Position in TY
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$549,790
+$56,860 QoQ
Shares Held
15,973
+2.4% QoQ
Ownership
0.030%
of shares outstanding
% of Portfolio
1.18%
of 13F equity value
Holder Rank
#59
of 156 holders
Holding Since
Dec 2020
23 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, 2026Tower Wealth Partners, Inc. holds $850,321 across 2 Asset Management names. TY ranks #1 (64.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TY |
TRI-CONTINENTAL Corp
This page
|
15,973 | $549,790 | |
| 2 | STT |
State Street Corp
|
1,772 | $300,531 |
All Filings in TY
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $549,790 | 15,973 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $492,930 | 15,604 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $505,054 | 15,464 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $490,756 | 14,434 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $453,466 | 14,323 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $424,840 | 13,852 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $435,135 | 13,731 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $423,969 | 12,832 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $393,907 | 12,719 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $384,445 | 12,482 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $353,369 | 12,257 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $324,717 | 12,212 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $331,699 | 12,097 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $317,272 | 11,950 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $302,869 | 11,817 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $292,150 | 11,430 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $296,165 | 11,317 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $338,931 | 10,990 | Shares | Sole | 2022-04-15 | |
| 2021-12-31 | $361,538 | 10,893 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $326,756 | 9,789 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $330,775 | 9,703 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $309,803 | 9,553 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $279,375 | 9,480 | Shares | Sole | 2021-04-09 | |
| No filing history on record for this holder in this stock. | ||||||