Position in TY
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$450,592
+$102,913 QoQ
Shares Held
13,091
+18.9% QoQ
Ownership
0.025%
of shares outstanding
% of Portfolio
1.18%
of 13F equity value
Holder Rank
#66
of 156 holders
Holding Since
Dec 2025
3 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, 2026Financial Plan, Inc. holds $571,722 across 2 Asset Management names. TY ranks #1 (78.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TY |
TRI-CONTINENTAL Corp
This page
|
13,091 | $450,592 | |
| 2 | GGN |
GAMCO Global Gold, Natural Resources & Income Trust
|
25,027 | $121,130 |
All Filings in TY
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $450,592 | 13,091 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $347,679 | 11,006 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $391,528 | 11,988 | Shares | Sole | 2026-01-28 | |
| No filing history on record for this holder in this stock. | ||||||