Position in SOR
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$2,998,710
-$1,140,968 QoQ
Shares Held
64,739
-28.4% QoQ
Ownership
0.787%
of shares outstanding
% of Portfolio
1.75%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SOR Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Hara Capital LLC holds $17,563,965 across 19 Asset Management names. SOR ranks #3 (17.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DTF |
Dtf Tax-Free Income 2028 Term Fund Inc
|
303,989 | $3,480,674 | |
| 2 | TSI |
Tcw Strategic Income Fund Inc
|
738,114 | $3,314,131 | |
| 3 | SOR |
Source Capital /De/
This page
|
64,739 | $2,998,710 | |
| 4 | BTT |
BlackRock Municipal 2030 Target Term Trust
|
120,285 | $2,730,469 | |
| 5 | SABA |
Saba Capital Income & Opportunities Fund II
|
281,766 | $2,344,293 | |
| 6 | JOF |
Japan Smaller Capitalization Fund Inc
|
99,964 | $1,089,607 | |
| 7 | VBF |
Invesco Bond Fund
|
38,853 | $582,795 | |
| 8 | VFL |
abrdn National Municipal Income Fund
|
24,600 | $245,016 |
All Filings in SOR
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,998,710 | 64,739 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $4,139,678 | 90,465 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $4,922,666 | 109,344 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $4,662,804 | 107,537 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,969,708 | 71,542 | Shares | Sole | 2025-04-30 | |
| No filing history on record for this holder in this stock. | ||||||