BURKETT FINANCIAL SERVICES, LLC RING β€” iShares MSCI Global Gold Miners ETF

Ownership history in BURKETT FINANCIAL SERVICES, LLC  Β·  1 quarter on record

AI Ownership Summary

BURKETT FINANCIAL SERVICES, LLC reported iShares MSCI Global Gold Miners ETF (RING) in 1 quarterly 13F filing from 2026 Q2 through 2026 Q2. Peak portfolio weight reached 0.01% in 2026 Q2. The latest visible filing shows RING 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 RING ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BURKETT FINANCIAL SERVICES, LLC's position in iShares MSCI Global Gold Miners ETF, 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 Q2

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

High-water mark
Peak Conviction
0.01% in 2026 Q2

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

Time in book
Holding Window
2026 Q2 to 2026 Q2

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 BURKETT FINANCIAL SERVICES, LLC held RING β€” position size vs. price
% of Fund (quarterly)    RING price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 INITIATED β€” β€” β€” 261 β€” β€” 0.01% $17K 2026-07-02 $67.19

🏒 Other funds also holding RING

As of 2026 Q2 β€” sorted by position size

Versant Capital Management, Inc 3Y 7Y 0.45%

FAQ About BURKETT FINANCIAL SERVICES, LLC and RING

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

How long has BURKETT FINANCIAL SERVICES, LLC reported owning RING?

BURKETT FINANCIAL SERVICES, LLC reported RING across 1 quarterly 13F filings, from 2026 Q2 through 2026 Q2.

What was the largest reported RING position in BURKETT FINANCIAL SERVICES, LLC's portfolio?

The largest reported portfolio weight for RING was 0.01% in 2026 Q2.

What is the latest reported RING position on this page?

The most recent filing on this page is 2026 Q2, when BURKETT FINANCIAL SERVICES, LLC reported 261 shares, equal to 0.01% of portfolio, with an estimated market value of $17K.

What does the chart on this RING ownership page compare?

The chart compares BURKETT FINANCIAL SERVICES, LLC's quarterly RING 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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