American Institute for Advanced Investment Management, LLP

Position in TY — TRI-CONTINENTAL Corp

CIK 1805824 Scottsdale, AZ

Back to TY Full portfolio

Position in TY

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$355,420

+$34,150 QoQ

Shares Held

10,326

+1.5% QoQ

Ownership

0.019%

of shares outstanding

% of Portfolio

0.54%

of 13F equity value

Holder Rank

#81

of 156 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Common Shares in TY Over Time

Shares Held

Position Value (USD)

Position in Asset Management

Financial Services · as of Jun 30, 2026

American Institute for Advanced Investment Management, LLP holds $2,020,658 across 4 Asset Management names. TY ranks #3 (17.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BUI	BlackRock Utilities, Infrastructure & Power Opportunities Trust	38,140	$1,106,441
2	ETV	Eaton Vance Tax-Managed Buy-Write Opportunities Fund	28,770	$428,097
3	TY	TRI-CONTINENTAL Corp This page	10,326	$355,420
4	NVG	Nuveen AMT-Free Municipal Credit Income Fund	10,211	$130,700

All Filings in TY

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$355,420	10,326	+1.5%	Shares	Sole	2026-07-22
2026-03-31	$321,270	10,170	0.0%	Shares	Sole	2026-04-24
2025-12-31	$332,152	10,170	-1.0%	Shares	Sole	2026-02-04
2025-09-30	$349,282	10,273	-12.4%	Shares	Sole	2025-11-03
2025-06-30	$371,150	11,723	+2.5%	Shares	Sole	2025-08-05
2025-03-31	$350,864	11,440	0.0%	Shares	Sole	2025-04-17
2024-12-31	$362,533	11,440	+6.1%	Shares	Sole	2025-01-23
2024-09-30	$356,270	10,783	0.0%	Shares	Sole	2024-10-23
2024-06-30	$333,949	10,783	+0.9%	Shares	Sole	2024-07-24
2024-03-31	$329,005	10,682	0.0%	Shares	Sole	2024-04-22
2023-12-31	$307,962	10,682	+0.4%	Shares	Sole	2024-01-23
2023-09-30	$282,997	10,643	0.0%	Shares	Sole	2023-10-31
2023-06-30	$291,831	10,643	+0.2%	Shares	Sole	2023-07-26
2023-03-31	$282,120	10,626	0.0%	Shares	Sole	2023-04-28
2022-12-31	$272,344	10,626	+2.4%	Shares	Sole	2023-02-28
2022-09-30	$265,338	10,381	0.0%	Shares	Sole	2022-10-25
2022-06-30	$271,670	10,381	+1.9%	Shares	Sole	2022-07-21
2022-03-31	$314,136	10,186	-8.0%	Shares	Sole	2022-04-20
2021-12-31	$367,546	11,074	+10.4%	Shares	Sole	2022-02-10
2021-09-30	$334,968	10,035	0.0%	Shares	Sole	2021-10-19
2021-06-30	$342,093	10,035	+0.9%	Shares	Sole	2021-07-20
2021-03-31	$322,646	9,949	-8.3%	Shares	Sole	2021-05-18
2020-12-31	$319,778	10,851	+1.2%	Shares	Sole	2021-01-28
2020-09-30	$278,047	10,723	0.0%	Shares	Sole	2020-10-07
2020-06-30	$264,965	10,723	+0.8%	Shares	Sole	2020-07-20
2020-03-31	$222,398	10,636	—	Shares	Sole	2020-04-22
No filing history on record for this holder in this stock.