AMARILLO NATIONAL BANK BLES Northern Lts Fd Tr Iv Inspire Gbl Hope

Ownership history in AMARILLO NATIONAL BANK  ·  18 quarters on record

AI Ownership Summary

AMARILLO NATIONAL BANK reported Northern Lts Fd Tr Iv Inspire Gbl Hope (BLES) in 18 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.14% in 2026 Q1. The latest visible filing shows BLES at 0.14% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this BLES ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was AMARILLO NATIONAL BANK's position in Northern Lts Fd Tr Iv Inspire Gbl Hope, 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
2026 Q1

BLES was reported at 0.14% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.14% in 2026 Q1

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

Time in book
Holding Window
2023 Q4 to 2026 Q1

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 AMARILLO NATIONAL BANK held BLES — position size vs. price
% of Fund (quarterly)    BLES price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 17,644 0% 0.14% $783K 2026-04-17 $47.52
2025 Q4 UNCHANGED 17,644 0% 0.13% $762K 2026-01-28 $45.52
2025 Q3 UNCHANGED 17,644 0% 0.13% $749K 2025-10-16 $42.12
2025 Q2 UNCHANGED 17,644 0% 0.13% $717K 2025-07-16 $40.43
2025 Q1 UNCHANGED 17,644 0% 0.13% $666K 2025-04-22 $36.05
2024 Q4 UNCHANGED 17,644 0% 0.12% $653K 2025-01-30 $37.78
2024 Q3 UNCHANGED 17,644 0% 0.13% $697K 2024-10-24 $37.68
2024 Q2 UNCHANGED 17,644 0% 0.12% $644K 2024-07-11 $36.42
2024 Q1 UNCHANGED 17,644 0% 0.12% $663K 2024-04-19 $34.25
2023 Q4 UNCHANGED 17,644 0% 0.12% $630K 2024-01-24 $33.45
8 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About AMARILLO NATIONAL BANK and BLES

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

How long has AMARILLO NATIONAL BANK reported owning BLES?

AMARILLO NATIONAL BANK reported BLES across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported BLES position in AMARILLO NATIONAL BANK's portfolio?

The largest reported portfolio weight for BLES was 0.14% in 2026 Q1.

What is the latest reported BLES position on this page?

The most recent filing on this page is 2026 Q1, when AMARILLO NATIONAL BANK reported 17,644 shares, equal to 0.14% of portfolio, with an estimated market value of $783K.

What does the chart on this BLES ownership page compare?

The chart compares AMARILLO NATIONAL BANK's quarterly BLES 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 AMARILLO NATIONAL BANK time their BLES position?

Based on 13F filing dates vs. subsequent BLES price moves, AMARILLO NATIONAL BANK correctly timed 2 out of 3 reported position changes (67%). The annualised alpha on BLES relative to SPY over the holding period was -2.1%.

← Back to AMARILLO NATIONAL BANK Holdings