LRGF — ISHARES TR

Ownership history in Beirne Wealth Consulting Services, LLC  ·  29 quarters on record

AI Ownership Summary

Beirne Wealth Consulting Services, LLC reported ISHARES TR (LRGF) in 29 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 8.66% in 2023 Q4. The latest visible filing shows LRGF at 6.10% 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 LRGF ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Beirne Wealth Consulting Services, LLC's position in ISHARES 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

LRGF was reported at 6.10% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
8.66% 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 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.

LRGF stock page Beirne Wealth Consulting Services, LLC fund profile Beirne Wealth Consulting Services, LLC full holdings
How Beirne Wealth Consulting Services, LLC held LRGF — position size vs. price
% of Fund (quarterly)    LRGF price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 303,492 -1,932 -0.6% 6.10% $21.1M 2026-02-14 (Est.) $68.58
2025 Q3 REDUCED 305,424 -86 -0.0% 5.06% $21.1M 2025-11-07 $68.57
2025 Q2 REDUCED 305,510 -30,990 -9.2% 6.35% $19.6M 2025-08-04 $64.91
2025 Q1 REDUCED 336,500 -1,043 -0.3% 6.94% $19.5M 2025-05-01 $57.22
2024 Q4 ADDED 337,543 +2,516 +0.8% 7.35% $20.4M 2025-01-31 $61.48
2024 Q3 REDUCED 335,027 -23,283 -6.5% 6.91% $19.7M 2024-11-07 $60.46
2024 Q2 REDUCED 358,310 -5,766 -1.6% 8.05% $20.0M 2024-08-12 $53.37
2024 Q1 ADDED 364,076 +1,988 +0.5% 8.31% $19.6M 2024-05-13 $52.28
2023 Q4 REDUCED 362,088 -23,521 -6.1% 8.66% $17.5M 2024-02-06 $48.68
20 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding LRGF

As of 2026 Q1 — sorted by position size

Stonebridge Financial Group, LLC 1.15% Acropolis Investment Management, LLC 3Y 7Y 1.04% Planned Solutions, Inc. 3Y 0.36% RVW Wealth, LLC 3Y 7Y 0.23% JGP Wealth Management, LLC 3Y 7Y 0.07% Holos Integrated Wealth LLC 0.05% Wealth Enhancement Trust Services, Inc. 0.05% Farther Finance Advisors, LLC 0.04% Versant Capital Management, Inc 3Y 7Y 0.04% Ares Financial Consulting, LLC 0.03%

FAQ About Beirne Wealth Consulting Services, LLC and LRGF

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

How long has Beirne Wealth Consulting Services, LLC reported owning LRGF?

Beirne Wealth Consulting Services, LLC reported LRGF across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported LRGF position in Beirne Wealth Consulting Services, LLC's portfolio?

The largest reported portfolio weight for LRGF was 8.66% in 2023 Q4.

What is the latest reported LRGF position on this page?

The most recent filing on this page is 2025 Q4, when Beirne Wealth Consulting Services, LLC reported 303,492 shares, equal to 6.10% of portfolio, with an estimated market value of $21.1M.

What does the chart on this LRGF ownership page compare?

The chart compares Beirne Wealth Consulting Services, LLC's quarterly LRGF 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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