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Equibles

PENSION & WEALTH MANAGEMENT ADVISORS, INC.

Pension

Position in RPC — Ridgepost Capital, Inc.

CIK 2145782 WALTHAM, MA
Back to RPC Full portfolio

Position in RPC

as of Jun 30, 2026 · filed Aug 7, 2026
Position Value
$476,937
+$61,898 QoQ
Shares Held
60,602
+6.0% QoQ
Ownership
0.055%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#47
of 138 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in RPC Over Time

Shares Held

Position Value (USD)

Position in Asset Management

Financial Services · as of Jun 30, 2026

PENSION & WEALTH MANAGEMENT ADVISORS, INC. holds $15,669,532 across 29 Asset Management names. RPC ranks #13 (3.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 BXSL
Blackstone Secured Lending Fund
 100,486 $2,382,523
2 GSBD
Goldman Sachs BDC, Inc.
 171,030 $1,621,364
3 MSDL
Morgan Stanley Direct Lending Fund
 96,296 $1,455,995
4 BHK
Blackrock Core Bond Trust
 145,707 $1,336,133
5 BGY
BlackRock Enhanced International Dividend Trust
 182,641 $1,048,359
6 FRA
Blackrock Floating Rate Income Strategies Fund, Inc.
 94,184 $1,035,082
7 BDJ
BlackRock Enhanced Equity Dividend Trust
 94,969 $908,853
8 ARCC
Ares Capital Corp
 45,481 $842,762

All Filings in RPC

Export CSV
15 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $476,937 60,602
2026-03-31 $415,039 57,168
2025-12-31 $504,910 51,469
2025-09-30 $352,838 32,430
2025-06-30 $535,589 52,406
2025-03-31 $304,395 25,906
2024-12-31 $469,848 37,260
2024-09-30 $484,284 45,218
2024-06-30 $547,909 64,612
2024-03-31 $481,590 57,196
2023-12-31 $453,338 44,358
2023-09-30 $407,656 34,992
2023-06-30 $398,912 35,302
2023-03-31 $350,311 34,650
2022-12-31 $349,581 32,763