Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies
Position in TY — TRI-CONTINENTAL Corp
CIK 2106763
LYNCHBURG, VA
Position in TY
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$215,882
+$11,039 QoQ
Shares Held
6,272
0.0% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.77%
of 13F equity value
Holder Rank
#107
of 156 holders
Holding Since
Dec 2025
2 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, 2026Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies holds $452,909 across 2 Asset Management names. TY ranks #2 (47.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADX |
Adams Diversified Equity Fund, Inc.
|
9,277 | $237,027 | |
| 2 | TY |
TRI-CONTINENTAL Corp
This page
|
6,272 | $215,882 |
All Filings in TY
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $215,882 | 6,272 | Shares | Sole | 2026-07-22 | |
| 2025-12-31 | $204,843 | 6,272 | Shares | Sole | 2026-02-02 | |
| No filing history on record for this holder in this stock. | ||||||