DOSSIER · 13F Holders · Q2 2026
KCAPUSD

PORTMAN RIDGE FIN CORP COM NEW

3 institutions still hold PORTMAN RIDGE FIN CORP COM NEW as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 73688F102·3 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$26K
visible holders
Holders
3
filers reporting
Concentration
70.68%
Nova Wealth Management, Inc. #1
top holder share
AI Holders Summary · Q2 2026

3 institutions reported KCAPUSD in Q2 2026. Nova Wealth Management, Inc. leads at 70.7% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Nova Wealth Management, Inc.
CIK 0002051980
$18K3K0.01%Q2 2026
02
Strategic Wealth Partners, Ltd.
CIK 0001720777
$7K1K0.00%Q2 2026
03
Farther Finance Advisors, LLC
CIK 0001992825
$326450.00%Q2 2026