Position in KSPI
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$646,074
+$283,872 QoQ
Shares Held
7,457
+52.5% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.82%
of 13F equity value
Holder Rank
#126
of 208 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in KSPI Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Athena Wealth Management, LLC holds $3,970,801 across 2 Software - Infrastructure names. KSPI ranks #2 (16.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
8,913 | $3,324,727 | |
| 2 | KSPI |
Joint Stock Co Kaspi.kz
This page
|
7,457 | $646,074 |
All Filings in KSPI
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $646,074 | 7,457 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $362,202 | 4,890 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $348,303 | 4,458 | Shares | Sole | 2026-04-17 | |
| No filing history on record for this holder in this stock. | ||||||