AWM
KAZR

AllSquare Wealth Management’s Skyline Builders Group KAZR Stock Holding History

AllSquare Wealth Management’s Portfolio KAZR Stock Details KAZR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$342 Hold
100
– – ﹤0.01% 507
2025
Q2 		$1.26K Buy
+100
New +$1.17K ﹤0.01% 480

Other funds holding KAZR

FIA
FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
DC
Diametric Capital Boston, Massachusetts $385M AUM 31.69% 1-Year Est. Return
PFMOSF
Philadelphia Financial Management of San Francisco San Francisco, California $346M AUM 30.02% 1-Year Est. Return
MG
Marex Group London $15.8B AUM 31.44% 1-Year Est. Return
SM
Southport Management Wilson, Wyoming $28.6M AUM 41.61% 1-Year Est. Return
PCM
Prelude Capital Management New York $1.31B AUM 62.01% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

AllSquare Wealth Management's KAZR Position: Q3 2025 in Review

AllSquare Wealth Management held its Skyline Builders Group (KAZR) position steady in Q3 2025 at 100 shares worth $342. The position accounts for ﹤0.01% of the portfolio, ranked #507.

AllSquare Wealth Management first reported a position in KAZR in Q2 2025 and has held it in 2 quarters since. The position peaked at $1.26K in Q2 2025. 15 funds tracked by Wall St. Rank hold KAZR as of Q3 2025.

  • AllSquare Wealth Management held 100 shares of Skyline Builders Group worth $342 as of Q3 2025.
  • AllSquare Wealth Management left its Skyline Builders Group share count unchanged in Q3 2025.
  • Skyline Builders Group made up ﹤0.01% of AllSquare Wealth Management's portfolio in Q3 2025, its #507 holding.
  • AllSquare Wealth Management first reported a position in Skyline Builders Group in Q2 2025 and has held it in 2 quarters since.
  • AllSquare Wealth Management's Skyline Builders Group position peaked at $1.26K in Q2 2025.
  • 15 funds tracked by Wall St. Rank held Skyline Builders Group as of Q3 2025.

Based on AllSquare Wealth Management's 13F filing for Q3 2025, filed 12 Jan 2026.