Position in OTF
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$51
New position
Shares Held
5
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#192
of 192 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Asset Management
Financial Services · as of Jun 30, 2026NVWM, LLC holds $149,647 across 17 Asset Management names. OTF ranks #16 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
80 | $76,924 | |
| 2 | BX |
Blackstone Inc.
|
113 | $13,296 | |
| 3 | KKR |
KKR & Co. Inc.
|
121 | $11,104 | |
| 4 | ARES |
Ares Management Corp
|
91 | $10,128 | |
| 5 | APO |
Apollo Global Management, Inc.
|
79 | $9,346 | |
| 6 | BAM |
Brookfield Asset Management Ltd.
|
168 | $7,534 | |
| 7 | CG |
Carlyle Group Inc.
|
160 | $6,737 | |
| 8 | STT |
State Street Corp
|
22 | $3,731 |
All Filings in OTF
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $51 | 5 | Shares | Sole | 2026-07-29 | |
| No filing history on record for this holder in this stock. | ||||||