Position in SIRI
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$109,120
+$23,863 QoQ
Shares Held
3,694
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.50%
of 13F equity value
Holder Rank
#397
of 594 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SIRI Over Time
Shares Held
Position Value (USD)
Position in Entertainment
Communication Services · as of Jun 30, 2026Dougherty Wealth Advisers LLC holds $171,523 across 3 Entertainment names. SIRI ranks #1 (63.6% of the industry book) .
All Filings in SIRI
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $109,120 | 3,694 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $85,257 | 3,694 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $73,880 | 3,694 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $85,996 | 3,694 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $84,851 | 3,694 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $83,299 | 3,694 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $84,223 | 3,694 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $87,363 | 3,694 | Shares | Sole | 2024-10-30 | |
| No filing history on record for this holder in this stock. | ||||||