Position in SII
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$266,937
New position
Shares Held
1,868
first reported quarter
Ownership
0.007%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Asset Management
Financial Services · as of Jun 30, 2026Papamarkou Wellner Asset Management inc. holds $4,730,308 across 7 Asset Management names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
2,207 | $2,122,162 | |
| 2 | BX |
Blackstone Inc.
|
12,897 | $1,517,589 | |
| 3 | OWL |
Blue Owl Capital Inc.
|
41,250 | $360,937 | |
| 4 | EMD |
Western Asset Emerging Markets Debt Fund Inc.
|
20,000 | $214,800 | |
| 5 | HFRO |
Highland Opportunities & Income Fund
|
30,000 | $213,900 | |
| 6 | PPT |
Franklin Premier Income Trust
|
50,000 | $174,500 | |
| 7 | EDD |
Morgan Stanley Emerging Markets Domestic Debt Fund, Inc.
|
21,500 | $126,420 |
All Filings in SII
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $266,937 | 1,868 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||