Revenue
No reported data
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Net income
2024
2025
Free cash flow
No reported data
Total cash / debt
CashTotal debt
2024
2025
Financial statements
| 2025 | 2024 | |
|---|---|---|
| Operating expenses | $703,000 | $263,000 |
| Net income | −$54.7M | $815,000 |
Owners
Reported shareholders
2.99%of listed shares
WELLS FARGO & COMPANY/MN445.37K shares · Jun 30, 2026
View holders
| Holder | % owned |
|---|---|
WELLS FARGO & COMPANY/MN | 2.99%445.37K shares |
Clear Creek Financial Management, LLC | 2.26%337.16K shares |
Virtu Financial LLC | 1.70%253.88K shares |
BEAM WEALTH ADVISORS, INC. | 1.41%210.93K shares |
Betterment LLC | 0.95%141.46K shares |
Snowden Capital Advisors LLC | 0.93%138.19K shares |
Focus Partners Wealth | 0.88%131.74K shares |
Wiser Wealth Management, Inc | 0.76%112.96K shares |
IEQ CAPITAL, LLC | 0.55%81.58K shares |
Lido Advisors, LLC | 0.48%71.9K shares |
Sanctuary Advisors, LLC | 0.48%71.73K shares |
Soltis Investment Advisors LLC | 0.48%71.53K shares |
MAGNOLIA CAPITAL ADVISORS LLC | 0.43%63.59K shares |
JPMORGAN CHASE & CO | 0.42%63.28K shares |
MEITAV INVESTMENT HOUSE LTD | 0.40%58.94K shares |
RFG Advisory, LLC | 0.39%58.44K shares |
Arax Advisory Partners | 0.36%54.1K shares |
Claro Advisors Inc. | 0.36%54.06K shares |
Atria Investments, Inc | 0.36%53.88K shares |
HIGHLINE WEALTH PARTNERS LLC | 0.34%51.04K shares |
Percentages use 14.92M shares of this listed class outstanding on Jun 30, 2026.
Gray completes the 100% scale. Reported positions may overlap; holders have different reporting dates.
Source: SEC Form 13F ↗Updated Sep 29, 2026 · Quarterly data