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Special Opportunities Fund shares owned by TrueMark Investments

Quarter-by-quarter ownership of Special Opportunities Fund (SPE) shares owned by TrueMark Investments from 13F filings

Historical chart of TrueMark Investments investment in Special Opportunities Fund

Tip: Access up to 7 years of quarterly data

All positions including Special Opportunities Fund held by TrueMark Investments consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Special Opportunities Fund by TrueMark Investments

Quarter filed Position value Share count Share price at filing
2025-12-31 $219k 15k 14.69
2025-09-30 $226k 15k 15.50

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View all positions for TrueMark Investments

Top funds holding Special Opportunities Fund

Kovitz Investment Group Partners
Blue Bell Private Wealth Management
Shaker Financial Services
CSS
Advisors Asset Management
Scotia Capital
Seven Mile Advisory
Rivernorth Capital Management
Cetera Investment Advisers
First Manhattan
Raymond James Financial
Envestnet Asset Management
Oppenheimer & Co
Guggenheim Capital, LLC Managers
Advisor Group Holdings

View all funds holding Special Opportunities Fund