Position in LIEN
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$95,987
-$10,174 QoQ
Shares Held
10,277
0.0% QoQ
Ownership
0.045%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in LIEN Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026SteelPeak Wealth, LLC holds $15,358,505 across 10 Asset Management names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISD |
PGIM High Yield Bond Fund, Inc.
|
804,218 | $10,503,087 | |
| 2 | BX |
Blackstone Inc.
|
12,086 | $1,422,159 | |
| 3 | BEN |
Franklin Resources Inc
|
33,050 | $1,099,573 | |
| 4 | ETV |
Eaton Vance Tax-Managed Buy-Write Opportunities Fund
|
42,685 | $635,152 | |
| 5 | STK |
Columbia Seligman Premium Technology Growth Fund, Inc.
|
8,328 | $448,629 | |
| 6 | KKR |
KKR & Co. Inc.
|
3,332 | $305,810 | |
| 7 | TROW |
Price T Rowe Group Inc
|
2,501 | $284,338 | |
| 8 | MAIN |
Main Street Capital CORP
|
4,890 | $253,693 |
All Filings in LIEN
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $95,987 | 10,277 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $106,161 | 10,277 | Shares | Sole | 2026-01-20 | |
| No filing history on record for this holder in this stock. | ||||||