Position in TY
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$206,279
-$4,521 QoQ
Shares Held
5,993
-3.3% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.46%
of 13F equity value
Holder Rank
#110
of 156 holders
Holding Since
Dec 2024
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TY Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Mascagni Wealth Management, Inc. holds $206,279 across 1 Asset Management name. TY ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TY |
TRI-CONTINENTAL Corp
This page
|
5,993 | $206,279 |
All Filings in TY
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $206,279 | 5,993 | Shares | Sole | 2026-07-31 | |
| 2025-09-30 | $210,800 | 6,200 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $201,325 | 6,359 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $203,311 | 6,629 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $210,073 | 6,629 | Shares | Sole | 2025-04-23 | |
| No filing history on record for this holder in this stock. | ||||||