POOL — POOL ORD

Ownership history in Kovack Advisors, Inc.  ·  2 quarters on record

This page tracks every 13F SEC filing in which Kovack Advisors, Inc. reported a position in POOL ORD (POOL). 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
0.02% (2021 Q4)
Avg. % of fund
0.02%
First filed
2021 Q4
Last filed
2025 Q3
Quarters held
2
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 681 +282 +70.7% 0.02% $211K $306.72
2021 Q4 INITIATED 399 — — 0.02% $226K $534.34
% of Fund (quarterly)    POOL price (monthly, adj. close)

Other funds also holding POOL

As of 2025 Q4 — sorted by position size

CALEDONIA INVESTMENTS PLC 3Y 7Y 4.46% VILLERE ST DENIS J & CO LLC 3Y 7Y 2.83% Sone Capital Management, LLC 2.29% ACADEMY CAPITAL MANAGEMENT 3Y 7Y 2.03% Prospect Capital Advisors, LLC 3Y 7Y 1.84% Eldred Rock Partners, LLC 1.6% Southpoint Capital Advisors LP 3Y 7Y 1.6% Chou Associates Management Inc. 3Y 7Y 1.21% MONIMUS CAPITAL MANAGEMENT, LP 1.12% VELA Investment Management, LLC 3Y 1.11%
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