WestHill Financial Advisors, Inc.
Position in STEW — SRH Total Return Fund, Inc.
CIK 1759641
San Rafael, CA
Position in STEW
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$289,407
+$12,935 QoQ
Shares Held
16,168
0.0% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.65%
of 13F equity value
Holder Rank
#79
of 129 holders
Holding Since
Dec 2020
22 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in STEW Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026WestHill Financial Advisors, Inc. holds $418,077 across 2 Asset Management names. STEW ranks #1 (69.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | STEW |
SRH Total Return Fund, Inc.
This page
|
16,168 | $289,407 | |
| 2 | VCV |
Invesco California Value Municipal Income Trust
|
11,925 | $128,670 |
All Filings in STEW
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $289,407 | 16,168 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $276,472 | 16,168 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $299,754 | 16,168 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $293,610 | 16,168 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $285,850 | 16,168 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $278,898 | 16,168 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $259,011 | 16,168 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $255,454 | 16,168 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $235,244 | 16,168 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $243,490 | 16,168 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $224,250 | 16,168 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $209,860 | 16,168 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $214,711 | 16,168 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $198,543 | 16,168 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $205,333 | 16,168 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $175,907 | 16,168 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $193,207 | 16,168 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $239,771 | 16,168 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $229,747 | 16,168 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $211,962 | 16,168 | Shares | Sole | 2021-10-13 | |
| 2021-03-31 | $203,393 | 16,168 | Shares | Sole | 2021-10-13 | |
| 2020-12-31 | $180,111 | 16,168 | Shares | Sole | 2021-02-17 | |
| No filing history on record for this holder in this stock. | ||||||