Position in PSLV
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$560,212
-$163,878 QoQ
Shares Held
29,688
0.0% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#249
of 473 holders
Holding Since
Jun 2021
21 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PSLV Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026O'Brien Greene & Co. Inc holds $19,744,730 across 3 Asset Management names. PSLV ranks #3 (2.8% of the industry book) .
All Filings in PSLV
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $560,212 | 29,688 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $724,090 | 29,688 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $796,721 | 33,688 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $468,864 | 29,864 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $365,535 | 29,864 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $288,422 | 24,864 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $241,683 | 25,045 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $265,053 | 25,364 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $400,814 | 40,364 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $333,755 | 40,260 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $321,584 | 39,800 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $301,684 | 39,800 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $311,600 | 40,000 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $310,248 | 37,200 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $305,704 | 37,100 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $695,100 | 105,000 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $218,730 | 31,700 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $263,100 | 30,000 | Shares | Sole | 2022-05-18 | |
| 2021-12-31 | $200,500 | 25,000 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $192,000 | 25,000 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $232,000 | 25,000 | Shares | Sole | 2021-08-09 | |
| No filing history on record for this holder in this stock. | ||||||