Position in OWL
as of Mar 31, 2026
· filed Apr 23, 2026
Position Value
$168,611
New position
Shares Held
18,468
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Asset Management
Financial Services · as of Jun 30, 2026waypoint wealth counsel holds $1,418,709 across 4 Asset Management names.
All Filings in OWL
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $168,611 | 18,468 | Shares | Sole | 2026-04-23 | |
| No filing history on record for this holder in this stock. | ||||||