Comparable stake leader
DKM Wealth Management, Inc.
SEC ownership of SOURCE CAPITAL /DE/
Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0000091847.
Disclosed value leader
DKM Wealth Management, Inc.
Comparable rows
0/50
Latest evidence
30 Jun 2026
- Public ticker
- SOR on NYSE
- Parsed ownership sources
-
13F and 3/4/5
Source: Parsed SEC ownership filingsUse: Compare filing families carefully
- Largest SEC-reported holder
-
DKM Wealth Management, Inc.
Ranking: Comparable ownership first, then disclosed value
- Latest parsed ownership date
-
30 Jun 2026
Freshness: Most recent filing date in this holder set
- Issuer CIK
- 0000091847
- Issuer location
- Milwaukee, WI
Ownership snapshot
CIK-linked ownership evidence from parsed SEC filings.
1 signal
Issuer
Names, identifiers, and filing context for this profile.
2 identity fields
Ownership snapshot
Top shareholders of SOURCE CAPITAL /DE/ (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Comparable stake leader
DKM Wealth Management, Inc.
Disclosed value leader
DKM Wealth Management, Inc.
Comparable rows
0/50
Latest evidence
30 Jun 2026
13F
3/4/5
Highest disclosed value: $14,393,004
50 rows are not safely comparable across share classes.
Showing 1-8 of 50 holder rows.
Quick read
DKM Wealth Management, Inc. has the largest disclosed position value at $14.39M.
0 of 50 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Open SEC evidence
Opens DKM Wealth Management, Inc.'s linked filing trail.
Disclosed position value
Top 5
DKM Wealth Management, Inc.
$14.39M
D.A. DAVIDSON & CO.
$7.67M
Shaker Financial Services, LLC
$7.08M
DIVERSIFIED MANAGEMENT INC
$5.58M
Hara Capital LLC
$4.58M
Value bars compare disclosed positions; verify each figure against the linked filing evidence.
Detailed SEC evidence table Showing 1-8 of 50 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| DKM Wealth Management, Inc. |
13F
Company
|
—
class O/S missing
|
$14,393,004
313,096 shares
|
— | 30 Jun 2026 |
| D.A. DAVIDSON & CO. |
13F
Company
|
—
class O/S missing
|
$7,673,337
166,920 shares
|
— | 30 Jun 2026 |
| Shaker Financial Services, LLC |
13F
Company
|
—
class O/S missing
|
$7,077,818
153,966 shares
|
— | 30 Jun 2026 |
| DIVERSIFIED MANAGEMENT INC |
13F
Company
|
—
class O/S missing
|
$5,575,471
121,285 shares
|
— | 30 Jun 2026 |
| Hara Capital LLC |
13F
Company
|
—
class O/S missing
|
$4,577,003
99,565 shares
|
— | 30 Jun 2026 |
| MORGAN STANLEY |
13F
Company
|
—
class O/S missing
|
$4,177,616
90,877 shares
|
— | 30 Jun 2026 |
| FIRST TRUST ADVISORS LP |
13F
Company
|
—
class O/S missing
|
$3,473,217
75,554 shares
|
— | 30 Jun 2026 |
| Mesirow Financial Investment Management, Inc. |
13F
Company
|
—
class O/S missing
|
$3,466,524
75,409 shares
|
— | 30 Jun 2026 |
How to read this table
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
Forms 3/4/5 flow
Insider trading overview
Insider buy and sell flow is broadly balanced over the last 12 months. No Buy or Sell transactions have been reported since 28 Aug 2025.
Buys
$0
Insiders: 0
Sells
$0
Insiders: 0
Net
$0
Shares: 0
Window
Last 12 months
4 rolling buckets
Buy value
Sell value
Shares: 0
Shares: 0
| Window (months) | Buy shares | Sell shares | Buy value | Sell value | Net value |
|---|---|---|---|---|---|
| 0-3 | 0 | 0 | $0 | $0 | $0 |
| 3-6 | 0 | 0 | $0 | $0 | $0 |
| 6-9 | 0 | 0 | $0 | $0 | $0 |
| 9-12 | 0 | 0 | $0 | $0 | $0 |
Reporting owners
Insider holders from Forms 3/4/5
Showing 1-20 of 21 reporting-owner rows connected to SOURCE CAPITAL /DE/. Open a relationship link for the CIK-to-CIK filing trail.
Rows
21
Largest Forms 3/4/5 holder
Mark L. Lipson
Net 12M change
$0
Latest report
31 Dec 2025
Recent insider transactions for SOURCE CAPITAL /DE/
Showing up to 300 recent insider transactions from the last 12 months.
| Insider | Symbol | Class | Transaction | % | SEC-reported value | SEC-reported price | Shares | Shares owned | Date | Ownership |
|---|---|---|---|---|---|---|---|---|---|---|
| No insider transactions were found in the last 12 months for this issuer. | ||||||||||
* marks a reported price that did not pass the local price check.