Position in SII
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$561,750
-$152,750 QoQ
Shares Held
5,000
0.0% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
2.57%
of 13F equity value
Holder Rank
#126
of 234 holders
Holding Since
Dec 2025
3 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, 2026Plus Group Wealth Advisors LLC holds $2,055,435 across 3 Asset Management names. SII ranks #2 (27.3% of the industry book) .
All Filings in SII
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $561,750 | 5,000 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $714,500 | 5,000 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $489,600 | 5,000 | Shares | Sole | 2026-02-05 | |
| No filing history on record for this holder in this stock. | ||||||