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Gem Investment Advisors, LLC: CEF position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Gem Investment Advisors, LLC on CEF, newest first. How the timeline and the estimate are built.

Gem Investment Advisors, LLC held 187,561 CEF shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 187,561 shares
    Change vs previous 13F 0 shares

    4.63% of the 13F portfolio, value $7,545,579.

    13F-HR 0001580018-26-000006 filed by Gem Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 187,561 shares
    Change vs previous 13F -47,530 shares

    8.8% of the 13F portfolio, value $8,950,411.

    13F-HR 0001580018-26-000004 filed by Gem Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 235,091 shares
    Change vs previous 13F not available

    10.21% of the 13F portfolio, value $10,767,168.

    13F-HR 0001580018-26-000003 filed by Gem Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).