IPO — RENAISSANCE CAP GREENWICH FD

Ownership history in CERTUITY, LLC · 11 quarters on record

This page tracks every 13F SEC filing in which CERTUITY, LLC reported a position in RENAISSANCE CAP GREENWICH FD (IPO). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position

0.14% (2021 Q1)

Avg. % of fund

0.08%

First filed

2020 Q3

Last filed

2025 Q3

Quarters held

11

Quarter	Action	Shares	Change	Chg %	% of Fund	Mkt Value	Price (EOQ)
2025 Q3	UNCHANGED	4,892	—	0%	0.02%	$242K	$49.52
2025 Q2	UNCHANGED	4,892	—	0%	0.02%	$220K	$44.76
2024 Q4	REDUCED	4,892	-3,386	-40.9%	0.02%	$213K	$43.26
2022 Q2	UNCHANGED	8,278	—	0%	0.06%	$249K	$29.86

% of Fund (quarterly) IPO price (monthly, adj. close)

Other funds also holding IPO

As of 2025 Q4 — sorted by position size

SFI Advisors, LLC 3Y 1.58% Fulcrum Equity Management 3Y 7Y 0.82% Tradition Wealth Management, LLC 3Y 0.44% NTV ASSET MANAGEMENT LLC 3Y 7Y 0.1% Key Client Fiduciary Advisors, LLC 3Y 0.08% TWIN PEAKS WEALTH ADVISORS, LLC 0.07% Tempo Wealth, LLC 0.04% Winthrop Capital Management, LLC 0.02% StoneX Group Inc. 3Y 7Y 0.01% KESTRA PRIVATE WEALTH SERVICES, LLC 3Y 0.01%

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