Position in SLM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,116,898
+$121,441 QoQ
Shares Held
43,057
-7.4% QoQ
Ownership
0.023%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#168
of 384 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SLM Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 202644 WEALTH MANAGEMENT LLC holds $6,468,812 across 5 Credit Services names. SLM ranks #3 (17.3% of the industry book) .
All Filings in SLM
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,116,898 | 43,057 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $995,457 | 46,495 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,337,738 | 49,436 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $1,381,896 | 49,924 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||