Position in SRI
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$369,294
+$134,315 QoQ
Shares Held
50,450
+3.7% QoQ
Ownership
0.177%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#47
of 112 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SRI Over Time
Shares Held
Position Value (USD)
Position in Auto Parts
Consumer Cyclical · as of Jun 30, 2026CHANNEL WEALTH LLC holds $369,294 across 1 Auto Parts name. SRI ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SRI |
Stoneridge Inc
This page
|
50,450 | $369,294 |
All Filings in SRI
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $369,294 | 50,450 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $234,979 | 48,650 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $184,122 | 31,800 | Shares | Sole | 2026-02-03 | |
| No filing history on record for this holder in this stock. | ||||||