RING β€” ISHARES INC

Ownership history in Avid Wealth Partners LLC  Β·  4 quarters on record

AI Ownership Summary

Avid Wealth Partners LLC reported ISHARES INC (RING) in 4 quarterly 13F filings from 2025 Q1 through 2025 Q4. Peak portfolio weight reached 3.31% in 2025 Q4. The latest visible filing shows RING at 3.31% 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 RING ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Avid Wealth Partners LLC's position in ISHARES 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 Q4

RING was reported at 3.31% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.31% in 2025 Q4

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 Avid Wealth Partners LLC held RING β€” position size vs. price
% of Fund (quarterly)    RING price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 91,888 +6,532 +7.7% 3.31% $6.8M 2026-02-14 (Est.) $89.33
2025 Q3 ADDED 85,356 +801 +0.9% 2.74% $5.5M 2025-11-06 $60.34
2025 Q2 ADDED 84,555 +4,744 +5.9% 2.12% $3.7M 2025-08-14 $48.80
2025 Q1 INITIATED 79,811 β€” β€” 2.08% $3.1M 2025-04-17 $42.19

FAQ About Avid Wealth Partners LLC and RING

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

How long has Avid Wealth Partners LLC reported owning RING?

Avid Wealth Partners LLC reported RING across 4 quarterly 13F filings, from 2025 Q1 through 2025 Q4.

What was the largest reported RING position in Avid Wealth Partners LLC's portfolio?

The largest reported portfolio weight for RING was 3.31% in 2025 Q4.

What is the latest reported RING position on this page?

The most recent filing on this page is 2025 Q4, when Avid Wealth Partners LLC reported 91,888 shares, equal to 3.31% of portfolio, with an estimated market value of $6.8M.

What does the chart on this RING ownership page compare?

The chart compares Avid Wealth Partners LLC's quarterly RING 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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