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Disclosery

Gem Investment Advisors, LLC: DRTS position timeline

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

Gem Investment Advisors, LLC held 1,434,476 DRTS 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 1,434,476 shares
    Change vs previous 13F +1,320,740 shares

    11.07% of the 13F portfolio, value $18,045,708.

    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 113,736 shares
    Change vs previous 13F -32,079 shares

    0.79% of the 13F portfolio, value $804,114.

    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 145,815 shares
    Change vs previous 13F not available

    0.68% of the 13F portfolio, value $721,784.

    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).