ACCREDITED INVESTOR SERVICES, LLC TEI TEMPLETON EMERGING MKTS INCO

Ownership history in ACCREDITED INVESTOR SERVICES, LLC  ·  4 quarters on record

AI Ownership Summary

ACCREDITED INVESTOR SERVICES, LLC reported TEMPLETON EMERGING MKTS INCO (TEI) in 4 quarterly 13F filings from 2025 Q1 through 2025 Q4. Peak portfolio weight reached 0.05% in 2025 Q3. The latest visible filing shows TEI at 0.05% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this TEI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was ACCREDITED INVESTOR SERVICES, LLC's position in TEMPLETON EMERGING MKTS INCO, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

TEI was reported at 0.05% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.05% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How ACCREDITED INVESTOR SERVICES, LLC held TEI — position size vs. price
% of Fund (quarterly)    TEI price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 10.0% -4.7% 10,646 -1,182 -10.0% 0.05% $69K 2026-02-09 $6.70
2025 Q3 ADDED 11,828 +979 +9.0% 0.05% $73K 2025-10-21 $5.60
2025 Q2 REDUCED 10,849 -31 -0.3% 0.05% $65K 2025-07-24 $5.20
2025 Q1 INITIATED 10,880 0.05% $59K 2025-05-02 $4.67

FAQ About ACCREDITED INVESTOR SERVICES, LLC and TEI

These are the practical questions this page is built to answer before you even open the full history table.

How long has ACCREDITED INVESTOR SERVICES, LLC reported owning TEI?

ACCREDITED INVESTOR SERVICES, LLC reported TEI across 4 quarterly 13F filings, from 2025 Q1 through 2025 Q4.

What was the largest reported TEI position in ACCREDITED INVESTOR SERVICES, LLC's portfolio?

The largest reported portfolio weight for TEI was 0.05% in 2025 Q3.

What is the latest reported TEI position on this page?

The most recent filing on this page is 2025 Q4, when ACCREDITED INVESTOR SERVICES, LLC reported 10,646 shares, equal to 0.05% of portfolio, with an estimated market value of $69K.

What does the chart on this TEI ownership page compare?

The chart compares ACCREDITED INVESTOR SERVICES, LLC's quarterly TEI portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did ACCREDITED INVESTOR SERVICES, LLC time their TEI position?

Based on 13F filing dates vs. subsequent TEI price moves, ACCREDITED INVESTOR SERVICES, LLC correctly timed 2 out of 3 reported position changes (67%). The annualised alpha on TEI relative to SPY over the holding period was +21.3%.

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