Roth CH Acquisition V -CW23ROCLWPreferred / convertible
13F holders, Q1 2025 (March 31)1holders
1new positions
2sold out
$0.13avg. 13F price*
At the end of Q1 2025, 1 institutions reported holding Roth CH Acquisition V -CW23 (ROCLW) in their 13F filings, unchanged from Q4 2024. 1 opened new positions and 2 sold out. The largest holder was Farther Finance Advisors, LLC ($205).
- Company
- Roth CH Acquisition V -CW23
- Filed as
- NEW ERA HELIUM INC WT EXP 121026 (Q1 2025)
- CUSIP
- 77867R118
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $205 |
| Exits | 2 | $76K |
All 13F filers, Q4 2024 → Q1 2025: 1,598 shares bought and 191,139 shares sold, net −189,541 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1 holders
| Farther Finance Advisors, LLC | — | New | 1,598 | $205 |
"% of holder's portfolio" is ROCLW's weight in each manager's 13F, not the share of Roth CH Acquisition V -CW23 the manager owns.