OakChart

LQR House Inc

YHCConsumer Defensive·Beverages - Wineries & Distilleries·USA·Nano·NASD·Nov 11 • 10:35 AM ET

1.73-0.00 (-0.29%)
2026-11-11 16:37 CET
Market cap
2.26 USD m
Revenue, TTM
1.21 USD m
Net income, TTM
-19.16 USD m
Free cash flow, TTM
- USD m
EPS diluted, TTM
-160.94
P/E
-
Compare

Price

YHC against its 20, 50 and 200-day averages
2050200
0.0050.00100.002.3M4.6MMay 26Jun 26Jul 26Aug 26Sep 26Oct 26Nov 26YHCclose 1.7320-day 2.1250-day 1.68200-day 47.651.7352w high

98.6% under the 52-week high of 119.00 on 2 Jun 2026. 52-week low 1.21 on 17 Sep 2026. Last 15 sessions, 127.3% high to low

Profile

YHC
52-week range, 0% of the way up
1.21119

LQR House, Inc. provides digital marketing and brand development for alcoholic beverage space. It intends to integrate the supply, sales, and marketing facets of the alcoholic beverage space into one easy to use platform and become the one-stop-shop for everything related to alcohol. The company was founded on January 11, 2021 and is headquartered in Miami Beach, FL.

Employees7
IPOAug 10, 2023
Beta2.91
ATR, 14d0.35
Rel volume0.02
Short float6.75%
Insider own2.50%
Inst own1.51%

Snapshot

6 groups

Valuation

Index-
Market Cap2.25M
Enterprise Value93.72M
Income-19.16M
Sales1.21M
Book/sh145.21
Cash/sh5.61
Dividend Est.-
Dividend TTM-
Dividend Ex-Date-
Dividend Gr. 3/5Y- -
Payout-
Employees7
IPOAug 10, 2023

Ratios

P/E-
Forward P/E-
PEG-
P/S1.86
P/B0.01
P/C0.31
P/FCF-
EV/EBITDA-
EV/Sales77.46
Quick Ratio0.96
Current Ratio0.96
Debt/Eq1.28
LT Debt/Eq1.28
Option/ShortNo / Yes

Earnings

EPS (ttm)-160.94
EPS next Y-
EPS next Q-
EPS this Y-
EPS next Y-
EPS next 5Y-
EPS past 3/5Y73.43% 63.57%
Sales past 3/5Y37.56% 49.26%
EPS Y/Y TTM98.60%
Sales Y/Y TTM-49.57%
EPS Q/Q111.38%
Sales Q/Q-30.60%
Earnings-
EPS/Sales Surpr.-63.16% -18.37%

Ownership

Insider Own2.50%
Insider Trans0.00%
Inst Own1.51%
Inst Trans0.02%
ROA-24.79%
ROE-88.17%
ROIC-26.88%
Gross Margin2.73%
Oper. Margin-908.28%
Profit Margin-1589.21%
SMA20-18.53%
SMA502.80%
SMA200-96.38%
Trades-

Technical

Shs Outstand1.30M
Shs Float1.27M
Short Float6.75%
Short Ratio0.49
Short Interest0.09M
52W High119.00 -98.55%
52W Low1.21 42.56%
Volatility22.78% 24.83%
ATR (14)0.35
RSI (14)43.43
Beta2.91
Rel Volume0.02
Avg Volume176.07K
Volume809

Performance

Perf Week-23.67%
Perf Month-9.21%
Perf Quarter7.81%
Perf Half Y-98.18%
Perf YTD-98.08%
Perf Year-98.04%
Perf 3Y-99.99%
Perf 5Y-
Perf 10Y-
Recom1.00
Target Price17500.00
Prev Close1.73
Price1.73
Change %-0.29%

Peers

Mkt cap
TickerCompanyMkt cap
IBGInnovation Beverage Group Ltd3.02M
AMSSAMASS Brands Inc3.13M
EPSMEpsium Enterprise Ltd1.92M
SNDLSNDL Inc341.87M
CASKSempreon Inc379.81M
WVVIWillamette Valley Vineyard Inc8.88M
AGCCAgencia Comercial Spirits Ltd824.93M
REEDReeds Inc14.41M
FLWS1-800 Flowers.com Inc165.59M
BLNEBeeline Holdings Inc22.26M

Insider trading

1 filings
InsiderRelationshipDateTransactionCostSharesValueTotal heldForm
Lu YilinPresidentDec 17 '25Buy0.902,000,0001,800,0002,000,537Dec 19 05:02 PM

Held by

AUM
TickerCompanyAUM
VXFVanguard Extended Market Index ETFAUM: 30.47B

News

latest 14 of 206
  • LQR House Expands Fusion Five's AI Capabilities Through Supplemental Agreement for OpenAI GPT Models (GlobeNewswire) -18.67%
  • LQR House Announces One-Year Agreement for the Purchase of up to $3 Million in OpenAI Computing Resources to Enhance Fusion Five Continents Securities' Research and Quantitative Capabilities (Newsfile) +15.12%
  • LQR House Inc. Announces CEO Transition (ACCESSWIRE) -9.95%
  • LQR House Inc. Announces 1-for-100 Reverse Stock Split (Business Wire) -20.27%
  • LQR House Signs Two-Year ByteDance Agreement Deploying AI Compute to Power Quantitative Research at Fusion Five Continents Securities (Business Wire) -91.51%
  • Loading…
  • LQR House in Advanced Negotiations with ByteDance Across Its Artificial Intelligence Vertical (Business Wire) -10.10%
  • LQR House Inc. Closes Additional 30% Interest in Fusion Five Continents Securities, Crossing Majority Ownership of an AI-Powered Cross-Border Brokerage Built on USDT Settlement Infrastructure (ACCESSWIRE)
  • LQR House Inc. Signs Memorandum of Understanding with Hangzhou GSY Biotechnology to Develop Functional, Wellness-Oriented Beverage Line (ACCESSWIRE) -6.67%
  • LQR House Inc. Announces Agreement to Acquire 100% of Fusion Five Continents Limited, a Next-Generation Cross-Border Securities and Digital Asset Trading Platform (ACCESSWIRE)
  • LQR House Inc. Announces Adjournment of Special Meeting of Stockholders (ACCESSWIRE)
  • LQR House Announces $6.52 Million Registered Direct Offering (ACCESSWIRE)
  • LQR House Strengthens Global Digital Footprint Through Strategic Collaboration With TikTok and Launches Investment-Focused Media Initiative (ACCESSWIRE) -10.83%
  • LQR House Signals Potential Strategic Shift Toward Digital Assets with Support from a Significant Crypto Investor (ACCESSWIRE) -38.77% -63.77%

Quarterly earnings

actual against estimate
PeriodReportedEPS actEPS estEPS repSales actSales estAnalysts
2024Q42025-02-26-2,275-2,275-8,8470.780.781
2024Q32024-11-27-2,170-1,330-0.620.771
2024Q22024-08-28-1,540-1,505-1,5490.560.561
2024Q12024-05-29-1,820-1,225-1,8290.480.901
2023Q42024-02-28-22,155-5,600-4,5860.610.611
2023Q32023-11-29-65,800-65,800-47,6620.170.171
2025Q1---1,540-384.55-0.831
2025Q2---1,505-110.19-1.031
2025Q3---1,575-150-1.131
2025Q4---1,575-19.197-1.231

Annual earnings

PeriodEPS actEPS estEPS repSales actSales est
2023FY-59,535-72,800-1.121.11
2024FY-7,875-7,875-14,4332.442.44
2025FY--6,195-350.51-4.21
2026FY-175---
2027FY-1,225---
2028FY-1,925---

Estimate revisions

last 14 periods
PeriodTypeDateEstimatesUpDownMeanLowHigh
2025Q1S2025-03-041000.830.830.83
2025Q1S2025-02-261010.830.830.83
2025Q1S2024-12-191010.830.830.83
2025Q1S2024-11-271001.091.091.09
2025Q1S2024-08-281001.091.091.09
2025Q1S2024-06-061001.091.091.09
2025Q1E2025-03-04100-0.44-0.44-0.44
2025Q1E2025-02-26101-0.44-0.44-0.44
2025Q1E2024-12-19101-0.44-0.44-0.44
2025Q1E2024-11-27100-0.38-0.38-0.38
2025Q1E2024-08-28100-0.38-0.38-0.38
2025Q1E2024-06-06100-0.38-0.38-0.38
2025FYS2025-03-041004.214.214.21
2025FYS2025-02-261014.214.214.21

Estimate history

EPS, annual-19903.809-18681.609-59546.928-14432.845-350.511-160.939
Period20212022202320242025TTM
EPS, quarterly-1549.24-2183.51-8847.125-384.545-110.185-150.002-19.197-4.28212.542
PeriodQ2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26Q2 '26
Sales, annual0.3150.6011.1212.5021.5651.21
Period20212022202320242025TTM
Sales, quarterly0.5580.6240.8380.4290.4990.3370.30.2230.346
PeriodQ2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26Q2 '26
Shares, annual000.0010.0040.2140.215
Period20212022202320242025MRQ
Shares, quarterly0.0020.0020.0040.0110.030.1410.2140.2140.215
PeriodQ2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26Q2 '26

Income statement, annual

Currency USD, millions
MetricTTM2025FY2024FY2023FY2022FY2021FY
Total Revenue1.211.562.501.120.600.32
Cost of Goods Sold Incl. D&A1.171.422.810.920.800.68
Gross Profit0.030.14-0.310.21-0.20-0.36
Selling, General and Administrative Excl. Other10.9811.5718.1713.911.641.60
Other Operating Expense0.000.000.000.000.000.00
Operating Income-10.95-11.43-18.49-13.70-1.84-1.96
Interest Expense0.260.000.000.170.000.00
Unusual Expense14.1314.134.501.880.000.00
Net Income Before Taxes-19.14-25.52-22.75-15.75-1.84-1.96
Income Taxes0.000.000.000.000.000.00
Consolidated Net Income-19.14-25.52-22.75-15.75-1.84-1.96
Net Income From Continuing Operations-19.16-25.52-22.75-15.75-1.84-1.96
Net Income-19.16-25.52-22.75-15.75-1.84-1.96
EPS (Recurring)-43.29-214.70-12,434.81-54,583.97-18,681.38-19,903.88
EPS (Basic, Before Extraordinaries)-160.94-350.51-14,432.84-59,546.93-18,681.61-19,903.81
EPS (Diluted)-160.94-350.51-14,432.84-59,546.93-18,681.61-19,903.81
EBITDA-10.90-11.39-18.49-13.49-1.59-1.80
Non-Operating Income (Expense)6.200.030.230.000.000.00
Other After Tax Adjustments0.000.000.000.000.000.00
Stock Option Compensation Expense0.351.712.536.640.300.21
Price To Sales Ratio1.404.192.982.08--
Gross Margin2.739.01-12.5218.30-33.61-114.86
Operating Margin-908.28-730.35-739.00-1,222.69-306.45-622.51
Net Margin-1,589.21-1,631.02-909.56-1,405.27-306.45-622.51
Shares Outstanding0.220.210.000.000.000.00
Market Capitalization2.262.2620.331.031.03-

Income statement, quarterly

Currency USD, millions
Metric2026Q22026Q12025Q42025Q32025Q22025Q12024Q42024Q3
Total Revenue0.350.220.300.340.500.430.840.62
Cost of Goods Sold Incl. D&A0.300.260.270.340.410.400.860.69
Gross Profit0.05-0.040.030.000.080.03-0.02-0.06
Selling, General and Administrative Excl. Other1.262.873.023.832.292.4310.223.44
Other Operating Expense0.000.000.000.000.000.000.000.00
Operating Income-1.22-2.91-3.00-3.83-2.20-2.40-10.24-3.50
Interest Expense0.260.000.000.000.000.000.000.00
Unusual Expense0.000.001.1313.000.000.004.500.00
Net Income Before Taxes2.70-0.91-4.10-16.83-2.20-2.39-14.75-3.36
Income Taxes0.000.000.000.000.000.000.000.00
Consolidated Net Income2.70-0.91-4.10-16.83-2.20-2.39-14.75-3.36
Net Income From Continuing Operations2.69-0.91-4.10-16.83-2.20-2.39-14.75-3.36
Net Income2.69-0.91-4.10-16.83-2.20-2.39-14.75-3.36
EPS (Recurring)12.54-4.28-15.50-68.89-110.18-384.53-6,958.26-2,183.52
EPS (Basic, Before Extraordinaries)12.54-4.28-19.20-150.00-110.19-384.55-8,847.12-2,183.51
EPS (Diluted)12.54-4.28-19.20-150.00-110.19-384.55-8,847.12-2,183.51
EBITDA-1.22-2.89-2.96-3.83-2.20-2.40-10.24-3.50
Non-Operating Income (Expense)4.181.990.02-0.000.000.01-0.020.14
Other After Tax Adjustments0.000.000.000.000.000.000.000.00
Stock Option Compensation Expense0.000.001E-060.350.700.871.090.72
Price To Sales Ratio1.4015.3512.294.321.231.783.151.30
Gross Margin13.27-17.638.350.3716.957.02-2.32-9.94
Operating Margin-351.83-1,305.95-1,000.28-1,134.79-442.06-558.96-1,221.28-561.11
Net Margin776.31-410.88-1,368.74-4,989.48-441.78-556.59-1,760.25-538.60
Shares Outstanding0.220.210.210.140.030.010.000.00
Market Capitalization2.2620.8519.2311.444.477.4320.333.03

Balance sheet, annual

Currency USD, millions
Metric2025FY2024FY2023FY2022FY2021FY
Cash & Short Term Investments5.985.3912.530.011.12
Short Term Receivables2.620.180.350.540.22
Inventories0.000.000.000.000.00
Other Current Assets7.400.242.190.000.00
Total Current Assets15.995.8115.070.551.33
Net Property, Plant & Equipment0.360.000.010.000.00
Total Investments and Advances14.671.120.000.000.00
Intangible Assets0.000.010.012.082.33
Other Assets0.200.000.000.000.00
Total Assets31.236.9315.092.633.67
Short Term Debt Incl. Current Port. of LT Debt0.020.000.010.000.00
Accounts Payable0.080.550.320.390.10
Other Current Liabilities1.766.900.140.200.00
Total Current Liabilities1.867.450.470.590.10
Long Term Debt0.040.000.000.000.00
Provision for Risks Charges0.000.000.000.000.00
Other Liabilities0.000.000.000.000.00
Total Liabilities1.907.450.470.590.10
Non-Equity Reserves0.000.000.000.000.00
Preferred Stock - Carrying Value0.000.000.000.000.00
Common Equity29.33-0.5214.622.043.56
Total Shareholders Equity29.33-0.5214.622.043.56
Accumulated Minority Interest0.000.000.000.000.00
Total Equity29.33-0.5214.622.043.56
Total Liabilities & Stockholders Equity31.236.9315.092.633.67
Book Value Per Share137.29-120.3610,595.6420,683.8836,141.71
Tangible Book Value Per Share137.29-122.6810,588.39-443.0812,479.52
Full-Time Employees771837
Price to Book Ratio0.01-39.260.220.22-
Return on Assets-133.75-206.62-177.71-58.50-
Return on Equity-177.15-322.70-189.05-65.75-
Return on Invested Capital-86.89--107.69-90.32-55.07
Quick Ratio8.600.7832.090.9312.85
Current Ratio8.600.7832.090.9312.85

Cash flow, annual

Currency USD, millions
MetricTTM2025FY2024FY2023FY2022FY2021FY
Net Income-19.14-25.52-22.75-15.75-1.84-1.96
Depreciation-0.040.000.210.250.17
Other Funds (Non Cash)-2.583.187.208.520.320.31
Funds from Operations-21.67-22.30-15.55-7.02-1.27-1.49
Extraordinary Item0.000.000.000.000.000.00
Changes in Working Capital-7.96-11.518.93-2.090.360.01
Cash from Operating Activities-29.63-33.82-6.62-9.11-0.92-1.48
Capital Expenditures-4.05-0.340.00-0.010.000.00
Net Assets From Acquisitions0.000.000.000.000.000.00
Sale of Fixed Assets and Businesses0.270.000.000.000.000.00
Purchase or Sale of Investments-14.67-14.670.010.000.000.00
Purchase of Investments-14.67-14.67-7.760.000.000.00
Sale Or Maturity of Investments0.000.007.760.000.000.00
Other Uses4.34-3.820.000.00-0.19-0.12
Other Sources1.730.000.000.140.000.00
Cash from Investing Activities-12.72-18.830.010.13-0.19-0.12
Cash Dividends Paid0.000.000.000.000.000.00
Change in Capital Stock37.7253.244.2720.620.002.72
Repurchase of Common Pref Stock0.000.00-0.55-1.460.00-0.36
Sale of Common Pref Stock37.7253.244.8122.080.003.08
Proceedsfrom Stock Options37.7249.194.8122.080.003.08
Issuance or Reduction of Debt, Net0.000.000.000.950.000.00
Change in Long Term Debt0.000.000.000.950.000.00
Issuance of Long Term Debt0.000.000.000.950.000.00
Reduction of Long Term Debt0.000.000.000.000.000.00
Net Financing Active Other Cash Flow-0.540.000.00-0.060.000.00
Other Financing Activities Uses-0.540.000.00-0.060.000.00
Cash from Financing Activities37.1853.244.2721.510.002.72
Net Change in Cash-5.170.59-2.3512.53-1.111.12
Free Cash Flow--34.16-6.62-9.11-0.92-
Preferred Dividends (Cash Flow)-0.000.000.000.000.00
Deferred Taxes & Investment Tax Credit-0.000.000.000.000.00

Balance sheet, quarterly

Currency USD, millions
Metric2026Q22026Q12025Q42025Q32025Q22025Q1
Cash & Short Term Investments7.334.445.9810.044.577.89
Short Term Receivables0.412.862.620.420.370.31
Inventories0.000.000.000.000.000.00
Other Current Assets2.007.427.400.370.130.28
Total Current Assets9.7514.7215.9910.835.068.48
Net Property, Plant & Equipment0.000.300.360.000.000.00
Total Investments and Advances0.0014.6714.671.121.121.12
Intangible Assets130.150.000.000.010.010.01
Other Assets0.280.280.2023.088.170.00
Total Assets140.1929.9731.2335.0314.369.60
Short Term Debt Incl. Current Port. of LT Debt0.000.000.020.000.000.00
Accounts Payable0.340.140.081.131.100.16
Other Current Liabilities9.771.421.766.541.072.14
Total Current Liabilities10.121.551.867.682.172.30
Long Term Debt40.000.000.040.000.000.00
Provision for Risks Charges0.000.000.000.000.000.00
Other Liabilities0.000.000.000.000.000.00
Total Liabilities50.121.551.907.682.172.30
Non-Equity Reserves0.000.000.000.000.000.00
Preferred Stock - Carrying Value0.000.000.000.000.000.00
Common Equity31.2728.4229.3327.3612.197.30
Total Shareholders Equity31.2728.4229.3327.3612.197.30
Accumulated Minority Interest58.800.000.000.000.000.00
Total Equity90.0728.4229.3327.3612.197.30
Total Liabilities & Stockholders Equity140.1929.9731.2335.0314.369.60
Book Value Per Share145.21133.00137.29193.80400.69687.96
Tangible Book Value Per Share-459.22133.00137.29193.73400.36687.02
Full-Time Employees--7---
Price to Book Ratio0.010.730.660.420.371.02
Return on Assets-24.79-121.53-133.75-161.32-171.15-202.20
Return on Equity-88.17-134.65-177.15-198.41-190.14-231.00
Return on Invested Capital3.77-3.22-13.96-61.51-18.06-32.73
Quick Ratio0.969.478.601.412.343.68
Current Ratio0.969.478.601.412.343.68

Cash flow, quarterly

Currency USD, millions
Metric2026Q22026Q12025Q42025Q32025Q22025Q1
Net Income2.70-0.91-4.10-16.83-2.20-2.39
Depreciation0.000.02----
Other Funds (Non Cash)-4.180.001.250.350.710.87
Funds from Operations-1.48-0.90-2.82-16.48-1.49-1.52
Extraordinary Item0.000.000.000.000.000.00
Changes in Working Capital-1.14-0.55-11.485.22-0.15-5.10
Cash from Operating Activities-2.62-1.45-14.30-11.26-1.64-6.62
Capital Expenditures-4.050.00-0.340.000.000.00
Net Assets From Acquisitions0.000.000.000.000.000.00
Sale of Fixed Assets and Businesses0.270.000.000.000.000.00
Purchase or Sale of Investments0.000.00-14.670.000.000.00
Purchase of Investments0.000.00-14.670.000.000.00
Sale Or Maturity of Investments0.000.000.000.000.000.00
Other Uses0.000.0019.26-14.91-8.170.00
Other Sources1.730.000.000.000.000.00
Cash from Investing Activities-2.050.004.25-14.91-8.170.00
Cash Dividends Paid0.000.000.000.000.000.00
Preferred Dividends (Cash Flow)0.000.000.000.000.000.00
Change in Capital Stock0.17-0.085.9931.646.499.12
Repurchase of Common Pref Stock0.000.000.000.000.000.00
Sale of Common Pref Stock0.17-0.085.9931.646.499.12
Proceedsfrom Stock Options0.17-0.085.9931.646.495.07
Issuance or Reduction of Debt, Net0.000.000.000.000.000.00
Change in Long Term Debt0.000.000.000.000.000.00
Issuance of Long Term Debt0.000.000.000.000.000.00
Reduction of Long Term Debt0.000.000.000.000.000.00
Net Financing Active Other Cash Flow-0.540.000.000.000.000.00
Other Financing Activities Uses-0.540.000.000.000.000.00
Cash from Financing Activities-0.37-0.085.9931.646.499.12
Net Change in Cash-5.05-1.53-4.065.47-3.322.50
Free Cash Flow--1.45-14.64-11.26-1.64-6.62

Revenue breakdown

CWSPlatform2024: 2.34M 2025: 1.25M
Marketing2024: 73.46K 2025: 64.99K
SWOLProduct Sales2024: 40.44K 2025: 200.64K
Vault2024: 44.51K 2025: 47.65K
United States2024: 2.50M 2025: 1.56M

Short interest

shares short against float, oldest to newest
SettlementOf floatShares shortFloatAvg volume
2026-10-306.75%0.1M1.3M190.77K
2026-10-158.46%0.1M1.3M184.99K
2026-09-303.12%0.0M1.3M366.31K
2026-09-151.95%0.0M1.3M417.32K
2026-08-312.21%0.0M1.3M404.05K
2026-08-143.82%0.0M1.3M394.07K
2026-07-3113.75%0.2M1.1M374.14K
2026-07-152.47%0.0M1.1M283.49K
2026-06-302.98%0.0M0.2M68.23K
2026-06-152.07%0.0M0.2M2.17K
2026-05-290.61%0.0M0.2M1.35K
2026-05-151.24%0.0M0.2M1.36K
2026-04-301.13%0.0M0.2M1.35K
2026-04-151.31%0.0M0.2M1.48K
2026-03-311.37%0.0M0.2M2.07K
2026-03-131.07%0.0M0.2M1.95K
2026-02-271.15%0.0M0.2M2.44K
2026-02-131.88%0.0M0.2M2.50K
2026-01-301.92%0.0M0.2M2.56K
2026-01-152.80%0.0M0.2M3.32K

Option chain

expiry 2026-11-11
TypeStrikeBidAskLastIVOpen intVolumeDeltaThetaVega
No option chain for this symbol.

Latest SEC filings

30
FiledFormDescriptionPeriodLink
2026-10-268-KCurrent report2026-10-26SEC
2026-10-238-KCurrent report2026-10-20SEC
2026-10-198-KCurrent report2026-10-19SEC
2026-10-168-KCurrent report2026-10-16SEC
2026-08-1910-QQuarterly report pursuant to Section 13 or 15(d)2026-06-30SEC
2026-08-17NT 10-Q2026-06-30SEC
2026-08-108-K/A2026-04-11SEC
2026-07-158-KCurrent report2026-07-09SEC
2026-07-028-KCurrent report2026-06-30SEC
2026-06-308-KCurrent report2026-06-30SEC
2026-06-048-KCurrent report2026-06-04SEC
2026-06-028-KCurrent report2026-06-01SEC
2026-05-228-KCurrent report2026-05-20SEC
2026-05-188-KCurrent report2026-05-12SEC
2026-05-1510-QQuarterly report pursuant to Section 13 or 15(d)2026-03-31SEC
2026-04-1510-KAnnual report pursuant to Section 13 or 15(d)2025-12-31SEC
2026-04-158-KCurrent report2026-04-11SEC
2026-03-31NT 10-K2025-12-31SEC
2026-03-128-K/A2026-03-11SEC
2026-03-12424B5SEC
2026-03-128-KCurrent report2026-03-11SEC
2026-03-068-KCurrent report2026-03-02SEC
2026-02-238-KCurrent report2026-02-23SEC
2026-01-28DEF 14AProxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 19342026-02-23SEC
2026-01-16PRE 14AProxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 19342026-01-16SEC
2025-12-19SCHEDULE 13DSEC
2025-12-194Statement of changes in beneficial ownership of securities2025-12-17SEC
2025-12-198-KCurrent report2025-12-17SEC
2025-12-19424B5SEC
2025-11-19SCHEDULE 13D/ASEC

Insider activity by month

MonthBoughtBuysSoldSells
2026-110000
2026-100000
2026-090000
2026-080000
2026-070000
2026-060000
2026-050000
2026-040000
2026-030000
2026-020000
2026-010000
2025-121.80M100
2025-110000

Institutional holders

Manager% owned
GEODE CAPITAL MANAGEMENT, LLC1.11%
VANGUARD CAPITAL MANAGEMENT LLC0.94%
VANGUARD FIDUCIARY TRUST CO0.46%
SUSQUEHANNA INTERNATIONAL GROUP, LLP0.44%
NORTHERN TRUST CORP0.23%
UBS Group AG0.16%
CITIGROUP INC0.02%
Tower Research Capital LLC0.01%
Caitong International Asset Management Co., Ltd0.00%

Funds

Fund% owned
American Century Multisector Floating Income ETF19.17%
Fidelity Extended Market Index Fund1.09%
VANGUARD EXTENDED MARKET INDEX FUND0.94%
LOW-DURATION BOND FUND0.73%
Fidelity Series Total Market Index Fund0.02%
Fidelity Nasdaq Composite Index Fund0.02%
Fidelity Total Market Index Fund0.01%
Blackstone Alternative Multi-Strategy Fund0.00%

OakChart. YHC. Cached 15 minutes.

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