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Portman Ridge Finance Ord shares owned by Strategic Wealth Partners

Quarter-by-quarter ownership of Portman Ridge Finance Ord shares owned by Strategic Wealth Partners from 13F filings

Historical chart of Strategic Wealth Partners investment in Portman Ridge Finance Ord

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All positions including Portman Ridge Finance Ord held by Strategic Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Portman Ridge Finance Ord by Strategic Wealth Partners

Quarter filed Position value Share count Share price at filing
2026-06-30 $7.3k 1.0k 7.28

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Top funds holding Portman Ridge Finance Ord

Nova Wealth Management
Strategic Wealth Partners
Farther Finance Advisors

View all funds holding Portman Ridge Finance Ord