Position in OWL
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$582,731
-$27,380 QoQ
Shares Held
66,598
-0.3% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#262
of 574 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in OWL Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Lee Financial Co holds $2,703,238 across 3 Asset Management names. OWL ranks #3 (21.6% of the industry book) .
All Filings in OWL
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $582,731 | 66,598 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $610,111 | 66,825 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $1,003,684 | 67,181 | Shares | Other | 2026-01-22 | |
| 2025-09-30 | $956,206 | 56,480 | Shares | Other | 2025-11-04 | |
| 2025-06-30 | $589,650 | 30,695 | Shares | Other | 2025-07-24 | |
| No filing history on record for this holder in this stock. | ||||||