TY — TRI CONTL CORPORATION

Ownership history in Stolper Co · 24 quarters on record

This page tracks every 13F SEC filing in which Stolper Co reported a position in TRI CONTL CORPORATION (TY). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position

0.78% (2021 Q4)

Avg. % of fund

0.63%

First filed

2020 Q1

Last filed

2025 Q4

Quarters held

24

Quarter	Action	Shares	Change	Chg %	% of Fund	Mkt Value	Price (EOQ)
2025 Q4	ADDED	61,655	+3,309	+5.7%	0.59%	$2.0M	$32.37
2025 Q3	REDUCED	58,346	-43	-0.1%	0.60%	$2.0M	$33.43
2025 Q2	ADDED	58,389	+3,021	+5.5%	0.61%	$1.8M	$30.89
2025 Q1	ADDED	55,368	+349	+0.6%	0.56%	$1.7M	$29.65

% of Fund (quarterly) TY price (monthly, adj. close)

Other funds also holding TY

As of 2025 Q4 — sorted by position size

Altium Capital Management LLC 3Y 5.22% BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 3Y 7Y 2.02% 1620 INVESTMENT ADVISORS, INC. 3Y 2.01% Uncommon Cents Investing LLC 3Y 7Y 1.26% Beckerman Institutional, LLC 0.74% Shaker Financial Services, LLC 3Y 7Y 0.73% Saba Capital Management, L.P. 3Y 7Y 0.68% Platform Technology Partners 3Y 0.47% Cornerstone Advisory, LLC 3Y 7Y 0.46% RB Capital Management, LLC 3Y 7Y 0.41%

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