Position in OWL
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$108,491
New position
Shares Held
12,399
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#428
of 572 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Asset Management
Financial Services · as of Jun 30, 2026Wealthquest Corp holds $1,003,756 across 4 Asset Management names. OWL ranks #4 (10.8% of the industry book) .
All Filings in OWL
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $108,491 | 12,399 | Shares | Sole | 2026-07-23 | |
| No filing history on record for this holder in this stock. | ||||||