Position in SII
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$271,887
-$73,931 QoQ
Shares Held
2,420
0.0% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.48%
of 13F equity value
Holder Rank
#164
of 235 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SII Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Indie Asset Partners, LLC holds $2,231,113 across 3 Asset Management names. SII ranks #3 (12.2% 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 | $271,887 | 2,420 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $345,818 | 2,420 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $236,966 | 2,420 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $201,319 | 2,420 | Shares | Sole | 2025-11-06 | |
| No filing history on record for this holder in this stock. | ||||||