Position in SOBO
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$808
-$191 QoQ
Shares Held
23
-23.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#273
of 301 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SOBO Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026Ascentis Independent Advisors holds $148,272 across 5 Oil & Gas Midstream names. SOBO ranks #5 (0.5% of the industry book) .
All Filings in SOBO
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $808 | 23 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $999 | 30 | Shares | Sole | 2026-04-28 | |
| No filing history on record for this holder in this stock. | ||||||