Position in BTO
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$11,826
+$1,065 QoQ
Shares Held
300
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#69
of 84 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BTO Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026SFAM, LLC holds $66,087 across 5 Asset Management names. BTO ranks #2 (17.9% of the industry book) .
All Filings in BTO
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,826 | 300 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $10,761 | 300 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $10,524 | 300 | Shares | Sole | 2026-02-12 | |
| No filing history on record for this holder in this stock. | ||||||