FINANCIAL MANAGEMENT NETWORK INC
Position in TBLD — Thornburg Income Builder Opportunities Trust
CIK 1844831
MISSION VIEJO, CA
Position in TBLD
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,067,680
+$133,685 QoQ
Shares Held
48,377
+9.5% QoQ
Ownership
0.151%
of shares outstanding
% of Portfolio
0.54%
of 13F equity value
Holder Rank
#26
of 56 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TBLD Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026FINANCIAL MANAGEMENT NETWORK INC holds $7,517,134 across 4 Asset Management names. TBLD ranks #3 (14.2% of the industry book) .
All Filings in TBLD
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,067,680 | 48,377 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $933,995 | 44,171 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $885,023 | 44,031 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $886,696 | 44,580 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $855,961 | 43,627 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $778,452 | 43,392 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $598,924 | 36,789 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $784,276 | 44,011 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $778,385 | 48,257 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $971,639 | 60,089 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $931,918 | 60,085 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $813,599 | 55,726 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $862,992 | 56,664 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $844,188 | 54,080 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $776,632 | 54,386 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $866,982 | 68,052 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $425,230 | 29,306 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $246,318 | 14,413 | Shares | Sole | 2022-04-21 | |
| No filing history on record for this holder in this stock. | ||||||