Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Cohen & Co Financial Management, LLC 13F Holdings -- Portfolio & Top Positions (2023-09-30)

Cohen & Co Financial Management, LLC (CIK 1778536) reported $18.3M across 8 reported positions in its SEC 13F filing for 2023-09-30. Largest positions: LNZA ($12.6M, 68.72%), LNZAW ($2.1M, 11.55%), SATX ($1.5M, 8.26%), SHFS ($767,251, 4.20%), ESGL ($669,454, 3.66%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1LNZALANZATECH GLOBAL INC$12.6M68.72%2.7MTrimmed
2LNZAWLANZATECH GLOBAL INC$2.1M11.55%2.0MHold
3SATXSATIXFY COMMUNICATIONS LTD$1.5M8.26%2.8MHold
4SHFSSHF HOLDINGS INC$767,2514.20%971,204Hold
5ESGLESGL HLDGS LTD$669,4543.66%1.3MNew
6RBTCRUBICON TECHNOLOGIES INC$426,6202.33%205,106New
7OCEAOCEAN BIOMEDICAL INC$232,9081.27%59,720Trimmed
8SFRTAPPRECIATE HOLDINGS INC$1,6160.01%10,000Hold
9RBTRUBICON TECHNOLOGIES INC$00.00%0Exited

Source: SEC Form 13F filings · as of 2023-09-30