CIK β€” CREDIT SUISSE ASSET MGMT INC

Ownership history in Ameritas Advisory Services, LLC  Β·  2 quarters on record

AI Ownership Summary

Ameritas Advisory Services, LLC reported CREDIT SUISSE ASSET MGMT INC (CIK) in 2 quarterly 13F filings from 2025 Q2 through 2025 Q3. The latest visible filing shows CIK at 0.00% 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 CIK ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Ameritas Advisory Services, LLC's position in CREDIT SUISSE ASSET MGMT 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
2025 Q3

CIK was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% 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 Q3

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 Ameritas Advisory Services, LLC held CIK β€” position size vs. price
% of Fund (quarterly)    CIK price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED 4,728 +106 +2.3% 0.00% $14K 2025-11-06 $2.74
2025 Q2 INITIATED 4,622 β€” β€” 0.00% $14K 2025-07-21 $2.77

FAQ About Ameritas Advisory Services, LLC and CIK

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

How long has Ameritas Advisory Services, LLC reported owning CIK?

Ameritas Advisory Services, LLC reported CIK across 2 quarterly 13F filings, from 2025 Q2 through 2025 Q3.

What was the largest reported CIK position in Ameritas Advisory Services, LLC's portfolio?

The largest reported portfolio weight for CIK was 0.00% in 2025 Q3.

What is the latest reported CIK position on this page?

The most recent filing on this page is 2025 Q3, when Ameritas Advisory Services, LLC reported 4,728 shares, equal to 0.00% of portfolio, with an estimated market value of $14K.

What does the chart on this CIK ownership page compare?

The chart compares Ameritas Advisory Services, LLC's quarterly CIK 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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