Roth CH Acquisition V -CW23ROCLWPreferred / convertible

13F holders, Q4 2025 (December 31)
1holders
0new positions
0sold out
$0.82avg. 13F price*

At the end of Q4 2025, 1 institutions reported holding Roth CH Acquisition V -CW23 (ROCLW) in their 13F filings, unchanged from Q3 2025. 0 opened new positions and 0 sold out. The largest holder was Farther Finance Advisors, LLC ($695).

Company
Roth CH Acquisition V -CW23
Filed as
NEW ERA ENERGY & DIGITAL INC WT EXP 120629 (Q4 2025)
CUSIP
77867R118
Latest filing quarter
Q2 2026

History

Number of 13F holders

010203040 Q1 2024: 31Q1 2024Q2 2024: 30Q2 2024Q3 2024: 29Q3 2024Q4 2024: 1Q4 2024Q1 2025: 1Q1 2025Q2 2025: 1Q2 2025Q3 2025: 1Q3 2025Q4 2025: 1Q4 2025Q1 2026: 1Q1 2026Q2 2026: 1Q2 2026

Total Exit/New Position Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions0$0
Exits0$0

All 13F filers, Q3 2025 → Q4 2025: 750 shares sold, net −750 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1 holders

Farther Finance Advisors, LLC — Reduce -46.9% 848 $695

"% 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.