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SOLR GUINNESS ATKINSON FDS

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SUSTAINABLE ENER (fund)

4 managers (4 13F filers) reported a position in SOLR shares at 2025-12-31, 23,130 shares in all. 1 filer opened a position and 1 filer sold out during the quarter.

Managers
4
13F filers
4
New
1
Added
1
Reduced
0
Sold out
1
Shares held by filers
23,130

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA14,227$440K<0.01%+7,02913F-HRTimelineGroup
Lakeside Advisors, INC.8,802$272K0.17%013F-HRTimeline
Motiv8 Investments LLC100$3K<0.01%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1$31<0.01%013F-HR/ATimelineGroup