James B Fleming JR - Portfolio overview

James B Fleming JR has 2 reported holdings in this dataset, with the latest filing dated 2025-10-17.

Its largest classified asset exposures are stocks.

Its largest classified sector exposures are Communication Services.

Largest reported holdings by portfolio allocation

1. LVO - LIVEONE INC, 83.77%
2. PODC - PODCASTONE, 16.23%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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