Upper Trinity WTR-Ref (tx Uptwtr 4 08/01/2026)

13F holders, Q1 2025 (March 31)
1holders
$1.00avg. 13F price*

At the end of Q1 2025, 1 institutions reported holding Upper Trinity WTR-Ref (tx Uptwtr 4 08/01/2026) in their 13F filings. The largest holder was Vermillion Wealth Management, Inc. ($100K).

Company
Upper Trinity WTR-Ref (tx Uptwtr 4 08/01/2026)
CUSIP
916672UP1
Latest filing quarter
Q1 2025

Total Exit/New Position Q1 2025

InstitutionsTotal Value
New Positions1$100K
Exits0$0

Ownership 1 holders

Vermillion Wealth Management, Inc. 0.03% New 100,000 $100K

"% of holder's portfolio" is UPPER TRINITY WTR-REF (TX UPTWTR 4 08/01/2026)'s weight in each manager's 13F, not the share of Upper Trinity WTR-Ref (tx Uptwtr 4 08/01/2026) the manager owns.