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Gabelli Equity Trust shares owned by Sontag Advisory

Quarter-by-quarter ownership of Gabelli Equity Trust (GAB) shares owned by Sontag Advisory from 13F filings

Historical chart of Sontag Advisory investment in Gabelli Equity Trust

Tip: Access up to 7 years of quarterly data

All positions including Gabelli Equity Trust held by Sontag Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Gabelli Equity Trust by Sontag Advisory

Quarter filed Position value Share count Share price at filing
2026-03-31 $824k 147k 5.60
2025-09-30 $7.3k 1.2k 6.09

More positions owned by Sontag Advisory

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Aon Shs Cl A (AON)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Index Fds Growth Etf (VUG)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds Large Cap Etf (VV)
Ishares Tr Core S&p Scp Etf (IJR)

View all positions for Sontag Advisory

Top funds holding Gabelli Equity Trust

LPL Financial
Morgan Stanley
Commonwealth Equity Services
Philadelphia Trust Company
GAMCO Asset Management
Cetera Investment Advisers
Raymond James Financial
Independent Financial Group
Wells Fargo & Company
Cambridge Investment Research Advisors
Royal Bank of Canada
Live Oak Private Wealth
Bank of America Corporation
Scotia Capital
Kestra Advisory Services

View all funds holding Gabelli Equity Trust