Position in ASST
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$988,642
New position
Shares Held
90,618
first reported quarter
Ownership
0.106%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#37
of 169 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Asset Management
Financial Services · as of Jun 30, 2026Southeast Asset Advisors, LLC holds $3,405,449 across 6 Asset Management names. ASST ranks #2 (29.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KKR |
KKR & Co. Inc.
|
19,622 | $1,800,907 | |
| 2 | ASST |
Strive, Inc.
This page
|
90,618 | $988,642 | |
| 3 | RJF |
Raymond James Financial Inc
|
1,846 | $280,647 | |
| 4 | ARCC |
Ares Capital Corp
|
10,000 | $185,300 | |
| 5 | JPC |
Nuveen Preferred & Income Opportunities Fund
|
10,000 | $78,800 | |
| 6 | HRZN |
Horizon Technology Finance Corp
|
15,043 | $71,153 |
All Filings in ASST
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $988,642 | 90,618 | Shares | Sole | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||