Position in ASST
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$9,623,558
+$800,237 QoQ
Shares Held
882,086
+0.2% QoQ
Ownership
1.03%
of shares outstanding
% of Portfolio
2.92%
of 13F equity value
Holder Rank
#11
of 170 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ASST Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Interchange Capital Partners, LLC holds $11,189,372 across 6 Asset Management names. ASST ranks #1 (86.0% of the industry book) .
All Filings in ASST
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,623,558 | 882,086 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $8,823,321 | 880,571 | Shares | Sole | 2026-04-24 | |
| No filing history on record for this holder in this stock. | ||||||