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Align Financial, LLC

SEC CIK
0002089183
Latest filing
Jul 27, 2026

SOR holding history

Source Capital in every 13F filed by Align Financial, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SOR overviewAll 13F holders of SORFull Q2 2026 holdings

Shares (Q2 2026)
3,346
Value
$153.8K
% of portfolio
0.1%
Quarters held
3
Since Q4 2025
Holdings of SOR by Align Financial, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,346$153.8K0.1%00.0%UnchangedHolders
Q1 20263,346$155.0K0.1%−149,747−97.8%ReducedHolders
Q4 2025153,093$153.1K0.1%–No prior filingHolders