FDSB β€” FIFTH DIST BANCORP INC

Ownership history in Beacon Pointe Advisors, LLC  Β·  5 quarters on record

AI Ownership Summary

Beacon Pointe Advisors, LLC reported FIFTH DIST BANCORP INC (FDSB) in 5 quarterly 13F filings from 2024 Q4 through 2025 Q4. The latest visible filing shows FDSB 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 FDSB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Beacon Pointe Advisors, LLC's position in FIFTH DIST BANCORP 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

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

High-water mark
Peak Conviction
0.0% in 2024 Q4

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

Time in book
Holding Window
2024 Q4 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 Beacon Pointe Advisors, LLC held FDSB β€” position size vs. price
% of Fund (quarterly)    FDSB price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED 10,000 β€” 0% 0.00% $150K 2026-02-14 (Est.) $15.11
2025 Q3 REDUCED 10,000 -1,000 -9.1% 0.00% $138K 2025-11-14 $13.24
2025 Q2 UNCHANGED 11,000 β€” 0% 0.00% $136K 2025-08-13 $13.30
2025 Q1 UNCHANGED 11,000 β€” 0% 0.00% $134K 2025-05-13 $12.55
2024 Q4 INITIATED 11,000 β€” β€” 0.00% $139K 2025-02-14 $12.95

FAQ About Beacon Pointe Advisors, LLC and FDSB

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

How long has Beacon Pointe Advisors, LLC reported owning FDSB?

Beacon Pointe Advisors, LLC reported FDSB across 5 quarterly 13F filings, from 2024 Q4 through 2025 Q4.

What was the largest reported FDSB position in Beacon Pointe Advisors, LLC's portfolio?

The largest reported portfolio weight for FDSB was 0.00% in 2024 Q4.

What is the latest reported FDSB position on this page?

The most recent filing on this page is 2025 Q4, when Beacon Pointe Advisors, LLC reported 10,000 shares, equal to 0.00% of portfolio, with an estimated market value of $150K.

What does the chart on this FDSB ownership page compare?

The chart compares Beacon Pointe Advisors, LLC's quarterly FDSB 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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