SVC SERVICE PPTYS TR

Ownership history in Baugh & Associates, LLC  ·  26 quarters on record

AI Ownership Summary

Baugh & Associates, LLC reported SERVICE PPTYS TR (SVC) in 26 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 1.48% in 2023 Q4. The latest visible filing shows SVC at 0.16% 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 SVC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Baugh & Associates, LLC's position in SERVICE PPTYS TR, 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

SVC was reported at 0.16% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.48% in 2023 Q4

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

Time in book
Holding Window
2023 Q3 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 Baugh & Associates, LLC held SVC — position size vs. price
% of Fund (quarterly)    SVC price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 193,767 -46,550 -19.4% 0.16% $331K 2026-02-14 (Est.) $2.21
2025 Q3 REDUCED 240,317 -8,846 -3.6% 0.30% $609K 2025-10-27 $2.28
2025 Q2 REDUCED 249,163 -18,304 -6.8% 0.29% $558K 2025-07-11 $2.78
2025 Q1 REDUCED 267,467 -2,343 -0.9% 0.34% $679K 2025-04-23 $1.76
2024 Q4 REDUCED 269,810 -17,786 -6.2% 0.35% $672K 2025-01-16 $2.49
2024 Q3 REDUCED 287,596 -6,207 -2.1% 0.66% $1.3M 2024-10-31 $3.13
2024 Q2 REDUCED 293,803 -5,928 -2.0% 0.80% $1.5M 2024-07-12 $5.10
2024 Q1 REDUCED 299,731 -2,364 -0.8% 1.08% $2.0M 2024-04-16 $5.77
2023 Q4 REDUCED 302,095 -2,935 -1.0% 1.48% $2.6M 2024-01-10 $7.34
2023 Q3 REDUCED 305,030 -2,730 -0.9% 1.47% $2.3M 2023-10-13 $6.24
16 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Baugh & Associates, LLC and SVC

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

How long has Baugh & Associates, LLC reported owning SVC?

Baugh & Associates, LLC reported SVC across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported SVC position in Baugh & Associates, LLC's portfolio?

The largest reported portfolio weight for SVC was 1.48% in 2023 Q4.

What is the latest reported SVC position on this page?

The most recent filing on this page is 2025 Q4, when Baugh & Associates, LLC reported 193,767 shares, equal to 0.16% of portfolio, with an estimated market value of $331K.

What does the chart on this SVC ownership page compare?

The chart compares Baugh & Associates, LLC's quarterly SVC 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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