BRAVE ASSET MANAGEMENT INC SRFM — SURF AIR MOBILITY INC

Ownership history in BRAVE ASSET MANAGEMENT INC  ·  6 quarters on record

AI Ownership Summary

BRAVE ASSET MANAGEMENT INC reported SURF AIR MOBILITY INC (SRFM) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.03% in 2024 Q4. The latest visible filing shows SRFM at 0.01% 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 SRFM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BRAVE ASSET MANAGEMENT INC's position in SURF AIR MOBILITY 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
2026 Q1

SRFM was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.03% 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 2026 Q1

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.

SRFM stock page BRAVE ASSET MANAGEMENT INC fund profile BRAVE ASSET MANAGEMENT INC full holdings
How BRAVE ASSET MANAGEMENT INC held SRFM — position size vs. price
% of Fund (quarterly)    SRFM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 22,500 -17,500 -43.8% 0.01% $26K 2026-04-17 $1.36
2025 Q4 ADDED — — — 40,000 +15,000 +60.0% 0.02% $78K 2026-01-08 $3.22
2025 Q3 ADDED — — — 25,000 +15,000 +150.0% 0.03% $107K 2025-10-21 $4.59
2025 Q2 UNCHANGED — — — 10,000 — 0% 0.01% $37K 2025-07-16 $6.21
2025 Q1 REDUCED 37.5% +38.2% ❌ 10,000 -6,000 -37.5% 0.01% $27K 2025-04-10 $2.36
2024 Q4 INITIATED — — — 16,000 — — 0.03% $86K 2025-01-14 $3.88

🏢 Other funds also holding SRFM

As of 2026 Q1 — sorted by position size

J. Derek Lewis & Associates Inc. 0.07% Balefire, LLC 3Y 7Y 0.07% United Bank 3Y 7Y 0.05% T3 Companies, LLC 0.04% BROWN WEALTH MANAGEMENT, LLC 0.02% Hudson Bay Capital Management LP 3Y 7Y 0.01% 683 Capital Management, LLC 3Y 7Y 0.01% James J. Burns & Company, LLC 3Y 0.0% SHERMAN PORFOLIOS, LLC 0.0% Virtu Financial LLC 3Y 7Y 0.0%

FAQ About BRAVE ASSET MANAGEMENT INC and SRFM

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

How long has BRAVE ASSET MANAGEMENT INC reported owning SRFM?

BRAVE ASSET MANAGEMENT INC reported SRFM across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported SRFM position in BRAVE ASSET MANAGEMENT INC's portfolio?

The largest reported portfolio weight for SRFM was 0.03% in 2024 Q4.

What is the latest reported SRFM position on this page?

The most recent filing on this page is 2026 Q1, when BRAVE ASSET MANAGEMENT INC reported 22,500 shares, equal to 0.01% of portfolio, with an estimated market value of $26K.

What does the chart on this SRFM ownership page compare?

The chart compares BRAVE ASSET MANAGEMENT INC's quarterly SRFM 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.

How well did BRAVE ASSET MANAGEMENT INC time their SRFM position?

Based on 13F filing dates vs. subsequent SRFM price moves, BRAVE ASSET MANAGEMENT INC correctly timed 0 out of 4 reported position changes (0%). The annualised alpha on SRFM relative to SPY over the holding period was -63.4%.

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