OILK β€” PROSHARES TR

Ownership history in Bridge Advisory, LLC  Β·  4 quarters on record

AI Ownership Summary

Bridge Advisory, LLC reported PROSHARES TR (OILK) in 4 quarterly 13F filings from 2023 Q4 through 2024 Q3. Peak portfolio weight reached 2.3% in 2023 Q4. The latest visible filing shows OILK at 1.78% 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 OILK ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Bridge Advisory, LLC's position in PROSHARES 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
2024 Q3

OILK was reported at 1.78% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.3% 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 2024 Q3

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 Bridge Advisory, LLC held OILK β€” position size vs. price
% of Fund (quarterly)    OILK 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)
2024 Q3 ADDED 88,105 +115 +0.1% 1.78% $3.7M 2024-11-14 (Est.) $40.17
2024 Q2 REDUCED 87,990 -1,270 -1.4% 2.10% $4.3M 2024-07-23 $43.12
2024 Q1 REDUCED 89,260 -19,577 -18.0% 2.11% $4.3M 2024-04-16 $45.87
2023 Q4 INITIATED 108,837 β€” β€” 2.30% $4.6M 2024-01-17 $39.39

FAQ About Bridge Advisory, LLC and OILK

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

How long has Bridge Advisory, LLC reported owning OILK?

Bridge Advisory, LLC reported OILK across 4 quarterly 13F filings, from 2023 Q4 through 2024 Q3.

What was the largest reported OILK position in Bridge Advisory, LLC's portfolio?

The largest reported portfolio weight for OILK was 2.30% in 2023 Q4.

What is the latest reported OILK position on this page?

The most recent filing on this page is 2024 Q3, when Bridge Advisory, LLC reported 88,105 shares, equal to 1.78% of portfolio, with an estimated market value of $3.7M.

What does the chart on this OILK ownership page compare?

The chart compares Bridge Advisory, LLC's quarterly OILK 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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