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Equibles

Westside Investment Management, Inc.

Position in TDF — Templeton Dragon Fund Inc

CIK 1538383 SANTA MONICA, CA
Back to TDF Full portfolio

Position in TDF

as of Jun 30, 2026 · filed Jul 27, 2026
Position Value
$20,309
+$522 QoQ
Shares Held
1,865
0.0% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#41
of 50 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in TDF Over Time

Shares Held

Position Value (USD)

Position in Asset Management

Financial Services · as of Jun 30, 2026

Westside Investment Management, Inc. holds $3,252,089 across 28 Asset Management names. TDF ranks #17 (0.6% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 BX
Blackstone Inc.
 20,389 $2,399,173
2 RIV
Rivernorth Opportunities Fund, Inc.
 15,000 $174,900
3 DXYZ
Destiny Tech100 Inc.
 3,200 $82,432
4 MSIF
Msc Income Fund, Inc.
 6,000 $69,420
5 ACV
Virtus Diversified Income & Convertible Fund
 1,867 $52,910
6 CCD
Calamos Dynamic Convertible & Income Fund
 1,667 $42,958
7 BTT
BlackRock Municipal 2030 Target Term Trust
 1,834 $41,723
8 BLK
BlackRock, Inc.
 38 $36,539

All Filings in TDF

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26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $20,309 1,865
2026-03-31 $19,787 1,865
2025-12-31 $20,999 1,865
2025-09-30 $21,727 1,865
2025-06-30 $18,631 1,865
2025-03-31 $18,090 1,865
2024-12-31 $15,833 1,865
2024-09-30 $17,083 1,865
2024-06-30 $14,957 1,865
2024-03-31 $14,658 1,865
2023-12-31 $15,237 1,865
2023-09-30 $22,631 2,650
2023-06-30 $24,141 2,650
2023-03-31 $28,063 2,650
2022-12-31 $27,083 2,650
2022-09-30 $24,671 2,650
2022-06-30 $37,789 2,650
2022-03-31 $35,483 2,650
2021-12-31 $45,050 2,650
2021-09-30 $47,620 2,650
2021-06-30 $62,884 2,650
2021-03-31 $62,407 2,650
2020-12-31 $61,904 2,650
2020-09-30 $58,114 2,650
2020-06-30 $53,477 2,650
2020-03-31 $45,182 2,650