| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | S&CO INC | 37,650 | 1,015,000 | 78.99% | ||
| 2 | Constellation Wealth Advisors, LLC | 10,000 | 270,000 | 21.01% |
From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.
