Position in IIM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$223,105
+$9,989 QoQ
Shares Held
17,526
0.0% QoQ
Ownership
0.037%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#42
of 86 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IIM Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Family Manage LLC holds $20,205,057 across 13 Asset Management names. IIM ranks #12 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMP |
Ameriprise Financial Inc
|
14,663 | $6,726,797 | |
| 2 | ARCC |
Ares Capital Corp
|
220,010 | $4,076,785 | |
| 3 | GBDC |
GOLUB CAPITAL BDC, Inc.
|
287,881 | $3,707,907 | |
| 4 | BSTZ |
BlackRock Science & Technology Term Trust
|
53,556 | $1,608,286 | |
| 5 | HYT |
Blackrock Corporate High Yield Fund, Inc.
|
138,173 | $1,182,760 | |
| 6 | KKR |
KKR & Co. Inc.
|
5,878 | $539,482 | |
| 7 | BX |
Blackstone Inc.
|
4,182 | $492,095 | |
| 8 | CRBG |
Corebridge Financial, Inc.
|
16,582 | $474,742 |
All Filings in IIM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $223,105 | 17,526 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $213,116 | 17,526 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $215,920 | 17,526 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $219,951 | 17,526 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $244,987 | 21,047 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $251,932 | 21,047 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $250,248 | 21,047 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $271,085 | 21,047 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $259,719 | 21,047 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $252,564 | 21,047 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $246,881 | 21,047 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $281,715 | 27,088 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $320,180 | 27,088 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $431,026 | 35,330 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $425,726 | 35,330 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $604,620 | 52,530 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $747,167 | 58,055 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $774,436 | 55,555 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $772,525 | 45,336 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $846,521 | 51,902 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $855,863 | 51,902 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $813,304 | 51,902 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,278,605 | 81,700 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $1,266,884 | 86,124 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $1,255,184 | 86,864 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $1,343,809 | 95,036 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||