Position in SII
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$304,131
-$82,699 QoQ
Shares Held
2,707
0.0% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#155
of 235 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SII Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Zuckerman Investment Group, LLC holds $36,901,153 across 4 Asset Management names. SII ranks #4 (0.8% of the industry book) .
All Filings in SII
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $304,131 | 2,707 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $386,830 | 2,707 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $265,069 | 2,707 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $225,195 | 2,707 | Shares | Sole | 2025-11-13 | |
| No filing history on record for this holder in this stock. | ||||||