Ariadne Wealth Management, LP
Position in SBI — Western Asset Intermediate Muni Fund Inc.
CIK 2034793
SANTA BARBARA, CA
Position in SBI
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$793,839
New position
Shares Held
100,869
first reported quarter
Ownership
0.716%
of shares outstanding
% of Portfolio
0.71%
of 13F equity value
Holder Rank
#18
of 59 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, 2026Ariadne Wealth Management, LP holds $5,894,803 across 7 Asset Management names. SBI ranks #5 (13.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EMD |
Western Asset Emerging Markets Debt Fund Inc.
|
120,977 | $1,299,292 | |
| 2 | TYG |
Tortoise Energy Infrastructure Corp
|
25,100 | $1,076,037 | |
| 3 | MUC |
Blackrock Muniholdings California Quality Fund, Inc.
|
94,481 | $1,038,346 | |
| 4 | BLK |
BlackRock, Inc.
|
1,056 | $1,015,407 | |
| 5 | SBI |
Western Asset Intermediate Muni Fund Inc.
This page
|
100,869 | $793,839 | |
| 6 | HFRO |
Highland Opportunities & Income Fund
|
52,914 | $377,276 | |
| 7 | KYN |
Kayne Anderson Energy Infrastructure Fund, Inc.
|
21,302 | $294,606 |
All Filings in SBI
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $793,839 | 100,869 | Shares | Sole | 2026-08-13 | |
| No filing history on record for this holder in this stock. | ||||||