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Financial Invs TR

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Vermillion Wealth Management, Inc.
NEW
Shares74
Change+74
Value$1.2K
Filed 2026-10-26
Diversified Trust Co
CLOSED
Shares0 from 15,176
Change-15,176 (-100%)
Value$0 (-$254.5K)
Filed 2026-11-06
Status
Vermillion Wealth Management, Inc.
NEW74—+74——$1.2K—2026-10-26
Diversified Trust Co
CLOSED015,176-15,176-100%$254.5K$0-$254.5K2026-11-06
Showing 2 of 2 institutions