Position in OWL
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$131,775
-$2,755 QoQ
Shares Held
15,060
+2.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#87
of 155 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in OWL Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Lionshead Wealth Management, LLC holds $1,567,362 across 4 Asset Management names. OWL ranks #4 (8.4% of the industry book) .
All Filings in OWL
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $131,775 | 15,060 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $134,530 | 14,735 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $215,539 | 14,427 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $240,439 | 14,202 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $269,593 | 14,034 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $277,894 | 13,867 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $319,871 | 13,752 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||