de agosto de 2026 | Diario |