Fundies. English
Insider transactions
EDGARUnit Corporation
Transactions reported by directors, officers and 10% owners on SEC Forms 3, 4 and 5, read from each filing’s XML. Codes and their wording are the SEC’s own.
A Form 4 is due within two business days of the transaction, so the most recent trades may not be filed yet.
Window: transactions dated on or after 2025-11-15.
- Open-market purchases (code P)
- 0 transactions, — shares
- Open-market sales (code S)
- 0 transactions, — shares
Totals add the filed transactions listed; they are counts of what was reported, not a measure of direction.
This issuer has insider filings in the store, but no transaction in this window or code group.
Institutional holders (Form 13F)
Quarter ending 2026-09-30: 7,211 filings read, the latest filed 2026-11-13. Prior quarter ending 2026-06-30: 9,150 filings read.
Showing 1–5 of 5
| Manager | Shares or principal | Value as filed | Change from the prior quarter | Source |
|---|---|---|---|---|
| Pinnacle Holdings, LLC | 231,154 SH | 2,987,532 dollars | Lower by 302 Prior quarter: 231,456 | Open filing 0001411784-26-000008 Filed 2026-11-12 Dispute this row |
| SHIKIAR ASSET MANAGEMENT INC | 33,100 SH | 1,016 dollars | Higher by 7,300 Prior quarter: 25,800 | Open filing 0001058022-26-000008 Filed 2026-10-20 Dispute this row |
| LSV ASSET MANAGEMENT Partly reported under another manager | 2,600 SH | 80 dollars | Lower by 1,400 Prior quarter: 4,000 | Open filing 0001050470-26-000015 Filed 2026-11-06 Dispute this row |
| Asset Planning,Inc | 440 SH | 13,508 dollars | Unchanged Prior quarter: 440 | Open filing 0002048547-26-000005 Filed 2026-10-26 Dispute this row |
| Financial Gravity Asset Management, Inc. | 2 SH | 4 dollars | Not in the prior quarter’s filings read | Open filing 0001683168-26-008682 Filed 2026-11-13 Dispute this row |
Managers in the prior quarter with no filing read for the latest
They may simply not have filed yet: absent from the latest quarter’s filings read is not the same as a position sold.
- Ancora Advisors LLC 18,060 SH
- Financial Gravity Companies, Inc. 2 SH
- Form 13F covers long positions in Section 13(f) securities only: no short positions and no securities outside that list.
- A manager that has not yet filed for the latest quarter is absent, not at zero; filings are due up to 45 days after quarter end.
- A change is the difference between two quarter-end snapshots, not a trade.
- A position reported under another manager may also appear in that manager’s filing; rows are not added together.
- Holdings the securities list cannot place with this company, or places ambiguously, are not shown.
5% holders (Schedule 13D and 13G)
Schedules filed in the SEC’s structured format (late 2024 onward) are read here. Earlier schedules are free text and are not read.
No Schedule 13D or 13G naming this issuer is in the store; this is not a statement that none were filed.
What was read
2,024,280 filings read, dated 2004-06-14 to 2026-11-13: Forms 3, 3/A, 4, 4/A, 5, 5/A.
Years can be incomplete while the archive is still being read. A year with few filings here is not a statement that few were made.
| Filing year | Filings read |
|---|---|
| 2015 | 1 |
| 2016 | 204,322 |
| 2017 | 202,494 |
| 2018 | 202,048 |
| 2019 | 193,638 |
| 2020 | 144,184 |
| 2021 | 224,474 |
| 2022 | 40,015 |
| 2023 | 199,811 |
| 2024 | 117,969 |
| 2025 | 235,520 |
| 2026 | 254,026 |
Filings made before the SEC required XML are listed, not extracted.