JSTC — TIKAL TRUST I

Ownership history in Verus Advisory, Inc.  ·  1 quarter on record

This page tracks every 13F SEC filing in which Verus Advisory, Inc. reported a position in TIKAL TRUST I (JSTC). 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
0.32% (2025 Q4)
Avg. % of fund
0.32%
First filed
2025 Q4
Last filed
2025 Q4
Quarters held
1
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 INITIATED 24,224 — — 0.32% $493K $20.29
% of Fund (quarterly)    JSTC price (monthly, adj. close)

Other funds also holding JSTC

As of 2025 Q4 — sorted by position size

Abacus Wealth Partners, LLC 5.58% NATURAL INVESTMENTS, LLC 3Y 2.74% Westfuller Advisors, LLC 1.1% GARRISON POINT ADVISORS, LLC 3Y 7Y 1.04% NIA IMPACT ADVISORS, LLC 3Y 0.32% TFC Financial Management, Inc. 3Y 0.32% Ellevest, Inc. 3Y 7Y 0.14% CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 3Y 7Y 0.13% IMA Advisory Services, Inc. 3Y 7Y 0.13% First Pacific Financial 3Y 0.1%
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