Anchor price 11.94 on closest trading day on/after 2026-06-17. Source: Yahoo Finance daily adj_close (split + dividend adjusted).
| Filed | Form | Filer | Stake | Shares | |
|---|---|---|---|---|---|
| 2026-10-05 | SCHEDULE 13D/A | BANK OF AMERICA CORP /DE/ | 52.50% | 7,495 | view → |
| 2026-09-25 | SCHEDULE 13D/A | WELLS FARGO & COMPANY/MN | 11.76% | 1,738 | view → |
| 2026-06-12 | SCHEDULE 13D/A | WELLS FARGO & COMPANY/MN | 13.54% | 2,238 | view → |
| 2024-07-19 | SC | BANK OF AMERICA CORP /DE/ | — | — | view → |
| 2024-07-03 | SC | WELLS FARGO & COMPANY/MN | — | — | view → |
| 2024-05-03 | SC | BANK OF AMERICA CORP /DE/ | — | — | view → |
| 2022-01-04 | SC | BANK OF AMERICA CORP /DE/ | — | — | view → |
| 2021-04-14 | SC | BANK OF AMERICA CORP /DE/ | — | — | view → |
| 2020-02-20 | SC | BANK OF AMERICA CORP /DE/ | — | — | view → |
| Filed | Form | Issuer | Stake | Shares | |
|---|---|---|---|---|---|
| 2026-10-15 | SCHEDULE 13D/A | Nuveen Minnesota Quality Municipal Income Fund | 100.00% | 478 | view → |
| 2026-10-07 | SCHEDULE 13G | ACCENDRA HEALTH INC/VA/ | — | — | view → |
| 2026-10-05 | SCHEDULE 13D/A | Nuveen Quality Municipal Income Fund | 52.50% | 7,495 | view → |
| 2026-10-02 | SCHEDULE 13D/A | Nuveen Municipal Credit Opportunities Fund | 50.70% | 2,050 | view → |
| 2026-09-17 | SCHEDULE 13D/A | PIMCO CALIFORNIA MUNICIPAL INCOME FUND | 79.40% | 1,920 | view → |
| 2026-08-26 | SCHEDULE 13D/A | PIMCO MUNICIPAL INCOME FUND II | 79.50% | 3,860 | view → |
| 2026-08-26 | SCHEDULE 13D/A | PIMCO NEW YORK MUNICIPAL INCOME FUND II | 100.00% | 760 | view → |
| 2026-08-03 | SCHEDULE 13G | BLACKROCK CREDIT ALLOCATION INCOME TRUST | — | — | view → |
| 2026-08-03 | SCHEDULE 13G | Total Return Securities Fund | — | — | view → |
| 2026-08-03 | SCHEDULE 13G | FRANKLIN STREET PROPERTIES CORP /MA/ | — | — | view → |
| 2026-08-03 | SCHEDULE 13G | Research Alliance Corp III | — | — | view → |
| 2026-08-03 | SCHEDULE 13G | Inhibrx Biosciences, Inc. | — | — | view → |
| 2026-08-03 | SCHEDULE 13G | IREN Ltd | — | — | view → |
| 2026-08-03 | SCHEDULE 13G | Fulcrum Therapeutics, Inc. | — | — | view → |
| 2026-08-03 | SCHEDULE 13G | CytomX Therapeutics, Inc. | — | — | view → |
| 2026-04-06 | SCHEDULE 13D/A | Federated Hermes Premier Municipal Income Fund FMN | 100.00% | 1,147 | view → |
| 2025-08-05 | SCHEDULE | PIMCO MUNICIPAL INCOME FUND III | — | — | view → |
| 2025-08-05 | SCHEDULE | PIMCO NEW YORK MUNICIPAL INCOME FUND | — | — | view → |
| 2025-08-05 | SCHEDULE | PIMCO NEW YORK MUNICIPAL INCOME FUND II PNI | 88.70% | 1,170 | view → |
| 2025-08-05 | SCHEDULE | PIMCO MUNICIPAL INCOME FUND | — | — | view → |
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