XYZ β€” BLOCK INC

Ownership history in ACT CAPITAL MANAGEMENT, LLC  Β·  1 quarter on record

AI Ownership Summary

ACT CAPITAL MANAGEMENT, LLC reported BLOCK INC (XYZ) in 1 quarterly 13F filing .

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this XYZ ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was ACT CAPITAL MANAGEMENT, LLC's position in BLOCK INC, 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
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See the most recent quarter where the fund disclosed this position.

High-water mark
Peak Conviction
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Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
1 quarters

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 ACT CAPITAL MANAGEMENT, LLC held XYZ β€” position size vs. price
% of Fund (quarterly)    XYZ price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 0 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
1 older quarter hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About ACT CAPITAL MANAGEMENT, LLC and XYZ

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

How long has ACT CAPITAL MANAGEMENT, LLC reported owning XYZ?

ACT CAPITAL MANAGEMENT, LLC reported XYZ across 0 quarterly 13F filings.

What was the largest reported XYZ position in ACT CAPITAL MANAGEMENT, LLC's portfolio?

This page shows the quarter-by-quarter portfolio weight history for XYZ in ACT CAPITAL MANAGEMENT, LLC.

What is the latest reported XYZ position on this page?

The most recent filing on this page is 2022 Q3, when ACT CAPITAL MANAGEMENT, LLC reported 6,000 shares, equal to 0.46% of portfolio, with an estimated market value of $330K.

What does the chart on this XYZ ownership page compare?

The chart compares ACT CAPITAL MANAGEMENT, LLC's quarterly XYZ 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.

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