BRW β€” SABA CAPITAL INCOME & OPRNT FD SHS NEW

Ownership history in SEVEN MILE ADVISORY  Β·  2 quarters on record

AI Ownership Summary

SEVEN MILE ADVISORY reported SABA CAPITAL INCOME & OPRNT FD SHS NEW (BRW) in 2 quarterly 13F filings from 2025 Q3 through 2025 Q4. Peak portfolio weight reached 0.98% in 2025 Q4. The latest visible filing shows BRW at 0.98% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this BRW ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was SEVEN MILE ADVISORY's position in SABA CAPITAL INCOME & OPRNT FD SHS NEW, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

BRW was reported at 0.98% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.98% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How SEVEN MILE ADVISORY held BRW β€” position size vs. price
% of Fund (quarterly)    BRW price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 816,075 +206,453 +33.9% 0.98% $5.7M 2026-02-14 (Est.) $6.35
2025 Q3 INITIATED 609,622 β€” β€” 0.76% $4.7M 2025-11-13 $6.79

FAQ About SEVEN MILE ADVISORY and BRW

These are the practical questions this page is built to answer before you even open the full history table.

How long has SEVEN MILE ADVISORY reported owning BRW?

SEVEN MILE ADVISORY reported BRW across 2 quarterly 13F filings, from 2025 Q3 through 2025 Q4.

What was the largest reported BRW position in SEVEN MILE ADVISORY's portfolio?

The largest reported portfolio weight for BRW was 0.98% in 2025 Q4.

What is the latest reported BRW position on this page?

The most recent filing on this page is 2025 Q4, when SEVEN MILE ADVISORY reported 816,075 shares, equal to 0.98% of portfolio, with an estimated market value of $5.7M.

What does the chart on this BRW ownership page compare?

The chart compares SEVEN MILE ADVISORY's quarterly BRW portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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