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Stolper Co

Position in NIE — Virtus Equity & Convertible Income Fund

CIK 1808195 TULSA, OK

Position in NIE

as of Jun 30, 2026 · filed Jul 14, 2026
Position Value
$925,461
+$150,123 QoQ
Shares Held
34,455
-8.7% QoQ
Ownership
0.124%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#33
of 94 holders
Holding Since
Sep 2022
15 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in NIE Over Time

Shares Held

Position Value (USD)

Position in Asset Management

Financial Services · as of Jun 30, 2026

Stolper Co holds $23,022,276 across 26 Asset Management names. NIE ranks #9 (4.0% of the industry book) .

# Ticker Company Shares Value (USD) Open

All Filings in NIE

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15 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $925,461 34,455
2026-03-31 $775,338 37,725
2025-12-31 $813,438 32,642
2025-09-30 $801,586 31,923
2025-06-30 $762,529 31,905
2025-03-31 $680,077 30,731
2024-09-30 $710,755 30,889
2024-06-30 $707,704 30,452
2024-03-31 $680,700 30,402
2023-12-31 $606,348 28,998
2023-09-30 $604,019 30,368
2023-06-30 $645,921 30,540
2023-03-31 $614,573 31,276
2022-12-31 $525,169 28,808
2022-09-30 $606,984 29,886