Position in ASST
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$141,830
New position
Shares Held
13,000
first reported quarter
Ownership
0.018%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1
of 5 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Position in Asset Management
Financial Services · as of Jun 30, 2026HHM Wealth Advisors, LLC holds $1,725,165 across 27 Asset Management names. ASST ranks #3 (8.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
4,207 | $495,037 | |
| 2 | KKR |
KKR & Co. Inc.
|
3,599 | $330,316 | |
| 3 | ASST |
Strive, Inc.
This page
|
13,000 | $141,830 | |
| 4 | MAIN |
Main Street Capital CORP
|
2,709 | $140,542 | |
| 5 | DNP |
Dnp Select Income Fund Inc
|
8,599 | $92,783 | |
| 6 | BLK |
BlackRock, Inc.
|
96 | $92,309 | |
| 7 | ETY |
Eaton Vance Tax-Managed Diversified Equity Income Fund
|
3,878 | $56,386 | |
| 8 | EXG |
Eaton Vance Tax-Managed Global Diversified Equity Income Fund
|
4,825 | $47,333 |
All Filings in ASST
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $141,830 | 13,000 | Shares | Sole | 2026-07-13 | |
| No filing history on record for this holder in this stock. | ||||||