INDY β€” INDY - ishares India 50

Ownership history in BEARING POINT CAPITAL, LLC  Β·  4 quarters on record

AI Ownership Summary

BEARING POINT CAPITAL, LLC reported INDY - ishares India 50 (INDY) in 4 quarterly 13F filings from 2025 Q1 through 2025 Q4. Peak portfolio weight reached 0.28% in 2025 Q1. The latest visible filing shows INDY at 0.23% 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 INDY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BEARING POINT CAPITAL, LLC's position in INDY - ishares India 50, 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

INDY was reported at 0.23% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.28% in 2025 Q1

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 BEARING POINT CAPITAL, LLC held INDY β€” position size vs. price
% of Fund (quarterly)    INDY 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 29,380 +3,125 +11.9% 0.23% $1.4M 2026-02-14 (Est.) $47.91
2025 Q3 ADDED 26,255 +285 +1.1% 0.23% $1.3M 2025-11-12 $49.34
2025 Q2 ADDED 25,970 +30 +0.1% 0.26% $1.4M 2025-08-07 $47.65
2025 Q1 INITIATED 25,940 β€” β€” 0.28% $1.3M 2025-05-07 $48.70

FAQ About BEARING POINT CAPITAL, LLC and INDY

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

How long has BEARING POINT CAPITAL, LLC reported owning INDY?

BEARING POINT CAPITAL, LLC reported INDY across 4 quarterly 13F filings, from 2025 Q1 through 2025 Q4.

What was the largest reported INDY position in BEARING POINT CAPITAL, LLC's portfolio?

The largest reported portfolio weight for INDY was 0.28% in 2025 Q1.

What is the latest reported INDY position on this page?

The most recent filing on this page is 2025 Q4, when BEARING POINT CAPITAL, LLC reported 29,380 shares, equal to 0.23% of portfolio, with an estimated market value of $1.4M.

What does the chart on this INDY ownership page compare?

The chart compares BEARING POINT CAPITAL, LLC's quarterly INDY 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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