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Equibles

Cedar Mountain Advisors, LLC

Position in HFRO — Highland Opportunities & Income Fund

CIK 1798986 LAKE OSWEGO, OR
Back to HFRO Full portfolio

Position in HFRO

as of Jun 30, 2026 · filed Jul 2, 2026
Position Value
$584
+$116 QoQ
Shares Held
82
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#85
of 91 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in HFRO Over Time

Shares Held

Position Value (USD)

Position in Asset Management

Financial Services · as of Jun 30, 2026

Cedar Mountain Advisors, LLC holds $258,242 across 16 Asset Management names. HFRO ranks #13 (0.2% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 BX
Blackstone Inc.
 607 $71,425
2 AMP
Ameriprise Financial Inc
 126 $57,803
3 BLK
BlackRock, Inc.
 57 $54,808
4 STT
State Street Corp
 162 $27,475
5 OWL
Blue Owl Capital Inc.
 982 $8,592
6 AMG
Affiliated Managers Group, Inc.
 24 $8,121
7 APO
Apollo Global Management, Inc.
 56 $6,625
8
99 $5,143

All Filings in HFRO

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26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $584 82
2026-03-31 $468 82
2025-12-31 $490 82
2025-09-30 $520 82
2025-06-30 $426 82
2025-03-31 $426 82
2024-12-31 $425 82
2024-09-30 $502 82
2024-06-30 $512 82
2024-03-31 $576 82
2023-12-31 $630 82
2023-09-30 $659 82
2023-06-30 $740 82
2023-03-31 $720 82
2022-12-31 $844 82
2022-09-30 $797 82
2022-06-30 $923 82
2022-03-31 $979 82
2021-12-31 $901 82
2021-09-30 $883 82
2021-06-30 $894 82
2021-03-31 $909 82
2020-12-31 $842 82
2020-09-30 $704 82
2020-06-30 $660 82
2020-03-31 $699 82