BCD β€” ABRDN ETFS

Ownership history in Alaska Wealth Advisors, LLC  Β·  3 quarters on record

AI Ownership Summary

Alaska Wealth Advisors, LLC reported ABRDN ETFS (BCD) in 3 quarterly 13F filings from 2025 Q2 through 2025 Q4. Peak portfolio weight reached 1.81% in 2025 Q3. The latest visible filing shows BCD at 1.65% 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 BCD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Alaska Wealth Advisors, LLC's position in ABRDN ETFS, 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

BCD was reported at 1.65% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.81% 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 Q2 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 Alaska Wealth Advisors, LLC held BCD β€” position size vs. price
% of Fund (quarterly)    BCD price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 417,243 +14,709 +3.7% 1.65% $12.9M 2026-02-14 (Est.) $32.85
2025 Q3 ADDED 402,534 +385,701 +2291.3% 1.81% $13.8M 2025-10-31 $30.08
2025 Q2 INITIATED 16,833 β€” β€” 0.08% $558K 2025-07-29 $28.88

FAQ About Alaska Wealth Advisors, LLC and BCD

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

How long has Alaska Wealth Advisors, LLC reported owning BCD?

Alaska Wealth Advisors, LLC reported BCD across 3 quarterly 13F filings, from 2025 Q2 through 2025 Q4.

What was the largest reported BCD position in Alaska Wealth Advisors, LLC's portfolio?

The largest reported portfolio weight for BCD was 1.81% in 2025 Q3.

What is the latest reported BCD position on this page?

The most recent filing on this page is 2025 Q4, when Alaska Wealth Advisors, LLC reported 417,243 shares, equal to 1.65% of portfolio, with an estimated market value of $12.9M.

What does the chart on this BCD ownership page compare?

The chart compares Alaska Wealth Advisors, LLC's quarterly BCD 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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